XITK vs LCR

Comparison between STATE STREET(R) SPDR(R) FACTSET INNOVATIVE TECHNOLOGY ETF (XITK, ETF) and LEUTHOLD CORE ETF (LCR, ETF).

5-Year PerformanceLCR has outperformed XITK, delivering a return of +6.7% compared to -3.6%

XITK vs LCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XITK(ETF)	LCR(ETF)
Net Assets	$69M	$69M
Expense Ratio	0.45%	0.84%
Max Drawdown	65.60%	17.44%
Sharpe Ratio	-0.01	0.89
5Y Beta	1.35	0.46
P/E Ratio	104.59	N/A
Forward P/E	27.07	N/A
Debt to Equity	100.67%	N/A
P/S Ratio	3.38	N/A
P/B Ratio	5.75	N/A

Net Assets

XITK

$69M

Winner

LCR

$69M

Expense Ratio

Winner

XITK

0.45%

LCR

0.84%

Max Drawdown

XITK

65.60%

Winner

LCR

17.44%

Sharpe Ratio

XITK

-0.01

Winner

LCR

0.89

5Y Beta

XITK

1.35

Winner

LCR

0.46

P/E Ratio

XITK

104.59

LCR

N/A

Forward P/E

XITK

27.07

LCR

N/A

Debt to Equity

XITK

100.67%

LCR

N/A

P/S Ratio

XITK

3.38

LCR

N/A

P/B Ratio

XITK

5.75

LCR

N/A

XITK vs LCR - Holdings Comparison

XITK and LCR have 1 common holdings. Overlap is -0.17%

XITK's top 25 holdings weight is 46.34%. LCR's top 25 holdings weight is 91.82%.

Rank	XITK	LCR
#1	AXT INC (AXTI) - 4.00%	ISHARES 1-3 YEAR TREASURY BOND ETF (SHY) - 14.58%
#2	APPLIED OPTOELECTRONICS INC (AAOI) - 3.52%	STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 14.51%
#3	SILICON MOTION TECHNOLOGY CORP ADR (SIMO) - 3.52%	ISHARES 0-5 YEAR TIPS BOND ETF (STIP) - 9.48%
#4	DIGITALOCEAN HOLDINGS INC (DOCN) - 2.90%	STATE STREET®FINSELSECTSPDR®ETF (XLF) - 4.88%
#5	ACM RESEARCH INC CLASS A (ACMR) - 2.49%	LEUTHOLD SELECT INDUSTRIES ETF (LST) - 4.58%
#6	ADVANCED MICRO DEVICES INC (AMD) - 2.41%	DIREXION DAILY S&P 500® BEAR 1X ETF (SPDN) - 4.21%
#7	ARM HOLDINGS PLC ADR (ARM) - 2.27%	INVESCO S&P 500® EQUAL WT CNSM DISC ETF (RSPD) - 3.91%
#8	SKYWATER TECHNOLOGY INC (SKYT) - 1.87%	US BANK MMDA USBGFS 9 (n/a) - 3.52%
#9	ONTO INNOVATION INC (ONTO) - 1.84%	STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 3.43%
#10	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.78%	ISHARES BIOTECHNOLOGY ETF (IBB) - 3.15%
#11	DATADOG INC CLASS A (DDOG) - 1.76%	ISHARES US HEALTHCARE PROVIDERS ETF (IHF) - 2.89%
#12	SITIME CORP ORDINARY SHARES (SITM) - 1.67%	STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 2.88%
#13	ARISTA NETWORKS INC (ANET) - 1.43%	VANECK GOLD MINERS ETF (GDX) - 2.52%
#14	NOVA LTD (NVMI) - 1.41%	VANECK OIL SERVICES ETF (OIH) - 2.08%
#15	CLEAR SECURE INC ORDINARY SHARES CLASS A (YOU) - 1.34%	ISHARES TRANSPORTATION AVERAGE ETF (IYT) - 1.69%
#16	JFROG LTD ORDINARY SHARES (FROG) - 1.33%	ISHARES US INSURANCE ETF (IAK) - 1.63%
#17	AEVA TECHNOLOGIES INC ORDINARY SHARES (AEVA) - 1.32%	INVESCO BUILDING & CONSTRUCTION ETF (PKB) - 1.54%
#18	INNODATA INC (INOD) - 1.30%	ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) - 1.47%
#19	LIVERAMP HOLDINGS INC (RAMP) - 1.23%	STATE STREET® SPDR® BLMBG INTL TRS BDETF (BWX) - 1.46%
#20	COMMVAULT SYSTEMS INC (CVLT) - 1.19%	STATE STREET®ENGYSELSECTSPDR®ETF (XLE) - 1.44%
#21	SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.18%	ISHARES 5-10 YEAR INVMT GRD CORP BD ETF (IGIB) - 1.43%
#22	NVIDIA CORP (NVDA) - 1.15%	ISHARES MBS ETF (MBB) - 1.31%
#23	ALPHABET INC CLASS A (GOOGL) - 1.15%	STATE STREET® INDSTRLSELSECTSPDR®ETF (XLI) - 1.22%
#24	ZETA GLOBAL HOLDINGS CORP CLASS A (ZETA) - 1.15%	VANECK PHARMACEUTICAL ETF (PPH) - 1.01%
#25	FIVE9 INC (FIVN) - 1.13%	STTSTRTSPDRS&POIL&GASEXPLOR&PRODTNETF (XOP) - 1.00%
Total Holdings	99	37

XITK vs LCR - Historical Returns

Returns include dividend reinvestment.

Period	XITK	LCR
1 month	-3.54%	-0.05%
3 months	+9.53%	+2.37%
6 months	+7.00%	+2.53%
1 year	-0.82%	+10.65%
5 years(CAGR)	-3.56%	+6.72%
10 years(CAGR)	+12.93%	N/A
Max(CAGR)	+13.91%	+8.27%

XITK

-3.54%

Winner

LCR

-0.05%

Winner

XITK

+9.53%

LCR

+2.37%

Winner

XITK

+7.00%

LCR

+2.53%

XITK

-0.82%

Winner

LCR

+10.65%

5Y(CAGR)

XITK

-3.56%

Winner

LCR

+6.72%

10Y(CAGR)

XITK

+12.93%

LCR

N/A

Max(CAGR)

Winner

XITK

+13.91%

LCR

+8.27%

XITK vs LCR - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	XITK	LCR
2026	+5.15%	+3.66%
2025	+1.90%	+12.46%
2024	+22.79%	+9.27%
2023	+46.39%	+13.20%
2022	-47.61%	-8.04%
2021	-10.02%	+12.47%
2020	+84.95%	+13.28%
2019	+36.75%	N/A
2018	+6.04%	N/A
2017	+35.99%	N/A
2016	+19.19%	N/A

XITK vs LCR Drawdown Comparison

The maximum drawdown for XITK was -65.56%, occurring on Nov 9, 2022. This drawdown has not yet recovered.

The maximum drawdown for LCR was -17.44%, occurring on Mar 20, 2020. Recovery took 102 trading sessions.

The current XITK drawdown is -28.95%. The current LCR drawdown is -0.68%.

Rank	XITK	LCR
#1	-65.56% Feb 12, 2021 - Nov 9, 2022	-17.44% Feb 19, 2020 - Jul 15, 2020
#2	-33.74% Feb 19, 2020 - May 20, 2020	-13.40% Jan 4, 2022 - Jul 18, 2023
#3	-25.80% Sep 14, 2018 - Mar 18, 2019	-8.58% Nov 29, 2024 - Jun 24, 2025
#4	-13.12% Sep 1, 2020 - Oct 9, 2020	-6.22% Jul 19, 2023 - Dec 1, 2023
#5	-12.89% Jul 26, 2019 - Nov 25, 2019	-6.02% Feb 26, 2026 - May 6, 2026
#6	-12.66% Jan 14, 2016 - Mar 1, 2016	-5.18% Sep 2, 2020 - Nov 16, 2020
#7	-11.81% May 3, 2019 - Jul 12, 2019	-3.94% Jul 16, 2024 - Aug 21, 2024
#8	-9.24% Oct 13, 2020 - Nov 5, 2020	-3.72% Feb 12, 2021 - Apr 5, 2021
#9	-9.13% Nov 6, 2020 - Nov 25, 2020	-3.60% Mar 28, 2024 - Jun 17, 2024
#10	-8.85% Oct 5, 2016 - Feb 9, 2017	-3.12% Nov 16, 2021 - Jan 3, 2022
#11	-8.77% Jun 8, 2016 - Jul 11, 2016	-3.04% May 7, 2021 - Jul 12, 2021
#12	-8.60% Jun 18, 2018 - Aug 24, 2018	-2.98% Oct 27, 2025 - Dec 3, 2025
#13	-8.44% Mar 12, 2018 - May 9, 2018	-2.97% Sep 1, 2021 - Oct 21, 2021
#14	-7.46% Jan 26, 2018 - Feb 15, 2018	-2.29% Jul 12, 2021 - Jul 26, 2021
#15	-7.32% Aug 5, 2020 - Aug 26, 2020	-2.25% Jun 4, 2026 - Jun 15, 2026