Compare · 2 funds side by side · dividends reinvested

LCR and SPY

LCRLeuthold×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

LCR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

Leuthold Core Exchange Traded FundUnsorted0.83%1.29%+6.1%+8.2%+12.4%+6.7%−6.0%8.0%$65M1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: LCR 2020 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Leuthold Core Exchange Traded Fund · $65M$13,828

LCR

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

LCRMeasureSPY

+6.1%Year to dateJan 1 → Nov 4+13.3%

+8.2%1 yearTotal return+13.4%

+12.4%3 years · per year$10,000 became $14,207 · $19,132+24.1%

+6.7%5 years · per year$10,000 became $13,828 · $18,060+12.6%

0.83%Expense ratio$83 · $9 a year on $10k · lower is better0.09%

1.29%Trailing 12-mo yield$129 · $99 a year on $10k0.99%

−6.0%Worst dropSmaller is better−8.9%

8.0%VolatilityLower is calmer12.9%

LCRSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–5SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LCR vs SPY: Top 5 Holdings

Today

LCR

45.0%in top 5

SPY

in top 527.3%

LCRStockSPY

14.3%SHYnot top 5

11.7%XLKnot top 5

9.3%STIPnot top 5

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

5.0%SPDNnot top 5

4.7%LSTnot top 5

not top 5AMZN3.8%

not top 5GOOGL2.5%

Held in common0.0%

End-of-day Nov 4, 2026 · share of each fund

LCR vs SPY Returns, Every Period

LeutholdLCR

+6.7%

5 years, per year

SPYSPDR

+12.6%

5 years, per year

LCRSPYFaded: behind in that period

0–4SPY wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Core: LCR vs SPY

YTD

LeutholdLCR

+6.1%

SPYSPDR

+13.3%

+6.1%Year to date+13.3%

−6.0%Worst drop · 1Y−8.9%

8.0%Volatility · 1Y12.9%

1.3%Yield1.0%

$65.3MAssets$805B

3–1LCR wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LCR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

LCR0.83%$83

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LCR, SPY

1.29%highest, LCR

FundTrailing yieldYield$10k

LCR1.29%$129

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

LCR$129 − $83 = $46

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LCR, SPY

Today

0.0%most shared, LCR and SPY

LCRSPY

LCR—0.0%

SPY0.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

LCRWorst drop−6.0%8.0% vol

SPYWorst drop−8.9%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

LCRSPY

+6.1%Year to date+13.3%

1.3%Yield1.0%

+8.2%Past year+13.4%

0.83%Fee0.09%

3–1SPY wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026