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VOO+1.6%IVV+1.6%SPY+1.7%VTI+1.5%QQQ+1.0%VUG+1.5%VEA+2.1%IEFA+2.5%VTV+1.5%SPYM+1.7%VXUS+2.0%BND+0.4%VGT+0.2%IEMG+0.9%AGG+0.5%GLD+3.7%IJH+0.6%VWO+1.7%SCHD+1.9%IWF+0.4%XLK+0.0%SGOV+0.0%VIG+2.1%IJR+1.3%QQQM+1.0%VO+0.9%RSP+1.9%ITOT+1.5%DFAC+1.5%IWD+2.6%
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LDRX vs S&P 500

YTD$36.58 · +1.8% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+10%+5.5%S&P 500 +8.4%Dec 31, 2025Nov 5, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+1.8%−2.8%−0.3%+11.6%+11.0%——+38.2%
Peer average————————
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Summit Global Investments LDRX and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
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LDRX’s Top 10 Holdings

Today
54.0%of LDRX sits in these 10
1AAPLApple10.54%
2NVDANvidia10.10%
3MSFTMicrosoft8.49%
4GOOGLAlphabet6.56%
5AMZNAmazon5.54%
6AVGOBroadcom3.28%
7METAMeta Platforms2.87%
8LLYEli Lilly &2.27%
9TSLATesla2.19%
10BRK-BBerkshire Hathaway2.17%
Summit Global Investments LDRX · weight in the fund · as of Nov 5, 2026
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LDRX vs Peer Average

YTD
LDRXAvsBPeer average
1D+1.8%[…]
1M−2.8%[…]
3M−0.3%[…]
YTD+11.6%[…]
1Y+11.0%[…]
0–0level
0 peers · each row scaled to its leader
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