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LEXIVOO
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LEXI vs S&P 500

1D$39.77 · +0.1% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+0.2%+0.1%S&P 500 +0.3%Nov 2, 2026Nov 3, 2026
Return1D ▼1M3MYTD1Y3Y5YMAX
Total return+0.1%−2.5%−3.0%+11.7%+13.2%+79.8%+60.0%+67.9%
Peer average————————
S&P 500 · VOO+0.3%−2.6%−1.7%+11.5%+11.9%+90.9%+77.5%+816.4%
Alexis LEXI and Vanguard VOO · total return, dividends in · as of Nov 4, 2026
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Cards for This View

LEXI’s Top 10 Holdings

Today
52.4%of LEXI sits in these 10
1IWDiShares Russell 1000 Value ETF5.67%
2RSPInvesco S&P 500 Equal Weight ETF5.65%
3VIGVanguard Dividend Appreciation ETF5.41%
4RWRSpdr Dow Jones Reit Etf5.28%
5MDYState Street SPDR S&P MidCap 400 ETF Trust5.21%
6PYLDPIMCO Multisector Bond Active ETF5.13%
7BINCiShares Flexible Income Active ETF5.13%
8JPSTJPMorgan Ultra-Short Income ETF5.09%
9MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund5.07%
10DBEFXtrackers MSCI EAFE Hedged Equity ETF4.74%
Alexis LEXI · weight in the fund · as of Nov 3, 2026
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LEXI vs Peer Average

YTD
LEXIAvsBPeer average
1D+0.1%[…]
1M−2.5%[…]
3M−3.0%[…]
YTD+11.7%[…]
1Y+13.2%[…]
3Y+79.8%[…]
5Y+60.0%[…]
0–0level
0 peers · each row scaled to its leader
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