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LEXI vs S&P 500

MAX$40.15 · +1.0% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+50%+69.5%S&P 500 +91.7%Jul 1, 2021Nov 4, 2026
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return+1.0%−2.0%−1.7%+12.8%+14.3%+79.4%+62.8%+69.5%
Peer average————————
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Alexis LEXI and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
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Cards for This View

LEXI’s Top 10 Holdings

Today
52.3%of LEXI sits in these 10
1IWDiShares Russell 1000 Value ETF5.65%
2RSPInvesco S&P 500 Equal Weight ETF5.62%
3VIGVanguard Dividend Appreciation ETF5.39%
4RWRSpdr Dow Jones Reit Etf5.28%
5MDYState Street SPDR S&P MidCap 400 ETF Trust5.22%
6PYLDPIMCO Multisector Bond Active ETF5.12%
7BINCiShares Flexible Income Active ETF5.12%
8JPSTJPMorgan Ultra-Short Income ETF5.09%
9MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund5.07%
10MGKVanguard Morningstar Mega Cap Growth ETF4.76%
Alexis LEXI · weight in the fund · as of Nov 4, 2026
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LEXI vs Peer Average

YTD
LEXIAvsBPeer average
1D+1.0%[…]
1M−2.0%[…]
3M−1.7%[…]
YTD+12.8%[…]
1Y+14.3%[…]
3Y+79.4%[…]
5Y+62.8%[…]
0–0level
0 peers · each row scaled to its leader
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