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LEXI vs S&P 500

YTD$38.92 · +0.4% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+10%+9.3%S&P 500 +8.7%Dec 31, 2025Nov 6, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+0.4%−3.9%−5.2%+9.3%+11.3%+71.5%+56.3%+64.3%
Peer average————————
S&P 500 · VOO+0.3%−5.0%−4.6%+8.7%+9.8%+80.8%+71.8%+793.2%
Alexis LEXI and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
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Cards for This View

LEXI’s Top 10 Holdings

Today
52.1%of LEXI sits in these 10
1IWDiShares Russell 1000 Value ETF5.79%
2RSPInvesco S&P 500 Equal Weight ETF5.71%
3RWRSpdr Dow Jones Reit Etf5.49%
4VIGVanguard Dividend Appreciation ETF5.46%
5MDYState Street SPDR S&P MidCap 400 ETF Trust5.18%
6PYLDPIMCO Multisector Bond Active ETF5.02%
7BINCiShares Flexible Income Active ETF5.02%
8QQQInvesco QQQ Trust Series 14.89%
9DBEFXtrackers MSCI EAFE Hedged Equity ETF4.81%
10JPSTJPMorgan Ultra-Short Income ETF4.71%
Alexis LEXI · weight in the fund · as of Nov 6, 2026
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LEXI vs Peer Average

YTD
LEXIAvsBPeer average
1D+0.4%[…]
1M−3.9%[…]
3M−5.2%[…]
YTD+9.3%[…]
1Y+11.3%[…]
3Y+71.5%[…]
5Y+56.3%[…]
0–0level
0 peers · each row scaled to its leader
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