LCORX vs. SPMO
Compare and contrast key facts about Leuthold Core Investment Fund (LCORX) and Invesco S&P 500® Momentum ETF (SPMO).
LCORX is managed by Leuthold. It was launched on Nov 19, 1995. SPMO is a passively managed fund by Invesco that tracks the performance of the S&P 500 Momentum Index. It was launched on Oct 9, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCORX or SPMO.
Correlation
The correlation between LCORX and SPMO is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LCORX vs. SPMO - Performance Comparison
Key characteristics
LCORX:
-0.17
SPMO:
0.93
LCORX:
-0.14
SPMO:
1.40
LCORX:
0.98
SPMO:
1.20
LCORX:
-0.13
SPMO:
1.14
LCORX:
-0.34
SPMO:
4.23
LCORX:
5.41%
SPMO:
5.42%
LCORX:
11.11%
SPMO:
24.76%
LCORX:
-48.99%
SPMO:
-30.95%
LCORX:
-9.94%
SPMO:
-8.77%
Returns By Period
In the year-to-date period, LCORX achieves a -0.60% return, which is significantly higher than SPMO's -0.85% return.
LCORX
-0.60%
-0.66%
-6.91%
-1.58%
4.03%
1.58%
SPMO
-0.85%
-0.41%
1.83%
22.68%
20.21%
N/A
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LCORX vs. SPMO - Expense Ratio Comparison
LCORX has a 1.16% expense ratio, which is higher than SPMO's 0.13% expense ratio.
Risk-Adjusted Performance
LCORX vs. SPMO — Risk-Adjusted Performance Rank
LCORX
SPMO
LCORX vs. SPMO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Leuthold Core Investment Fund (LCORX) and Invesco S&P 500® Momentum ETF (SPMO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
LCORX vs. SPMO - Dividend Comparison
LCORX's dividend yield for the trailing twelve months is around 1.50%, more than SPMO's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCORX Leuthold Core Investment Fund | 1.50% | 1.43% | 1.26% | 0.00% | 0.00% | 0.12% | 0.47% | 0.28% | 0.05% | 0.00% | 0.01% | 0.79% |
SPMO Invesco S&P 500® Momentum ETF | 0.54% | 0.48% | 1.63% | 1.66% | 0.52% | 1.27% | 1.39% | 1.05% | 0.77% | 1.94% | 0.36% | 0.00% |
Drawdowns
LCORX vs. SPMO - Drawdown Comparison
The maximum LCORX drawdown since its inception was -48.99%, which is greater than SPMO's maximum drawdown of -30.95%. Use the drawdown chart below to compare losses from any high point for LCORX and SPMO. For additional features, visit the drawdowns tool.
Volatility
LCORX vs. SPMO - Volatility Comparison
The current volatility for Leuthold Core Investment Fund (LCORX) is 5.21%, while Invesco S&P 500® Momentum ETF (SPMO) has a volatility of 16.81%. This indicates that LCORX experiences smaller price fluctuations and is considered to be less risky than SPMO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.