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 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
LCORX vs. SPMO - Performance Comparison
Key characteristics
LCORX:
0.35
SPMO:
2.12
LCORX:
0.51
SPMO:
2.80
LCORX:
1.07
SPMO:
1.38
LCORX:
0.35
SPMO:
2.95
LCORX:
0.98
SPMO:
11.88
LCORX:
3.50%
SPMO:
3.27%
LCORX:
9.62%
SPMO:
18.38%
LCORX:
-48.99%
SPMO:
-30.95%
LCORX:
-5.75%
SPMO:
-0.18%
Returns By Period
In the year-to-date period, LCORX achieves a 4.03% return, which is significantly lower than SPMO's 8.48% return.
LCORX
4.03%
1.74%
-1.45%
3.76%
3.16%
2.11%
SPMO
8.48%
4.48%
15.64%
38.38%
19.59%
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 1.37%, more than SPMO's 0.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LCORX Leuthold Core Investment Fund | 1.37% | 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 | 0.44% | 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 1.48%, while Invesco S&P 500® Momentum ETF (SPMO) has a volatility of 4.84%. 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.