LEXI vs. ESBG
LEXI (Alexis Practical Tactical ETF) and ESBG (First Trust Enhanced Stocks, Bonds & Gold ETF) are both Tactical Allocation funds. Both are actively managed. A 0.66 correlation means they provide meaningful diversification when combined. LEXI charges 1.00%/yr vs 0.95%/yr for ESBG.
Performance
LEXI vs. ESBG - Performance Comparison
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Returns By Period
In the year-to-date period, LEXI achieves a 11.23% return, which is significantly higher than ESBG's 1.25% return.
LEXI
- 1D
- -2.01%
- 1M
- 0.91%
- YTD
- 11.23%
- 6M
- 11.51%
- 1Y
- 27.43%
- 3Y*
- 19.54%
- 5Y*
- —
- 10Y*
- —
ESBG
- 1D
- -4.45%
- 1M
- -6.25%
- YTD
- 1.25%
- 6M
- 2.14%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LEXI vs. ESBG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LEXI Alexis Practical Tactical ETF | 11.23% | 3.41% |
ESBG First Trust Enhanced Stocks, Bonds & Gold ETF | 1.25% | 5.72% |
Correlation
The correlation between LEXI and ESBG is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 20, 2025 | 0.66 |
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Return for Risk
LEXI vs. ESBG — Risk / Return Rank
LEXI
ESBG
LEXI vs. ESBG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Alexis Practical Tactical ETF (LEXI) and First Trust Enhanced Stocks, Bonds & Gold ETF (ESBG). 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.
| LEXI | ESBG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.47 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 3.39 | — | — |
| Martin ratioReturn relative to average drawdown | 16.32 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LEXI | ESBG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.54 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.75 | 0.53 | +0.23 |
Drawdowns
LEXI vs. ESBG - Drawdown Comparison
The maximum LEXI drawdown since its inception was -22.01%, which is greater than ESBG's maximum drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for LEXI and ESBG.
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Drawdown Indicators
| LEXI | ESBG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.01% | -18.84% | -3.17% |
Max Drawdown (1Y)Largest decline over 1 year | -8.12% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -15.94% | — | — |
Current DrawdownCurrent decline from peak | -2.01% | -14.14% | +12.13% |
Average DrawdownAverage peak-to-trough decline | -5.18% | -6.33% | +1.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.69% | — | — |
Volatility
LEXI vs. ESBG - Volatility Comparison
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Volatility by Period
| LEXI | ESBG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.37% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.05% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.85% | 25.86% | -15.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.66% | 25.86% | -11.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.66% | 25.86% | -11.20% |
LEXI vs. ESBG - Expense Ratio Comparison
LEXI has a 1.00% expense ratio, which is higher than ESBG's 0.95% expense ratio.
Dividends
LEXI vs. ESBG - Dividend Comparison
LEXI's dividend yield for the trailing twelve months is around 0.85%, more than ESBG's 0.60% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
ESBG First Trust Enhanced Stocks, Bonds & Gold ETF | 0.60% | 0.24% | 0.00% | 0.00% | 0.00% | 0.00% |
LEXI Alexis Practical Tactical ETF | 0.85% | 0.94% | 2.17% | 1.34% | 0.95% | 0.23% |
Frequently Asked Questions
LEXI and ESBG have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, ESBG is cheaper at 0.95% per year. The better choice depends on whether you care most about return, fees, risk, or income.
ESBG is cheaper with a 0.95% expense ratio, compared with 1.00% for LEXI.
LEXI has the higher dividend yield at 0.85%, compared with 0.60% for ESBG.
They also come from different issuers: Alexis and First Trust. Their fees differ too: 1.00% for LEXI and 0.95% for ESBG.
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