LDRX

ETFActive

SGI Enhanced Market Leaders ETF

Category: US Equity (9,528 funds)

Expense Ratio
0.59%
Annual Cost per $10K
$59.00
30-Year Fee Drag per $10K
$11,635
at 7% annual return
Fund Type
ETF
Active

Asset Allocation

US Equity
97%
Intl Equity
3%
Cash
1%

Fee Comparison

LDRX
0.59%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

44% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+15.63%5 months
Compare to

Fee Impact Calculator

$
%
LDRX at 0.59%$322,436
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$58,177
Cost vs index fund−$54,988

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
LDRXSGI Enhanced Market Leaders ETF0.59%
TRZBXT. Rowe Price Blue Chip Growth Fund, Inc.0.55%
QCGRFXCollege Retirement Equities Fund - Growth Account
IWFiShares Russell 1000 Growth ETF0.18%
TRJZXT. Rowe Price Growth Stock Fund, Inc.0.51%
VPMAXVANGUARD PRIMECAP FUND0.31%
FGCKXFidelity Growth Company Fund0.45%
VDIGXVANGUARD DIVIDEND GROWTH FUND0.22%
TRLGXT. Rowe Price Large-Cap Growth Fund0.55%
VNQVANGUARD REAL ESTATE INDEX FUND0.27%
VEIPXVANGUARD EQUITY INCOME FUND0.27%
VWUAXVANGUARD U.S. GROWTH FUND0.35%
AULDXUltra Fund0.54%
WFSPXiShares S&P 500 Index Fund0.22%
IVWiShares S&P 500 Growth ETF0.18%
QUALiShares MSCI USA Quality Factor ETF0.15%
TIQRXNuveen Equity Index Fund0.30%
HNACXHarbor Capital Appreciation Fund0.59%
COWZPacer US Cash Cows 100 ETF0.49%
AGRDXGrowth Fund0.54%
APGZXAB LARGE CAP GROWTH FUND INC0.51%
IWBiShares Russell 1000 ETF0.15%
IVEiShares S&P 500 Value ETF0.18%
PREIXT. Rowe Price Equity Index 500 Fund0.18%
TRFHXT. Rowe Price Retirement 2030 Fund0.40%
TRHDXT. Rowe Price Retirement 2040 Fund0.43%
MOATVanEck Morningstar Wide Moat ETF0.47%
DVYiShares Select Dividend ETF0.38%
PRBLXParnassus Core Equity Fund0.82%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
TRFJXT. Rowe Price Retirement 2035 Fund0.42%
OEICXJPMorgan Equity Index Fund0.45%
PFFiShares Preferred and Income Securities ETF0.45%
VEXRXVANGUARD EXPLORER FUND0.33%
FGKFXFidelity Growth Company K6 Fund0.45%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
CIVIXCAUSEWAY INTERNATIONAL VALUE FUND$1M min0.85%
FNDXSchwab Fundamental U.S. Large Company ETF0.25%
SDYSPDR(R) S&P(R) Dividend ETF0.35%
TREHXT. Rowe Price Retirement 2025 Fund0.38%
IYWiShares U.S. Technology ETF0.38%
TRIKXT. Rowe Price Retirement 2045 Fund0.44%
VHCAXVANGUARD CAPITAL OPPORTUNITY FUND0.36%
TRJLXT. Rowe Price Retirement 2050 Fund0.45%
TRZLXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.54%
PCUZXT. Rowe Price U.S. Equity Research Fund0.33%
MLRSXNYLI Winslow Large Cap Growth Fund0.62%
DYNFiShares U.S. Equity Factor Rotation Active ETF0.26%
HAITXHARTFORD CORE EQUITY FUND0.36%
DCZRXMacquarie Small Cap Core Fund0.68%
QINSQVIP Index 500 Portfolio0.19%
FSCSXSelect Software and IT Services Portfolio0.62%
TRDBXT. Rowe Price Retirement 2020 Fund0.37%
JDEAXJPMorgan U.S. Research Enhanced Equity Fund0.60%
LGRNXLoomis Sayles Growth Fund0.57%
CREFXCohen & Steers Real Estate Securities Fund0.75%
VPCCXVANGUARD PRIMECAP CORE FUND0.45%
IGRFXMacquarie Mid Cap Growth Fund0.68%
ERASXEaton Vance Atlanta Capital SMID-Cap Fund0.81%
IWViShares Russell 3000 ETF0.20%
VGIAXVANGUARD GROWTH AND INCOME FUND0.26%
GTENXGateway Fund0.65%
MTUMiShares MSCI USA Momentum Factor ETF0.15%
PLSAXLargeCap S&P 500 Index Fund0.39%
ESGUiShares ESG Aware MSCI USA ETF0.15%
TRIRXNuveen Large Cap Growth Index Fund0.30%
UANQXVictory Nasdaq-100 Index Fund0.43%
USPRXVictory 500 Index Fund0.15%
OEFiShares S&P 100 ETF0.20%
TRJMXT. Rowe Price Retirement 2055 Fund0.46%
JAGMX500 Index Trust0.25%
IWSiShares Russell Mid-Cap Value ETF0.23%
ASDEXSelect Fund0.55%
TSNIXT. Rowe Price Science & Technology Fund, Inc.0.67%
MXVIXEmpower S&P 500 Index Fund0.49%
PLCGXLargeCap Growth Fund I0.94%
IWYiShares Russell Top 200 Growth ETF0.20%
SFLNXSchwab Fundamental U.S. Large Company Index Fund0.25%
SPHQInvesco S&P 500 Quality ETF0.15%
LMESXClearBridge Appreciation Fund0.56%
HAGIXCarillon Eagle Mid Cap Growth Fund$1M min0.72%
DVZRXMacquarie Small Cap Value Fund0.70%
DFEVXEMERGING MARKETS VALUE PORTFOLIO$1M min0.44%
FUFRXFranklin Utilities Fund0.50%
FNDASchwab Fundamental U.S. Small Company ETF0.25%
VVIPXVoya VACS Index Series S Portfolio
TRCVXNuveen Large Cap Value Index Fund0.30%
TRSPXNuveen S&P 500 Index Fund0.30%
FDNFirst Trust Dow Jones Internet Index Fund0.49%
FTCSFirst Trust Capital Strength ETF0.52%
FFEFXNuveen Dividend Value Fund0.61%
AFEDXLarge Cap Equity Fund0.44%
ILGRXMacquarie Large Cap Growth Fund0.89%
QYLDGlobal X NASDAQ 100 Covered Call ETF0.60%
HIAGXHARTFORD DISCIPLINED EQUITY HLS FUND0.59%
CSRIXCohen & Steers Institutional Realty Shares$1M min0.75%
VSTIXStock Index Fund0.23%
FSMEXSelect Medical Technology and Devices Portfolio0.63%
TILGXNuveen Large Cap Growth Fund0.41%
GEQZXEQUITY INDEX FUND0.39%
CZMGXMulti-Manager Growth Strategies Fund$1M min0.72%

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