Skip to content
Beacon
Screener

LVLN vs BKLN

State Street SPDR S&P Leveraged Ln ETF vs Invesco Senior Loan ETF

LVLN

State Street SPDR S&P Leveraged Ln ETF

Annual cost

Fund size

BKLN

Invesco Senior Loan ETF

Invesco

Annual cost

0.65%

Fund size

$6.8B

Key differences

  • LVLN is classified as alternative, while BKLN is fixed income — different risk/return profiles.

Side-by-side comparison

LVLNBKLN
Annual cost (TER)0.65%
Fund size (AUM)$6.8B
Since2011
Dividend yield6.91%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+5.3%
CAGR 3YN/A+7.8%
CAGR 5YN/A+5.3%
Sharpe 3YN/A1.29
Volatility 1Y2.75%
Max drawdown-2.34%-24.17%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LVLN and BKLN