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LVLN vs SRLN

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

LVLN

State Street SPDR S&P Leveraged Ln ETF

Annual cost

Fund size

SRLN

State Street Blackstone Senior Loan ETF

State Street Investment Management

Annual cost

0.70%

Fund size

$5.0B

Key differences

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

Side-by-side comparison

LVLNSRLN
Annual cost (TER)0.70%
Fund size (AUM)$5.0B
Since2013
Dividend yield7.58%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1YN/A+6.0%
CAGR 3YN/A+8.0%
CAGR 5YN/A+4.8%
Sharpe 3YN/A1.42
Volatility 1Y2.88%
Max drawdown-2.34%-22.29%

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

Similar to LVLN and SRLN