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LFEQVanEck Long/Flat Trend ETF

Diversifier8y track recordRanked #143 of 266 in this goal

Seeks to replicate the price and yield performance of the Ned Davis Research CMG US Large Cap Long/Flat Index.

By VanEck · Launched 2017

Annual Cost

0.58%

#3,048 of 5,861 · average

Fund Size

$28M

#4,211 of 5,861 · small

Return (1Y)Goal

+18.7%

Track Record

8 years

#1,590 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,912+19.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Region

North america

Strategy

Tactical allocation

Index tracked

Ned Davis Research CMG US Large Cap Long/Flat Index

What it actually holds

By weight

Concentration

Top 1 holdings = 99.8% of fundconcentrated

Vanguard S&P 500 ETF
99.8%

Asset allocation

Stocks
99.4%
Cash
0.4%
Other
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
12.8%Moderate

Year-on-year price swings

Max drawdown
-35.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.81Decent risk-adjusted returns
Sortino (3Y)
1.17Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to replicate the price and yield performance of the Ned Davis Research CMG US Large Cap Long/Flat Index.
Strategy
Employs a passive investment approach to replicate the NDR CMG Index by investing primarily in large-cap U.S. securities that track the index. The Fund's strategy includes equity allocations based on trade signals from a proprietary model that adjusts between long and flat positions.
Inception date
October 4, 2017
Fund family
VanEck

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Closet indexing
Warning

You're paying active fees for an index

This fund charges active-management prices while tracking its benchmark almost perfectly (a high R²). The metrics below show how little active management you're getting for that premium: low tracking error and a fee well above the passive peer median.

R²
93.5%
TE
3.9%
Beta
0.92
Fee
2× 0.35%

Sources: Cremers & Petajisto (2009) · Amihud & Goyenko (2013) · ESMA (2016)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-04