Side-by-side comparison

Compare investment strategies

Core-Satellite with Rotating Bonds and SPY Trend vs Small Cap Dividend Factor US Stocks

At a glance

The headline numbers each source publishes, lined up. Hover a number for its exact definition.

These strategies report performance on different (OOS, Live). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

2.9%

19.4%Best

4.6%

6.1%Best

9.1%Best

15.1%

0.54

1.10Best

-18.9%

-8.1%Best

Fee

—

0.20%

Minimum investment

—

$100

Each source uses its own scale

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3(1-5 (Interactive Advisors))

Inception

—

2016-12-22

40%

82%Best

Growth of $10,000

Each line starts at $10,000 on the first date all of them share, using the strategy's own published history. Bases are labelled and never mixed within a line.

Small Cap Dividend Factor US StocksLiveup 53.0%
S&P 500 ETFup 79.9%

No published history to chart: Core-Satellite with Rotating Bonds and SPY Trend.

Every published figureShow 46 attributes

Each row is one exact variant (window and basis), so a value appears only where a source publishes it.

Classification

AI categories (Composer)

200-day moving average, bonds, core-satellite, etf rotation, momentum, real estate, tactical asset allocation, trend-following, us stocks

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Asset classes / instruments

equities

Composition (ETFs / Stocks / Mixed)

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STOCKS

Curated collections (Interactive Advisors)

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Diversified portfolios, Income generating portfolios, Undervalued companies

ESG / responsible flag

—

Smart beta flag

—

Yes

Theme keywords (Interactive Advisors)

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Dividend yields, Mid-cap, Small-cap

Returns

Annualized return since inception (Lighthorse, daily, live)

—

6.15%

Return since inception (annualized) (live account)

—

6.10%

Return since inception (cumulative) (live account)

—

79.00%

Return vs the source's benchmark, last 365 days (Lighthorse, daily, live)

—

3.98%

Return, last 30 days (live account)

—

-5.20%

Return, last 365 days (Lighthorse, daily, live)

—

22.01%

Return, last 365 days (live account)

—

19.40%

Return, last 5 years (cumulative) (live account)

—

28.60%

Return, last 90 days (live account)

—

-1.20%

Return, out-of-sample period (annualized) (out-of-sample)

4.57%

—

Return, out-of-sample period (cumulative) (out-of-sample)

23.02%

—

Return, trailing 1 month (out-of-sample)

0.44%

—

Return, trailing 1 year (out-of-sample)

2.89%

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Return, trailing 3 months (out-of-sample)

0.85%

—

Return, year to date (live account)

—

16.70%

Risk metrics

Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live)

—

0.77

Calmar ratio, out-of-sample period (out-of-sample)

0.24

—

Maximum drawdown since inception (Lighthorse, daily, live)

—

-42.13%

Maximum drawdown, last 365 days (Lighthorse, daily, live)

—

-8.09%

Maximum drawdown, last 365 days (live account)

—

-8.10%

Maximum drawdown, out-of-sample period (out-of-sample)

-18.90%

—

Sharpe ratio since inception (Lighthorse, daily, live)

—

0.26

Sharpe ratio, last 365 days (Lighthorse, daily, live)

—

1.15

Sharpe ratio, last 365 days (live account)

—

1.10

Sharpe ratio, out-of-sample period (out-of-sample)

0.54

—

Sortino ratio, last 365 days (Lighthorse, daily, live)

—

1.82

Sortino ratio, last 365 days (live account)

—

1.91

Standard deviation, out-of-sample period (out-of-sample)

9.10%

—

Value-at-risk 95% 1-week, last 365 days (live account)

—

-3.50%

Volatility since inception (Lighthorse, daily, live)

—

22.28%

Volatility, last 365 days (Lighthorse, daily, live)

—

14.38%

Volatility, last 365 days (live account)

—

15.10%

Cost & access

Management / advisory fee

—

0.20%

Minimum investment

—

$100

Disclosure

Metrics calculated through

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2026-10-09

Construction

Rebalance frequency

quarterly

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Rebalancing (methodology text)

—

rebalances quarterly; rebalanced on a quarterly

Risk score

Risk label (Interactive Advisors)

—

Growth plus

Risk score 1-5 (Interactive Advisors)

—

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources

Compare investment strategies

At a glance

Growth of $10,000

What they say: stated rules

What they hold

Do the holdings back the rules?

Costs, access & sources