Side-by-side comparison

Compare investment strategies

Russell 1000 Financial Services Direct Indexing vs EP-Space Stock Strategy

At a glance

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

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

3.9%

—

12.0%

59.8%Best

14.5%

—

-0.01

1.09Best

-13.6%Best

-52.0%

Fee

0.20%

—

Minimum investment

$100

—

Each source uses its own scale

3(1-5 (Interactive Advisors))

24(Heart Attack Index (Collective2))

Inception

2017-12-13

2024-09-04

82%Best

67%

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.

Russell 1000 Financial Services Direct IndexingLiveup 30.4%
EP-Space Stock StrategyHypoup 173.7%
S&P 500 ETFup 41.2%

Every published figureShow 66 attributes

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

Market-relative

Alpha vs S&P 500, strategy life (hypothetical model account)

—

0.11

Benchmark (methodology text)

Respective Russell reference index

—

Beta vs S&P 500, strategy life (hypothetical model account)

—

0.79

Correlation to S&P 500, strategy life (hypothetical model account)

—

0.31

Returns

Annual return compounded, strategy life (hypothetical model account)

—

59.80%

Annualized return since inception (Lighthorse, daily, hypothetical)

—

56.78%

Annualized return since inception (Lighthorse, daily, live)

12.07%

—

Return since inception (annualized) (live account)

12.00%

—

Return since inception (cumulative) (live account)

172.00%

—

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

0.74%

—

Return, 1 month (hypothetical model account)

—

1.85%

Return, 3 months (hypothetical model account)

—

17.37%

Return, 6 months (hypothetical model account)

—

18.96%

Return, last 30 days (live account)

-5.30%

—

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

—

57.30%

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

8.00%

—

Return, last 365 days (live account)

3.90%

—

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

58.60%

—

Return, last 90 days (live account)

-3.20%

—

Return, year to date (live account)

0.20%

—

Classification

Asset classes / instruments

equities

stocks

Composition (ETFs / Stocks / Mixed)

STOCKS

—

ESG / responsible flag

—

Leaderboard views (Collective2)

—

ira_account, popular

Smart beta flag

—

Theme keywords (Interactive Advisors)

Financial services, Large-cap, Mid-cap

—

Trading activity

Average leverage

—

0.85

Average position time

—

37,683

Maximum daily leverage

—

5.75

Number of trades

—

136

Percent of trades profitable

—

91.11%

Profit factor

—

23.29

Win:loss ratio

—

23.29

Risk metrics

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

0.95

—

Maximum drawdown since inception (Lighthorse, daily, hypothetical)

—

-44.06%

Maximum drawdown since inception (Lighthorse, daily, live)

-41.90%

—

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

—

-23.64%

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

-13.57%

—

Maximum drawdown, last 365 days (live account)

-13.60%

—

Maximum drawdown, strategy life (hypothetical model account)

—

-52.00%

Sharpe ratio since inception (Lighthorse, daily, hypothetical)

—

1.08

Sharpe ratio since inception (Lighthorse, daily, live)

0.50

—

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

—

1.38

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

0.34

—

Sharpe ratio, last 365 days (live account)

-0.01

—

Sharpe ratio, strategy life (hypothetical model account)

—

1.09

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

—

2.40

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

0.48

—

Sortino ratio, last 365 days (live account)

-0.02

—

Sortino ratio, strategy life (hypothetical model account)

—

1.75

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

-3.40%

—

Volatility since inception (Lighthorse, daily, hypothetical)

—

46.56%

Volatility since inception (Lighthorse, daily, live)

21.50%

—

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

—

33.01%

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

13.75%

—

Volatility, last 365 days (live account)

14.50%

—

Risk score

Heart Attack Index (Collective2)

—

Risk label (Interactive Advisors)

Growth plus

—

Risk score 1-5 (Interactive Advisors)

—

Cost & access

Management / advisory fee

0.20%

—

Minimum investment

$100

—

Subscription price per month

—

$80

Suggested minimum capital

—

$15k

Disclosure

Metrics calculated through

2026-10-09

—

Construction

Rebalancing (methodology text)

rebalances quarterly; rebalances on a quarterly

—

Identity

Strategy age

—

768

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