Side-by-side comparison

Compare investment strategies

Russell 1000 Utilities 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.

-6.4%

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6.7%

59.8%Best

14.5%

—

-0.71

1.09Best

-15.4%Best

-52.0%

Fee

0.20%

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Minimum investment

$100

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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 Utilities Direct IndexingLiveup 17.1%
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)

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0.11

Benchmark (methodology text)

Index-focused investors: If you prefer a passive, index-tracking approach over active stock selection, this portfolio follows the Russell 1000® Utilities Index with consistent quarterly rebalancing to stay true to its benchmark.

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

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0.79

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

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0.31

Returns

Annual return compounded, strategy life (hypothetical model account)

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59.80%

Annualized return since inception (Lighthorse, daily, hypothetical)

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56.78%

Annualized return since inception (Lighthorse, daily, live)

6.99%

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Return since inception (annualized) (live account)

6.70%

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Return since inception (cumulative) (live account)

77.40%

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

3.20%

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Return, 1 month (hypothetical model account)

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1.85%

Return, 3 months (hypothetical model account)

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17.37%

Return, 6 months (hypothetical model account)

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18.96%

Return, last 30 days (live account)

-3.60%

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

—

57.30%

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

-4.92%

—

Return, last 365 days (live account)

-6.40%

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

44.20%

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Return, last 90 days (live account)

-7.70%

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Return, year to date (live account)

-1.30%

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Classification

Asset classes / instruments

equities

stocks

Composition (ETFs / Stocks / Mixed)

STOCKS

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ESG / responsible flag

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Leaderboard views (Collective2)

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ira_account, popular

Smart beta flag

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Theme keywords (Interactive Advisors)

Large-cap, Mid-cap, Utilities

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Trading activity

Average leverage

—

0.85

Average position time

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37,683

Maximum daily leverage

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5.75

Number of trades

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136

Percent of trades profitable

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91.11%

Profit factor

—

23.29

Win:loss ratio

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23.29

Risk metrics

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

0.93

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Maximum drawdown since inception (Lighthorse, daily, hypothetical)

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-44.06%

Maximum drawdown since inception (Lighthorse, daily, live)

-30.99%

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

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-23.64%

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

-15.39%

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Maximum drawdown, last 365 days (live account)

-15.40%

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Maximum drawdown, strategy life (hypothetical model account)

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-52.00%

Sharpe ratio since inception (Lighthorse, daily, hypothetical)

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1.08

Sharpe ratio since inception (Lighthorse, daily, live)

0.31

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

—

1.38

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

-0.53

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Sharpe ratio, last 365 days (live account)

-0.71

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Sharpe ratio, strategy life (hypothetical model account)

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1.09

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

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2.40

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

-0.72

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Sortino ratio, last 365 days (live account)

-1.08

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Sortino ratio, strategy life (hypothetical model account)

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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)

17.72%

—

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

—

33.01%

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

14.21%

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Volatility, last 365 days (live account)

14.50%

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Risk score

Heart Attack Index (Collective2)

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Risk label (Interactive Advisors)

Growth plus

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Risk score 1-5 (Interactive Advisors)

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Cost & access

Management / advisory fee

0.20%

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Minimum investment

$100

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Subscription price per month

—

$80

Suggested minimum capital

—

$15k

Disclosure

Metrics calculated through

2026-10-09

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Construction

Rebalancing (methodology text)

rebalances quarterly

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Identity

Strategy age

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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