Side-by-side comparison

Compare investment strategies

Russell 3000 Dividend Growth Direct Indexing vs Monte Balanced Equities Fund with Thematic Overlay

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, Composite). Live and composite results come from real accounts; out-of-sample, hypothetical and model results don't. Compare return and risk with care.

7.0%

20.1%Best

8.4%

—

11.5%Best

16.0%

0.33

1.41Best

-8.7%Best

-12.3%

Fee

0.20%Best

1.00%

Minimum investment

$100

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Each source uses its own scale

3(1-5 (Interactive Advisors))

2.46(0-5 (Quantbase))

Inception

2017-12-13

2025-05-15

Holdings

—

82%Best

73%

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 3000 Dividend Growth Direct IndexingLiveup 12.7%
Monte Balanced Equities Fund with Thematic OverlayCompositeup 41.8%
S&P 500 ETFup 28.5%

What they say: stated rules

Each rule is quoted from the strategy's own documents. Tap a ✓ to read the quote. Shared rules come first.

Rules stated

Include screen: Dividends / yield

Event handling / exception

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Include screen

—

Include screen: Growth

—

Include screen: Liquidity / trading volume

—

Include screen: Value

—

Rebalance schedule

—

Sector / asset cap

—

Universe / index

—

Weighting scheme

—

Every published figureShow 65 attributes

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

Returns

Annual return (Quantbase data field) (basis not stated)

—

28.58%

Annualized return since inception (Lighthorse, daily, composite)

—

28.54%

Annualized return since inception (Lighthorse, daily, live)

8.65%

—

Backtest end date (Quantbase data field)

—

2025-05-15

Return since chart start (cumulative) (client composite)

—

41.79%

Return since inception (annualized) (live account)

8.40%

—

Return since inception (cumulative) (live account)

104.30%

—

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

-5.70%

—

Return, last 30 days (live account)

-3.80%

—

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

—

21.74%

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

11.09%

—

Return, last 365 days (live account)

7.00%

—

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

34.10%

—

Return, last 90 days (live account)

-3.80%

—

Return, rolling 1 year (client composite)

—

20.08%

Return, year to date (live account)

7.10%

—

Classification

Asset classes / instruments

equities

—

Composition (ETFs / Stocks / Mixed)

STOCKS

—

Curated collections (Interactive Advisors)

Diversified portfolios

—

ESG / responsible flag

—

Smart beta flag

—

Theme keywords (Interactive Advisors)

Growth, Large-cap, Mid-cap, Small-cap

—

Market-relative

Benchmark (methodology text)

Respective Russell reference index

—

Correlation to SPY (full history) (client composite)

—

0.72

Correlation to SPY (Quantbase data field) (basis not stated)

—

0.72

Risk metrics

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

1.00

—

Daily volatility over the chart range (client composite)

—

1.01%

Max drawdown over the chart range (client composite)

—

-12.27%

Maximum drawdown since inception (Lighthorse, daily, composite)

—

-12.27%

Maximum drawdown since inception (Lighthorse, daily, live)

-34.95%

—

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

—

-12.27%

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

-8.71%

—

Maximum drawdown, last 365 days (live account)

-8.70%

—

Monthly volatility over the chart range (client composite)

—

5.07%

Sharpe ratio from daily returns over the chart range (client composite)

—

1.41

Sharpe ratio since inception (Lighthorse, daily, composite)

—

1.19

Sharpe ratio since inception (Lighthorse, daily, live)

0.39

—

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

—

0.85

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

0.64

—

Sharpe ratio, last 365 days (live account)

0.33

—

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

—

1.22

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

0.98

—

Sortino ratio, last 365 days (live account)

0.59

—

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

-2.70%

—

Volatility over the chart range, annualized from daily (×√252) (client composite)

—

16.03%

Volatility since inception (Lighthorse, daily, composite)

—

18.96%

Volatility since inception (Lighthorse, daily, live)

17.74%

—

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

—

20.55%

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

11.06%

—

Volatility, last 365 days (live account)

11.50%

—

Cost & access

Brokerage / custodian

—

Alpaca

Management / advisory fee

0.20%

1.00%

Minimum investment

$100

—

Suitability

Experience minimum: bonds

—

Experience minimum: crypto

—

Experience minimum: equity

—

Experience minimum: leverage

—

Experience minimum: options

—

Construction

Last rebalance date

—

2026-10-08

Rebalancing (methodology text)

rebalances quarterly

—

Disclosure

Metrics calculated through

2026-10-09

2026-10-05

Risk score

Qualitative risk score (Quantbase data field)

—

Risk label (Interactive Advisors)

Growth plus

—

Risk score 0-5 (Quantbase)

—

2.46

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