Side-by-side comparison

Compare investment strategies

S&P 500 Buy and Hold (VOO) vs Russell 1000 Energy Index Direct Indexing

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.

17.3%

46.6%Best

19.5%Best

10.6%

15.6%Best

21.4%

1.22

2.06Best

-18.7%

-15.0%Best

Fee

—

0.20%

Minimum investment

—

$100

Each source uses its own scale

—

4(1-5 (Interactive Advisors))

Inception

2024-05-23

2017-12-13

Holdings

—

60%

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.

Russell 1000 Energy Index Direct IndexingLiveup 59.9%
S&P 500 ETFup 79.9%

No published history to chart: S&P 500 Buy and Hold (VOO).

Every published figureShow 76 attributes

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

Classification

AI categories (Composer)

buy-and-hold, long-only, passive, s&p 500, single-etf, us large-cap stocks

—

Asset classes / instruments

equities

Composition (ETFs / Stocks / Mixed)

—

STOCKS

Curated collections (Interactive Advisors)

—

Portfolios with the best risk adjusted returns, Sector portfolios, Top performing portfolios

ESG / responsible flag

—

Smart beta flag

—

Theme keywords (Interactive Advisors)

—

Energy, Large-cap, Mid-cap

Market-relative

Alpha vs SPY, out-of-sample (out-of-sample)

0.01

—

Benchmark (methodology text)

—

Passive strategy advocates: Ideal for those who prefer a hands-off, index-tracking approach over active stock selection, letting a recognized benchmark guide all investment decisions.

Beta vs SPY, out-of-sample (out-of-sample)

0.97

—

Correlation (R) vs SPY, out-of-sample (out-of-sample)

1.00

—

Returns

Annualized return since inception (Lighthorse, daily, live)

—

11.11%

Backtest length

4,051

—

Out-of-sample length

602

—

Return since inception (annualized) (live account)

—

10.60%

Return since inception (cumulative) (live account)

—

142.50%

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

—

-0.19%

Return, backtest period (annualized) (backtest)

14.88%

—

Return, backtest period (cumulative) (backtest)

830.73%

—

Return, last 30 days (live account)

—

1.30%

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

—

59.89%

Return, last 365 days (live account)

—

46.60%

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

—

151.10%

Return, last 90 days (live account)

—

17.50%

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

19.54%

—

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

52.62%

—

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

-1.10%

—

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

2.36%

—

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

-1.47%

—

Return, trailing 1 year (backtest)

15.48%

—

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

17.30%

—

Return, trailing 2 weeks (out-of-sample)

-1.08%

—

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

3.87%

—

Return, year to date (live account)

—

44.90%

SPY annualized return over the backtest window (backtest)

14.80%

—

Backtest

Backtest final value (from $10,000)

$93k

—

Backtest regulatory fees

—

Backtest slippage cost

—

Risk metrics

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

—

0.97

Calmar ratio, backtest period (backtest)

0.44

—

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

1.05

—

Maximum drawdown since inception (Lighthorse, daily, live)

—

-67.45%

Maximum drawdown, backtest period (backtest)

-33.99%

—

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

—

-15.04%

Maximum drawdown, last 365 days (live account)

—

-15.00%

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

-18.69%

—

Sharpe ratio since inception (Lighthorse, daily, live)

—

0.40

Sharpe ratio, backtest period (backtest)

0.90

—

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

—

2.09

Sharpe ratio, last 365 days (live account)

—

2.06

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

1.22

—

Sortino ratio, backtest period (backtest)

1.28

—

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

—

3.13

Sortino ratio, last 365 days (live account)

—

3.12

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

1.73

—

Standard deviation, backtest period (backtest)

16.94%

—

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

15.60%

—

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

—

-5.00%

Volatility since inception (Lighthorse, daily, live)

—

29.64%

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

—

20.99%

Volatility, last 365 days (live account)

—

21.40%

Quality

Community review status

ACTIVE

—

Holdings

Concentration (Herfindahl index, out-of-sample, as Composer reports it)

—

Trading activity

Daily win rate, backtest period (backtest)

54.75%

—

Daily win rate, out-of-sample period (out-of-sample)

56.48%

—

Construction

Logic complexity (node count)

—

Rebalance corridor width

10.00%

—

Rebalance frequency

none

—

Rebalancing (methodology text)

—

rebalance and annual

Cost & access

Management / advisory fee

—

0.20%

Minimum investment

—

$100

Disclosure

Metrics calculated through

—

2026-10-09

Popularity

Remixes (copies)

—

Watchers

—

Risk score

Risk label (Interactive Advisors)

—

Aggressive

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