FISR vs. LCR ETF Comparison

Comparison of SPDR SSGA Fixed Income Sector Rotation ETF (FISR) to Leuthold Core ETF (LCR)

FISR

SPDR SSGA Fixed Income Sector Rotation ETF

FISR Description

The investment seeks to provide total return by focusing on investments in income and yield-generating assets. The fund is a "fund of funds," meaning that it primarily invests its assets in securities of other exchange-traded funds ("ETFs"). Under normal circumstances, it invests at least 80% of its net assets (plus the amount of borrowings for investments purposes) directly, or indirectly through the underlying ETFs, in fixed income securities. The fund or ETFs in which it invests may use derivative instruments to gain or hedge exposure to certain securities as an alternative to investing directly in such securities.

Grade (RS Rating)

Last Trade

$25.17

Average Daily Volume

101,144

Number of Holdings ^*

2

* may have additional holdings in another (foreign) market

LCR

Leuthold Core ETF

LCR Description

The investment seeks capital appreciation and income (or total return). The fund is an actively-managed fund of funds and seeks to achieve its objective by investing primarily in other registered investment companies, including other actively-managed exchange-traded funds (ETFs) and index-based ETFs (collectively, underlying funds), that provide exposure to a broad range of asset classes. The underlying funds may invest in equity securities of U.S. or foreign companies; debt obligations of U.S. or foreign companies or governments; or other investments, such as volatility indexes and managed futures.

Grade (RS Rating)

Last Trade

$32.98

Average Daily Volume

13,576

Number of Holdings ^*

13

* may have additional holdings in another (foreign) market

Performance

Period	FISR	LCR
30 Days	-0.49%	-1.64%
60 Days	-0.54%	-0.53%
90 Days	-1.53%	1.20%
12 Months	-1.31%	14.01%

1 Overlapping Holdings

	Symbol	Grade	Weight in FISR	Weight in LCR	Overlap
	BWX	C	4.54%	2.69%	2.69%

FISR Overweight 1 Positions Relative to LCR

	Symbol	Grade	Weight
	BIL	A	10.65%

FISR Underweight 12 Positions Relative to LCR

	Symbol	Grade	Weight
	SHY	B	-9.72%
	XLC	C	-9.24%
	SPDN	D	-4.19%
	FENY	B	-2.18%
	IAK	C	-2.09%
	IEF	C	-1.8%
	IEZ	F	-1.45%
	IBND	B	-1.36%
	XSW	C	-1.04%
	MBB	C	-1.03%
	SJNK	A	-1.01%
	PICK	A	-0.67%

FISR: Top Represented Industries & Keywords

Industries:

Keywords: Index Fund Bond Market Indices U.S. Treasury

LCR: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Bond Bloomberg Barclays Us Aggregate Bond Index Bond Market Exchange Traded Funds Index Fund Barclays Government Bonds MSCI EAFE U.S. Government U.S. Treasury Bear Market ETF Bond Market Indices Computer Software Direxion Dow Jones U.S. Select Dividend Total Return Index Energy Sector Fannie Mae Federal Home Loan Mortgage Corporation