Screener
AOK vs LCR
iShares Core 30/70 Conservative Allocation ETF vs Leuthold Core ETF
Key differences
Both AOK and LCR are mixed asset ETFs. AOK charges 0.15% a year and LCR 0.84%. The main difference: AOK costs 0.69% less per year.
- AOK costs 0.69% less per year.
- AOK is much larger than LCR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LCR has delivered higher annualized returns.
- AOK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOK | LCR | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.84% |
| Fund size (AUM) | $787M | $69M |
| Since | 2008 | 2020 |
| Dividend yield | 3.28% | 1.31% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +10.2% | +11.5% |
| CAGR 3Y | +8.8% | +10.7% |
| CAGR 5Y | +3.5% | +6.4% |
| Sharpe 3Y | 0.80 | 0.85 |
| Volatility 1Y | 5.89% | 7.74% |
| Max drawdown | -18.93% | -17.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.