Screener
AOR vs LCR
iShares Core 60/40 Balanced Allocation ETF vs Leuthold Core ETF
Key differences
Both AOR and LCR are mixed asset ETFs. AOR charges 0.15% a year and LCR 0.84%. The main difference: AOR costs 0.69% less per year.
- AOR costs 0.69% less per year.
- AOR is much larger than LCR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AOR has delivered higher annualized returns.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| AOR | LCR | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.84% |
| Fund size (AUM) | $3.6B | $69M |
| Since | 2008 | 2020 |
| Dividend yield | 2.47% | 1.31% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.5% | +13.1% |
| CAGR 3Y | +14.1% | +11.2% |
| CAGR 5Y | +6.9% | +6.7% |
| Sharpe 3Y | 1.08 | 0.90 |
| Volatility 1Y | 8.85% | 7.84% |
| Max drawdown | -22.95% | -17.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.