Screener
BAMY vs LCR
Brookstone Yield ETF vs Leuthold Core ETF
Key differences
BAMY is a fixed income ETF, while LCR is a mixed asset ETF. BAMY charges 1.46% a year and LCR 0.84%.
- BAMY is a fixed income fund, while LCR is a mixed asset fund. They carry different risk/return profiles.
- LCR costs 0.62% less per year.
Side-by-side comparison
| BAMY | LCR | |
|---|---|---|
| Annual cost (TER) | 1.46% | 0.84% |
| Fund size (AUM) | $46M | $69M |
| Since | 2023 | 2020 |
| Dividend yield | 6.93% | 1.31% |
| Asset class | fixed income | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +10.4% | +13.1% |
| CAGR 3Y | N/A | +11.2% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 0.90 |
| Volatility 1Y | 4.64% | 7.84% |
| Max drawdown | -6.03% | -17.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.