Screener
CEFS vs LCR
Saba Closed-End Funds ETF vs Leuthold Core ETF
Key differences
- LCR costs 1.77% less per year.
- CEFS is significantly larger than LCR — larger funds tend to be more liquid and less likely to close.
- CEFS is classified as alternative, while LCR is mixed asset — different risk/return profiles.
- Over the last 3 years, CEFS has delivered higher annualized returns.
Side-by-side comparison
| CEFS | LCR | |
|---|---|---|
| Annual cost (TER) | 2.61% | 0.84% |
| Fund size (AUM) | $402M | $70M |
| Since | 2017 | 2020 |
| Dividend yield | 6.24% | 1.35% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +24.3% | +14.8% |
| CAGR 3Y | +21.5% | +11.5% |
| CAGR 5Y | +13.7% | +6.9% |
| Sharpe 3Y | 1.39 | 0.95 |
| Volatility 1Y | 9.92% | 7.52% |
| Max drawdown | -38.99% | -17.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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