Screener
CPLS vs LCR
AB Core Plus Bond ETF vs Leuthold Core ETF
Key differences
CPLS is a fixed income ETF, while LCR is a mixed asset ETF. CPLS charges 0.30% a year and LCR 0.84%.
- CPLS is a fixed income fund, while LCR is a mixed asset fund. They carry different risk/return profiles.
- CPLS costs 0.54% less per year.
- CPLS is much larger than LCR. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| CPLS | LCR | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.84% |
| Fund size (AUM) | $215M | $69M |
| Since | 2023 | 2020 |
| Dividend yield | 4.62% | 1.31% |
| Asset class | fixed income | mixed asset |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.9% | +13.1% |
| CAGR 3Y | N/A | +11.2% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 0.90 |
| Volatility 1Y | 3.88% | 7.84% |
| Max drawdown | -4.44% | -17.44% |
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