Screener
CSM vs LCR
ProShares Large Cap Core Plus vs Leuthold Core ETF
Key differences
CSM is an alternative ETF, while LCR is a mixed asset ETF. CSM charges 0.45% a year and LCR 0.84%.
- CSM is an alternative fund, while LCR is a mixed asset fund. They carry different risk/return profiles.
- CSM costs 0.39% less per year.
- CSM is much larger than LCR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, CSM has delivered higher annualized returns.
- CSM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| CSM | LCR | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.84% |
| Fund size (AUM) | $524M | $69M |
| Since | 2009 | 2020 |
| Dividend yield | 1.00% | 1.31% |
| Asset class | alternative | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +23.0% | +11.5% |
| CAGR 3Y | +20.7% | +10.7% |
| CAGR 5Y | +12.8% | +6.4% |
| Sharpe 3Y | 1.07 | 0.85 |
| Volatility 1Y | 12.19% | 7.74% |
| Max drawdown | -36.11% | -17.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.