Screener
ESN vs LCR
Essential 40 Stock ETF vs Leuthold Core ETF
Key differences
ESN is an equity ETF, while LCR is a mixed asset ETF. ESN charges 0.70% a year and LCR 0.84%.
- ESN is an equity fund, while LCR is a mixed asset fund. They carry different risk/return profiles.
- ESN costs 0.14% less per year.
- ESN is much larger than LCR. Larger funds are usually more liquid and less likely to close.
- ESN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| ESN | LCR | |
|---|---|---|
| Annual cost (TER) | 0.70% | 0.84% |
| Fund size (AUM) | $279M | $69M |
| Since | 2014 | 2020 |
| Dividend yield | 0.78% | 1.31% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +26.5% | +12.9% |
| CAGR 3Y | N/A | +11.2% |
| CAGR 5Y | N/A | +6.5% |
| Sharpe 3Y | N/A | 0.91 |
| Volatility 1Y | 9.89% | 7.70% |
| Max drawdown | -13.59% | -17.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.