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FITZ vs LCR

Fitz-Gerald Must Have Portfolio(R) ETF vs Leuthold Core ETF

FITZ

Fitz-Gerald Must Have Portfolio(R) ETF

Annual cost

Fund size

LCR

Leuthold Core ETF

Annual cost

0.84%

Fund size

$70M

Key differences

  • FITZ is classified as equity, while LCR is mixed asset — different risk/return profiles.

Side-by-side comparison

FITZLCR
Annual cost (TER)0.84%
Fund size (AUM)$70M
Since2020
Dividend yield1.35%
Asset classequitymixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+14.3%
CAGR 3YN/A+11.6%
CAGR 5YN/A+6.9%
Sharpe 3YN/A0.96
Volatility 1Y7.49%
Max drawdown-17.44%

Similar to FITZ and LCR