Screener
FORH vs LCR
Formidable ETF vs Leuthold Core ETF
Key differences
- LCR costs 0.35% less per year.
- LCR is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- FORH is classified as alternative, while LCR is mixed asset — different risk/return profiles.
- FORH follows a option income strategy; LCR uses active selection.
- Over the last 3 years, LCR has delivered higher annualized returns.
Side-by-side comparison
| FORH | LCR | |
|---|---|---|
| Annual cost (TER) | 1.19% | 0.84% |
| Fund size (AUM) | $20M | $70M |
| Since | 2021 | 2020 |
| Dividend yield | 1.73% | 1.35% |
| Asset class | alternative | mixed asset |
| Region | — | — |
| Strategy | option income | active selection |
| CAGR 1Y | +13.1% | +14.8% |
| CAGR 3Y | +3.7% | +11.5% |
| CAGR 5Y | +1.7% | +6.9% |
| Sharpe 3Y | 0.08 | 0.95 |
| Volatility 1Y | 15.66% | 7.52% |
| Max drawdown | -20.73% | -17.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to FORH and LCR
Explore further