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HFGM vs LCR

Unlimited HFGM Global Macro ETF vs Leuthold Core ETF

HFGM

Unlimited HFGM Global Macro ETF

Annual cost

1.01%

Fund size

$155M

LCR

Leuthold Core ETF

Annual cost

0.84%

Fund size

$69M

Key differences

HFGM is an alternative ETF, while LCR is a mixed asset ETF. HFGM charges 1.01% a year and LCR 0.84%.

  • HFGM is an alternative fund, while LCR is a mixed asset fund. They carry different risk/return profiles.
  • HFGM follows a tactical allocation strategy; LCR uses active selection.
  • LCR costs 0.17% less per year.
  • LCR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HFGMLCR
Annual cost (TER)1.01%0.84%
Fund size (AUM)$155M$69M
Since20252020
Dividend yield5.06%1.31%
Asset classalternativemixed asset
Region
Strategytactical allocationactive selection
CAGR 1Y+32.0%+13.1%
CAGR 3YN/A+11.2%
CAGR 5YN/A+6.7%
Sharpe 3YN/A0.90
Volatility 1Y22.89%7.84%
Max drawdown-10.97%-17.44%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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