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ISBG vs LCR

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF vs Leuthold Core ETF

ISBG

IncomeSTKd 1x Bitcoin & 1x Gold Premium ETF

Annual cost

1.14%

Fund size

$5M

LCR

Leuthold Core ETF

Annual cost

0.84%

Fund size

$69M

Key differences

ISBG is an alternative ETF, while LCR is a mixed asset ETF. ISBG charges 1.14% a year and LCR 0.84%.

  • ISBG is an alternative fund, while LCR is a mixed asset fund. They carry different risk/return profiles.
  • LCR costs 0.30% less per year.
  • LCR is much larger than ISBG. Larger funds are usually more liquid and less likely to close.
  • LCR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

ISBGLCR
Annual cost (TER)1.14%0.84%
Fund size (AUM)$5M$69M
Since20262020
Dividend yield1.31%
Asset classalternativemixed asset
Regionnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+12.9%
CAGR 3YN/A+11.2%
CAGR 5YN/A+6.5%
Sharpe 3YN/A0.91
Volatility 1Y7.70%
Max drawdown-49.42%-17.44%

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

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