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KNOW vs LCR

Fundamentals First ETF vs Leuthold Core ETF

KNOW

Fundamentals First ETF

Mason Capital Partners

Annual cost

1.09%

Fund size

$7M

LCR

Leuthold Core ETF

Leuthold

Annual cost

0.84%

Fund size

$70M

Key differences

  • LCR costs 0.25% less per year.
  • LCR is significantly larger than KNOW — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

KNOWLCR
Annual cost (TER)1.09%0.84%
Fund size (AUM)$7M$70M
Since20242020
Dividend yield1.37%1.35%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+20.3%+14.8%
CAGR 3YN/A+11.5%
CAGR 5YN/A+6.9%
Sharpe 3YN/A0.95
Volatility 1Y9.73%7.52%
Max drawdown-15.99%-17.44%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to KNOW and LCR