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LCR vs ACES

Leuthold Core ETF vs ALPS Clean Energy ETF

LCR

Leuthold Core ETF

Annual cost

0.84%

Fund size

$69M

ACES

ALPS Clean Energy ETF

Annual cost

0.55%

Fund size

$145M

Key differences

LCR is a mixed asset ETF, while ACES is an equity ETF. LCR charges 0.84% a year and ACES 0.55%.

  • LCR is a mixed asset fund, while ACES is an equity fund. They carry different risk/return profiles.
  • LCR follows a active selection strategy; ACES uses index tracking.
  • ACES costs 0.29% less per year.
  • Over the last three years, LCR has delivered higher annualized returns.

Side-by-side comparison

LCRACES
Annual cost (TER)0.84%0.55%
Fund size (AUM)$69M$145M
Since20202018
Dividend yield1.31%0.54%
Asset classmixed assetequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+12.4%+55.9%
CAGR 3Y+11.3%-3.3%
CAGR 5Y+6.5%-10.4%
Sharpe 3Y0.92-0.03
Volatility 1Y7.70%33.45%
Max drawdown-17.44%-79.05%

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

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