Screener
LCR vs AGOX
Leuthold Core ETF vs Adaptive Alpha Opportunities ETF
Key differences
- LCR costs 0.49% less per year.
- AGOX is significantly larger than LCR — larger funds tend to be more liquid and less likely to close.
- LCR is classified as mixed asset, while AGOX is alternative — different risk/return profiles.
- Over the last 3 years, AGOX has delivered higher annualized returns.
- AGOX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LCR | AGOX | |
|---|---|---|
| Annual cost (TER) | 0.84% | 1.33% |
| Fund size (AUM) | $70M | $364M |
| Since | 2020 | 2012 |
| Dividend yield | 1.35% | 0.00% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.8% | +25.0% |
| CAGR 3Y | +11.5% | +18.6% |
| CAGR 5Y | +6.9% | +8.6% |
| Sharpe 3Y | 0.95 | 0.78 |
| Volatility 1Y | 7.52% | 18.38% |
| Max drawdown | -17.44% | -27.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to LCR and AGOX
Explore further