Screener
LCR vs AOK
Leuthold Core ETF vs iShares Core 30/70 Conservative Allocation ETF
Key differences
Both LCR and AOK are mixed asset ETFs. LCR charges 0.84% a year and AOK 0.15%. The main difference: AOK costs 0.69% less per year.
- AOK costs 0.69% less per year.
- AOK is much larger than LCR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LCR has delivered higher annualized returns.
- AOK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LCR | AOK | |
|---|---|---|
| Annual cost (TER) | 0.84% | 0.15% |
| Fund size (AUM) | $69M | $787M |
| Since | 2020 | 2008 |
| Dividend yield | 1.31% | 3.28% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.5% | +10.2% |
| CAGR 3Y | +10.7% | +8.8% |
| CAGR 5Y | +6.4% | +3.5% |
| Sharpe 3Y | 0.85 | 0.80 |
| Volatility 1Y | 7.74% | 5.89% |
| Max drawdown | -17.44% | -18.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.