Screener
LCR vs AOR
Leuthold Core ETF vs iShares Core 60/40 Balanced Allocation ETF
Key differences
Both LCR and AOR are mixed asset ETFs. LCR charges 0.84% a year and AOR 0.15%. The main difference: AOR costs 0.69% less per year.
- AOR costs 0.69% less per year.
- AOR is much larger than LCR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, AOR has delivered higher annualized returns.
- AOR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LCR | AOR | |
|---|---|---|
| Annual cost (TER) | 0.84% | 0.15% |
| Fund size (AUM) | $69M | $3.6B |
| Since | 2020 | 2008 |
| Dividend yield | 1.31% | 2.47% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +11.5% | +15.8% |
| CAGR 3Y | +10.7% | +13.4% |
| CAGR 5Y | +6.4% | +6.6% |
| Sharpe 3Y | 0.85 | 1.01 |
| Volatility 1Y | 7.74% | 8.71% |
| Max drawdown | -17.44% | -22.95% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.