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LCR vs APIE

Leuthold Core ETF vs ActivePassive International Equity ETF

LCR

Leuthold Core ETF

Leuthold

Annual cost

0.84%

Fund size

$70M

APIE

ActivePassive International Equity ETF

Active Passive Funds

Annual cost

0.45%

Fund size

$1.0B

Key differences

  • APIE costs 0.39% less per year.
  • APIE is significantly larger than LCR — larger funds tend to be more liquid and less likely to close.
  • LCR is classified as mixed asset, while APIE is equity — different risk/return profiles.
  • Over the last 3 years, APIE has delivered higher annualized returns.

Side-by-side comparison

LCRAPIE
Annual cost (TER)0.84%0.45%
Fund size (AUM)$70M$1.0B
Since20202023
Dividend yield1.35%3.51%
Asset classmixed assetequity
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+14.8%+22.7%
CAGR 3Y+11.5%+17.2%
CAGR 5Y+6.9%N/A
Sharpe 3Y0.950.82
Volatility 1Y7.52%16.13%
Max drawdown-17.44%-15.94%

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

Similar to LCR and APIE