Screener
LCR vs BAMO
Leuthold Core ETF vs Brookstone Opportunities ETF
Key differences
LCR is a mixed asset ETF, while BAMO is a fixed income ETF. LCR charges 0.84% a year and BAMO 1.06%.
- LCR is a mixed asset fund, while BAMO is a fixed income fund. They carry different risk/return profiles.
- LCR costs 0.22% less per year.
Side-by-side comparison
| LCR | BAMO | |
|---|---|---|
| Annual cost (TER) | 0.84% | 1.06% |
| Fund size (AUM) | $69M | $49M |
| Since | 2020 | 2023 |
| Dividend yield | 1.31% | 1.46% |
| Asset class | mixed asset | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.1% | +13.1% |
| CAGR 3Y | +11.2% | N/A |
| CAGR 5Y | +6.7% | N/A |
| Sharpe 3Y | 0.90 | N/A |
| Volatility 1Y | 7.84% | 6.65% |
| Max drawdown | -17.44% | -12.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.