Screener
LCR vs BAMY
Leuthold Core ETF vs Brookstone Yield ETF
Key differences
LCR is a mixed asset ETF, while BAMY is a fixed income ETF. LCR charges 0.84% a year and BAMY 1.46%.
- LCR is a mixed asset fund, while BAMY is a fixed income fund. They carry different risk/return profiles.
- LCR costs 0.62% less per year.
Side-by-side comparison
| LCR | BAMY | |
|---|---|---|
| Annual cost (TER) | 0.84% | 1.46% |
| Fund size (AUM) | $69M | $46M |
| Since | 2020 | 2023 |
| Dividend yield | 1.31% | 6.93% |
| Asset class | mixed asset | fixed income |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.1% | +10.4% |
| CAGR 3Y | +11.2% | N/A |
| CAGR 5Y | +6.7% | N/A |
| Sharpe 3Y | 0.90 | N/A |
| Volatility 1Y | 7.84% | 4.64% |
| Max drawdown | -17.44% | -6.03% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.