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LCR vs CGCP
Leuthold Core ETF vs Capital Group Core Plus Income ETF
Key differences
- CGCP costs 0.50% less per year.
- CGCP is significantly larger than LCR — larger funds tend to be more liquid and less likely to close.
- LCR is classified as mixed asset, while CGCP is fixed income — different risk/return profiles.
- Over the last 3 years, LCR has delivered higher annualized returns.
Side-by-side comparison
| LCR | CGCP | |
|---|---|---|
| Annual cost (TER) | 0.84% | 0.34% |
| Fund size (AUM) | $70M | $7.6B |
| Since | 2020 | 2022 |
| Dividend yield | 1.35% | 5.14% |
| Asset class | mixed asset | fixed income |
| Region | — | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.8% | +6.6% |
| CAGR 3Y | +11.5% | +5.1% |
| CAGR 5Y | +6.9% | N/A |
| Sharpe 3Y | 0.95 | 0.29 |
| Volatility 1Y | 7.52% | 3.74% |
| Max drawdown | -17.44% | -15.07% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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