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LCR vs CPLS

Leuthold Core ETF vs AB Core Plus Bond ETF

LCR

Leuthold Core ETF

Leuthold

Annual cost

0.84%

Fund size

$70M

CPLS

AB Core Plus Bond ETF

AllianceBernstein

Annual cost

0.30%

Fund size

$216M

Key differences

  • CPLS costs 0.54% less per year.
  • CPLS is significantly larger than LCR — larger funds tend to be more liquid and less likely to close.
  • LCR is classified as mixed asset, while CPLS is fixed income — different risk/return profiles.

Side-by-side comparison

LCRCPLS
Annual cost (TER)0.84%0.30%
Fund size (AUM)$70M$216M
Since20202023
Dividend yield1.35%4.65%
Asset classmixed assetfixed income
Regionglobal
Strategyactive selectionactive selection
CAGR 1Y+14.8%+5.8%
CAGR 3Y+11.5%N/A
CAGR 5Y+6.9%N/A
Sharpe 3Y0.95N/A
Volatility 1Y7.52%3.91%
Max drawdown-17.44%-4.44%

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

Similar to LCR and CPLS