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LCR vs DMBS
Leuthold Core ETF vs Doubleline Etf Trust - Mortgage ETF
Key differences
- DMBS costs 0.45% less per year.
- DMBS is significantly larger than LCR — larger funds tend to be more liquid and less likely to close.
- LCR is classified as mixed asset, while DMBS is fixed income — different risk/return profiles.
- Over the last 3 years, LCR has delivered higher annualized returns.
Side-by-side comparison
| LCR | DMBS | |
|---|---|---|
| Annual cost (TER) | 0.84% | 0.39% |
| Fund size (AUM) | $70M | $693M |
| Since | 2020 | 2023 |
| Dividend yield | 1.35% | 5.02% |
| Asset class | mixed asset | fixed income |
| Region | — | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.8% | +7.0% |
| CAGR 3Y | +11.5% | +4.0% |
| CAGR 5Y | +6.9% | N/A |
| Sharpe 3Y | 0.95 | 0.10 |
| Volatility 1Y | 7.52% | 4.18% |
| Max drawdown | -17.44% | -8.03% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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