Screener
LCR vs FNDC
Leuthold Core ETF vs Schwab Fundamental International Small Equity ETF
Key differences
- FNDC costs 0.45% less per year.
- FNDC is significantly larger than LCR — larger funds tend to be more liquid and less likely to close.
- LCR is classified as mixed asset, while FNDC is equity — different risk/return profiles.
- LCR follows a active selection strategy; FNDC uses index tracking.
- Over the last 3 years, FNDC has delivered higher annualized returns.
- FNDC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LCR | FNDC | |
|---|---|---|
| Annual cost (TER) | 0.84% | 0.39% |
| Fund size (AUM) | $70M | $3.3B |
| Since | 2020 | 2013 |
| Dividend yield | 1.35% | 3.48% |
| Asset class | mixed asset | equity |
| Region | — | — |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.8% | +31.0% |
| CAGR 3Y | +11.5% | +17.9% |
| CAGR 5Y | +6.9% | +8.1% |
| Sharpe 3Y | 0.95 | 0.96 |
| Volatility 1Y | 7.52% | 14.24% |
| Max drawdown | -17.44% | -43.22% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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