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LCR vs FNDF

Leuthold Core ETF vs Schwab Fundamental International Equity ETF

LCR

Leuthold Core ETF

Leuthold

Annual cost

0.84%

Fund size

$70M

FNDF

Schwab Fundamental International Equity ETF

Schwab ETFs

Annual cost

0.25%

Fund size

$23.1B

Key differences

  • FNDF costs 0.59% less per year.
  • FNDF is significantly larger than LCR — larger funds tend to be more liquid and less likely to close.
  • LCR is classified as mixed asset, while FNDF is equity — different risk/return profiles.
  • LCR follows a active selection strategy; FNDF uses index tracking.
  • Over the last 3 years, FNDF has delivered higher annualized returns.
  • FNDF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LCRFNDF
Annual cost (TER)0.84%0.25%
Fund size (AUM)$70M$23.1B
Since20202013
Dividend yield1.35%3.01%
Asset classmixed assetequity
Regionglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+14.8%+43.2%
CAGR 3Y+11.5%+23.0%
CAGR 5Y+6.9%+13.4%
Sharpe 3Y0.951.22
Volatility 1Y7.52%15.03%
Max drawdown-17.44%-40.14%

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

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