Screener
LCR vs FNDX
Leuthold Core ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
- FNDX costs 0.59% less per year.
- FNDX is significantly larger than LCR — larger funds tend to be more liquid and less likely to close.
- LCR is classified as mixed asset, while FNDX is equity — different risk/return profiles.
- LCR follows a active selection strategy; FNDX uses index tracking.
- Over the last 3 years, FNDX has delivered higher annualized returns.
- FNDX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LCR | FNDX | |
|---|---|---|
| Annual cost (TER) | 0.84% | 0.25% |
| Fund size (AUM) | $70M | $25.9B |
| Since | 2020 | 2013 |
| Dividend yield | 1.35% | 1.50% |
| Asset class | mixed asset | equity |
| Region | — | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +14.8% | +33.4% |
| CAGR 3Y | +11.5% | +21.2% |
| CAGR 5Y | +6.9% | +13.0% |
| Sharpe 3Y | 0.95 | 1.27 |
| Volatility 1Y | 7.52% | 10.39% |
| Max drawdown | -17.44% | -37.72% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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