Screener
LCR vs FORH
Leuthold Core ETF vs Formidable ETF
Key differences
- LCR costs 0.35% less per year.
- LCR is significantly larger than FORH — larger funds tend to be more liquid and less likely to close.
- LCR is classified as mixed asset, while FORH is alternative — different risk/return profiles.
- LCR follows a active selection strategy; FORH uses option income.
- Over the last 3 years, LCR has delivered higher annualized returns.
Side-by-side comparison
| LCR | FORH | |
|---|---|---|
| Annual cost (TER) | 0.84% | 1.19% |
| Fund size (AUM) | $70M | $20M |
| Since | 2020 | 2021 |
| Dividend yield | 1.35% | 1.73% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | option income |
| CAGR 1Y | +14.8% | +13.1% |
| CAGR 3Y | +11.5% | +3.7% |
| CAGR 5Y | +6.9% | +1.7% |
| Sharpe 3Y | 0.95 | 0.08 |
| Volatility 1Y | 7.52% | 15.66% |
| Max drawdown | -17.44% | -20.73% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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