Screener
LCR vs FPXI
Leuthold Core ETF vs First Trust International Equity Opportunities ETF
Key differences
LCR is a mixed asset ETF, while FPXI is an equity ETF. LCR charges 0.84% a year and FPXI 0.70%.
- LCR is a mixed asset fund, while FPXI is an equity fund. They carry different risk/return profiles.
- LCR follows a active selection strategy; FPXI uses index tracking.
- FPXI costs 0.14% less per year.
- FPXI is much larger than LCR. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FPXI has delivered higher annualized returns.
- FPXI has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LCR | FPXI | |
|---|---|---|
| Annual cost (TER) | 0.84% | 0.70% |
| Fund size (AUM) | $69M | $218M |
| Since | 2020 | 2014 |
| Dividend yield | 1.31% | 0.60% |
| Asset class | mixed asset | equity |
| Region | — | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +12.9% | +39.2% |
| CAGR 3Y | +11.2% | +25.6% |
| CAGR 5Y | +6.5% | +2.8% |
| Sharpe 3Y | 0.91 | 1.01 |
| Volatility 1Y | 7.70% | 24.19% |
| Max drawdown | -17.44% | -55.78% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.