Screener
LCR vs INKM
Leuthold Core ETF vs State Street Income Allocation ETF
Key differences
Both LCR and INKM are mixed asset ETFs. LCR charges 0.84% a year and INKM 0.50%. The main difference: INKM costs 0.34% less per year.
- INKM costs 0.34% less per year.
- Over the last three years, LCR has delivered higher annualized returns.
- INKM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LCR | INKM | |
|---|---|---|
| Annual cost (TER) | 0.84% | 0.50% |
| Fund size (AUM) | $69M | $75M |
| Since | 2020 | 2012 |
| Dividend yield | 1.31% | 4.85% |
| Asset class | mixed asset | mixed asset |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +13.1% | +13.0% |
| CAGR 3Y | +11.2% | +9.9% |
| CAGR 5Y | +6.7% | +3.9% |
| Sharpe 3Y | 0.90 | 0.83 |
| Volatility 1Y | 7.84% | 6.08% |
| Max drawdown | -17.44% | -28.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.