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LCR vs ISSB

Leuthold Core ETF vs IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF

LCR

Leuthold Core ETF

Annual cost

0.84%

Fund size

$69M

ISSB

IncomeSTKd 1x US Stocks & 1x Bitcoin Premium ETF

Annual cost

1.14%

Fund size

$2M

Key differences

LCR is a mixed asset ETF, while ISSB is an alternative ETF. LCR charges 0.84% a year and ISSB 1.14%.

  • LCR is a mixed asset fund, while ISSB is an alternative fund. They carry different risk/return profiles.
  • LCR follows a active selection strategy; ISSB uses option income.
  • LCR costs 0.30% less per year.
  • LCR is much larger than ISSB. Larger funds are usually more liquid and less likely to close.
  • LCR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LCRISSB
Annual cost (TER)0.84%1.14%
Fund size (AUM)$69M$2M
Since20202026
Dividend yield1.31%
Asset classmixed assetalternative
Regionnorth america
Strategyactive selectionoption income
CAGR 1Y+12.9%N/A
CAGR 3Y+11.2%N/A
CAGR 5Y+6.5%N/A
Sharpe 3Y0.91N/A
Volatility 1Y7.70%
Max drawdown-17.44%-30.57%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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