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LCR vs SBND

Leuthold Core ETF vs Columbia Short Duration Bond ETF

LCR

Leuthold Core ETF

Leuthold

Annual cost

0.84%

Fund size

$70M

SBND

Columbia Short Duration Bond ETF

Columbia Threadneedle

Annual cost

0.25%

Fund size

$202M

Key differences

  • SBND costs 0.59% less per year.
  • LCR is classified as mixed asset, while SBND is fixed income — different risk/return profiles.
  • LCR follows a active selection strategy; SBND uses index tracking.
  • Over the last 3 years, LCR has delivered higher annualized returns.

Side-by-side comparison

LCRSBND
Annual cost (TER)0.84%0.25%
Fund size (AUM)$70M$202M
Since20202021
Dividend yield1.35%4.54%
Asset classmixed assetfixed income
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+14.8%+5.6%
CAGR 3Y+11.5%+5.9%
CAGR 5Y+6.9%N/A
Sharpe 3Y0.950.72
Volatility 1Y7.52%2.50%
Max drawdown-17.44%-10.53%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to LCR and SBND