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LCR vs TSPA

Leuthold Core ETF vs T. Rowe Price US Equity Research ETF

LCR

Leuthold Core ETF

Leuthold

Annual cost

0.84%

Fund size

$70M

TSPA

T. Rowe Price US Equity Research ETF

T. Rowe Price

Annual cost

0.34%

Fund size

$2.6B

Key differences

  • TSPA costs 0.50% less per year.
  • TSPA is significantly larger than LCR — larger funds tend to be more liquid and less likely to close.
  • LCR is classified as mixed asset, while TSPA is equity — different risk/return profiles.
  • LCR follows a active selection strategy; TSPA uses index tracking.
  • Over the last 3 years, TSPA has delivered higher annualized returns.

Side-by-side comparison

LCRTSPA
Annual cost (TER)0.84%0.34%
Fund size (AUM)$70M$2.6B
Since20202021
Dividend yield1.35%0.59%
Asset classmixed assetequity
Regionnorth america
Strategyactive selectionindex tracking
CAGR 1Y+14.8%+29.4%
CAGR 3Y+11.5%+23.9%
CAGR 5Y+6.9%N/A
Sharpe 3Y0.951.27
Volatility 1Y7.52%12.44%
Max drawdown-17.44%-24.72%

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

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