Screener
LCR vs XNAV
Leuthold Core ETF vs FundX Aggressive ETF
Key differences
- LCR costs 0.43% less per year.
- LCR is classified as mixed asset, while XNAV is alternative — different risk/return profiles.
- Over the last 3 years, XNAV has delivered higher annualized returns.
- XNAV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LCR | XNAV | |
|---|---|---|
| Annual cost (TER) | 0.84% | 1.27% |
| Fund size (AUM) | $70M | $31M |
| Since | 2020 | 2002 |
| Dividend yield | 1.35% | 0.51% |
| Asset class | mixed asset | alternative |
| Region | — | — |
| Strategy | active selection | active selection |
| CAGR 1Y | +14.8% | +41.8% |
| CAGR 3Y | +11.5% | +24.6% |
| CAGR 5Y | +6.9% | N/A |
| Sharpe 3Y | 0.95 | 1.06 |
| Volatility 1Y | 7.52% | 16.40% |
| Max drawdown | -17.44% | -24.27% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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