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LCR vs XRLX

Leuthold Core ETF vs FundX Conservative ETF

LCR

Leuthold Core ETF

Leuthold

Annual cost

0.84%

Fund size

$70M

XRLX

FundX Conservative ETF

Fund X

Annual cost

1.20%

Fund size

$51M

Key differences

  • LCR costs 0.36% less per year.
  • XRLX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LCRXRLX
Annual cost (TER)0.84%1.20%
Fund size (AUM)$70M$51M
Since20202002
Dividend yield1.35%2.68%
Asset classmixed assetmixed asset
Region
Strategyactive selectionactive selection
CAGR 1Y+14.8%+17.7%
CAGR 3Y+11.5%N/A
CAGR 5Y+6.9%N/A
Sharpe 3Y0.95N/A
Volatility 1Y7.52%8.09%
Max drawdown-17.44%-15.34%

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

Similar to LCR and XRLX