Screener
LCR vs YLD
Leuthold Core ETF vs Principal Active High Yield ETF
Key differences
- YLD costs 0.45% less per year.
- YLD is significantly larger than LCR — larger funds tend to be more liquid and less likely to close.
- LCR is classified as mixed asset, while YLD is alternative — different risk/return profiles.
- LCR follows a active selection strategy; YLD uses multi strategy.
- Over the last 3 years, LCR has delivered higher annualized returns.
- YLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LCR | YLD | |
|---|---|---|
| Annual cost (TER) | 0.84% | 0.39% |
| Fund size (AUM) | $70M | $524M |
| Since | 2020 | 2015 |
| Dividend yield | 1.35% | 7.31% |
| Asset class | mixed asset | alternative |
| Region | — | global |
| Strategy | active selection | multi strategy |
| CAGR 1Y | +14.8% | +8.3% |
| CAGR 3Y | +11.5% | +8.9% |
| CAGR 5Y | +6.9% | +5.0% |
| Sharpe 3Y | 0.95 | 0.90 |
| Volatility 1Y | 7.52% | 4.32% |
| Max drawdown | -17.44% | -28.34% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to LCR and YLD
Explore further