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LST vs CGUI

Leuthold Select Industries ETF vs Capital Group Ultra Short Income ETF

LST

Leuthold Select Industries ETF

Leuthold

Annual cost

0.65%

Fund size

$150M

CGUI

Capital Group Ultra Short Income ETF

Capital Group

Annual cost

0.18%

Fund size

$246M

Key differences

  • CGUI costs 0.47% less per year.
  • LST is classified as equity, while CGUI is fixed income — different risk/return profiles.
  • LST follows a active selection strategy; CGUI uses index tracking.
  • LST has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LSTCGUI
Annual cost (TER)0.65%0.18%
Fund size (AUM)$150M$246M
Since20002024
Dividend yield0.34%3.95%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+33.8%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.38%0.74%
Max drawdown-19.47%-0.18%

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

Similar to LST and CGUI