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LST vs CGUS

Leuthold Select Industries ETF vs Capital Group Core Equity ETF

LST

Leuthold Select Industries ETF

Leuthold

Annual cost

0.65%

Fund size

$150M

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

Key differences

  • CGUS costs 0.32% less per year.
  • CGUS is significantly larger than LST — larger funds tend to be more liquid and less likely to close.
  • LST has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LSTCGUS
Annual cost (TER)0.65%0.33%
Fund size (AUM)$150M$10.3B
Since20002022
Dividend yield0.34%0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+33.8%+27.8%
CAGR 3YN/A+23.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.27
Volatility 1Y14.38%12.50%
Max drawdown-19.47%-22.15%

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

Similar to LST and CGUS