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LST vs FFLV

Leuthold Select Industries ETF vs Fidelity Fundamental Large Cap

LST

Leuthold Select Industries ETF

Leuthold

Annual cost

0.65%

Fund size

$150M

FFLV

Fidelity Fundamental Large Cap

Fidelity Investments

Annual cost

0.38%

Fund size

$17M

Key differences

  • FFLV costs 0.27% less per year.
  • LST is significantly larger than FFLV — larger funds tend to be more liquid and less likely to close.
  • LST covers north america markets; FFLV covers global.
  • LST has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LSTFFLV
Annual cost (TER)0.65%0.38%
Fund size (AUM)$150M$17M
Since20002024
Dividend yield0.34%1.48%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1Y+33.8%+28.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.38%11.50%
Max drawdown-19.47%-16.71%

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

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