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LST vs FLDR

Leuthold Select Industries ETF vs Fidelity Low Duration Bond Factor ETF

LST

Leuthold Select Industries ETF

Leuthold

Annual cost

0.65%

Fund size

$150M

FLDR

Fidelity Low Duration Bond Factor ETF

Fidelity Investments

Annual cost

0.15%

Fund size

$1.4B

Key differences

  • FLDR costs 0.50% less per year.
  • FLDR is significantly larger than LST — larger funds tend to be more liquid and less likely to close.
  • LST is classified as equity, while FLDR is fixed income — different risk/return profiles.
  • LST follows a active selection strategy; FLDR uses index tracking.
  • LST has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LSTFLDR
Annual cost (TER)0.65%0.15%
Fund size (AUM)$150M$1.4B
Since20002018
Dividend yield0.34%4.49%
Asset classequityfixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+33.8%+4.9%
CAGR 3YN/A+5.5%
CAGR 5YN/A+3.8%
Sharpe 3YN/A1.78
Volatility 1Y14.38%0.81%
Max drawdown-19.47%-12.23%

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

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