Screener
LST vs FPX
Leuthold Select Industries ETF vs First Trust US Equity Opportunities ETF
Key differences
Both LST and FPX are equity ETFs. LST charges 0.65% a year and FPX 0.57%. The main difference: LST follows a active selection strategy; FPX uses index tracking.
- LST follows a active selection strategy; FPX uses index tracking.
- FPX costs 0.08% less per year.
- FPX is much larger than LST. Larger funds are usually 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
| LST | FPX | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.57% |
| Fund size (AUM) | $171M | $1.5B |
| Since | 2000 | 2006 |
| Dividend yield | 0.33% | 0.48% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +32.9% | +34.8% |
| CAGR 3Y | N/A | +31.5% |
| CAGR 5Y | N/A | +9.3% |
| Sharpe 3Y | N/A | 1.04 |
| Volatility 1Y | 14.61% | 23.46% |
| Max drawdown | -19.47% | -43.14% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.