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LST vs FTLS

Leuthold Select Industries ETF vs First Trust Long/Short Equity ETF

LST

Leuthold Select Industries ETF

Annual cost

0.65%

Fund size

$171M

FTLS

First Trust Long/Short Equity ETF

Annual cost

1.38%

Fund size

$2.3B

Key differences

LST is an equity ETF, while FTLS is an alternative ETF. LST charges 0.65% a year and FTLS 1.38%.

  • LST is an equity fund, while FTLS is an alternative fund. They carry different risk/return profiles.
  • LST follows a active selection strategy; FTLS uses long short.
  • LST costs 0.73% less per year.
  • FTLS 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

LSTFTLS
Annual cost (TER)0.65%1.38%
Fund size (AUM)$171M$2.3B
Since20002014
Dividend yield0.33%0.90%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionlong short
CAGR 1Y+32.9%+12.7%
CAGR 3YN/A+14.1%
CAGR 5YN/A+10.0%
Sharpe 3YN/A1.02
Volatility 1Y14.61%8.29%
Max drawdown-19.47%-20.54%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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