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LST vs ILCB

Leuthold Select Industries ETF vs iShares Morningstar U.S. Equity ETF

LST

Leuthold Select Industries ETF

Leuthold

Annual cost

0.65%

Fund size

$150M

ILCB

iShares Morningstar U.S. Equity ETF

iShares

Annual cost

0.03%

Fund size

$1.2B

Key differences

  • ILCB costs 0.62% less per year.
  • ILCB is significantly larger than LST — larger funds tend to be more liquid and less likely to close.
  • LST follows a active selection strategy; ILCB uses index tracking.

Side-by-side comparison

LSTILCB
Annual cost (TER)0.65%0.03%
Fund size (AUM)$150M$1.2B
Since20002004
Dividend yield0.34%1.02%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+33.8%+29.9%
CAGR 3YN/A+23.3%
CAGR 5YN/A+13.9%
Sharpe 3YN/A1.24
Volatility 1Y14.38%12.16%
Max drawdown-19.47%-35.30%

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

Similar to LST and ILCB