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LST vs IVV

Leuthold Select Industries ETF vs iShares Core S&P 500 ETF

LST

Leuthold Select Industries ETF

Leuthold

Annual cost

0.65%

Fund size

$150M

IVV

iShares Core S&P 500 ETF

iShares

Annual cost

0.03%

Fund size

$797.5B

Key differences

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

Side-by-side comparison

LSTIVV
Annual cost (TER)0.65%0.03%
Fund size (AUM)$150M$797.5B
Since20002000
Dividend yield0.34%1.12%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+33.8%+29.5%
CAGR 3YN/A+23.2%
CAGR 5YN/A+14.0%
Sharpe 3YN/A1.25
Volatility 1Y14.38%11.96%
Max drawdown-19.47%-33.90%

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

Similar to LST and IVV