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LST vs IWM

Leuthold Select Industries ETF vs iShares Russell 2000 ETF

LST

Leuthold Select Industries ETF

Leuthold

Annual cost

0.65%

Fund size

$150M

IWM

iShares Russell 2000 ETF

iShares

Annual cost

0.19%

Fund size

$76.9B

Key differences

  • IWM costs 0.46% less per year.
  • IWM is significantly larger than LST — larger funds tend to be more liquid and less likely to close.
  • LST follows a active selection strategy; IWM uses index tracking.

Side-by-side comparison

LSTIWM
Annual cost (TER)0.65%0.19%
Fund size (AUM)$150M$76.9B
Since20002000
Dividend yield0.34%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+33.8%+41.8%
CAGR 3YN/A+18.8%
CAGR 5YN/A+6.5%
Sharpe 3YN/A0.75
Volatility 1Y14.38%19.22%
Max drawdown-19.47%-41.13%

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

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