Skip to content
Beacon
Screener

LST vs IWN

Leuthold Select Industries ETF vs iShares Russell 2000 Value ETF

LST

Leuthold Select Industries ETF

Leuthold

Annual cost

0.65%

Fund size

$150M

IWN

iShares Russell 2000 Value ETF

iShares

Annual cost

0.24%

Fund size

$13.4B

Key differences

  • IWN costs 0.41% less per year.
  • IWN is significantly larger than LST — larger funds tend to be more liquid and less likely to close.
  • LST follows a active selection strategy; IWN uses index tracking.

Side-by-side comparison

LSTIWN
Annual cost (TER)0.65%0.24%
Fund size (AUM)$150M$13.4B
Since20002000
Dividend yield0.34%1.49%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+33.8%+43.7%
CAGR 3YN/A+18.7%
CAGR 5YN/A+6.9%
Sharpe 3YN/A0.77
Volatility 1Y14.38%17.87%
Max drawdown-19.47%-46.08%

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

Similar to LST and IWN