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LST vs IYY

Leuthold Select Industries ETF vs iShares Dow Jones U.S. ETF

LST

Leuthold Select Industries ETF

Leuthold

Annual cost

0.65%

Fund size

$150M

IYY

iShares Dow Jones U.S. ETF

iShares

Annual cost

0.20%

Fund size

$2.9B

Key differences

  • IYY costs 0.45% less per year.
  • IYY is significantly larger than LST — larger funds tend to be more liquid and less likely to close.
  • LST follows a active selection strategy; IYY uses index tracking.

Side-by-side comparison

LSTIYY
Annual cost (TER)0.65%0.20%
Fund size (AUM)$150M$2.9B
Since20002000
Dividend yield0.34%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+33.8%+28.8%
CAGR 3YN/A+22.8%
CAGR 5YN/A+13.0%
Sharpe 3YN/A1.21
Volatility 1Y14.38%12.15%
Max drawdown-19.47%-34.90%

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

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