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LST vs YJUN

Leuthold Select Industries ETF vs FT Vest International Equity Moderate Buffer ETF – June

LST

Leuthold Select Industries ETF

Annual cost

0.65%

Fund size

$171M

YJUN

FT Vest International Equity Moderate Buffer ETF – June

Annual cost

0.90%

Fund size

$127M

Key differences

LST is an equity ETF, while YJUN is an alternative ETF. LST charges 0.65% a year and YJUN 0.90%.

  • LST is an equity fund, while YJUN is an alternative fund. They carry different risk/return profiles.
  • LST follows a active selection strategy; YJUN uses structured outcome.
  • LST covers North America; YJUN covers global markets excluding the US.
  • LST costs 0.25% less per year.
  • LST has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LSTYJUN
Annual cost (TER)0.65%0.90%
Fund size (AUM)$171M$127M
Since20002021
Dividend yield0.33%0.00%
Asset classequityalternative
Regionnorth americaglobal ex us
Strategyactive selectionstructured outcome
CAGR 1Y+32.9%+9.5%
CAGR 3YN/A+10.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.74
Volatility 1Y14.61%6.50%
Max drawdown-19.47%-21.53%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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