Screener
MSSS vs LCR
Monarch Select Subsector ETF vs Leuthold Core ETF
Key differences
- LCR costs 0.59% less per year.
- MSSS is classified as equity, while LCR is mixed asset — different risk/return profiles.
- MSSS follows a index tracking strategy; LCR uses active selection.
Side-by-side comparison
| MSSS | LCR | |
|---|---|---|
| Annual cost (TER) | 1.43% | 0.84% |
| Fund size (AUM) | $128M | $70M |
| Since | 2024 | 2020 |
| Dividend yield | 0.36% | 1.35% |
| Asset class | equity | mixed asset |
| Region | north america | — |
| Strategy | index tracking | active selection |
| CAGR 1Y | +23.3% | +14.8% |
| CAGR 3Y | N/A | +11.5% |
| CAGR 5Y | N/A | +6.9% |
| Sharpe 3Y | N/A | 0.95 |
| Volatility 1Y | 13.19% | 7.52% |
| Max drawdown | -19.14% | -17.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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