Screener
RFCI vs LCR
ALPS Dynamic Core Income ETF vs Leuthold Core ETF
Key differences
RFCI is a fixed income ETF, while LCR is a mixed asset ETF. RFCI charges 0.51% a year and LCR 0.84%.
- RFCI is a fixed income fund, while LCR is a mixed asset fund. They carry different risk/return profiles.
- RFCI costs 0.33% less per year.
- LCR is much larger than RFCI. Larger funds are usually more liquid and less likely to close.
- Over the last three years, LCR has delivered higher annualized returns.
Side-by-side comparison
| RFCI | LCR | |
|---|---|---|
| Annual cost (TER) | 0.51% | 0.84% |
| Fund size (AUM) | $16M | $69M |
| Since | 2016 | 2020 |
| Dividend yield | 4.53% | 1.31% |
| Asset class | fixed income | mixed asset |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.5% | +13.1% |
| CAGR 3Y | +4.9% | +11.2% |
| CAGR 5Y | +1.2% | +6.7% |
| Sharpe 3Y | 0.28 | 0.90 |
| Volatility 1Y | 3.52% | 7.84% |
| Max drawdown | -14.52% | -17.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.