LCR vs. NTSX
Compare and contrast key facts about Leuthold Core ETF (LCR) and WisdomTree U.S. Efficient Core Fund (NTSX).
LCR and NTSX are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. LCR is an actively managed fund by The Leuthold Group LLC. It was launched on Jan 6, 2020. NTSX is an actively managed fund by WisdomTree. It was launched on Aug 2, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LCR or NTSX.
Correlation
The correlation between LCR and NTSX is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LCR vs. NTSX - Performance Comparison
Key characteristics
LCR:
1.31
NTSX:
1.81
LCR:
1.87
NTSX:
2.47
LCR:
1.23
NTSX:
1.32
LCR:
2.51
NTSX:
2.10
LCR:
7.85
NTSX:
11.65
LCR:
1.28%
NTSX:
1.98%
LCR:
7.67%
NTSX:
12.73%
LCR:
-17.44%
NTSX:
-31.34%
LCR:
-3.30%
NTSX:
-3.71%
Returns By Period
In the year-to-date period, LCR achieves a 8.98% return, which is significantly lower than NTSX's 21.72% return.
LCR
8.98%
-1.42%
3.85%
9.37%
N/A
N/A
NTSX
21.72%
0.27%
8.13%
21.90%
11.14%
N/A
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LCR vs. NTSX - Expense Ratio Comparison
LCR has a 0.79% expense ratio, which is higher than NTSX's 0.20% expense ratio.
Risk-Adjusted Performance
LCR vs. NTSX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Leuthold Core ETF (LCR) and WisdomTree U.S. Efficient Core Fund (NTSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
LCR vs. NTSX - Dividend Comparison
LCR's dividend yield for the trailing twelve months is around 1.86%, more than NTSX's 1.05% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
LCR Leuthold Core ETF | 1.86% | 1.59% | 0.75% | 0.21% | 0.62% | 0.00% | 0.00% |
NTSX WisdomTree U.S. Efficient Core Fund | 0.76% | 1.21% | 1.36% | 0.82% | 0.92% | 1.53% | 0.62% |
Drawdowns
LCR vs. NTSX - Drawdown Comparison
The maximum LCR drawdown since its inception was -17.44%, smaller than the maximum NTSX drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for LCR and NTSX. For additional features, visit the drawdowns tool.
Volatility
LCR vs. NTSX - Volatility Comparison
The current volatility for Leuthold Core ETF (LCR) is 2.59%, while WisdomTree U.S. Efficient Core Fund (NTSX) has a volatility of 4.04%. This indicates that LCR experiences smaller price fluctuations and is considered to be less risky than NTSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.