RAAX vs. LCR
Compare and contrast key facts about VanEck Inflation Allocation ETF (RAAX) and Leuthold Core ETF (LCR).
RAAX and LCR are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RAAX is an actively managed fund by VanEck. It was launched on Apr 9, 2018. LCR is an actively managed fund by The Leuthold Group LLC. It was launched on Jan 6, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: RAAX or LCR.
Correlation
The correlation between RAAX and LCR is 0.62, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
RAAX vs. LCR - Performance Comparison
Key characteristics
RAAX:
0.93
LCR:
1.31
RAAX:
1.33
LCR:
1.87
RAAX:
1.16
LCR:
1.23
RAAX:
1.06
LCR:
2.51
RAAX:
5.07
LCR:
7.85
RAAX:
2.43%
LCR:
1.28%
RAAX:
13.18%
LCR:
7.67%
RAAX:
-33.91%
LCR:
-17.44%
RAAX:
-6.49%
LCR:
-3.30%
Returns By Period
In the year-to-date period, RAAX achieves a 11.28% return, which is significantly higher than LCR's 8.98% return.
RAAX
11.28%
-4.79%
4.87%
11.85%
6.47%
N/A
LCR
8.98%
-1.42%
3.85%
9.37%
N/A
N/A
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RAAX vs. LCR - Expense Ratio Comparison
RAAX has a 0.78% expense ratio, which is lower than LCR's 0.79% expense ratio.
Risk-Adjusted Performance
RAAX vs. LCR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Inflation Allocation ETF (RAAX) and Leuthold Core ETF (LCR). 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
RAAX vs. LCR - Dividend Comparison
RAAX's dividend yield for the trailing twelve months is around 3.29%, more than LCR's 1.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
RAAX VanEck Inflation Allocation ETF | 3.29% | 3.66% | 1.52% | 8.72% | 6.27% | 2.37% | 0.56% |
LCR Leuthold Core ETF | 1.86% | 1.59% | 0.75% | 0.21% | 0.62% | 0.00% | 0.00% |
Drawdowns
RAAX vs. LCR - Drawdown Comparison
The maximum RAAX drawdown since its inception was -33.91%, which is greater than LCR's maximum drawdown of -17.44%. Use the drawdown chart below to compare losses from any high point for RAAX and LCR. For additional features, visit the drawdowns tool.
Volatility
RAAX vs. LCR - Volatility Comparison
VanEck Inflation Allocation ETF (RAAX) has a higher volatility of 3.79% compared to Leuthold Core ETF (LCR) at 2.59%. This indicates that RAAX's price experiences larger fluctuations and is considered to be riskier than LCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.