LCR vs MPAY
Leuthold Core ETF vs Akros Monthly Payout ETF
Which is better, LCR or MPAY?
Each has led over a different period.
MPAY has a lower expense ratio. LCR led over the full window, MPAY over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | LCR | MPAY |
|---|---|---|
| Expense Ratio | 0.83% | 0.56%Best |
| AUM | $66M | $2M |
| Dividend Yield | 1.30% | 7.15% |
| Holdings | 68 | 63 |
| Volatility (annualized) | 10.1%Best | 11.0% |
| Max Drawdown | -8.0%Best | -13.4% |
| $10,000 over 2.7 years | $12,337Best | $10,808 |
| Fund Family | Leuthold Funds | Akros |
| Category | Allocation/Balanced | Allocation/Balanced |
| Style | Allocation/Balanced | Allocation/Balanced |
| Inception | Jan 3, 2020 | May 5, 2022 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 95 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. LCR has data through Jan 17, 2025 and MPAY through Apr 22, 2025.
Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: May 6, 2022 to Jan 17, 2025 (2.7 years).
Risk: Volatility and Drawdowns
MPAY has been the more volatile fund, with annualized monthly volatility of 11.0% compared with 10.1% for LCR. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -8.0% for LCR and -13.4% for MPAY. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LCR charges 0.83% per year while MPAY charges 0.56%. On a $10,000 position that is $83 vs $56 annually, a gap of $27 per year that compounds over a long holding period. On income, LCR currently yields 1.30% against 7.15% for MPAY.
You are not choosing between two funds in isolation.
Whichever of LCR and MPAY you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LCR or MPAY?
LCR has an expense ratio of 0.83% while MPAY charges 0.56%. MPAY is the cheaper option, by $27 a year on a $10,000 investment.
Which is riskier, LCR or MPAY?
MPAY has been the more volatile fund at 11.0% annualized versus 10.1% for LCR. Worst drawdown: LCR -8.0% vs MPAY -13.4%.
Should I hold both LCR and MPAY?
LCR and MPAY have a monthly-return correlation of 0.85, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, LCR or MPAY?
LCR yields 1.30% while MPAY yields 7.15%, so MPAY currently pays the higher dividend yield.
Is MPAY better than LCR?
MPAY has a lower expense ratio. LCR led over the full window, MPAY over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.