LCR vs SURI
Leuthold Core ETF vs Simplify Propel Opportunities ETF
Which is better, LCR or SURI?
Each has led over a different period.
LCR has a lower expense ratio. LCR led over the full window, SURI 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 | SURI |
|---|---|---|
| Expense Ratio | 0.83%Best | 2.56% |
| AUM | $66M | $75M |
| Dividend Yield | 1.30% | 15.67% |
| Holdings | 68 | 40 |
| Volatility (annualized) | 8.4%Best | 33.9% |
| Max Drawdown | -6.2%Best | -41.0% |
| $10,000 over 1.9 years | $12,004Best | $8,751 |
| Fund Family | Leuthold Funds | Simplify Exchange Traded Funds |
| Category | Allocation/Balanced | Allocation/Balanced |
| Style | Allocation/Balanced | Allocation/Balanced |
| Inception | Jan 3, 2020 | Feb 7, 2023 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 635 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 SURI through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Feb 8, 2023 to Jan 17, 2025 (1.9 years).
Risk: Volatility and Drawdowns
SURI has been the more volatile fund, with annualized monthly volatility of 33.9% compared with 8.4% 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 -6.2% for LCR and -41.0% for SURI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.46. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LCR charges 0.83% per year while SURI charges 2.56%. On a $10,000 position that is $83 vs $256 annually, a gap of $173 per year that compounds over a long holding period. On income, LCR currently yields 1.30% against 15.67% for SURI.
Holdings Overlap
We hold position weights for 33 holdings in LCR and 28 in SURI, totalling 95.5% and 90.3% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 33 positions we hold weights for in LCR and 28 in SURI, against full books of 68 and 40.
You are not choosing between two funds in isolation.
Whichever of LCR and SURI 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 SURI?
LCR has an expense ratio of 0.83% while SURI charges 2.56%. LCR is the cheaper option, by $173 a year on a $10,000 investment.
Which is riskier, LCR or SURI?
SURI has been the more volatile fund at 33.9% annualized versus 8.4% for LCR. Worst drawdown: LCR -6.2% vs SURI -41.0%.
Should I hold both LCR and SURI?
LCR and SURI have a monthly-return correlation of 0.46, 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 SURI?
LCR yields 1.30% while SURI yields 15.67%, so SURI currently pays the higher dividend yield.
Is SURI better than LCR?
LCR has a lower expense ratio. LCR led over the full window, SURI over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.