LCR vs TSPX
Leuthold Core ETF vs Twin Oak Active Opportunities ETF
Which is better, LCR or TSPX?
TSPX has been ahead.
LCR has a lower expense ratio. TSPX led over 1Y and the full window.
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 | TSPX |
|---|---|---|
| Expense Ratio | 0.83%Best | 1.04% |
| AUM | $66M | $247M |
| Dividend Yield | 1.30% | 1.96% |
| Holdings | 68 | 4 |
| Volatility (annualized) | 10.1% | 9.2%Best |
| Max Drawdown | -17.4% | -8.1%Best |
| Fund Family | Leuthold Funds | Twin Oak |
| Category | Allocation/Balanced | Allocation/Balanced |
| Style | Allocation/Balanced | Allocation/Balanced |
| Inception | Jan 3, 2020 | Feb 20, 2025 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, 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 TSPX through Oct 14, 2026.
Risk: Volatility and Drawdowns
LCR has been the more volatile fund, with annualized monthly volatility of 10.1% compared with 9.2% for TSPX. 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 -17.4% for LCR and -8.1% for TSPX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
Fees and Cost Over Time
LCR charges 0.83% per year while TSPX charges 1.04%. On a $10,000 position that is $83 vs $104 annually, a gap of $21 per year that compounds over a long holding period. On income, LCR currently yields 1.30% against 1.96% for TSPX.
Holdings Overlap
We hold position weights for 33 holdings in LCR and 3 in TSPX, totalling 95.5% and 99.6% 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 3 in TSPX, against full books of 68 and 4.
You are not choosing between two funds in isolation.
Whichever of LCR and TSPX 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 TSPX?
LCR has an expense ratio of 0.83% while TSPX charges 1.04%. LCR is the cheaper option, by $21 a year on a $10,000 investment.
Which is riskier, LCR or TSPX?
LCR has been the more volatile fund at 10.1% annualized versus 9.2% for TSPX. Worst drawdown: LCR -17.4% vs TSPX -8.1%.
Which pays a higher dividend, LCR or TSPX?
LCR yields 1.30% while TSPX yields 1.96%, so TSPX currently pays the higher dividend yield.
Is TSPX better than LCR?
LCR has a lower expense ratio. TSPX led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.