LCR vs SCHD
Leuthold Core ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | LCR | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.83% | 0.06% | |
| AUM | $67M | $103.7B | |
| Dividend Yield | 1.31% | 3.31% | |
| Holdings | 33 | 104 | |
| YTD Return | +1.46% | +26.21% | |
| 1Y Return | +10.81% | +29.99% | |
| 3Y Return (annualized) | +5.53% | +15.73% | |
| 5Y Return (annualized) | +7.58% | +9.67% | |
| Volatility (annualized) | 10.1% | 13.6% | |
| Max Drawdown | -17.4% | -33.4% | |
| Fund Family | Leuthold Funds | Charles Schwab Asset Management | |
| Category | Allocation/Balanced | Equity | |
| Inception | Jan 3, 2020 | Oct 20, 2011 |
LCR vs SCHD Performance
Leuthold Core ETF (LCR) is a ETF from Leuthold Funds and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year LCR returned +10.81% while SCHD returned +29.99%. Year to date, LCR is up 1.46% versus a gain of 26.21% for SCHD.
Over three years, LCR compounded at +5.53% per year against +15.73% for SCHD; over five years the annualized figures are +7.58% and +9.67% respectively. Across the full 5-year window we track, SCHD has the edge at +11.50% annualized vs +7.80%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% 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 -17.4% for LCR and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LCR charges 0.83% per year while SCHD charges 0.06%. On a $10,000 position that is $83 vs $6 annually, a gap of $77 per year that compounds over a long holding period. On income, LCR currently yields 1.31% against 3.31% for SCHD.
Holdings Overlap
LCR and SCHD share 0 holdings out of 131 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LCR or SCHD?
LCR has an expense ratio of 0.83% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $77 per year of difference.
Which performed better, LCR or SCHD?
Over the past year LCR returned +10.81% vs +29.99% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (5 years), LCR annualized +7.80% vs +11.50% for SCHD. Past performance does not guarantee future results.
Which is riskier, LCR or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 10.1% for LCR. Worst drawdown: LCR -17.4% vs SCHD -33.4%.
Should I hold both LCR and SCHD?
LCR and SCHD have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LCR and SCHD?
LCR and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 131 unique securities.
Which pays a higher dividend, LCR or SCHD?
LCR yields 1.31% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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