{"url":"https://etfiq.com/models/compare/lcr/","section":"models","title":"LCR ETF vs the ETFIQ Strategic 60 Benchmark | ETFIQ","description":"In the year to Sep 30, 2026, LCR returned +6.93%, 2.00 points behind the ETFIQ Strategic 60 benchmark\u2019s hypothetical +8.93%.","as_of":"Oct 9, 2026","structured_data":[{"@type":"ItemList","name":"LCR and its matched benchmark","numberOfItems":2,"itemListElement":[{"@type":"ListItem","position":1,"name":"LCR, Leuthold Core ETF","url":"https://etfiq.com/funds/lcr"},{"@type":"ListItem","position":2,"name":"ETFIQ Strategic, 60% stocks","url":"https://etfiq.com/benchmarks/strategic-60/"}]},{"@type":"FAQPage","mainEntity":[{"@type":"Question","name":"Why is LCR measured against ETFIQ Strategic 60?","acceptedAnswer":{"@type":"Answer","text":"LCR holds 57.7% of its net assets in stocks, counting stocks inside any funds it owns. That puts it in the moderate band, more than 50% and up to 70% stocks. ETFIQ Strategic 60 is that band\u2019s benchmark."}},{"@type":"Question","name":"What does ETFIQ Strategic 60 hold?","acceptedAnswer":{"@type":"Answer","text":"60% VT and 40% US bonds (BND and AGG in equal parts), rebalanced on the last trading day of each month. It is a rule, not a fund. ETFIQ takes no payment from any fund company."}},{"@type":"Question","name":"Why are the benchmark\u2019s returns hypothetical?","acceptedAnswer":{"@type":"Answer","text":"Its rule was frozen on a set date. Returns before that date apply today\u2019s rule and funds to earlier prices. The fund\u2019s own returns use its market price with distributions reinvested. The price source leaves out funds that closed before 2016, so results lean toward funds that survived."}}]},{"@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"ETFIQ","item":"https://etfiq.com/"},{"@type":"ListItem","position":2,"name":"ETF Models","item":"https://etfiq.com/models/"},{"@type":"ListItem","position":3,"name":"Every model","item":"https://etfiq.com/models/list/"},{"@type":"ListItem","position":4,"name":"LCR","item":"https://etfiq.com/models/compare/lcr/"}]},{"@type":"WebPage","name":"LCR ETF vs the ETFIQ Strategic 60 Benchmark","description":"In the year to Sep 30, 2026, LCR returned +6.93%, 2.00 points behind the ETFIQ Strategic 60 benchmark\u2019s hypothetical +8.93%.","url":"https://etfiq.com/models/compare/lcr/","dateModified":"2026-10-09","isPartOf":{"@type":"WebSite","name":"ETFIQ","url":"https://etfiq.com"},"speakable":{"@type":"SpeakableSpecification","cssSelector":[".verdict",".lede",".faq"]},"publisher":{"@id":"https://etfiq.com/#org"}}],"characters":5385,"truncated":false,"content":"ETFIQ / ETF Models / Every model / LCR \n \n Rebuilt every trading night. Figures as of Oct 9, 2026; trailing windows end at the last month end, Sep 30, 2026.\n LCR against the ETFIQ Strategic 60 benchmark\n Leuthold Core ETF holds 57.7% of its net assets in stocks, counting stocks inside any funds it owns. That puts it in the moderate band. Its benchmark is ETFIQ Strategic, 60% stocks, a rule, not a fund.\n +6.93% LCR, 1 year \n +8.93%* Strategic 60, 1 year \n \u22122.00 Difference, points \n 0.83% Expense ratio \n\n In the year to Sep 30, 2026, LCR returned +6.93%, 2.00 points behind the ETFIQ Strategic 60 benchmark\u2019s hypothetical +8.93%.\n ETFIQ Strategic, 60% stocks: launched on Oct 3, 2026, when ETFIQ froze its rule. Figures before Oct 5, 2026 are hypothetical: we apply today\u2019s rule and funds to earlier prices. From Oct 5, 2026 the record is tracked. A window that starts earlier is hypothetical as a whole.\n Other allocation ETFs against their benchmarks\n ALTY AOA AOK AOM AOR AVMA CGBL DPRE ELM FARX FPAA FREI FTBI GAA GMOD GYLD HEFT INCM INKM IRTR ITDB ITDC ITDD ITDE IYLD JFLI LCR MDIV MFUL MHIG MHIP NDOW OCIO PVEX RAA RISN RJVI RSMV TBFC TBFG TRND TRTY XFLX XRLX YLDW LCR and Strategic 60 by window\n LCR\u2019s own market-price total return beside Strategic 60 over the same closes. YTD and 1 year are total returns; the longer windows are yearly rates over whole months. The difference is in percentage points. *Hypothetical as a whole: the benchmark\u2019s window begins before its tracked date, Oct 5, 2026. Data sourced by Tiingo .\n Total return of LCR and ETFIQ Strategic, 60% stocks by window, to Oct 9, 2026. Data sourced by Tiingo. Window From To LCR Strategic 60 Difference, points Side \n Year to date Dec 31, 2025 Oct 9, 2026 +6.30% +7.49%* \u22121.19 LCR behind \n 1 year Sep 30, 2025 Sep 30, 2026 +6.93% +8.93%* \u22122.00 LCR behind \n 3 years, a year Sep 29, 2023 Sep 30, 2026 +11.52% +14.30%* \u22122.78 LCR behind \n 5 years, a year not published not published not published not published not published not published \n 10 years, a year not published not published not published not published not published not published \n Since Sep 29, 2023, a year Sep 29, 2023 Sep 30, 2026 +11.52% +14.30%* \u22122.78 LCR behind \n\n Fees\n Both fees are already inside the returns above. On $10,000 is the fee times 100, the dollars a year at that fee.\n The expense ratio of LCR and the weighted fund fee of ETFIQ Strategic, 60% stocks. Portfolio Fee A year On $10,000 As of \n LCR Expense ratio, from its prospectus 0.83% $83 Jan 28, 2026 \n Strategic 60 Weighted fund fee, inside its returns 0.05% $5 Oct 9, 2026 \n\n Risk over 3 years\n From monthly returns, Sep 29, 2023 to Sep 30, 2026, 36 months. The drawdown uses daily values. Beta, correlation, tracking error and captures compare the fund with the benchmark.\n Risk of LCR and ETFIQ Strategic, 60% stocks over 3 years to Sep 30, 2026. Figure LCR Strategic 60 \n Volatility, a year 7.76% 8.59% \n Largest drawdown, on daily values \u22128.58% \u22129.76% \n Beta to the benchmark 0.86 measured against itself \n Correlation 0.95 measured against itself \n Tracking error, a year 2.72% measured against itself \n Up capture 0.84 measured against itself \n Down capture 0.90 measured against itself \n\n Questions people ask\n Why is LCR measured against ETFIQ Strategic 60? LCR holds 57.7% of its net assets in stocks, counting stocks inside any funds it owns. That puts it in the moderate band, more than 50% and up to 70% stocks. ETFIQ Strategic 60 is that band\u2019s benchmark. What does ETFIQ Strategic 60 hold? 60% VT and 40% US bonds (BND and AGG in equal parts), rebalanced on the last trading day of each month. It is a rule, not a fund. ETFIQ takes no payment from any fund company. Why are the benchmark\u2019s returns hypothetical? Its rule was frozen on a set date. Returns before that date apply today\u2019s rule and funds to earlier prices. The fund\u2019s own returns use its market price with distributions reinvested. The price source leaves out funds that closed before 2016, so results lean toward funds that survived. Total returns use market price with distributions reinvested, after each fund\u2019s own fees. Nothing else is deducted. The price source leaves out funds that closed before 2016, so results lean toward funds that survived. Data sourced by Tiingo .\n Where these figures came from\n Data sourced by Tiingo U.S. Treasury daily bill rates, for the Sharpe ratio LCR\u2019s page, with its prospectus and fee LCR\u2019s prospectus filing, for its expense ratio Where to next\n LCR fund page The Strategic 60 benchmark Every benchmark at 60% stocks Every model, side by side How the benchmarks are built ETFIQ publishes ETF data. It is independent, is not an investment adviser, takes no payment from issuers, and makes no recommendations.\n \n Cite this page. ETFIQ, LCR ETF vs the ETFIQ Strategic 60 Benchmark, data as of Oct 9, 2026. https://etfiq.com/models/compare/lcr/ Free to use with attribution for figures ETFIQ computes; issuer data stays under its owner's terms. The underlying files are at Open data .\n Other forms Plain ETFIQ, LCR ETF vs the ETFIQ Strategic 60 Benchmark, data as of Oct 9, 2026. https://etfiq.com/models/compare/lcr/ APA ETFIQ. (Oct 9, 2026). LCR ETF vs the ETFIQ Strategic 60 Benchmark. Retrieved from https://etfiq.com/models/compare/lcr/ Markdown [LCR ETF vs the ETFIQ Strategic 60 Benchmark (ETFIQ, Oct 9, 2026)](https://etfiq.com/models/compare/lcr/)","source":"ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.","publisher":{"@id":"https://etfiq.com/#org","name":"ETFIQ","url":"https://etfiq.com"},"license":"https://etfiq.com/license/","license_text":"Figures ETFIQ computes are free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.","citation":"ETFIQ, LCR ETF vs the ETFIQ Strategic 60 Benchmark, data as of Oct 9, 2026. https://etfiq.com/models/compare/lcr/"}