LCR vs. UVXY ETF Comparison

Comparison of Leuthold Core ETF (LCR) to Ultra VIX Short Term Futures ETF (UVXY)

LCR

Leuthold Core ETF

LCR Description

The investment seeks capital appreciation and income (or total return). The fund is an actively-managed fund of funds and seeks to achieve its objective by investing primarily in other registered investment companies, including other actively-managed exchange-traded funds (ETFs) and index-based ETFs (collectively, underlying funds), that provide exposure to a broad range of asset classes. The underlying funds may invest in equity securities of U.S. or foreign companies; debt obligations of U.S. or foreign companies or governments; or other investments, such as volatility indexes and managed futures.

Grade (RS Rating)

Last Trade

$35.05

Average Daily Volume

5,367

Number of Holdings ^*

11

* may have additional holdings in another (foreign) market

UVXY

Ultra VIX Short Term Futures ETF

UVXY Description

The Ultra Fund seeks daily results that match (before fees and expenses) two times (2x) the daily performance of the S&P 500 VIX Short-Term Futures Index. The index seeks to offer exposure to market volatility through publicly traded futures markets and is designed to measure the return from a rolling long position in the first and second month VIX futures contracts.

Grade (RS Rating)

Last Trade

$25.27

Average Daily Volume

13,204,896

Number of Holdings ^*

1

* may have additional holdings in another (foreign) market

Performance

Period	LCR	UVXY
30 Days	1.19%	16.45%
60 Days	2.70%	-0.65%
90 Days	3.85%	-0.71%
12 Months	16.03%	-62.17%

0 Overlapping Holdings

	Symbol	Grade	Weight in LCR	Weight in UVXY	Overlap

LCR Overweight 11 Positions Relative to UVXY

	Symbol	Grade	Weight
	SHY	A	9.46%
	XLC	A	8.57%
	SPDN	F	3.75%
	PSQ	D	3.24%
	BWX	A	2.75%
	IAK	A	2.68%
	FENY	D	1.86%
	IEF	B	1.85%
	IBND	A	1.37%
	MBB	B	1.05%
	GDX	B	0.85%

LCR Underweight 1 Positions Relative to UVXY

	Symbol	Grade	Weight
	VXX	D	-1.46%

LCR: Top Represented Industries & Keywords

Industries:

Keywords: ETF Exchange Traded Fund Bloomberg Barclays Us Aggregate Bond Index Bond Bond Market Exchange Traded Funds Government Bonds Index Fund U.S. Government U.S. Treasury American Depositary Receipt Barclays Bear Market ETF Bond Market Indices Direxion Dow Jones U.S. Select Dividend Total Return Index Energy Sector Fannie Mae Federal Home Loan Mortgage Corporation Federal National Mortgage Association

UVXY: Top Represented Industries & Keywords

Industries:

Keywords: Bear Market ETF Cboe Market Volatility Index Chicago Board Options Exchange ETF ETN Exchange Traded Fund Exchange Traded Note Inverse ETF S&P 500 Index S&P/Asx 200 Vix Technical Analysis VIX