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PQDI vs LCR

Comparison between PRINCIPAL SPECTRUM TAX-ADVANTAGED DIVIDEND ACTIVE ETF (PQDI, ETF) and LEUTHOLD CORE ETF (LCR, ETF).

5-Year PerformanceLCR has outperformed PQDI, delivering a return of +6.7% compared to +3.2%

PQDI vs LCR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PQDI
$69M
Winner
LCR
$69M
Expense Ratio
Winner
PQDI
0.60%
LCR
0.84%
Max Drawdown
PQDI
23.92%
Winner
LCR
17.44%
Sharpe Ratio
PQDI
0.88
Winner
LCR
1.14
5Y Beta
Winner
PQDI
0.10
LCR
0.46
5Y Dividends CAGR
PQDI
2.24%
LCR
N/A

PQDI vs LCR - Historical Returns

Returns include dividend reinvestment.

1M
PQDI
+0.05%
Winner
LCR
+1.02%
3M
PQDI
+1.20%
Winner
LCR
+5.62%
6M
PQDI
+1.78%
Winner
LCR
+4.11%
1Y
PQDI
+6.75%
Winner
LCR
+12.93%
5Y(CAGR)
PQDI
+3.23%
Winner
LCR
+6.73%
Max(CAGR)
PQDI
+4.67%
Winner
LCR
+8.41%

PQDI vs LCR - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

YearPQDILCR
2026+1.06%+3.66%
2025+8.29%+12.46%
2024+10.24%+9.27%
2023+5.96%+13.20%
2022-9.61%-8.04%
2021+3.21%+12.47%
2020+9.80%+13.28%

PQDI vs LCR Drawdown Comparison

The maximum drawdown for PQDI was -17.41%, occurring on Mar 20, 2023. Recovery took 686 trading sessions.

The maximum drawdown for LCR was -17.44%, occurring on Mar 20, 2020. Recovery took 102 trading sessions.

The current PQDI drawdown is -0.47%. The current LCR drawdown is -0.59%.

RankPQDILCR
#1-17.41%
Sep 23, 2021 - Jun 17, 2024
-17.44%
Feb 19, 2020 - Jul 15, 2020
#2-3.31%
Feb 25, 2026 - Mar 30, 2026
-13.40%
Jan 4, 2022 - Jul 18, 2023
#3-2.46%
Sep 2, 2020 - Nov 5, 2020
-8.58%
Nov 29, 2024 - Jun 24, 2025
#4-2.25%
Mar 20, 2025 - May 8, 2025
-6.22%
Jul 19, 2023 - Dec 1, 2023
#5-2.04%
Feb 12, 2021 - Apr 8, 2021
-6.02%
Feb 26, 2026 - May 6, 2026
#6-0.96%
Aug 1, 2024 - Aug 14, 2024
-5.18%
Sep 2, 2020 - Nov 16, 2020
#7-0.92%
Jan 3, 2025 - Jan 30, 2025
-3.94%
Jul 16, 2024 - Aug 21, 2024
#8-0.86%
Dec 31, 2020 - Feb 5, 2021
-3.72%
Feb 12, 2021 - Apr 5, 2021
#9-0.82%
Oct 28, 2025 - Nov 26, 2025
-3.60%
Mar 28, 2024 - Jun 17, 2024
#10-0.75%
Jun 17, 2020 - Jun 25, 2020
-3.12%
Nov 16, 2021 - Jan 3, 2022
#11-0.74%
Jun 25, 2020 - Jun 30, 2020
-3.04%
May 7, 2021 - Jul 12, 2021
#12-0.72%
Oct 17, 2024 - Dec 6, 2024
-2.98%
Oct 27, 2025 - Dec 3, 2025
#13-0.71%
Oct 8, 2025 - Oct 23, 2025
-2.97%
Sep 1, 2021 - Oct 21, 2021
#14-0.65%
May 5, 2021 - May 28, 2021
-2.29%
Jul 12, 2021 - Jul 26, 2021
#15-0.65%
Feb 10, 2025 - Feb 28, 2025
-2.25%
Jun 4, 2026 - Jun 10, 2026

Correlation

Correlation between PQDI and LCR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2020 - 2026)

PQDI vs LCR dividend yield comparison.

YearPQDILCR
20262.40%0.00%
20255.02%1.37%
20244.93%1.86%
20235.35%1.60%
20225.60%0.75%
20215.21%0.21%
20202.69%0.62%

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