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LRGF vs LSAT

iShares U.S. Equity Factor ETF vs LeaderShares AlphaFactor Tactical Focused ETF

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

LSAT

LeaderShares AlphaFactor Tactical Focused ETF

Annual cost

0.99%

Fund size

$61M

Key differences

Both LRGF and LSAT are equity ETFs. LRGF charges 0.08% a year and LSAT 0.99%. The main difference: LRGF follows a index enhanced strategy; LSAT uses active selection.

  • LRGF follows a index enhanced strategy; LSAT uses active selection.
  • LRGF costs 0.91% less per year.
  • LRGF is much larger than LSAT. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LRGF has delivered higher annualized returns.
  • LRGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LRGFLSAT
Annual cost (TER)0.08%0.99%
Fund size (AUM)$3.5B$61M
Since20152020
Dividend yield1.06%1.73%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedactive selection
CAGR 1Y+22.4%+11.6%
CAGR 3Y+22.2%+11.5%
CAGR 5Y+13.5%+6.1%
Sharpe 3Y1.160.58
Volatility 1Y12.53%12.84%
Max drawdown-36.03%-20.48%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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