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LSAF vs AAVM

LeaderSharesTM AlphaFactor US Core Equity ETF vs Alpha Architect Global Factor Equity ETF

LSAF

LeaderSharesTM AlphaFactor US Core Equity ETF

Annual cost

0.75%

Fund size

$114M

AAVM

Alpha Architect Global Factor Equity ETF

Annual cost

0.38%

Fund size

$26M

Key differences

Both LSAF and AAVM are equity ETFs. LSAF charges 0.75% a year and AAVM 0.38%. The main difference: LSAF follows a index enhanced strategy; AAVM uses active selection.

  • LSAF follows a index enhanced strategy; AAVM uses active selection.
  • LSAF covers North America; AAVM covers global markets.
  • AAVM costs 0.37% less per year.
  • LSAF is much larger than AAVM. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LSAF has delivered higher annualized returns.

Side-by-side comparison

LSAFAAVM
Annual cost (TER)0.75%0.38%
Fund size (AUM)$114M$26M
Since20182017
Dividend yield0.61%1.74%
Asset classequityequity
Regionnorth americaglobal
Strategyindex enhancedactive selection
CAGR 1Y+26.8%+32.9%
CAGR 3Y+20.0%+19.0%
CAGR 5Y+11.2%+6.7%
Sharpe 3Y1.000.85
Volatility 1Y14.59%15.96%
Max drawdown-41.67%-34.71%

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

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