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LSAF vs CGXU

LeaderSharesTM AlphaFactor US Core Equity ETF vs Capital Group International Focus Equity ETF

LSAF

LeaderSharesTM AlphaFactor US Core Equity ETF

Annual cost

0.75%

Fund size

$114M

CGXU

Capital Group International Focus Equity ETF

Annual cost

0.54%

Fund size

$6.2B

Key differences

Both LSAF and CGXU are equity ETFs. LSAF charges 0.75% a year and CGXU 0.54%. The main difference: LSAF follows a index enhanced strategy; CGXU uses active selection.

  • LSAF follows a index enhanced strategy; CGXU uses active selection.
  • LSAF covers North America; CGXU covers global markets excluding the US.
  • CGXU costs 0.21% less per year.
  • CGXU is much larger than LSAF. 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

LSAFCGXU
Annual cost (TER)0.75%0.54%
Fund size (AUM)$114M$6.2B
Since20182022
Dividend yield0.61%4.50%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex enhancedactive selection
CAGR 1Y+26.8%+36.6%
CAGR 3Y+20.0%+17.5%
CAGR 5Y+11.2%N/A
Sharpe 3Y1.000.76
Volatility 1Y14.59%21.11%
Max drawdown-41.67%-25.64%

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

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