Screener
LSAF vs FAD
LeaderSharesTM AlphaFactor US Core Equity ETF vs First Trust Multi Cap Growth AlphaDEX Fund
Key differences
Both LSAF and FAD are equity ETFs. LSAF charges 0.75% a year and FAD 0.63%. The main difference: FAD costs 0.12% less per year.
- FAD costs 0.12% less per year.
- FAD is much larger than LSAF. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FAD has delivered higher annualized returns.
- FAD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LSAF | FAD | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.63% |
| Fund size (AUM) | $114M | $536M |
| Since | 2018 | 2007 |
| Dividend yield | 0.61% | 0.09% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | index enhanced |
| CAGR 1Y | +26.8% | +34.3% |
| CAGR 3Y | +20.0% | +23.8% |
| CAGR 5Y | +11.2% | +11.0% |
| Sharpe 3Y | 1.00 | 1.01 |
| Volatility 1Y | 14.59% | 19.42% |
| Max drawdown | -41.67% | -37.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.