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LSAF vs PSC

LeaderSharesTM AlphaFactor US Core Equity ETF vs Principal U.S. Small-Cap ETF

LSAF

LeaderSharesTM AlphaFactor US Core Equity ETF

Annual cost

0.75%

Fund size

$114M

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

Key differences

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

  • LSAF follows a index enhanced strategy; PSC uses index tracking.
  • PSC costs 0.37% less per year.
  • PSC 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

LSAFPSC
Annual cost (TER)0.75%0.38%
Fund size (AUM)$114M$2.1B
Since20182016
Dividend yield0.61%0.58%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+26.8%+28.7%
CAGR 3Y+20.0%+18.0%
CAGR 5Y+11.2%+8.4%
Sharpe 3Y1.000.75
Volatility 1Y14.59%19.02%
Max drawdown-41.67%-46.75%

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

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