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LSAF vs PY

LeaderSharesTM AlphaFactor US Core Equity ETF vs Principal Value ETF

LSAF

LeaderSharesTM AlphaFactor US Core Equity ETF

Annual cost

0.75%

Fund size

$114M

PY

Principal Value ETF

Annual cost

0.15%

Fund size

$220M

Key differences

Both LSAF and PY are equity ETFs. LSAF charges 0.75% a year and PY 0.15%. The main difference: LSAF follows a index enhanced strategy; PY uses active selection.

  • LSAF follows a index enhanced strategy; PY uses active selection.
  • PY costs 0.60% less per year.
  • Over the last three years, LSAF has delivered higher annualized returns.

Side-by-side comparison

LSAFPY
Annual cost (TER)0.75%0.15%
Fund size (AUM)$114M$220M
Since20182016
Dividend yield0.61%2.11%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedactive selection
CAGR 1Y+26.8%+14.5%
CAGR 3Y+20.0%+12.9%
CAGR 5Y+11.2%+7.4%
Sharpe 3Y1.000.69
Volatility 1Y14.59%10.51%
Max drawdown-41.67%-45.44%

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

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