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LSAF vs QVAL

LeaderSharesTM AlphaFactor US Core Equity ETF vs Alpha Architect U.S. Quantitative Value ETF

LSAF

LeaderSharesTM AlphaFactor US Core Equity ETF

Annual cost

0.75%

Fund size

$114M

QVAL

Alpha Architect U.S. Quantitative Value ETF

Annual cost

0.28%

Fund size

$530M

Key differences

Both LSAF and QVAL are equity ETFs. LSAF charges 0.75% a year and QVAL 0.28%. The main difference: LSAF follows a index enhanced strategy; QVAL uses systematic alpha.

  • LSAF follows a index enhanced strategy; QVAL uses systematic alpha.
  • QVAL costs 0.47% less per year.
  • QVAL is much larger than LSAF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LSAFQVAL
Annual cost (TER)0.75%0.28%
Fund size (AUM)$114M$530M
Since20182014
Dividend yield0.61%1.46%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedsystematic alpha
CAGR 1Y+26.8%+31.5%
CAGR 3Y+20.0%+20.7%
CAGR 5Y+11.2%+12.6%
Sharpe 3Y1.000.97
Volatility 1Y14.59%14.57%
Max drawdown-41.67%-51.49%

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

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