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LSAF vs SMLF

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

LSAF

LeaderSharesTM AlphaFactor US Core Equity ETF

Annual cost

0.75%

Fund size

$114M

SMLF

iShares U.S. Small-Cap Equity Factor ETF

Annual cost

0.15%

Fund size

$3.9B

Key differences

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

  • LSAF follows a index enhanced strategy; SMLF uses index tracking.
  • SMLF costs 0.60% less per year.
  • SMLF is much larger than LSAF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

LSAFSMLF
Annual cost (TER)0.75%0.15%
Fund size (AUM)$114M$3.9B
Since20182015
Dividend yield0.61%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyindex enhancedindex tracking
CAGR 1Y+26.8%+31.6%
CAGR 3Y+20.0%+19.4%
CAGR 5Y+11.2%+11.1%
Sharpe 3Y1.000.81
Volatility 1Y14.59%17.65%
Max drawdown-41.67%-41.89%

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

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