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LSAT vs AFSM

LeaderShares AlphaFactor Tactical Focused ETF vs First Trust Active Factor Small Cap ETF

LSAT

LeaderShares AlphaFactor Tactical Focused ETF

Annual cost

0.99%

Fund size

$61M

AFSM

First Trust Active Factor Small Cap ETF

Annual cost

0.75%

Fund size

$98M

Key differences

Both LSAT and AFSM are equity ETFs. LSAT charges 0.99% a year and AFSM 0.75%. The main difference: AFSM costs 0.24% less per year.

  • AFSM costs 0.24% less per year.
  • Over the last three years, AFSM has delivered higher annualized returns.

Side-by-side comparison

LSATAFSM
Annual cost (TER)0.99%0.75%
Fund size (AUM)$61M$98M
Since20202019
Dividend yield1.73%0.47%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+11.6%+33.7%
CAGR 3Y+11.5%+18.0%
CAGR 5Y+6.1%+9.1%
Sharpe 3Y0.580.76
Volatility 1Y12.84%18.39%
Max drawdown-20.48%-43.54%

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

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