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LSAT vs FELV

LeaderShares AlphaFactor Tactical Focused ETF vs Fidelity Enhanced Large Cap Value ETF

LSAT

LeaderShares AlphaFactor Tactical Focused ETF

Annual cost

0.99%

Fund size

$61M

FELV

Fidelity Enhanced Large Cap Value ETF

Annual cost

0.18%

Fund size

$3.0B

Key differences

Both LSAT and FELV are equity ETFs. LSAT charges 0.99% a year and FELV 0.18%. The main difference: LSAT follows a active selection strategy; FELV uses index tracking.

  • LSAT follows a active selection strategy; FELV uses index tracking.
  • FELV costs 0.81% less per year.
  • FELV is much larger than LSAT. Larger funds are usually more liquid and less likely to close.
  • FELV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LSATFELV
Annual cost (TER)0.99%0.18%
Fund size (AUM)$61M$3.0B
Since20202007
Dividend yield1.73%1.52%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+11.6%+30.0%
CAGR 3Y+11.5%N/A
CAGR 5Y+6.1%N/A
Sharpe 3Y0.58N/A
Volatility 1Y12.84%11.16%
Max drawdown-20.48%-16.08%

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

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