Screener
LSAT vs FIVA
LeaderShares AlphaFactor Tactical Focused ETF vs Fidelity International Value Factor ETF
Key differences
Both LSAT and FIVA are equity ETFs. LSAT charges 0.99% a year and FIVA 0.18%. The main difference: LSAT follows a active selection strategy; FIVA uses index tracking.
- LSAT follows a active selection strategy; FIVA uses index tracking.
- LSAT covers North America; FIVA covers global markets excluding the US.
- FIVA costs 0.81% less per year.
- FIVA is much larger than LSAT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FIVA has delivered higher annualized returns.
Side-by-side comparison
| LSAT | FIVA | |
|---|---|---|
| Annual cost (TER) | 0.99% | 0.18% |
| Fund size (AUM) | $61M | $555M |
| Since | 2020 | 2018 |
| Dividend yield | 1.73% | 2.53% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +11.6% | +37.4% |
| CAGR 3Y | +11.5% | +23.6% |
| CAGR 5Y | +6.1% | +12.6% |
| Sharpe 3Y | 0.58 | 1.23 |
| Volatility 1Y | 12.84% | 15.92% |
| Max drawdown | -20.48% | -39.60% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.