Screener
LSAT vs FVAL
LeaderShares AlphaFactor Tactical Focused ETF vs Fidelity Value Factor ETF
Key differences
Both LSAT and FVAL are equity ETFs. LSAT charges 0.99% a year and FVAL 0.15%. The main difference: LSAT follows a active selection strategy; FVAL uses index tracking.
- LSAT follows a active selection strategy; FVAL uses index tracking.
- FVAL costs 0.84% less per year.
- FVAL is much larger than LSAT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, FVAL has delivered higher annualized returns.
Side-by-side comparison
| LSAT | FVAL | |
|---|---|---|
| Annual cost (TER) | 0.99% | 0.15% |
| Fund size (AUM) | $61M | $1.3B |
| Since | 2020 | 2016 |
| Dividend yield | 1.73% | 1.48% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +11.6% | +27.3% |
| CAGR 3Y | +11.5% | +19.9% |
| CAGR 5Y | +6.1% | +12.0% |
| Sharpe 3Y | 0.58 | 1.09 |
| Volatility 1Y | 12.84% | 11.90% |
| Max drawdown | -20.48% | -37.26% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.