Screener
LSAT vs IVAL
LeaderShares AlphaFactor Tactical Focused ETF vs Alpha Architect International Quantitative Value ETF
Key differences
Both LSAT and IVAL are equity ETFs. LSAT charges 0.99% a year and IVAL 0.38%. The main difference: LSAT follows a active selection strategy; IVAL uses systematic alpha.
- LSAT follows a active selection strategy; IVAL uses systematic alpha.
- LSAT covers North America; IVAL covers global markets excluding the US.
- IVAL costs 0.61% less per year.
- IVAL is much larger than LSAT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IVAL has delivered higher annualized returns.
- IVAL has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LSAT | IVAL | |
|---|---|---|
| Annual cost (TER) | 0.99% | 0.38% |
| Fund size (AUM) | $61M | $217M |
| Since | 2020 | 2014 |
| Dividend yield | 1.73% | 2.63% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | systematic alpha |
| CAGR 1Y | +11.6% | +31.7% |
| CAGR 3Y | +11.5% | +19.6% |
| CAGR 5Y | +6.1% | +8.3% |
| Sharpe 3Y | 0.58 | 0.98 |
| Volatility 1Y | 12.84% | 15.56% |
| Max drawdown | -20.48% | -46.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.