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LSAT vs LRGF

LeaderShares AlphaFactor Tactical Focused ETF vs iShares U.S. Equity Factor ETF

LSAT

LeaderShares AlphaFactor Tactical Focused ETF

Annual cost

0.99%

Fund size

$61M

LRGF

iShares U.S. Equity Factor ETF

Annual cost

0.08%

Fund size

$3.5B

Key differences

Both LSAT and LRGF are equity ETFs. LSAT charges 0.99% a year and LRGF 0.08%. The main difference: LSAT follows a active selection strategy; LRGF uses index enhanced.

  • LSAT follows a active selection strategy; LRGF uses index enhanced.
  • LRGF costs 0.91% less per year.
  • LRGF is much larger than LSAT. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LRGF has delivered higher annualized returns.
  • LRGF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LSATLRGF
Annual cost (TER)0.99%0.08%
Fund size (AUM)$61M$3.5B
Since20202015
Dividend yield1.73%1.06%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+11.6%+22.4%
CAGR 3Y+11.5%+22.2%
CAGR 5Y+6.1%+13.5%
Sharpe 3Y0.581.16
Volatility 1Y12.84%12.53%
Max drawdown-20.48%-36.03%

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

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