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LSAT vs PY

LeaderShares AlphaFactor Tactical Focused ETF vs Principal Value ETF

LSAT

LeaderShares AlphaFactor Tactical Focused ETF

Annual cost

0.99%

Fund size

$61M

PY

Principal Value ETF

Annual cost

0.15%

Fund size

$220M

Key differences

Both LSAT and PY are equity ETFs. LSAT charges 0.99% a year and PY 0.15%. The main difference: PY costs 0.84% less per year.

  • PY costs 0.84% less per year.
  • PY is much larger than LSAT. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, PY has delivered higher annualized returns.

Side-by-side comparison

LSATPY
Annual cost (TER)0.99%0.15%
Fund size (AUM)$61M$220M
Since20202016
Dividend yield1.73%2.11%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+11.6%+14.5%
CAGR 3Y+11.5%+12.9%
CAGR 5Y+6.1%+7.4%
Sharpe 3Y0.580.69
Volatility 1Y12.84%10.51%
Max drawdown-20.48%-45.44%

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

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