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LSAT vs SMLF

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

LSAT

LeaderShares AlphaFactor Tactical Focused ETF

Annual cost

0.99%

Fund size

$61M

SMLF

iShares U.S. Small-Cap Equity Factor ETF

Annual cost

0.15%

Fund size

$3.9B

Key differences

Both LSAT and SMLF are equity ETFs. LSAT charges 0.99% a year and SMLF 0.15%. The main difference: LSAT follows a active selection strategy; SMLF uses index tracking.

  • LSAT follows a active selection strategy; SMLF uses index tracking.
  • SMLF costs 0.84% less per year.
  • SMLF is much larger than LSAT. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, SMLF has delivered higher annualized returns.
  • SMLF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LSATSMLF
Annual cost (TER)0.99%0.15%
Fund size (AUM)$61M$3.9B
Since20202015
Dividend yield1.73%1.03%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+11.6%+31.6%
CAGR 3Y+11.5%+19.4%
CAGR 5Y+6.1%+11.1%
Sharpe 3Y0.580.81
Volatility 1Y12.84%17.65%
Max drawdown-20.48%-41.89%

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

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