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PSC vs LSAF

Principal U.S. Small-Cap ETF vs LeaderSharesTM AlphaFactor US Core Equity ETF

PSC

Principal U.S. Small-Cap ETF

Annual cost

0.38%

Fund size

$2.1B

LSAF

LeaderSharesTM AlphaFactor US Core Equity ETF

Annual cost

0.75%

Fund size

$114M

Key differences

Both PSC and LSAF are equity ETFs. PSC charges 0.38% a year and LSAF 0.75%. The main difference: PSC follows a index tracking strategy; LSAF uses index enhanced.

  • PSC follows a index tracking strategy; LSAF uses index enhanced.
  • PSC costs 0.37% less per year.
  • PSC is much larger than LSAF. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, LSAF has delivered higher annualized returns.

Side-by-side comparison

PSCLSAF
Annual cost (TER)0.38%0.75%
Fund size (AUM)$2.1B$114M
Since20162018
Dividend yield0.58%0.61%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex enhanced
CAGR 1Y+28.7%+26.8%
CAGR 3Y+18.0%+20.0%
CAGR 5Y+8.4%+11.2%
Sharpe 3Y0.751.00
Volatility 1Y19.02%14.59%
Max drawdown-46.75%-41.67%

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

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