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PSET vs LSAF

Principal Quality ETF vs LeaderSharesTM AlphaFactor US Core Equity ETF

PSET

Principal Quality ETF

Annual cost

0.15%

Fund size

$29M

LSAF

LeaderSharesTM AlphaFactor US Core Equity ETF

Annual cost

0.75%

Fund size

$114M

Key differences

Both PSET and LSAF are equity ETFs. PSET charges 0.15% a year and LSAF 0.75%. The main difference: PSET follows a active selection strategy; LSAF uses index enhanced.

  • PSET follows a active selection strategy; LSAF uses index enhanced.
  • PSET costs 0.60% less per year.
  • LSAF is much larger than PSET. 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

PSETLSAF
Annual cost (TER)0.15%0.75%
Fund size (AUM)$29M$114M
Since20162018
Dividend yield0.62%0.61%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+5.8%+26.8%
CAGR 3Y+12.8%+20.0%
CAGR 5Y+8.7%+11.2%
Sharpe 3Y0.601.00
Volatility 1Y12.96%14.59%
Max drawdown-34.74%-41.67%

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

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