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PY vs LSAF

Principal Value ETF vs LeaderSharesTM AlphaFactor US Core Equity ETF

PY

Principal Value ETF

Annual cost

0.15%

Fund size

$220M

LSAF

LeaderSharesTM AlphaFactor US Core Equity ETF

Annual cost

0.75%

Fund size

$114M

Key differences

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

  • PY follows a active selection strategy; LSAF uses index enhanced.
  • PY costs 0.60% less per year.
  • Over the last three years, LSAF has delivered higher annualized returns.

Side-by-side comparison

PYLSAF
Annual cost (TER)0.15%0.75%
Fund size (AUM)$220M$114M
Since20162018
Dividend yield2.11%0.61%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex enhanced
CAGR 1Y+14.5%+26.8%
CAGR 3Y+12.9%+20.0%
CAGR 5Y+7.4%+11.2%
Sharpe 3Y0.691.00
Volatility 1Y10.51%14.59%
Max drawdown-45.44%-41.67%

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

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