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Screener

PY vs LSAT

Principal Value ETF vs LeaderShares AlphaFactor Tactical Focused ETF

PY

Principal Value ETF

Annual cost

0.15%

Fund size

$220M

LSAT

LeaderShares AlphaFactor Tactical Focused ETF

Annual cost

0.99%

Fund size

$61M

Key differences

Both PY and LSAT are equity ETFs. PY charges 0.15% a year and LSAT 0.99%. 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

PYLSAT
Annual cost (TER)0.15%0.99%
Fund size (AUM)$220M$61M
Since20162020
Dividend yield2.11%1.73%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+14.5%+11.6%
CAGR 3Y+12.9%+11.5%
CAGR 5Y+7.4%+6.1%
Sharpe 3Y0.690.58
Volatility 1Y10.51%12.84%
Max drawdown-45.44%-20.48%

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

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