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SMLF vs LSAT

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

SMLF

iShares U.S. Small-Cap Equity Factor ETF

Annual cost

0.15%

Fund size

$3.9B

LSAT

LeaderShares AlphaFactor Tactical Focused ETF

Annual cost

0.99%

Fund size

$61M

Key differences

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

  • SMLF follows a index tracking strategy; LSAT uses active selection.
  • 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

SMLFLSAT
Annual cost (TER)0.15%0.99%
Fund size (AUM)$3.9B$61M
Since20152020
Dividend yield1.03%1.73%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+31.6%+11.6%
CAGR 3Y+19.4%+11.5%
CAGR 5Y+11.1%+6.1%
Sharpe 3Y0.810.58
Volatility 1Y17.65%12.84%
Max drawdown-41.89%-20.48%

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

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