LSAF vs MVFD

Comparison between LEADERSHARES(R) ALPHAFACTOR(R) US CORE EQUITY ETF (LSAF, ETF) and MONARCH VOLUME FACTOR DIVIDEND TREE INDEX ETF (MVFD, ETF).

LSAF vs MVFD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LSAF(ETF)	MVFD(ETF)
Net Assets	$123M	$124M
Expense Ratio	0.75%	1.10%
Max Drawdown	41.67%	19.59%
Sharpe Ratio	1.54	0.91
5Y Beta	0.87	0.76
P/E Ratio	22.16	N/A
Forward P/E	14.85	N/A
PEG Ratio	0.37	N/A
5Y Dividends CAGR	21.97%	N/A
5Y EPS CAGR	13.12%	N/A
Debt to Equity	2.85%	N/A
P/S Ratio	1.25	N/A
P/B Ratio	3.36	N/A

Net Assets

LSAF

$123M

Winner

MVFD

$124M

Expense Ratio

Winner

LSAF

0.75%

MVFD

1.10%

Max Drawdown

LSAF

41.67%

Winner

MVFD

19.59%

Sharpe Ratio

Winner

LSAF

1.54

MVFD

0.91

5Y Beta

LSAF

0.87

Winner

MVFD

0.76

P/E Ratio

LSAF

22.16

MVFD

N/A

Forward P/E

LSAF

14.85

MVFD

N/A

PEG Ratio

LSAF

0.37

MVFD

N/A

5Y Dividends CAGR

LSAF

21.97%

MVFD

N/A

5Y EPS CAGR

LSAF

13.12%

MVFD

N/A

Debt to Equity

LSAF

2.85%

MVFD

N/A

P/S Ratio

LSAF

1.25

MVFD

N/A

P/B Ratio

LSAF

3.36

MVFD

N/A

LSAF vs MVFD - Historical Returns

Returns include dividend reinvestment.

Period	LSAF	MVFD
1 month	+4.32%	+3.98%
3 months	+13.09%	+4.45%
6 months	+18.55%	+3.53%
1 year	+27.20%	+16.73%
5 years(CAGR)	+11.11%	N/A
Max(CAGR)	+11.46%	+11.58%

Winner

LSAF

+4.32%

MVFD

+3.98%

Winner

LSAF

+13.09%

MVFD

+4.45%

Winner

LSAF

+18.55%

MVFD

+3.53%

Winner

LSAF

+27.20%

MVFD

+16.73%

5Y(CAGR)

LSAF

+11.11%

MVFD

N/A

Max(CAGR)

LSAF

+11.46%

Winner

MVFD

+11.58%

LSAF vs MVFD - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	LSAF	MVFD
2026	+23.45%	+10.81%
2025	+11.70%	+10.12%
2024	+18.47%	+5.21%
2023	+16.95%	N/A
2022	-13.02%	N/A
2021	+24.05%	N/A
2020	+6.59%	N/A
2019	+28.51%	N/A
2018	-15.47%	N/A

LSAF vs MVFD Drawdown Comparison

The maximum drawdown for LSAF was -41.67%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.

The maximum drawdown for MVFD was -19.07%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.

The current LSAF drawdown is -0.29%. The current MVFD drawdown is -0.32%.

Rank	LSAF	MVFD
#1	-41.67% Feb 12, 2020 - Nov 16, 2020	-19.07% Nov 25, 2024 - Oct 24, 2025
#2	-24.93% Jan 4, 2022 - Jan 22, 2024	-9.08% Feb 6, 2026 - Aug 10, 2026
#3	-20.74% Oct 2, 2018 - Jul 1, 2019	-6.45% Mar 28, 2024 - Jul 31, 2024
#4	-20.26% Nov 26, 2024 - Aug 22, 2025	-6.34% Jul 31, 2024 - Aug 26, 2024
#5	-7.65% Jul 16, 2024 - Aug 23, 2024	-5.62% Nov 12, 2025 - Nov 26, 2025
#6	-7.43% Jul 26, 2019 - Oct 25, 2019	-4.64% Dec 11, 2025 - Jan 6, 2026
#7	-6.99% Mar 28, 2024 - Jul 16, 2024	-3.78% Aug 30, 2024 - Sep 23, 2024
#8	-6.58% Feb 6, 2026 - Apr 13, 2026	-2.88% Nov 11, 2024 - Nov 25, 2024
#9	-6.43% Aug 30, 2021 - Nov 3, 2021	-2.71% Oct 16, 2024 - Nov 6, 2024
#10	-5.93% Nov 12, 2025 - Dec 5, 2025	-2.42% Oct 4, 2024 - Oct 16, 2024
#11	-5.90% Nov 16, 2021 - Dec 29, 2021	-1.75% Jan 21, 2026 - Feb 4, 2026
#12	-5.23% May 7, 2021 - Aug 3, 2021	-1.61% Oct 27, 2025 - Nov 10, 2025
#13	-5.10% Feb 12, 2021 - Mar 11, 2021	-1.51% Jan 15, 2026 - Jan 21, 2026
#14	-4.84% Aug 30, 2024 - Sep 19, 2024	-1.40% Aug 21, 2026 - Aug 25, 2026
#15	-4.62% Jan 20, 2021 - Feb 9, 2021	-1.24% Mar 21, 2024 - Mar 27, 2024