LSAF vs RAFE
Comparison between LEADERSHARES(R) ALPHAFACTOR(R) US CORE EQUITY ETF (LSAF, ETF) and PIMCO RAFI ESG U.S. ETF (RAFE, ETF).
5-Year PerformanceRAFE has outperformed LSAF, delivering a return of +11.5% compared to +10.8%
LSAF vs RAFE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LSAF
$161M
RAFE
$161M
Expense Ratio
LSAF
0.75%
Winner
RAFE
0.29%
Max Drawdown
LSAF
41.67%
Winner
RAFE
35.74%
Sharpe Ratio
LSAF
1.44
Winner
RAFE
1.93
5Y Beta
LSAF
0.88
Winner
RAFE
0.77
P/E Ratio
Winner
LSAF
22.48
RAFE
23.26
Forward P/E
Winner
LSAF
14.47
RAFE
16.64
PEG Ratio
LSAF
0.44
Winner
RAFE
0.32
5Y Dividends CAGR
Winner
LSAF
21.97%
RAFE
7.74%
5Y EPS CAGR
Winner
LSAF
13.74%
RAFE
10.09%
Debt to Equity
Winner
LSAF
27.77%
RAFE
82.67%
P/S Ratio
Winner
LSAF
1.20
RAFE
1.70
P/B Ratio
Winner
LSAF
3.30
RAFE
3.40
LSAF vs RAFE - Holdings Comparison
LSAF and RAFE have 29 common holdings. Overlap is 6.99%
LSAF's top 25 holdings weight is 26.57%. RAFE's top 25 holdings weight is 42.71%.
| Rank | LSAF | RAFE |
|---|---|---|
| #1 | MARATHON PETROLEUM CORP (MPC) - 1.13% | APPLE INC (AAPL) - 5.38% |
| #2 | AMERIPRISE FINANCIAL INC (AMP) - 1.10% | MICROSOFT CORP (MSFT) - 3.83% |
| #3 | VALERO ENERGY CORP (VLO) - 1.10% | UNITEDHEALTH GROUP INC (UNH) - 3.55% |
| #4 | LITHIA MOTORS INC CLASS A (LAD) - 1.08% | JOHNSON & JOHNSON (JNJ) - 3.29% |
| #5 | n/a (COIN) - 1.08% | JPMORGAN CHASE & CO (JPM) - 2.53% |
| #6 | UIPATH INC CLASS A (PATH) - 1.07% | MERCK & CO INC (MRK) - 2.12% |
| #7 | GAP INC (GAP) - 1.06% | CITIGROUP INC (C) - 1.93% |
| #8 | METLIFE INC (MET) - 1.06% | PROCTER & GAMBLE CO (PG) - 1.93% |
| #9 | MOODYS CORP (MCO) - 1.06% | VERIZON COMMUNICATIONS INC (VZ) - 1.84% |
| #10 | MSCI INC (MSCI) - 1.06% | ABBVIE INC (ABBV) - 1.59% |
| #11 | ELEVANCE HEALTH INC (ELV) - 1.06% | AT&T INC (T) - 1.56% |
| #12 | CHARLES SCHWAB CORP (SCHW) - 1.06% | CISCO SYSTEMS INC (CSCO) - 1.34% |
| #13 | DROPBOX INC CLASS A (DBX) - 1.06% | ADVANCED MICRO DEVICES INC (AMD) - 1.34% |
| #14 | T-MOBILE US INC (TMUS) - 1.06% | APPLIED MATERIALS INC (AMAT) - 1.32% |
| #15 | n/a (EXPD) - 1.06% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.27% |
| #16 | CROCS INC (CROX) - 1.05% | NVIDIA CORP (NVDA) - 1.27% |
| #17 | ETSY INC (ETSY) - 1.05% | QUALCOMM INC (QCOM) - 1.23% |
| #18 | n/a (DELL) - 1.05% | GENERAL MOTORS CO (GM) - 1.10% |
| #19 | CORPAY INC (CPAY) - 1.05% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.10% |
| #20 | VOYA FINANCIAL INC (VOYA) - 1.05% | ELEVANCE HEALTH INC (ELV) - 1.02% |
| #21 | SEI INVESTMENTS CO (SEIC) - 1.05% | MEDTRONIC PLC (MDT) - 0.45% |
| #22 | CHENIERE ENERGY INC (LNG) - 1.05% | KLA CORP (KLAC) - 0.44% |
| #23 | KIRBY CORP (KEX) - 1.04% | n/a (DELL) - 0.43% |
| #24 | IQVIA HOLDINGS INC (IQV) - 1.04% | S&P GLOBAL INC (SPGI) - 0.43% |
| #25 | PRIMERICA INC (PRI) - 1.04% | AMERICAN EXPRESS CO (AXP) - 0.42% |
| Total Holdings | 102 | 256 |
LSAF vs RAFE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LSAF
+3.97%
RAFE
+1.52%
3M
LSAF
+8.34%
Winner
RAFE
+9.68%
6M
Winner
LSAF
+14.05%
RAFE
+13.99%
1Y
LSAF
+26.64%
Winner
RAFE
+28.41%
5Y(CAGR)
LSAF
+10.84%
Winner
RAFE
+11.46%
Max(CAGR)
LSAF
+10.86%
Winner
RAFE
+12.60%
LSAF vs RAFE - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | LSAF | RAFE |
|---|---|---|
| 2026 | +17.08% | +15.18% |
| 2025 | +11.70% | +18.22% |
| 2024 | +18.47% | +14.02% |
| 2023 | +16.95% | +18.47% |
| 2022 | -13.02% | -14.77% |
| 2021 | +24.05% | +31.88% |
| 2020 | +6.59% | +4.90% |
| 2019 | +28.51% | +0.55% |
| 2018 | -15.47% | N/A |
LSAF vs RAFE Drawdown Comparison
The maximum drawdown for LSAF was -41.67%, occurring on Mar 23, 2020. Recovery took 193 trading sessions.
The maximum drawdown for RAFE was -35.74%, occurring on Mar 23, 2020. Recovery took 199 trading sessions.
The current LSAF drawdown is -1.04%. The current RAFE drawdown is -0.13%.
| Rank | LSAF | RAFE |
|---|---|---|
| #1 | -41.67% Feb 12, 2020 - Nov 16, 2020 | -35.74% Feb 12, 2020 - Nov 24, 2020 |
| #2 | -24.93% Jan 4, 2022 - Jan 22, 2024 | -24.29% Jan 4, 2022 - Dec 26, 2023 |
| #3 | -20.74% Oct 2, 2018 - Jul 1, 2019 | -16.36% Feb 19, 2025 - Jul 1, 2025 |
| #4 | -20.26% Nov 26, 2024 - Aug 22, 2025 | -8.00% Jul 16, 2024 - Aug 30, 2024 |
| #5 | -7.65% Jul 16, 2024 - Aug 23, 2024 | -7.46% Feb 11, 2026 - Apr 17, 2026 |
| #6 | -7.43% Jul 26, 2019 - Oct 25, 2019 | -6.20% Mar 28, 2024 - Jun 18, 2024 |
| #7 | -6.99% Mar 28, 2024 - Jul 16, 2024 | -5.61% Nov 25, 2024 - Feb 13, 2025 |
| #8 | -6.58% Feb 6, 2026 - Apr 13, 2026 | -4.99% Jun 4, 2021 - Aug 6, 2021 |
| #9 | -6.43% Aug 30, 2021 - Nov 3, 2021 | -4.62% Oct 27, 2025 - Nov 28, 2025 |
| #10 | -5.93% Nov 12, 2025 - Dec 5, 2025 | -4.41% Nov 16, 2021 - Dec 16, 2021 |
| #11 | -5.90% Nov 16, 2021 - Dec 29, 2021 | -4.27% Jan 17, 2020 - Feb 12, 2020 |
| #12 | -5.23% May 7, 2021 - Aug 3, 2021 | -4.05% Jan 14, 2021 - Feb 8, 2021 |
| #13 | -5.10% Feb 12, 2021 - Mar 11, 2021 | -3.99% Aug 11, 2021 - Oct 19, 2021 |
| #14 | -4.84% Aug 30, 2024 - Sep 19, 2024 | -3.44% Aug 30, 2024 - Sep 19, 2024 |
| #15 | -4.62% Jan 20, 2021 - Feb 9, 2021 | -3.37% Jul 23, 2025 - Aug 12, 2025 |
Correlation
Correlation between LSAF and RAFE is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2018 - 2026)
LSAF vs RAFE dividend yield comparison.
| Year | LSAF | RAFE |
|---|---|---|
| 2026 | 0.00% | 0.79% |
| 2025 | 0.69% | 1.67% |
| 2024 | 0.42% | 1.79% |
| 2023 | 0.84% | 1.81% |
| 2022 | 0.96% | 2.22% |
| 2021 | 0.37% | 1.42% |
| 2020 | 0.53% | 2.36% |
| 2019 | 0.71% | 0.00% |
| 2018 | 0.20% | 0.00% |
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