MVFD vs LSAF

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

MVFD vs LSAF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

Winner

MVFD

$124M

LSAF

$123M

Expense Ratio

MVFD

1.10%

Winner

LSAF

0.75%

Max Drawdown

Winner

MVFD

19.59%

LSAF

41.67%

Sharpe Ratio

MVFD

0.91

Winner

LSAF

1.54

5Y Beta

Winner

MVFD

0.76

LSAF

0.87

P/E Ratio

MVFD

N/A

LSAF

22.16

Forward P/E

MVFD

N/A

LSAF

14.85

PEG Ratio

MVFD

N/A

LSAF

0.37

5Y Dividends CAGR

MVFD

N/A

LSAF

21.97%

5Y EPS CAGR

MVFD

N/A

LSAF

13.12%

Debt to Equity

MVFD

N/A

LSAF

2.85%

P/S Ratio

MVFD

N/A

LSAF

1.25

P/B Ratio

MVFD

N/A

LSAF

3.36

MVFD vs LSAF - Historical Returns

Returns include dividend reinvestment.

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

MVFD

+3.98%

Winner

LSAF

+4.32%

MVFD

+4.45%

Winner

LSAF

+13.09%

MVFD

+3.53%

Winner

LSAF

+18.55%

MVFD

+16.73%

Winner

LSAF

+27.20%

5Y(CAGR)

MVFD

N/A

LSAF

+11.11%

Max(CAGR)

Winner

MVFD

+11.58%

LSAF

+11.46%

MVFD vs LSAF - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

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

MVFD vs LSAF Drawdown Comparison

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

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

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

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