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