LSAT vs VOO
LeaderShares AlphaFactor Tactical Focused ETF vs Vanguard S&P 500 ETF
Which is better, LSAT or VOO?
Tactical Allocation against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 39.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | LSAT | VOO |
|---|---|---|
| Expense Ratio | 0.99% | 0.03%Best |
| AUM | $65M | $997.4B |
| Dividend Yield | 1.62% | 1.04% |
| Holdings | 34 | 509 |
| YTD Return | +16.31%Best | +14.14% |
| 1Y Return | +11.01% | +17.31%Best |
| 3Y Return (annualized) | +12.20% | +23.04%Best |
| 5Y Return (annualized) | +7.41% | +13.63%Best |
| Volatility (annualized) | 15.3%Best | 15.4% |
| Max Drawdown | -20.5%Best | -24.5% |
| $10,000 over 5 years | $14,296 | $18,944Best |
| Top 10 Weight | 39.0% | 37.6%Best |
| Fund Family | LeaderShares | Vanguard (US) |
| Category | Allocation/Balanced | Equity |
| Style | Tactical Allocation | Large Cap Blend |
| Inception | Oct 26, 2020 | Sep 7, 2010 |
Volatility and max drawdown are measured over the window both funds cover: Oct 27, 2020 to Sep 22, 2026 (5.9 years).
LSAT vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 5.9 years both funds cover.
LSAT vs VOO Performance
LeaderShares AlphaFactor Tactical Focused ETF (LSAT) is an ETF from LeaderShares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year LSAT returned +11.01% while VOO returned +17.31%. Year to date, LSAT is up 16.31% versus a gain of 14.14% for VOO.
Over three years, LSAT compounded at +12.20% per year against +23.04% for VOO; over five years the annualized figures are +7.41% and +13.63% respectively. Across the full 6-year window we track, VOO has the edge at +16.63% annualized vs +12.65%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 15.3% for LSAT. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -20.5% for LSAT and -24.5% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LSAT charges 0.99% per year while VOO charges 0.03%. On a $10,000 position that is $99 vs $3 annually, a gap of $96 per year that compounds over a long holding period. On income, LSAT currently yields 1.62% against 1.04% for VOO.
Holdings Overlap
25.1% of LSAT's money is in holdings VOO also owns. 0.4% of VOO's money is in holdings LSAT also owns.
LSAT and VOO share little of their money.
8 positions in common, counted across the 30 positions we hold weights for in LSAT and 494 in VOO, against full books of 34 and 509.
What only one of them owns
Our book lists 479 positions for VOO that do not appear in our book for LSAT (98.8% of the fund), and 18 for LSAT that do not appear in VOO (61.5%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in LSAT | Weight in VOO | Difference |
|---|---|---|---|
| CFCf Industries Holdings Inc. | 3.71% | 0.03% | 3.68% |
| FTNTFortinet Inc | 3.53% | 0.16% | 3.37% |
| GDDYGodaddy Inc. Class A | 3.64% | 0.02% | 3.62% |
| AIGAmerican International Gr | 3.19% | 0.06% | 3.13% |
| SYFSynchrony Financial | 3.15% | 0.04% | 3.11% |
| FTVFortive Corp. | 3.02% | 0.03% | 2.99% |
| DVATotal Renal Care Holdings | 2.50% | 0.01% | 2.49% |
| LUVSouthwest Airlines Co. | 2.35% | 0.03% | 2.32% |
25.1% of LSAT is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LSAT or VOO?
LSAT has an expense ratio of 0.99% while VOO charges 0.03%. VOO is the cheaper option, by $96 a year on a $10,000 investment.
Which performed better, LSAT or VOO?
Over the past year LSAT returned +11.01% vs +17.31% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (6 years), LSAT annualized +12.65% vs +16.63% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LSAT or VOO?
VOO has been the more volatile fund at 15.4% annualized versus 15.3% for LSAT. Worst drawdown: LSAT -20.5% vs VOO -24.5%.
Should I hold both LSAT and VOO?
LSAT and VOO have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between LSAT and VOO?
25.1% of LSAT's money is in holdings VOO also owns. 0.4% of VOO's is in holdings LSAT also owns. They hold 8 positions in common, counted across the 30 positions we hold weights for in LSAT and 494 in VOO.
Which pays a higher dividend, LSAT or VOO?
LSAT yields 1.62% while VOO yields 1.04%, so LSAT currently pays the higher dividend yield.
Is VOO better than LSAT?
VOO has a lower expense ratio. VOO led over 1Y, 3Y, 5Y and the full window. VOO is less concentrated, with 37.6% of the fund in its ten largest positions against 39.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.