LSAT vs VTI
LeaderShares AlphaFactor Tactical Focused ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | LSAT | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.99% | 0.03% | |
| AUM | $66M | $666.9B | |
| Dividend Yield | 1.62% | 1.07% | |
| Holdings | 34 | 3,543 | |
| YTD Return | +21.33% | +14.82% | |
| 1Y Return | +16.99% | +22.43% | |
| 3Y Return (annualized) | +12.41% | +21.93% | |
| 5Y Return (annualized) | +7.44% | +12.34% | |
| Volatility (annualized) | 15.3% | 15.4% | |
| Max Drawdown | -20.5% | -56.6% | |
| Fund Family | LeaderShares | Vanguard (US) | |
| Category | Allocation/Balanced | Equity | |
| Inception | Oct 26, 2020 | May 24, 2001 |
LSAT vs VTI Performance
LeaderShares AlphaFactor Tactical Focused ETF (LSAT) is a ETF from LeaderShares and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year LSAT returned +16.99% while VTI returned +22.43%. Year to date, LSAT is up 21.33% versus a gain of 14.82% for VTI.
Over three years, LSAT compounded at +12.41% per year against +21.93% for VTI; over five years the annualized figures are +7.44% and +12.34% respectively. Across the full 6-year window we track, LSAT has the edge at +13.73% annualized vs +8.16%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI 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 -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LSAT charges 0.99% per year while VTI 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 1.07% for VTI.
Holdings Overlap
LSAT and VTI share 20 holdings out of 2797 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LSAT or VTI?
LSAT has an expense ratio of 0.99% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $96 per year of difference.
Which performed better, LSAT or VTI?
Over the past year LSAT returned +16.99% vs +22.43% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (6 years), LSAT annualized +13.73% vs +8.16% for VTI. Past performance does not guarantee future results.
Which is riskier, LSAT or VTI?
VTI has been the more volatile fund at 15.4% annualized versus 15.3% for LSAT. Worst drawdown: LSAT -20.5% vs VTI -56.6%.
Should I hold both LSAT and VTI?
LSAT and VTI have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LSAT and VTI?
LSAT and VTI share 20 common holdings with a 0.4% weight overlap. Combined, they hold 2797 unique securities.
Which pays a higher dividend, LSAT or VTI?
LSAT yields 1.62% while VTI yields 1.07%, so LSAT currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.