Compare · 2 funds side by side · dividends reinvested

LSAT and CGBL

LSATLeader Shares×CGBLCapital Group×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,078LSAT · best of the two

02 / 04

LSAT and CGBL, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

LeaderShares AlphaFactor Tactical Focused ETFUnsorted0.99%1.50%+26.1%+25.6%+16.7%+8.6%−7.5%13.9%$69M1.4

Capital Group Core Balanced ETFUnsorted0.33%1.93%+6.9%+10.3%+16.4%[…]−7.9%11.0%$7.9B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: LSAT 2020 · CGBL 2023

Head to Head

Swap sides Versus in desk

Head to Head

LeaderShares AlphaFactor Tactical Focused ETF · $69M$15,078

LSAT

CGBL

Capital Group Core Balanced ETF · $7.9B[…]

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

LSATMeasureCGBL

+26.1%Year to dateJan 1 → Nov 9+6.9%

+25.6%1 yearTotal return+10.3%

+16.7%3 years · per year$10,000 became $15,875 · $15,786+16.4%

+8.6%5 years · per year$10,000 became $15,078 · […][…]

0.99%Expense ratio$99 · $33 a year on $10k · lower is better0.33%

1.50%Trailing 12-mo yield$151 · $193 a year on $10k1.93%

−7.5%Worst dropSmaller is better−7.9%

13.9%VolatilityLower is calmer11.0%

LSATCGBL Winner of the row, in its colourEach row: the bigger of the two fills its side

4–3LSAT wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LSAT vs CGBL: Top 5 Holdings

Today

LSAT

19.6%in top 5

CGBL

in top 548.9%

LSATStockCGBL

not top 5CGCP23.8%

not top 5CGCB16.1%

4.2%KMPRnot top 5

3.9%HOGnot top 5

3.9%MORNnot top 5

3.9%CHDNnot top 5

3.8%GDDYnot top 5

not top 5AVGO3.5%

not top 5MSFT2.8%

not top 5GOOG2.7%

Held in common0.8%

End-of-day Nov 9, 2026 · share of each fund

LSAT vs CGBL Returns, Every Period

Leader SharesLSAT

+25.6%

past year

CGBLCapital Group

+10.3%

past year

LSATCGBLFaded: behind in that period

3–0LSAT wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

LSAT vs CGBL

YTD

Leader SharesLSAT

+26.1%

CGBLCapital Group

+6.9%

+26.1%Year to date+6.9%

−7.5%Worst drop · 1Y−7.9%

13.9%Volatility · 1Y11.0%

1.5%Yield1.9%

$68.7MAssets$7.9B

2–2level

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LSAT, CGBL

Today

0.33%lowest, CGBL

FundExpense ratioFee$10k

CGBL0.33%$33

LSAT0.99%$99

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LSAT, CGBL

1.93%highest, CGBL

FundTrailing yieldYield$10k

CGBL1.93%$193

LSAT1.50%$151

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$160most kept, CGBL

CGBL$193 − $33 = $160

LSAT$151 − $99 = $52

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LSAT, CGBL

Today

0.8%most shared, LSAT and CGBL

LSATCGBL

LSAT—0.8%

CGBL0.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.6%LSAT, at 13.9% volatility

CGBLWorst drop−7.9%11.0% vol

LSATWorst drop−7.5%13.9% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

CGBLLSAT

+6.9%Year to date+26.1%

1.9%Yield1.5%

+10.3%Past year+25.6%

0.33%Fee0.99%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.3%

SPYSPDR

+11.2%

+11.3%Year to date+11.2%

1.0%Yield1.0%

$179BAssets$778B

1–0SPYM wins

End-of-day Nov 9, 2026