LSAT vs CGBL

ALSAT

BCGBL

Measures won2–3CGBL wins · of 6 · 5Y

$10,000 · 5Y$15,078LSAT

Lowest cost0.33%CGBL · $33 on $10k

Most income1.93%CGBL · $193 on $10k

Smallest drop−7.5%LSAT · worst fall in 1Y

Held in common0.8%LSAT and CGBL

LSAT

CGBL

LeaderShares AlphaFactor Tactical Focused ETF · $69MCapital Group Core Balanced ETF · $7.9B

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

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

0.99%Expense ratio$99 · $33 on $10k · lower wins0.33%

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

−7.5%Worst dropSmaller wins−7.9%

13.9%VolatilityLower wins11.0%

2–3CGBL wins

$10,000 · 5 yearsOne scale

Shared top holdingsLSAT · CGBL

3.4%DHI0.5%

3.1%SYF0.4%

Held in common0.8%

End-of-day Nov 9, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ALSAT	LeaderShares AlphaFactor Tactical Focused ETFRead Desk		0.99%	1.50%	+1.7%	+26.1%	+25.6%	+16.7%	+8.6%	−7.5%	$69M
2	BCGBL	Capital Group Core Balanced ETFRead Desk		0.33%	1.93%	+1.9%	+6.9%	+10.3%	+16.4%	new	−7.9%	$7.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ALSAT	LeaderShares AlphaFactor Tactical Focused ETFRead Desk		0.99%	1.50%	+1.7%	+26.1%	+25.6%	+16.7%	+8.6%	−7.5%	$69M
2	BCGBL	Capital Group Core Balanced ETFRead Desk		0.33%	1.93%	+1.9%	+6.9%	+10.3%	+16.4%	new	−7.9%	$7.9B

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LSAT vs CGBL

LSAT

LeaderShares AlphaFactor Tactical Focused

$15,078

CGBL

Capital Group Core Balanced

[…]

MeasureLSATCGBL

Fee0.99%0.33%

Cost on $10k a year$99$33

Yield1.50%1.93%

5 years, per year+8.6%[…]

3 years, per year+16.7%+16.4%

Worst drop · 1Y−7.5%−7.9%

Volatility · 1Y13.9%11.0%

3–2measures won
CGBL first

0.8%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

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

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

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