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LSAF vs. FTGC
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

LSAF vs. FTGC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in LeaderShares AlphaFactor US Core Equity ETF (LSAF) and First Trust Global Tactical Commodity Strategy Fund (FTGC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LSAF achieves a 14.16% return, which is significantly lower than FTGC's 16.89% return.


LSAF

1D
0.42%
1M
4.33%
YTD
14.16%
6M
11.98%
1Y
23.24%
3Y*
19.79%
5Y*
10.29%
10Y*

FTGC

1D
-1.65%
1M
-8.90%
YTD
16.89%
6M
15.85%
1Y
28.35%
3Y*
13.63%
5Y*
11.70%
10Y*
6.98%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LSAF vs. FTGC - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
LSAF
LeaderShares AlphaFactor US Core Equity ETF
14.16%12.01%18.09%15.48%-13.12%22.75%6.92%28.35%-15.47%
FTGC
First Trust Global Tactical Commodity Strategy Fund
16.89%14.61%9.96%-5.36%17.36%27.95%2.17%6.40%-9.92%

Correlation

The correlation between LSAF and FTGC is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.09

Correlation (5Y)
Calculated over the trailing 5-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Oct 2, 2018

0.28

The correlation between LSAF and FTGC shifts across timeframes, from -0.05 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

LSAF vs. FTGC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LSAF
LSAF Risk / Return Rank: 6363
Overall Rank
LSAF Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
LSAF Sortino Ratio Rank: 5959
Sortino Ratio Rank
LSAF Omega Ratio Rank: 5050
Omega Ratio Rank
LSAF Calmar Ratio Rank: 7878
Calmar Ratio Rank
LSAF Martin Ratio Rank: 7272
Martin Ratio Rank

FTGC
FTGC Risk / Return Rank: 5858
Overall Rank
FTGC Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
FTGC Sortino Ratio Rank: 5858
Sortino Ratio Rank
FTGC Omega Ratio Rank: 5959
Omega Ratio Rank
FTGC Calmar Ratio Rank: 5252
Calmar Ratio Rank
FTGC Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LSAF vs. FTGC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for LeaderShares AlphaFactor US Core Equity ETF (LSAF) and First Trust Global Tactical Commodity Strategy Fund (FTGC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


LSAFFTGCDifference
Sharpe ratioReturn per unit of total volatility

-0.20

Sortino ratioReturn per unit of downside risk

-0.05

Omega ratioGain probability vs. loss probability

1.28

1.33

-0.04

Calmar ratioReturn relative to maximum drawdown

3.55

2.31

+1.24

Martin ratioReturn relative to average drawdown

11.61

9.40

+2.21

LSAF vs. FTGC - Sharpe Ratio Comparison

The current LSAF Sharpe Ratio is 1.63, which is comparable to the FTGC Sharpe Ratio of 1.83. The chart below compares the historical Sharpe Ratios of LSAF and FTGC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

LSAF vs. FTGC - Drawdown Comparison

The maximum LSAF drawdown since its inception was -41.67%, smaller than the maximum FTGC drawdown of -59.47%. Use the drawdown chart below to compare losses from any high point for LSAF and FTGC.


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Drawdown Indicators


LSAFFTGCDifference

Max Drawdown

Largest peak-to-trough decline

-41.67%

-59.47%

+17.80%

Max Drawdown (1Y)

Largest decline over 1 year

-6.58%

-12.34%

+5.76%

Max Drawdown (3Y)

Largest decline over 3 years

-20.26%

-12.34%

-7.92%

Max Drawdown (5Y)

Largest decline over 5 years

-24.94%

-22.64%

-2.30%

Max Drawdown (10Y)

Largest decline over 10 years

-35.91%

Current Drawdown

Current decline from peak

-0.92%

-12.34%

+11.42%

Average Drawdown

Average peak-to-trough decline

-6.28%

-27.33%

+21.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.01%

3.02%

-1.01%

Volatility

LSAF vs. FTGC - Volatility Comparison

LeaderShares AlphaFactor US Core Equity ETF (LSAF) and First Trust Global Tactical Commodity Strategy Fund (FTGC) have volatilities of 3.47% and 3.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LSAFFTGCDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.47%

3.33%

+0.14%

Volatility (6M)

Calculated over the trailing 6-month period

10.43%

13.32%

-2.89%

Volatility (1Y)

Calculated over the trailing 1-year period

14.33%

15.64%

-1.31%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.43%

15.89%

+2.54%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

21.82%

14.72%

+7.10%

LSAF vs. FTGC - Expense Ratio Comparison

LSAF has a 0.75% expense ratio, which is lower than FTGC's 0.95% expense ratio.


Dividends

LSAF vs. FTGC - Dividend Comparison

LSAF's dividend yield for the trailing twelve months is around 0.60%, less than FTGC's 16.40% yield.


PositionTTM202520242023202220212020201920182017
FTGC
First Trust Global Tactical Commodity Strategy Fund
16.40%17.74%3.05%3.34%10.35%7.21%0.00%0.81%0.80%1.21%
LSAF
LeaderShares AlphaFactor US Core Equity ETF
0.60%0.69%0.42%0.84%0.96%0.37%0.53%0.71%0.20%0.00%

Frequently Asked Questions


LSAF and FTGC have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LSAF has higher volatility (3.47%) compared to FTGC (3.33%). In terms of maximum drawdown, LSAF dropped -41.67% vs FTGC's -59.47%.

On 5-year performance, FTGC leads with 11.70% vs 10.29% for LSAF. On fees, LSAF is cheaper at 0.75% per year. On volatility, FTGC has been the lower-risk option at 3.33%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, FTGC has performed better with a 11.70% return vs 10.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

LSAF is cheaper with a 0.75% expense ratio, compared with 0.95% for FTGC.

FTGC has the higher dividend yield at 16.40%, compared with 0.60% for LSAF.

LSAF is categorized as Mid Cap Blend Equities, while FTGC is Commodities. They also come from different issuers: Redwood and First Trust. Their fees differ too: 0.75% for LSAF and 0.95% for FTGC.

FTGC currently has the higher Sharpe Ratio (1.83 vs 1.63), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for LSAF and FTGC

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