LeaderSharesTM AlphaFactor® US Core Equity ETF (LSAF)

Overview

The LeaderSharesTM AlphaFactoru00ae US Core Equity ETF seeks to provide investment results that correspond generally to the price and yield performance of the AlphaFactoru00ae US Core Equity Index. The ETF focuses on investing in US equities with an emphasis on companies demonstrating strong fundamental characteristics.

Reputation and Reliability

Leader Capital Corp. is a relatively smaller ETF provider. Their reputation is built on offering niche and innovative ETF products.

Management Expertise

Leader Capital Corp.'s management team has experience in quantitative investing and factor-based strategies.

Goal

The primary investment goal is to track the performance of the AlphaFactoru00ae US Core Equity Index, offering exposure to a diversified portfolio of US equities selected based on specific alpha factors.

Investment Approach and Strategy

Strategy: The ETF aims to track the AlphaFactoru00ae US Core Equity Index.

Composition The ETF holds a diversified portfolio of US stocks selected based on a proprietary multi-factor model that considers valuation, growth, profitability, and other fundamental factors.

Market Share: The ETF's market share in its sector is relatively small due to the presence of larger, well-established competitors.

Total Net Assets (AUM): 36500000

Key Competitors

• IVV
• SPY
• VOO
• IWB

Competitive Landscape

The US core equity ETF market is highly competitive, dominated by large, established players like IVV, SPY, and VOO. The LeaderShares ETF aims to differentiate itself through its unique factor-based approach. However, it faces the challenge of attracting investors from these larger, more liquid ETFs. The LeaderShares ETF has lower AUM and liquidity compared to its competitors.

Historical Performance: Historical performance data is needed from a financial source to make an evaluation.

Benchmark Comparison: Data is unavailable to compare the ETF's performance to its benchmark index.

Expense Ratio: 0.34

Average Trading Volume

The ETF's average trading volume is relatively low, which may result in wider bid-ask spreads and potential difficulties in executing large trades.

Bid-Ask Spread

Due to the lower trading volume of the ETF, the bid-ask spreads may be slightly wider compared to more liquid ETFs.

Market Environment Factors

Economic indicators, sector growth prospects, and overall market conditions all influence the performance of US equities and, consequently, the ETF. Positive economic growth and strong corporate earnings typically support higher equity valuations.

Growth Trajectory

The ETF's growth trajectory depends on its ability to attract assets under management by demonstrating consistent performance and effectively marketing its factor-based investment approach. Any strategic changes to the fund's methodology or underlying holdings will impact future performance.

Competitive Edge

The LeaderShares ETF's advantage lies in its proprietary multi-factor model, which seeks to identify undervalued companies with strong growth potential. Its unique factor-based approach aims to outperform traditional market-cap-weighted indexes. The ETF's smaller size allows it to potentially invest in a wider range of companies, including smaller and mid-cap stocks. This differentiates it from larger ETFs that focus primarily on large-cap stocks.

Volatility

The ETF's volatility will depend on the volatility of its underlying US equity holdings. Exposure to equities will expose the ETF to market downturns.

Market Risk

The ETF is subject to market risk, which is the risk that the overall stock market declines, impacting the value of the ETF's holdings.

Ideal Investor Profile

The ideal investor is one who seeks exposure to the US equity market and believes in the potential for factor-based investing to generate alpha. It could be useful for investors that are seeking diversity in their portfolio.

Market Risk

The ETF may be suitable for long-term investors who are comfortable with market volatility and believe in the long-term potential of factor-based investing.

The LeaderSharesTM AlphaFactoru00ae US Core Equity ETF aims to provide exposure to US equities through a unique factor-based approach. It differentiates itself from larger competitors through its proprietary stock-selection process. However, its relatively small AUM and lower liquidity may be drawbacks for some investors. The ETF's performance depends on the effectiveness of its multi-factor model and overall market conditions. It's suitable for those seeking a factor-tilted approach to US equity investing.

Data Sources:

• LeaderShares website
• ETF.com
• Bloomberg
• Morningstar

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and consultation with a qualified financial advisor. Past performance is not indicative of future results. Market share data is estimated based on available AUM and may not be precise.