Compare · 2 funds side by side · dividends reinvested

LGDX and VTV

LGDXIntech ETFs×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,626VTV · best of the two

02 / 04

LGDX and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.0

Intech S&P Large Cap Diversified Alpha ETFUS Stock Styles · Large cap0.25%0.47%+9.8%+10.4%[…][…]−9.0%13.5%$141M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: LGDX 2025 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

Intech S&P Large Cap Diversified Alpha ETF · $141M[…]

LGDX

VTV

Vanguard Morningstar Value ETF · $184B$17,626

$10,000 five years ago, dividends reinvested · they hold 32.6% in common

LGDXMeasureVTV

+9.8%Year to dateJan 1 → Nov 5+22.8%

+10.4%1 yearTotal return+27.5%

[…]3 years · per year$10,000 became […] · $18,551+22.9%

[…]5 years · per year$10,000 became […] · $18,352+12.9%

0.25%Expense ratio$25 · $3 a year on $10k · lower is better0.03%

0.47%Trailing 12-mo yield$47 · $180 a year on $10k1.80%

−9.0%Worst dropSmaller is better−6.4%

13.5%VolatilityLower is calmer10.2%

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

0–6VTV wins

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

More Ways to See the Pairs

LGDX vs VTV: Top 5 Holdings

Today

LGDX

25.2%in top 5

VTV

in top 515.8%

LGDXStockVTV

8.4%NVDAnot top 5

5.7%AAPLnot top 5

not top 5MU4.6%

4.5%MSFTnot top 5

3.5%GOOGLnot top 5

not top 5JPM3.3%

3.2%AVGOnot top 5

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common32.6%

End-of-day Nov 5, 2026 · share of each fund

LGDX vs VTV Returns, Every Period

Intech ETFsLGDX

+10.4%

past year

VTVVanguard

+27.5%

past year

LGDXVTVFaded: behind in that period

0–2VTV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

LGDX vs VTV

YTD

Intech ETFsLGDX

+9.8%

VTVVanguard

+22.8%

+9.8%Year to date+22.8%

−9.0%Worst drop · 1Y−6.4%

13.5%Volatility · 1Y10.2%

0.5%Yield1.8%

$141MAssets$184B

4–0VTV wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LGDX, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

LGDX0.25%$25

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LGDX, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

LGDX0.47%$47

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

LGDX$47 − $25 = $22

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LGDX, VTV

Today

32.6%most shared, LGDX and VTV

LGDXVTV

LGDX—32.6%

VTV32.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

LGDXWorst drop−9.0%13.5% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VTVLGDX

+22.8%Year to date+9.8%

1.8%Yield0.5%

+27.5%Past year+10.4%

0.03%Fee0.25%

4–0VTV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026