Compare · 2 funds side by side · dividends reinvested

LSVD and IUSV

LSVDLSV×IUSViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,624IUSV · best of the two

02 / 04

LSVD and IUSV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.60%+16.1%+18.7%+19.8%+12.0%−6.4%9.8%$28.4B1.3

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.27%+20.2%+23.9%[…][…]−8.1%13.4%$653M1.7

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

End-of-day Nov 4, 2026 · returns include dividends · since: LSVD 2024 · IUSV 2000

Head to Head

Swap sides Versus in desk

Head to Head

LSV Disciplined Value ETF · $653M[…]

LSVD

IUSV

iShares Core S&P U.S. Value ETF · $28.4B$17,624

$10,000 five years ago, dividends reinvested · they hold 28.7% in common

LSVDMeasureIUSV

+20.2%Year to dateJan 1 → Nov 4+16.1%

+23.9%1 yearTotal return+18.7%

[…]3 years · per year$10,000 became […] · $17,194+19.8%

[…]5 years · per year$10,000 became […] · $17,624+12.0%

0.40%Expense ratio$40 · $4 a year on $10k · lower is better0.04%

0.27%Trailing 12-mo yield$27 · $160 a year on $10k1.60%

−8.1%Worst dropSmaller is better−6.4%

13.4%VolatilityLower is calmer9.8%

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

2–4IUSV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LSVD vs IUSV: Top 5 Holdings

Today

LSVD

22.2%in top 5

IUSV

in top 516.6%

LSVDStockIUSV

5.9%AAPL7.5%

6.1%NVDAnot top 5

3.7%AMZN3.6%

3.4%MSFTnot top 5

3.1%GOOGLnot top 5

not top 5XOM2.3%

not top 5WMT1.7%

not top 5COST1.4%

Held in common28.7%

End-of-day Nov 4, 2026 · share of each fund

LSVD vs IUSV Returns, Every Period

LSVLSVD

+23.9%

past year

IUSViShares

+18.7%

past year

LSVDIUSVFaded: behind in that period

2–0LSVD wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

LSVD vs IUSV

YTD

LSVLSVD

+20.2%

IUSViShares

+16.1%

+20.2%Year to date+16.1%

−8.1%Worst drop · 1Y−6.4%

13.4%Volatility · 1Y9.8%

0.3%Yield1.6%

$653MAssets$28.4B

3–1IUSV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LSVD, IUSV

Today

0.04%lowest, IUSV

FundExpense ratioFee$10k

IUSV0.04%$4

LSVD0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LSVD, IUSV

1.60%highest, IUSV

FundTrailing yieldYield$10k

IUSV1.60%$160

LSVD0.27%$27

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$156most kept, IUSV

IUSV$160 − $4 = $156

LSVD$27 − $40 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LSVD, IUSV

Today

28.7%most shared, LSVD and IUSV

LSVDIUSV

LSVD—28.7%

IUSV28.7%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.9%LSVD, at 13.4% volatility

IUSVWorst drop−6.4%9.8% vol

LSVDWorst drop−8.1%13.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IUSVLSVD

+16.1%Year to date+20.2%

1.6%Yield0.3%

+18.7%Past year+23.9%

0.04%Fee0.40%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026