Compare · 2 funds side by side · dividends reinvested

LSVD and IVV

LSVDLSV×IVViShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,151IVV · best of the two

02 / 04

LSVD and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.09%+13.4%+13.5%+24.2%+12.6%−8.9%12.9%$887B1.4

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.27%+20.2%+23.9%[…][…]−8.1%13.4%$654M1.5

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: LSVD 2024 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

LSV Disciplined Value ETF · $654M[…]

LSVD

IVV

iShares Core S&P 500 ETF · $887B$17,151

$10,000 five years ago, dividends reinvested · they hold 45.3% in common

LSVDMeasureIVV

+20.2%Year to dateJan 1 → Nov 5+13.4%

+23.9%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,178+24.2%

[…]5 years · per year$10,000 became […] · $18,118+12.6%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

0.27%Trailing 12-mo yield$27 · $109 a year on $10k1.09%

−8.1%Worst dropSmaller is better−8.9%

13.4%VolatilityLower is calmer12.9%

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

3–3Level

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

More Ways to See the Pairs

LSVD vs IVV: Top 5 Holdings

Today

LSVD

22.7%in top 5

IVV

in top 527.7%

LSVDStockIVV

6.0%AAPL7.7%

6.0%NVDA7.3%

3.6%MSFT6.2%

4.0%AMZN3.9%

3.1%GOOGL2.6%

Held in common45.3%

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

LSVD vs IVV Returns, Every Period

LSVLSVD

+23.9%

past year

IVViShares

+13.5%

past year

LSVDIVVFaded: behind in that period

2–0LSVD wins

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

Stocks vs Core: LSVD vs IVV

YTD

LSVLSVD

+20.2%

IVViShares

+13.4%

+20.2%Year to date+13.4%

−8.1%Worst drop · 1Y−8.9%

13.4%Volatility · 1Y12.9%

0.3%Yield1.1%

$654MAssets$887B

2–2level

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

Cost, Income and Risk

Fees: LSVD, IVV

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

LSVD0.40%$40

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

Yields: LSVD, IVV

1.09%highest, IVV

FundTrailing yieldYield$10k

IVV1.09%$109

LSVD0.27%$27

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

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

LSVD$27 − $40 = −$13

KeptFee

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

Overlap: LSVD, IVV

Today

45.3%most shared, LSVD and IVV

LSVDIVV

LSVD—45.3%

IVV45.3%—

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

Return vs Bumpiness: 2 ETFs

+23.9%LSVD, at 13.4% volatility

IVVWorst drop−8.9%12.9% vol

LSVDWorst drop−8.1%13.4% vol

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

Paid More vs Made More

YTD

IVVLSVD

+13.4%Year to date+20.2%

1.1%Yield0.3%

+13.5%Past year+23.9%

0.03%Fee0.40%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

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