Compare · 3 funds side by side · dividends reinvested

LSVD, IVV and SPY

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

02 / 04

LSVD, IVV and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.4%+9.7%+22.1%+11.4%−8.9%13.6%$887B1.6

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.28%+15.2%+20.3%[…][…]−8.1%14.0%$654M2.0

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%1.03%+8.3%+9.7%+22.0%+11.3%−8.9%13.6%$805B2.1

Rank among the three1st → 3rdFee, 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 · SPY 1993

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

+15.2%Year to dateJan 1 → Nov 5+8.4%

+20.3%1 yearTotal return+9.7%

[…]3 years · per year$10,000 became […] · $18,221+22.1%

[…]5 years · per year$10,000 became […] · $17,151+11.4%

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

0.28%Trailing 12-mo yield$28 · $114 a year on $10k1.14%

−8.1%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer13.6%

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

+20.3%

past year

IVViShares

+9.7%

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

+15.2%

IVViShares

+8.4%

+15.2%Year to date+8.4%

−8.1%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y13.6%

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, SPY

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

SPY0.09%$9

LSVD0.40%$40

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

Yields: LSVD, IVV, SPY

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SPY1.03%$103

LSVD0.28%$28

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

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

SPY$103 − $9 = $94

LSVD$28 − $40 = −$12

KeptFee

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

Overlap: LSVD, IVV, SPY

Today

99.9%most shared, IVV and SPY

LSVDIVVSPY

LSVD—45.3%45.3%

IVV45.3%—99.9%

SPY45.3%99.9%—

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

Return vs Bumpiness: 3 ETFs

+20.3%LSVD, at 14.0% volatility

SPYWorst drop−8.9%13.6% vol

IVVWorst drop−8.9%13.6% vol

LSVDWorst drop−8.1%14.0% vol

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

Paid More vs Made More

YTD

IVVLSVD

+8.4%Year to date+15.2%

1.1%Yield0.3%

+9.7%Past year+20.3%

0.03%Fee0.40%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

VOO vs IVV

YTD

VanguardVOO

+8.4%

IVViShares

+8.4%

+8.4%Year to date+8.4%

1.1%Yield1.1%

$1.00TAssets$887B

0–0level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026