Compare · 2 funds side by side · dividends reinvested

LSVD and VIG

LSVDLSV×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,638VIG · best of the two

02 / 04

LSVD and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.46%+14.8%+17.6%+18.8%+10.7%−7.9%11.0%$109B1.3

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.27%+17.5%+22.8%[…][…]−8.1%14.1%$635M1.7

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

End-of-day Nov 9, 2026 · returns include dividends · since: LSVD 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

LSV Disciplined Value ETF · $635M[…]

LSVD

VIG

Vanguard Dividend Appreciation ETF · $109B$16,638

$10,000 five years ago, dividends reinvested · they hold 23.5% in common

LSVDMeasureVIG

+17.5%Year to dateJan 1 → Nov 9+14.8%

+22.8%1 yearTotal return+17.6%

[…]3 years · per year$10,000 became […] · $16,775+18.8%

[…]5 years · per year$10,000 became […] · $16,638+10.7%

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

0.27%Trailing 12-mo yield$27 · $146 a year on $10k1.46%

−8.1%Worst dropSmaller is better−7.9%

14.1%VolatilityLower is calmer11.0%

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

2–4VIG wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LSVD vs VIG: Top 5 Holdings

Today

LSVD

22.9%in top 5

VIG

in top 522.1%

LSVDStockVIG

6.2%AAPL4.9%

5.8%NVDAnot top 5

3.6%MSFT4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

4.0%AMZNnot top 5

not top 5JPM3.9%

3.2%GOOGLnot top 5

Held in common23.5%

End-of-day Nov 9, 2026 · share of each fund

LSVD vs VIG Returns, Every Period

LSVLSVD

+22.8%

past year

VIGVanguard

+17.6%

past year

LSVDVIGFaded: behind in that period

2–0LSVD wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

Stocks vs Income: LSVD vs VIG

YTD

LSVLSVD

+17.5%

VIGVanguard

+14.8%

+17.5%Year to date+14.8%

−8.1%Worst drop · 1Y−7.9%

14.1%Volatility · 1Y11.0%

0.3%Yield1.5%

$635MAssets$109B

3–1VIG wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LSVD, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

LSVD0.40%$40

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: LSVD, VIG

1.46%highest, VIG

FundTrailing yieldYield$10k

VIG1.46%$146

LSVD0.27%$27

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$142most kept, VIG

VIG$146 − $4 = $142

LSVD$27 − $40 = −$13

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: LSVD, VIG

Today

23.5%most shared, LSVD and VIG

LSVDVIG

LSVD—23.5%

VIG23.5%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+22.8%LSVD, at 14.1% volatility

VIGWorst drop−7.9%11.0% vol

LSVDWorst drop−8.1%14.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VIGLSVD

+14.8%Year to date+17.5%

1.5%Yield0.3%

+17.6%Past year+22.8%

0.04%Fee0.40%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

DGRO vs VIG

YTD

iSharesDGRO

+18.8%

VIGVanguard

+14.8%

+18.8%Year to date+14.8%

1.8%Yield1.5%

$44.7BAssets$109B

2–0DGRO wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026