Compare · 2 funds side by side · dividends reinvested

LSVD and VLUE

LSVDLSV×VLUEiShares×

Versus in desk

02 / 04

−0.1%

IWD+0.2%

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Portfolio

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,220VLUE · best of the two

Story of the two · IncomeMost incomeVLUE · 1.63% · $163 a year on $10k

Story of the two · RiskSmallest drop

LSVD and VLUE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Value Factor ETFUS Stock Styles · Value0.15%1.63%+40.1%+45.3%+31.2%+15.1%−11.0%21.7%$9.2B1.3

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.27%+17.6%+20.1%[…][…]−8.1%14.1%$662M1.7

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

End-of-day Nov 13, 2026 · returns include dividends · since: LSVD 2024 · VLUE 2013

Head to Head

Swap sides Versus in desk

Head to Head

5Y

LSV Disciplined Value ETF · $662M[…]

LSVD

VLUE

iShares MSCI USA Value Factor ETF · $9.2B$20,220

$10,000 five years ago, dividends reinvested · they hold 24.1% in common

LSVDMeasureVLUE

+17.6%

More Ways to See the Pairs

LSVD vs VLUE: Top 5 Holdings

Today

LSVD

22.0%in top 5

VLUE

in top 532.2%

LSVDStockVLUE

not top 5MU18.7%

6.1%AAPLnot top 5

5.2%NVDAnot top 5

4.1%AMZNnot top 5

not top 5CSCO4.0%

Cost, Income and Risk

Fees: LSVD, VLUE

Today

0.15%lowest, VLUE

FundExpense ratioFee$10k

VLUE0.15%$15

LSVD0.40%$40

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: LSVD, VLUE

1Y

1.63%highest, VLUE

FundTrailing yield

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SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.7%

JEPIJ.P. Morgan

+8.2%

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

Year to dateJan 1 → Nov 13

+40.1%

+20.1%1 yearTotal return+45.3%

[…]3 years · per year$10,000 became […] · $22,564+31.2%

[…]5 years · per year$10,000 became […] · $20,220+15.1%

0.40%Expense ratio$40 · $15 a year on $10k · lower is better0.15%

0.27%Trailing 12-mo yield$27 · $163 a year on $10k1.63%

−8.1%Worst dropSmaller is better−11.0%

14.1%VolatilityLower is calmer21.7%

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

2–4VLUE wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

not top 5GM4.0%

3.4%MSFTnot top 5

3.2%GOOGLnot top 5

not top 5VZ3.0%

not top 5T2.4%

Held in common24.1%

End-of-day Nov 13, 2026 · share of each fund

LSVD vs VLUE Returns, Every Period

1Y

LSVLSVD

+20.1%

past year

VLUEiShares

+45.3%

past year

LSVDVLUEFaded: behind in that period

0–2VLUE wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

LSVD vs VLUE

YTD

LSVLSVD

+17.6%

VLUEiShares

+40.1%

+17.6%Year to date+40.1%

−8.1%Worst drop · 1Y−11.0%

14.1%Volatility · 1Y21.7%

0.3%Yield1.6%

$662MAssets$9.2B

2–2level

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

Yield

$10k

VLUE1.63%$163

LSVD0.27%$27

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$148most kept, VLUE

VLUE$163 − $15 = $148

LSVD$27 − $40 = −$13

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: LSVD, VLUE

Today

24.1%most shared, LSVD and VLUE

LSVDVLUE

LSVD—24.1%

VLUE24.1%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+45.3%VLUE, at 21.7% volatility

LSVDWorst drop−8.1%14.1% vol

VLUEWorst drop−11.0%21.7% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

VLUELSVD

+40.1%Year to date+17.6%

1.6%Yield0.3%

+45.3%Past year+20.1%

0.15%Fee0.40%

4–0VLUE wins

End-of-day Nov 13, 2026

+6.7%Year to date+8.2%

12.4%Yield7.9%

$42.6BAssets$47.3B

1–1level

End-of-day Nov 13, 2026

Year to date

+11.5%

1.0%Yield1.0%

$186BAssets$806B

0–0level

End-of-day Nov 13, 2026

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LSVD and VLUE

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Two