Compare · 2 funds side by side · dividends reinvested

LSVD and VONV

LSVDLSV×VONVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,976VONV · best of the two

02 / 04

LSVD and VONV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Russell 1000 Value ETFUS Stock Styles · Value0.06%1.49%+27.6%+32.2%+24.6%+12.4%−6.8%11.3%$21.7B1.0

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.27%+20.2%+23.9%[…][…]−8.1%13.4%$653M2.0

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 · VONV 2010

Head to Head

Swap sides Versus in desk

Head to Head

LSV Disciplined Value ETF · $653M[…]

LSVD

VONV

Vanguard Russell 1000 Value ETF · $21.7B$17,976

$10,000 five years ago, dividends reinvested · they hold 32.9% in common

LSVDMeasureVONV

+20.2%Year to dateJan 1 → Nov 4+27.6%

+23.9%1 yearTotal return+32.2%

[…]3 years · per year$10,000 became […] · $19,351+24.6%

[…]5 years · per year$10,000 became […] · $17,976+12.4%

0.40%Expense ratio$40 · $6 a year on $10k · lower is better0.06%

0.27%Trailing 12-mo yield$27 · $149 a year on $10k1.49%

−8.1%Worst dropSmaller is better−6.8%

13.4%VolatilityLower is calmer11.3%

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

0–6VONV 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 VONV: Top 5 Holdings

Today

LSVD

22.2%in top 5

VONV

in top 522.3%

LSVDStockVONV

6.1%NVDAnot top 5

3.7%AMZN6.1%

5.9%AAPL6.1%

3.4%MSFT5.2%

3.1%GOOGLnot top 5

not top 5BRK-B2.5%

not top 5JPM2.4%

Held in common32.9%

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

LSVD vs VONV Returns, Every Period

LSVLSVD

+23.9%

past year

VONVVanguard

+32.2%

past year

LSVDVONVFaded: behind in that period

0–2VONV wins

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

LSVD vs VONV

YTD

LSVLSVD

+20.2%

VONVVanguard

+27.6%

+20.2%Year to date+27.6%

−8.1%Worst drop · 1Y−6.8%

13.4%Volatility · 1Y11.3%

0.3%Yield1.5%

$653MAssets$21.7B

4–0VONV wins

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

Cost, Income and Risk

Fees: LSVD, VONV

Today

0.06%lowest, VONV

FundExpense ratioFee$10k

VONV0.06%$6

LSVD0.40%$40

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

Yields: LSVD, VONV

1.49%highest, VONV

FundTrailing yieldYield$10k

VONV1.49%$149

LSVD0.27%$27

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

Income After Fees on $10,000

$143most kept, VONV

VONV$149 − $6 = $143

LSVD$27 − $40 = −$13

KeptFee

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

Overlap: LSVD, VONV

Today

32.9%most shared, LSVD and VONV

LSVDVONV

LSVD—32.9%

VONV32.9%—

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

Return vs Bumpiness: 2 ETFs

+32.2%VONV, at 11.3% volatility

VONVWorst drop−6.8%11.3% 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

VONVLSVD

+27.6%Year to date+20.2%

1.5%Yield0.3%

+32.2%Past year+23.9%

0.06%Fee0.40%

4–0VONV wins

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