Compare · 2 funds side by side · dividends reinvested

LSVD and VOO

LSVDLSV×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,156VOO · best of the two

02 / 04

LSVD and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.4%+9.8%+22.1%+11.4%−8.9%13.5%$1.00T1.4

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.28%+15.2%+20.3%[…][…]−8.1%14.0%$663M1.5

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

LSV Disciplined Value ETF · $663M[…]

LSVD

VOO

Vanguard S&P 500 ETF · $1.00T$17,156

$10,000 five years ago, dividends reinvested · they hold 46.5% in common

LSVDMeasureVOO

+15.2%Year to dateJan 1 → Nov 5+8.4%

+20.3%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,224+22.1%

[…]5 years · per year$10,000 became […] · $17,156+11.4%

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

0.28%Trailing 12-mo yield$28 · $110 a year on $10k1.10%

−8.1%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer13.5%

LSVDVOO 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 VOO: Top 5 Holdings

Today

LSVD

22.7%in top 5

VOO

in top 528.3%

LSVDStockVOO

6.0%NVDA8.4%

6.0%AAPL7.4%

3.6%MSFT5.8%

4.0%AMZN3.7%

3.1%GOOGL3.1%

Held in common46.5%

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

LSVD vs VOO Returns, Every Period

LSVLSVD

+20.3%

past year

VOOVanguard

+9.8%

past year

LSVDVOOFaded: 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 VOO

YTD

LSVLSVD

+15.2%

VOOVanguard

+8.4%

+15.2%Year to date+8.4%

−8.1%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y13.5%

0.3%Yield1.1%

$663MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: LSVD, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

LSVD0.40%$40

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

Yields: LSVD, VOO

1.10%highest, VOO

FundTrailing yieldYield$10k

VOO1.10%$110

LSVD0.28%$28

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

Income After Fees on $10,000

$107most kept, VOO

VOO$110 − $3 = $107

LSVD$28 − $40 = −$12

KeptFee

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

Overlap: LSVD, VOO

Today

46.5%most shared, LSVD and VOO

LSVDVOO

LSVD—46.5%

VOO46.5%—

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

Return vs Bumpiness: 2 ETFs

+20.3%LSVD, at 14.0% volatility

VOOWorst drop−8.9%13.5% 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

VOOLSVD

+8.4%Year to date+15.2%

1.1%Yield0.3%

+9.8%Past year+20.3%

0.03%Fee0.40%

2–2level

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

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$850B

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%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026