Compare · 3 funds side by side · dividends reinvested

LSVD, VTI and IVV

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

LSVD, VTI and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.6

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.28%+15.0%+19.0%[…][…]−8.1%14.0%$663M2.0

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: LSVD 2024 · VTI 2001 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

LSV Disciplined Value ETF · $663M[…]

LSVD

VTI

Vanguard Morningstar Total Stock Market ETF · $689B$16,375

$10,000 five years ago, dividends reinvested · they hold 43.8% in common

LSVDMeasureVTI

+15.0%Year to dateJan 1 → Nov 6+8.9%

+19.0%1 yearTotal return+9.9%

[…]3 years · per year$10,000 became […] · $18,004+21.7%

[…]5 years · per year$10,000 became […] · $16,375+10.4%

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

0.28%Trailing 12-mo yield$28 · $109 a year on $10k1.09%

−8.1%Worst dropSmaller is better−8.9%

14.0%VolatilityLower is calmer13.7%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LSVD vs VTI: Top 5 Holdings

Today

LSVD

22.8%in top 5

VTI

in top 525.0%

LSVDStockVTI

5.7%NVDA7.1%

6.2%AAPL6.6%

3.7%MSFT5.2%

4.1%AMZN3.3%

3.2%GOOGL2.8%

Held in common43.8%

End-of-day Nov 6, 2026 · share of each fund

LSVD vs VTI Returns, Every Period

LSVLSVD

+19.0%

past year

VTIVanguard

+9.9%

past year

LSVDVTIFaded: behind in that period

2–0LSVD wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: LSVD vs IVV

YTD

LSVLSVD

+15.0%

IVViShares

+8.7%

+15.0%Year to date+8.7%

−8.1%Worst drop · 1Y−8.9%

14.0%Volatility · 1Y13.6%

0.3%Yield1.1%

$663MAssets$850B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LSVD, VTI, IVV

Today

0.03%lowest, VTI

FundExpense ratioFee$10k

VTI0.03%$3

IVV0.03%$3

LSVD0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LSVD, VTI, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VTI1.09%$109

LSVD0.28%$28

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$109 − $3 = $106

LSVD$28 − $40 = −$12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LSVD, VTI, IVV

Today

85.5%most shared, VTI and IVV

LSVDVTIIVV

LSVD—43.8%45.1%

VTI43.8%—85.5%

IVV45.1%85.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+19.0%LSVD, at 14.0% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

LSVDWorst drop−8.1%14.0% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVLSVD

+8.7%Year to date+15.0%

1.1%Yield0.3%

+9.8%Past year+19.0%

0.03%Fee0.40%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$850B

0–0level

End-of-day Nov 6, 2026