Compare · 3 funds side by side · dividends reinvested

LSVD, VTV and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,865VTV · best of the three

02 / 04

LSVD, VTV and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+20.9%+25.4%+21.0%+12.3%−6.4%10.8%$184B1.0

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.27%+17.5%+22.8%[…][…]−8.1%14.1%$635M2.3

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.5

Rank among the three1st → 3rdFee, 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 · VTV 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

LSV Disciplined Value ETF · $635M[…]

LSVD

VTV

Vanguard Morningstar Value ETF · $184B$17,865

$10,000 five years ago, dividends reinvested · they hold 25.2% in common

LSVDMeasureVTV

+17.5%Year to dateJan 1 → Nov 9+20.9%

+22.8%1 yearTotal return+25.4%

[…]3 years · per year$10,000 became […] · $17,700+21.0%

[…]5 years · per year$10,000 became […] · $17,865+12.3%

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

0.27%Trailing 12-mo yield$27 · $183 a year on $10k1.83%

−8.1%Worst dropSmaller is better−6.4%

14.1%VolatilityLower is calmer10.8%

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

0–6VTV 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 VTV: Top 5 Holdings

Today

LSVD

22.9%in top 5

VTV

in top 515.8%

LSVDStockVTV

6.2%AAPLnot top 5

5.8%NVDAnot top 5

not top 5MU4.6%

4.0%AMZNnot top 5

3.6%MSFTnot top 5

not top 5JPM3.3%

3.2%GOOGLnot top 5

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common25.2%

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

LSVD vs VTV Returns, Every Period

LSVLSVD

+22.8%

past year

VTVVanguard

+25.4%

past year

LSVDVTVFaded: behind in that period

0–2VTV wins

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

LSVD vs VTV

YTD

LSVLSVD

+17.5%

VTVVanguard

+20.9%

+17.5%Year to date+20.9%

−8.1%Worst drop · 1Y−6.4%

14.1%Volatility · 1Y10.8%

0.3%Yield1.8%

$635MAssets$184B

4–0VTV wins

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

Cost, Income and Risk

Fees: LSVD, VTV, IWF

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IWF0.18%$18

LSVD0.40%$40

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

Yields: LSVD, VTV, IWF

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IWF0.38%$38

LSVD0.27%$27

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

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWF$38 − $18 = $20

LSVD$27 − $40 = −$13

KeptFee

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

Overlap: LSVD, VTV, IWF

Today

33.2%most shared, LSVD and IWF

LSVDVTVIWF

LSVD—25.2%33.2%

VTV25.2%—11.8%

IWF33.2%11.8%—

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

Return vs Bumpiness: 3 ETFs

+25.4%VTV, at 10.8% volatility

VTVWorst drop−6.4%10.8% vol

LSVDWorst drop−8.1%14.1% vol

IWFWorst drop−14.6%19.5% vol

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

Paid More vs Made More

YTD

VTVLSVD

+20.9%Year to date+17.5%

1.8%Yield0.3%

+25.4%Past year+22.8%

0.03%Fee0.40%

4–0VTV wins

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026