Compare · 2 funds side by side · dividends reinvested

LSVD and VUG

LSVDLSV×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,153VUG · best of the two

02 / 04

LSVD and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.27%+20.2%+23.9%[…][…]−8.1%13.4%$654M1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: LSVD 2024 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

LSV Disciplined Value ETF · $654M[…]

LSVD

VUG

Vanguard Morningstar Growth ETF · $233B$17,153

$10,000 five years ago, dividends reinvested · they hold 32.4% in common

LSVDMeasureVUG

+20.2%Year to dateJan 1 → Nov 4+6.3%

+23.9%1 yearTotal return+3.4%

[…]3 years · per year$10,000 became […] · $19,712+25.4%

[…]5 years · per year$10,000 became […] · $17,153+11.4%

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

0.27%Trailing 12-mo yield$27 · $40 a year on $10k0.40%

−8.1%Worst dropSmaller is better−16.1%

13.4%VolatilityLower is calmer18.2%

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

4–2LSVD 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 VUG: Top 5 Holdings

Today

LSVD

22.2%in top 5

VUG

in top 545.2%

LSVDStockVUG

6.1%NVDA13.5%

5.9%AAPL12.5%

3.4%MSFT9.7%

3.1%GOOGL5.2%

not top 5AVGO4.3%

3.7%AMZNnot top 5

Held in common32.4%

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

LSVD vs VUG Returns, Every Period

LSVLSVD

+23.9%

past year

VUGVanguard

+3.4%

past year

LSVDVUGFaded: behind in that period

2–0LSVD wins

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

LSVD vs VUG

YTD

LSVLSVD

+20.2%

VUGVanguard

+6.3%

+20.2%Year to date+6.3%

−8.1%Worst drop · 1Y−16.1%

13.4%Volatility · 1Y18.2%

0.3%Yield0.4%

$654MAssets$233B

3–1LSVD wins

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

Cost, Income and Risk

Fees: LSVD, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

LSVD0.40%$40

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

Yields: LSVD, VUG

0.40%highest, VUG

FundTrailing yieldYield$10k

VUG0.40%$40

LSVD0.27%$27

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

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

LSVD$27 − $40 = −$13

KeptFee

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

Overlap: LSVD, VUG

Today

32.4%most shared, LSVD and VUG

LSVDVUG

LSVD—32.4%

VUG32.4%—

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

Return vs Bumpiness: 2 ETFs

+23.9%LSVD, at 13.4% volatility

LSVDWorst drop−8.1%13.4% vol

VUGWorst drop−16.1%18.2% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VUGLSVD

+6.3%Year to date+20.2%

0.4%Yield0.3%

+3.4%Past year+23.9%

0.03%Fee0.40%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026