Compare · 3 funds side by side · dividends reinvested

LSVD, VUG and IWF

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

LSVD, VUG and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.6

LSV Disciplined Value ETFUS Stock Styles · Value0.40%0.28%+15.0%+19.0%[…][…]−8.1%14.0%$635M1.7

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.4

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 · VUG 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

LSV Disciplined Value ETF · $635M[…]

LSVD

VUG

Vanguard Morningstar Growth ETF · $233B$16,124

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

LSVDMeasureVUG

+15.0%Year to dateJan 1 → Nov 6+1.4%

+19.0%1 yearTotal return+0.2%

[…]3 years · per year$10,000 became […] · $18,415+22.6%

[…]5 years · per year$10,000 became […] · $16,124+10.0%

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

0.28%Trailing 12-mo yield$28 · $42 a year on $10k0.42%

−8.1%Worst dropSmaller is better−15.1%

14.0%VolatilityLower is calmer19.0%

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

4–2LSVD wins

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 VUG: Top 5 Holdings

Today

LSVD

22.8%in top 5

VUG

in top 545.2%

LSVDStockVUG

5.7%NVDA13.5%

6.2%AAPL12.5%

3.7%MSFT9.7%

3.2%GOOGL5.2%

not top 5AVGO4.3%

4.1%AMZNnot top 5

Held in common32.9%

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

LSVD vs VUG Returns, Every Period

LSVLSVD

+19.0%

past year

VUGVanguard

+0.2%

past year

LSVDVUGFaded: behind in that period

2–0LSVD wins

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

LSVD vs VUG

YTD

LSVLSVD

+15.0%

VUGVanguard

+1.4%

+15.0%Year to date+1.4%

−8.1%Worst drop · 1Y−15.1%

14.0%Volatility · 1Y19.0%

0.3%Yield0.4%

$635MAssets$233B

3–1LSVD wins

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

Cost, Income and Risk

Fees: LSVD, VUG, IWF

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

LSVD0.40%$40

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

Yields: LSVD, VUG, IWF

0.42%highest, VUG

FundTrailing yieldYield$10k

VUG0.42%$42

IWF0.39%$39

LSVD0.28%$28

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

Income After Fees on $10,000

$39most kept, VUG

VUG$42 − $3 = $39

IWF$39 − $18 = $21

LSVD$28 − $40 = −$12

KeptFee

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

Overlap: LSVD, VUG, IWF

Today

78.0%most shared, VUG and IWF

LSVDVUGIWF

LSVD—32.9%32.9%

VUG32.9%—78.0%

IWF32.9%78.0%—

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

LSVDWorst drop−8.1%14.0% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

VUGLSVD

+1.4%Year to date+15.0%

0.4%Yield0.3%

+0.2%Past year+19.0%

0.03%Fee0.40%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026