Compare · 3 funds side by side · dividends reinvested

LVDS, VTV and VOO

LVDSJ.P. Morgan×VTVVanguard×VOOVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,585VTV · best of the three

02 / 04

LVDS, VTV and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.87%+18.5%+22.9%+20.9%+12.0%−6.4%10.7%$184B1.5

JPMorgan Fundamental Data Science Large Value ETFUS Stock Styles · Value0.63%6.90%+22.9%+27.7%[…][…]−6.6%10.8%$119M1.7

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T2.4

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: LVDS 2003 · VTV 2004 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Large Value ETF · $119M[…]

LVDS

VTV

Vanguard Morningstar Value ETF · $184B$17,585

$10,000 five years ago, dividends reinvested · they hold 41.3% in common

LVDSMeasureVTV

+22.9%Year to dateJan 1 → Nov 6+18.5%

+27.7%1 yearTotal return+22.9%

[…]3 years · per year$10,000 became […] · $17,687+20.9%

[…]5 years · per year$10,000 became […] · $17,585+12.0%

0.63%Expense ratio$63 · $3 a year on $10k · lower is better0.03%

6.90%Trailing 12-mo yield$690 · $187 a year on $10k1.87%

−6.6%Worst dropSmaller is better−6.4%

10.8%VolatilityLower is calmer10.7%

LVDSVTV 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

LVDS vs VTV: Top 5 Holdings

Today

LVDS

22.4%in top 5

VTV

in top 515.8%

LVDSStockVTV

6.5%AMZNnot top 5

6.0%MSFTnot top 5

5.4%AAPLnot top 5

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

2.4%XOM2.6%

not top 5JNJ2.4%

2.1%ABBVnot top 5

Held in common41.3%

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

LVDS vs VTV Returns, Every Period

J.P. MorganLVDS

+27.7%

past year

VTVVanguard

+22.9%

past year

LVDSVTVFaded: behind in that period

2–0LVDS wins

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

LVDS vs VTV

YTD

J.P. MorganLVDS

+22.9%

VTVVanguard

+18.5%

+22.9%Year to date+18.5%

−6.6%Worst drop · 1Y−6.4%

10.8%Volatility · 1Y10.7%

6.9%Yield1.9%

$119MAssets$184B

2–2level

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

Cost, Income and Risk

Fees: LVDS, VTV, VOO

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

VOO0.03%$3

LVDS0.63%$63

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

Yields: LVDS, VTV, VOO

6.90%highest, LVDS

FundTrailing yieldYield$10k

LVDS6.90%$690

VTV1.87%$187

VOO1.10%$110

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

Income After Fees on $10,000

$627most kept, LVDS

LVDS$690 − $63 = $627

VTV$187 − $3 = $184

VOO$110 − $3 = $107

KeptFee

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

Overlap: LVDS, VTV, VOO

Today

41.3%most shared, LVDS and VTV

LVDSVTVVOO

LVDS—41.3%39.2%

VTV41.3%—41.1%

VOO39.2%41.1%—

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

Return vs Bumpiness: 3 ETFs

+27.7%LVDS, at 10.8% volatility

VTVWorst drop−6.4%10.7% vol

LVDSWorst drop−6.6%10.8% vol

VOOWorst drop−8.9%13.5% vol

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

Paid More vs Made More

YTD

LVDSVTV

+22.9%Year to date+18.5%

6.9%Yield1.9%

+27.7%Past year+22.9%

0.63%Fee0.03%

3–1LVDS wins

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%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV 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$853B

0–0level

End-of-day Nov 6, 2026