LSVD vs IVV5YLSVDLSVDAvsBIVVIVVLSV Disciplined Value ETF · $635MiShares Core S&P 500 ETF · $875BReturns · dividends in[…]3 years · per year[…] · $17,934+21.5%[…]5 years · per year[…] · $17,414+11.7%Cost and income0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%0.28%12-mo yield$28 · $111 on $10k1.11%
Overlap: LSVD, IVV, QQQToday52.5%most shared, IVV and QQQLSVDIVVQQQLSVD—45.2%40.0%IVV45.2%—52.5%QQQ40.0%52.5%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
LSVD vs IVV5YALSVDLSV Disciplined Value[…]vsIVVBiShares Core S&P 500$17,414MeasureLSVDIVVFee0.40%0.03%Cost on $10k a year$40$3Yield0.28%1.11%5 years, per year[…]+11.7%3 years, per year[…]+21.5%Worst drop · 1Y−8.1%−8.9%Volatility · 1Y14.1%13.8%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1QQQInvesco QQQ Trust, Series 1ReadDesk0.18%0.46%−0.7%+10.2%+11.2%+23.1%+12.3%−14.8%$446.1B2BIVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$875.2B3ALSVDLSV Disciplined Value ETFReadDesk0.40%0.28%−0.4%+17.0%+22.0%newnew−8.1%$635MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1QQQInvesco QQQ Trust, Series 1ReadDesk0.18%0.46%−0.7%+10.2%+11.2%+23.1%+12.3%−14.8%$446.1B2BIVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$875.2B3ALSVDLSV Disciplined Value ETFReadDesk0.40%0.28%−0.4%+17.0%+22.0%newnew−8.1%$635MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
QQQM vs QQQYTDInvescoQQQMIA+10.3%vsBIQQQInvesco+10.2%Jan 1Nov 10+10.3%+10.2%+10.3%Year to date+10.2%0.15% · $15Fee · on $10k a year0.18% · $18$103BAssets$446B2–0QQQM winsEnd-of-day Nov 10, 2026
VOO vs IVVYTDVanguardVOOVA+10.9%vsBiSIVViShares+10.9%Jan 1Nov 10+10.9%+10.9%+10.9%Year to date+10.9%1.1%Yield1.1%$1.00TAssets$875B0–0levelEnd-of-day Nov 10, 2026
Overlap: LSVD, IVV, QQQToday52.5%most shared, IVV and QQQLSVDIVVQQQLSVD—45.2%40.0%IVV45.2%—52.5%QQQ40.0%52.5%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$108most kept, IVVIVV$111 − $3 = $108QQQ$46 − $18 = $28LSVD$28 − $40 = −$12KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee