LSVD vs SPY5YLSVDLSVDAvsBSPYSPYLSV Disciplined Value ETF · $662MState Street SPDR S&P 500 ETF · $806BReturns · dividends in[…]3 years · per year[…] · $17,889+21.4%[…]5 years · per year[…] · $17,214+11.5%Cost and income0.40%Expense ratio$40 · $9 on $10k · lower wins0.09%0.27%12-mo yield$27 · $101 on $10k1.01%
Overlap: LSVD, SPY, QQQToday52.5%most shared, SPY and QQQLSVDSPYQQQLSVD—44.4%38.7%SPY44.4%—52.5%QQQ38.7%52.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
LSVD vs SPY5YALSVDLSV Disciplined Value[…]vsSPYBSPDR S&P 500$17,214MeasureLSVDSPYFee0.40%0.09%Cost on $10k a year$40$9Yield0.27%1.01%5 years, per year[…]+11.5%3 years, per year[…]+21.4%Worst drop · 1Y−8.1%−8.9%Volatility · 1Y14.1%13.7%
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%0.45%−1.2%+11.1%+10.0%+22.9%+11.9%−14.8%$473.8B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B3ALSVDLSV Disciplined Value ETFReadDesk0.40%0.27%−0.4%+17.6%+20.1%newnew−8.1%$662MEnd-of-day Nov 13, 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%0.45%−1.2%+11.1%+10.0%+22.9%+11.9%−14.8%$473.8B2BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+11.5%+11.6%+21.4%+11.5%−8.9%$805.7B3ALSVDLSV Disciplined Value ETFReadDesk0.40%0.27%−0.4%+17.6%+20.1%newnew−8.1%$662MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+11.5%vsBSSPYSPDR+11.5%Jan 1Nov 13+11.5%+11.5%+11.5%Year to date+11.5%1.0%Yield1.0%$186BAssets$806B0–0levelEnd-of-day Nov 13, 2026
QQQM vs QQQYTDInvescoQQQMIA+11.1%vsBIQQQInvesco+11.1%Jan 1Nov 13+11.1%+11.1%+11.1%Year to date+11.1%0.15% · $15Fee · on $10k a year0.18% · $18$109BAssets$474B1–0QQQM winsEnd-of-day Nov 13, 2026
TQQQ vs QQQYTDProSharesTQQQPA+10.1%vsBIQQQInvesco+11.1%Jan 1Nov 13+10.1%+11.1%+10.1%Year to date+11.1%0.94% · $94Fee · on $10k a year0.18% · $18$33.7BAssets$474B2–0QQQ winsEnd-of-day Nov 13, 2026
Overlap: LSVD, SPY, QQQToday52.5%most shared, SPY and QQQLSVDSPYQQQLSVD—44.4%38.7%SPY44.4%—52.5%QQQ38.7%52.5%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$92most kept, SPYSPY$101 − $9 = $92QQQ$45 − $18 = $27LSVD$27 − $40 = −$13KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee