LSVD vs VIG

ALSVD

BVIG

Measures won0–4VIG wins · of 6 · 5Y

$10,000 · 5Y$16,331VIG · VUG $16,052

Lowest cost0.03%VUG · $3 on $10k

Most income1.49%VIG · $149 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common23.7%LSVD and VIG

LSVD

VIG

LSV Disciplined Value ETF · $663MVanguard Dividend Appreciation ETF · $109B

[…]3 years · per year[…] · $16,814+18.9%

[…]5 years · per year[…] · $16,331+10.3%

0.40%Expense ratio$40 · $4 on $10k · lower wins0.04%

0.28%12-mo yield$28 · $149 on $10k1.49%

−8.1%Worst dropSmaller wins−7.9%

14.0%VolatilityLower wins10.8%

0–4VIG wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLSVD · VIG

6.0%AAPL4.9%

3.6%MSFT4.9%

1.7%JPM3.9%

1.5%CSCO1.9%

Held in common23.7%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.28%	−4.2%	+15.2%	+20.3%	new	new	−8.1%	$663M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.28%	−4.2%	+15.2%	+20.3%	new	new	−8.1%	$663M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LSVD vs VIG

LSVD

LSV Disciplined Value

[…]

VIG

Vanguard Dividend Appreciation

$16,331

MeasureLSVDVIG

Fee0.40%0.04%

Cost on $10k a year$40$4

Yield0.28%1.49%

5 years, per year[…]+10.3%

3 years, per year[…]+18.9%

Worst drop · 1Y−8.1%−7.9%

Volatility · 1Y14.0%10.8%

4–0measures won
VIG first

23.7%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$44.9BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

Overlap: LSVD, VIG, VUG

Today

33.0%most shared, LSVD and VUG

LSVDVIGVUG

LSVD—23.7%33.0%

VIG23.7%—26.4%

VUG33.0%26.4%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$145most kept, VIG

VIG$149 − $4 = $145

VUG$43 − $3 = $40

LSVD$28 − $40 = −$12

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee