LSVD vs VO5YLSVDLSVDAvsBVOVOLSV Disciplined Value ETF · $635MVanguard Morningstar Mid-Cap ETF · $103BReturns · dividends in[…]3 years · per year[…] · $16,445+18.0%[…]5 years · per year[…] · $13,829+6.7%Cost and income0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%0.28%12-mo yield$28 · $135 on $10k1.35%
Overlap: LSVD, VO, IWFToday33.2%most shared, LSVD and IWFLSVDVOIWFLSVD—10.0%33.2%VO10.0%—9.3%IWF33.2%9.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
LSVD vs VO5YALSVDLSV Disciplined Value[…]vsVOBVanguard Morningstar Mid-Cap$13,829MeasureLSVDVOFee0.40%0.03%Cost on $10k a year$40$3Yield0.28%1.35%5 years, per year[…]+6.7%3 years, per year[…]+18.0%Worst drop · 1Y−8.1%−8.2%Volatility · 1Y14.1%13.0%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$118.1B2BVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%+0.3%+13.6%+14.4%+18.0%+6.7%−8.2%$103.4B3ALSVDLSV 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▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$118.1B2BVOVanguard Morningstar Mid-Cap ETFReadDesk0.03%1.35%+0.3%+13.6%+14.4%+18.0%+6.7%−8.2%$103.4B3ALSVDLSV 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
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: LSVD, VO, IWFToday33.2%most shared, LSVD and IWFLSVDVOIWFLSVD—10.0%33.2%VO10.0%—9.3%IWF33.2%9.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$132most kept, VOVO$135 − $3 = $132IWF$38 − $18 = $20LSVD$28 − $40 = −$12KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee