LSVD vs VO

ALSVD

BVO

Measures won1–3VO wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · VO $13,809

Lowest cost0.03%VO · $3 on $10k

Most income1.82%VTV · $182 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common10.5%LSVD and VO

LSV Disciplined Value ETF · $662MVanguard Morningstar Mid-Cap ETF · $103B

[…]3 years · per year[…] · $16,605+18.4%

[…]5 years · per year[…] · $13,809+6.7%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

0.27%12-mo yield$27 · $135 on $10k1.35%

Cards for this view

LSVD

LSV Disciplined Value

[…]

Vanguard Morningstar Mid-Cap

$13,809

MeasureLSVDVO

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield0.27%1.35%

5 years, per year[…]+6.7%

3 years, per year[…]+18.4%

Worst drop · 1Y−8.1%−8.2%

Volatility · 1Y14.1%13.2%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	−0.9%	+14.0%	+13.7%	+18.4%	+6.7%	−8.2%	$103.4B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.27%	−0.6%	+18.1%	+20.9%	new	new	−8.1%	$662M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BVO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	−0.9%	+14.0%	+13.7%	+18.4%	+6.7%	−8.2%	$103.4B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.27%	−0.6%	+18.1%	+20.9%	new	new	−8.1%	$662M

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