LSVD vs VONV5YLSVDLSVDAvsBVONVVONVLSV Disciplined Value ETF · $648MVanguard Russell 1000 Value ETF · $21.7BReturns · dividends in[…]3 years · per year[…] · $18,313+22.3%[…]5 years · per year[…] · $17,525+11.9%Cost and income0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%0.28%12-mo yield$28 · $151 on $10k1.51%
Overlap: LSVD, VONV, IWFToday33.8%most shared, LSVD and VONVLSVDVONVIWFLSVD—33.8%33.2%VONV33.8%—18.9%IWF33.2%18.9%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
LSVD vs VONV5YALSVDLSV Disciplined Value[…]vsVONVBVanguard Russell 1000 Value$17,525MeasureLSVDVONVFee0.40%0.06%Cost on $10k a year$40$6Yield0.28%1.51%5 years, per year[…]+11.9%3 years, per year[…]+22.3%Worst drop · 1Y−8.1%−6.8%Volatility · 1Y14.1%11.7%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVONVVanguard Russell 1000 Value ETFReadDesk0.06%1.51%0.0%+26.3%+30.7%+22.3%+11.9%−6.8%$21.7B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$117.1B3ALSVDLSV Disciplined Value ETFReadDesk0.40%0.28%−0.4%+17.0%+22.0%newnew−8.1%$648MEnd-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▲▼1BVONVVanguard Russell 1000 Value ETFReadDesk0.06%1.51%0.0%+26.3%+30.7%+22.3%+11.9%−6.8%$21.7B2IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$117.1B3ALSVDLSV Disciplined Value ETFReadDesk0.40%0.28%−0.4%+17.0%+22.0%newnew−8.1%$648MEnd-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$61.0B1–1levelEnd-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%$123BAssets$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%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: LSVD, VONV, IWFToday33.8%most shared, LSVD and VONVLSVDVONVIWFLSVD—33.8%33.2%VONV33.8%—18.9%IWF33.2%18.9%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$145most kept, VONVVONV$151 − $6 = $145IWF$38 − $18 = $20LSVD$28 − $40 = −$12KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee