LSVD vs VONV

ALSVD

BVONV

Measures won0–4VONV wins · of 6 · 5Y

$10,000 · 5Y$17,306VONV · VUG $16,124

Lowest cost0.03%VUG · $3 on $10k

Most income1.54%VONV · $154 on $10k

Smallest drop−6.8%VONV · worst fall in 1Y

Held in common33.8%LSVD and VONV

LSVD

VONV

LSV Disciplined Value ETF · $635MVanguard Russell 1000 Value ETF · $21.7B

[…]3 years · per year[…] · $18,525+22.8%

[…]5 years · per year[…] · $17,306+11.6%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

0.28%12-mo yield$28 · $154 on $10k1.54%

−8.1%Worst dropSmaller wins−6.8%

14.0%VolatilityLower wins11.6%

0–4VONV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLSVD · VONV

6.2%AAPL6.1%

4.1%AMZN6.1%

3.7%MSFT5.2%

1.7%JPM2.4%

Held in common33.8%

End-of-day Nov 6, 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	BVONV	Vanguard Russell 1000 Value ETFRead Desk	0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.28%	−0.1%	+15.0%	+19.0%	new	new	−8.1%	$635M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVONV	Vanguard Russell 1000 Value ETFRead Desk	0.06%	1.54%	−0.4%	+23.8%	+28.2%	+22.8%	+11.6%	−6.8%	$21.7B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.42%	+0.9%	+1.4%	+0.2%	+22.6%	+10.0%	−15.1%	$232.9B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.28%	−0.1%	+15.0%	+19.0%	new	new	−8.1%	$635M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LSVD vs VONV

LSVD

LSV Disciplined Value

[…]

VONV

Vanguard Russell 1000 Value

$17,306

MeasureLSVDVONV

Fee0.40%0.06%

Cost on $10k a year$40$6

Yield0.28%1.54%

5 years, per year[…]+11.6%

3 years, per year[…]+22.8%

Worst drop · 1Y−8.1%−6.8%

Volatility · 1Y14.0%11.6%

4–0measures won
VONV first

33.8%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: LSVD, VONV, VUG

Today

33.8%most shared, LSVD and VONV

LSVDVONVVUG

LSVD—33.8%32.9%

VONV33.8%—23.7%

VUG32.9%23.7%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$148most kept, VONV

VONV$154 − $6 = $148

VUG$42 − $3 = $39

LSVD$28 − $40 = −$12

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee