LSVD vs VTI

ALSVD

BVTI

Measures won1–3VTI wins · of 6 · 5Y

$10,000 · 5Y$16,375VTI

Lowest cost0.03%VTI · $3 on $10k

Most income1.09%VTI · $109 on $10k

Smallest drop−8.1%LSVD · worst fall in 1Y

Held in common43.8%LSVD and VTI

LSVD

VTI

LSV Disciplined Value ETF · $663MVanguard Morningstar Total Stock Market ETF · $689B

[…]3 years · per year[…] · $18,004+21.7%

[…]5 years · per year[…] · $16,375+10.4%

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

0.28%12-mo yield$28 · $109 on $10k1.09%

−8.1%Worst dropSmaller wins−8.9%

14.0%VolatilityLower wins13.7%

1–3VTI wins

$10,000 · 5 yearsOne scale

Shared top holdingsLSVD · VTI

6.2%AAPL6.6%

5.7%NVDA7.1%

3.7%MSFT5.2%

4.1%AMZN3.3%

Held in common43.8%

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	ALSVD	LSV Disciplined Value ETFRead Desk		0.40%	0.28%	−0.1%	+15.0%	+19.0%	new	new	−8.1%	$663M

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

Both

5Y2 funds

#			Trend
1	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk		0.03%	1.09%	+0.4%	+8.9%	+9.9%	+21.7%	+10.4%	−8.9%	$689.2B
2	ALSVD	LSV Disciplined Value ETFRead Desk		0.40%	0.28%	−0.1%	+15.0%	+19.0%	new	new	−8.1%	$663M

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 VTI

LSVD

LSV Disciplined Value

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,375

MeasureLSVDVTI

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield0.28%1.09%

5 years, per year[…]+10.4%

3 years, per year[…]+21.7%

Worst drop · 1Y−8.1%−8.9%

Volatility · 1Y14.0%13.7%

3–1measures won
VTI first

43.8%

holdings shared

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

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$92.8B

2–0VTI wins

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%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: LSVD, VTI

Today

43.8%most shared, LSVD and VTI

LSVDVTI

LSVD—43.8%

VTI43.8%—

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

Income After Fees on $10,000

$106most kept, VTI

VTI$109 − $3 = $106

LSVD$28 − $40 = −$12

KeptFee

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