LSVD vs VTV

ALSVD

BVTV

Measures won0–4VTV wins · of 6 · 5Y

$10,000 · 5Y$18,352VTV

Lowest cost0.03%VTV · $3 on $10k

Most income1.80%VTV · $180 on $10k

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

Held in common25.3%LSVD and VTV

LSVD

VTV

LSV Disciplined Value ETF · $654MVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $18,551+22.9%

[…]5 years · per year[…] · $18,352+12.9%

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

0.27%12-mo yield$27 · $180 on $10k1.80%

−8.1%Worst dropSmaller wins−6.4%

13.4%VolatilityLower wins10.2%

0–4VTV wins

$10,000 · 5 yearsOne scale

Shared top holdingsLSVD · VTV

1.7%MU4.6%

1.6%JPM3.3%

1.5%CSCO1.4%

1.2%MRK1.4%

Held in common25.3%

End-of-day Nov 4, 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	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ALSVD	LSV Disciplined Value ETFRead Desk		0.40%	0.27%	+1.4%	+20.2%	+23.9%	new	new	−8.1%	$654M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVTV	Vanguard Morningstar Value ETFRead Desk		0.03%	1.80%	+1.5%	+22.8%	+27.5%	+22.9%	+12.9%	−6.4%	$184.2B
2	ALSVD	LSV Disciplined Value ETFRead Desk		0.40%	0.27%	+1.4%	+20.2%	+23.9%	new	new	−8.1%	$654M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

LSVD vs VTV

LSVD

LSV Disciplined Value

[…]

VTV

Vanguard Morningstar Value

$18,352

MeasureLSVDVTV

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield0.27%1.80%

5 years, per year[…]+12.9%

3 years, per year[…]+22.9%

Worst drop · 1Y−8.1%−6.4%

Volatility · 1Y13.4%10.2%

4–0measures won
VTV first

25.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: LSVD, VTV

Today

25.3%most shared, LSVD and VTV

LSVDVTV

LSVD—25.3%

VTV25.3%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

LSVD$27 − $40 = −$13

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee