LSVD vs VTV

ALSVD

BVTV

Measures won0–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,865VTV · IWF $15,892

Lowest cost0.03%VTV · $3 on $10k

Most income1.83%VTV · $183 on $10k

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

Held in common25.2%LSVD and VTV

LSVD

VTV

LSV Disciplined Value ETF · $635MVanguard Morningstar Value ETF · $184B

[…]3 years · per year[…] · $17,700+21.0%

[…]5 years · per year[…] · $17,865+12.3%

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

0.27%12-mo yield$27 · $183 on $10k1.83%

−8.1%Worst dropSmaller wins−6.4%

14.1%VolatilityLower wins10.8%

0–4VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLSVD · VTV

1.7%JPM3.3%

1.5%MU4.6%

1.5%CSCO1.4%

1.2%MRK1.4%

Held in common25.2%

End-of-day Nov 9, 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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.27%	+2.1%	+17.5%	+22.8%	new	new	−8.1%	$635M

End-of-day Nov 9, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.83%	+2.0%	+20.9%	+25.4%	+21.0%	+12.3%	−6.4%	$184.2B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	+2.9%	−2.5%	−2.2%	+19.8%	+9.7%	−14.6%	$118.1B
3	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.27%	+2.1%	+17.5%	+22.8%	new	new	−8.1%	$635M

End-of-day Nov 9, 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

$17,865

MeasureLSVDVTV

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield0.27%1.83%

5 years, per year[…]+12.3%

3 years, per year[…]+21.0%

Worst drop · 1Y−8.1%−6.4%

Volatility · 1Y14.1%10.8%

4–0measures won
VTV first

25.2%

holdings shared

Nov 9, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

VTV vs SCHV

YTD

VanguardVTV

+20.9%

SCHVSchwab

+18.7%

+20.9%Year to date+18.7%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

Overlap: LSVD, VTV, IWF

Today

33.2%most shared, LSVD and IWF

LSVDVTVIWF

LSVD—25.2%33.2%

VTV25.2%—11.8%

IWF33.2%11.8%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IWF$38 − $18 = $20

LSVD$27 − $40 = −$13

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee