LSVD vs VTV

ALSVD

BVTV

Measures won0–4VTV wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · VOO $17,177

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

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

Held in common25.1%LSVD and VTV

LSVD

VTV

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

[…]3 years · per year[…] · $17,687+20.9%

[…]5 years · per year[…] · $17,585+12.0%

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

0.28%12-mo yield$28 · $187 on $10k1.87%

−8.1%Worst dropSmaller wins−6.4%

14.0%VolatilityLower wins10.7%

0–4VTV wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsLSVD · VTV

1.7%JPM3.3%

1.5%CSCO1.4%

1.4%MU4.6%

1.2%MRK1.4%

Held in common25.1%

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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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	BVTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	VOO	Vanguard S&P 500 ETFRead Desk	0.03%	1.10%	+0.3%	+8.7%	+9.8%	+21.8%	+11.4%	−8.9%	$1.00T
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 VTV

LSVD

LSV Disciplined Value

[…]

VTV

Vanguard Morningstar Value

$17,585

MeasureLSVDVTV

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield0.28%1.87%

5 years, per year[…]+12.0%

3 years, per year[…]+20.9%

Worst drop · 1Y−8.1%−6.4%

Volatility · 1Y14.0%10.7%

4–0measures won
VTV first

25.1%

holdings shared

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

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026

Overlap: LSVD, VTV, VOO

Today

46.0%most shared, LSVD and VOO

LSVDVTVVOO

LSVD—25.1%46.0%

VTV25.1%—41.1%

VOO46.0%41.1%—

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

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

VOO$110 − $3 = $107

LSVD$28 − $40 = −$12

KeptFee

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