LSVD vs VUG

ALSVD

BVUG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,153VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.40%VUG · $40 on $10k

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

Held in common32.4%LSVD and VUG

LSVD

VUG

LSV Disciplined Value ETF · $654MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $19,712+25.4%

[…]5 years · per year[…] · $17,153+11.4%

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

0.27%12-mo yield$27 · $40 on $10k0.40%

−8.1%Worst dropSmaller wins−16.1%

13.4%VolatilityLower wins18.2%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsLSVD · VUG

6.1%NVDA13.5%

5.9%AAPL12.5%

3.7%AMZN4.3%

3.4%MSFT9.7%

Held in common32.4%

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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
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 VUG

LSVD

LSV Disciplined Value

[…]

VUG

Vanguard Morningstar Growth

$17,153

MeasureLSVDVUG

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield0.27%0.40%

5 years, per year[…]+11.4%

3 years, per year[…]+25.4%

Worst drop · 1Y−8.1%−16.1%

Volatility · 1Y13.4%18.2%

2–2measures won
level

32.4%

holdings shared

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

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

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, VUG

Today

32.4%most shared, LSVD and VUG

LSVDVUG

LSVD—32.4%

VUG32.4%—

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

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

LSVD$27 − $40 = −$13

KeptFee

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