LSVD vs VUG5YLSVDLSVDAvsBVUGVUGLSV Disciplined Value ETF · $658MVanguard Morningstar Growth ETF · $233BReturns · dividends in[…]3 years · per year[…] · $17,979+21.6%[…]5 years · per year[…] · $16,151+10.1%Cost and income0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%0.27%12-mo yield$27 · $41 on $10k0.41%
Overlap: LSVD, VUG, IJHToday31.7%most shared, LSVD and VUGLSVDVUGIJHLSVD—31.7%6.1%VUG31.7%—0.0%IJH6.1%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
LSVD vs VUG5YALSVDLSV Disciplined Value[…]vsVUGBVanguard Morningstar Growth$16,151MeasureLSVDVUGFee0.40%0.03%Cost on $10k a year$40$3Yield0.27%0.41%5 years, per year[…]+10.1%3 years, per year[…]+21.6%Worst drop · 1Y−8.1%−15.1%Volatility · 1Y14.1%
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3ALSVDLSV Disciplined Value ETFReadDesk0.40%0.27%−0.4%+17.6%+20.1%newnew−8.1%$658MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.9%+3.9%+2.8%+21.6%+10.1%−15.1%$232.9B2IJHiShares Core S&P Mid-Cap ETFReadDesk0.05%1.22%−0.1%+12.7%+14.0%+16.4%+6.5%−8.8%$123.7B3ALSVDLSV Disciplined Value ETFReadDesk0.40%0.27%−0.4%+17.6%+20.1%newnew−8.1%$658MEnd-of-day Nov 13, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.9%vsBSSCHGSchwab+4.7%Jan 1Nov 13+3.9%+4.7%+3.9%Year to date+4.7%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 13, 2026
SCHD vs VIGYTDSchwabSCHDSA+34.9%vsBVVIGVanguard+16.0%Jan 1Nov 13+34.9%+16.0%+34.9%Year to date+16.0%2.9%Yield1.4%$124BAssets$109B2–0SCHD winsEnd-of-day Nov 13, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.7%vsBJMJEPIJ.P. Morgan+8.2%Jan 1Nov 13+6.7%+8.2%+6.7%Year to date+8.2%12.4%Yield7.9%$42.5BAssets$47.1B1–1levelEnd-of-day Nov 13, 2026
Overlap: LSVD, VUG, IJHToday31.7%most shared, LSVD and VUGLSVDVUGIJHLSVD—31.7%6.1%VUG31.7%—0.0%IJH6.1%0.0%—End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$117most kept, IJHIJH$122 − $5 = $117VUG$41 − $3 = $38LSVD$27 − $40 = −$13KeptFeeEnd-of-day Nov 13, 2026 · yield in dollars minus the fee