LSVD vs VUG5YLSVDLSVDAvsBVUGVUGLSV Disciplined Value ETF · $635MVanguard Morningstar Growth ETF · $233BReturns · dividends in[…]3 years · per year[…] · $18,230+22.2%[…]5 years · per year[…] · $16,394+10.4%Cost and income0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%0.28%12-mo yield$28 · $41 on $10k0.41%
Overlap: LSVD, VUG, IVVToday55.3%most shared, VUG and IVVLSVDVUGIVVLSVD—33.1%45.2%VUG33.1%—55.3%IVV45.2%55.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
LSVD vs VUG5YALSVDLSV Disciplined Value[…]vsVUGBVanguard Morningstar Growth$16,394MeasureLSVDVUGFee0.40%0.03%Cost on $10k a year$40$3Yield0.28%0.41%5 years, per year[…]+10.4%3 years, per year[…]+22.2%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▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$875.2B2BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3ALSVDLSV Disciplined Value ETFReadDesk0.40%0.28%−0.4%+17.0%+22.0%newnew−8.1%$635MEnd-of-day Nov 10, 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▲▼1IVViShares Core S&P 500 ETFReadDesk0.03%1.11%−0.4%+10.9%+13.0%+21.5%+11.7%−8.9%$875.2B2BVUGVanguard Morningstar Growth ETFReadDesk0.03%0.41%−0.7%+3.4%+4.2%+22.2%+10.4%−15.1%$232.9B3ALSVDLSV Disciplined Value ETFReadDesk0.40%0.28%−0.4%+17.0%+22.0%newnew−8.1%$635MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.4B1–1levelEnd-of-day Nov 10, 2026
VOO vs IVVYTDVanguardVOOVA+10.9%vsBiSIVViShares+10.9%Jan 1Nov 10+10.9%+10.9%+10.9%Year to date+10.9%1.1%Yield1.1%$1.00TAssets$875B0–0levelEnd-of-day Nov 10, 2026
Overlap: LSVD, VUG, IVVToday55.3%most shared, VUG and IVVLSVDVUGIVVLSVD—33.1%45.2%VUG33.1%—55.3%IVV45.2%55.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$108most kept, IVVIVV$111 − $3 = $108VUG$41 − $3 = $38LSVD$28 − $40 = −$12KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee