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ALSVD

BVUG

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,398IVV · VUG $16,326

Lowest cost0.03%VUG · $3 on $10k

Most income1.35%VO · $135 on $10k

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

Held in common31.7%LSVD and VUG

LSV Disciplined Value ETF · $662MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,215+22.1%

[…]5 years · per year[…] · $16,326+10.3%

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

0.27%12-mo yield$27 · $41 on $10k0.41%

Cards for this view

LSVD

LSV Disciplined Value

[…]

VUG

Vanguard Morningstar Growth

$16,326

MeasureLSVDVUG

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield0.27%0.41%

5 years, per year[…]+10.3%

3 years, per year[…]+22.1%

Worst drop · 1Y−8.1%−15.1%

Volatility · 1Y14.1%

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	−0.9%	+14.0%	+13.7%	+18.4%	+6.7%	−8.2%	$103.4B
4	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.27%	−0.6%	+18.1%	+20.9%	new	new	−8.1%	$662M

#
1	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
3	VO	Vanguard Morningstar Mid-Cap ETFRead Desk	0.03%	1.35%	−0.9%	+14.0%	+13.7%	+18.4%	+6.7%	−8.2%	$103.4B
4	ALSVD	LSV Disciplined Value ETFRead Desk	0.40%	0.27%	−0.6%	+18.1%	+20.9%	new	new	−8.1%	$662M