LSV ETFs: record by period

LSV’s 1-Year Record

1Y

1 of 1 Made Money0 lostLSV typical +23.9% · All ETFs +7.8%

Made money · 1

More than 30%0

20–30%1BestLSVD+23.9%

10–20%0

5–10%0

0–5%0

Lost money · 0

0–5%0

5–10%0

More than 10%0

LSV ETFs · past-year returns · 1 funds with a full year · as of Nov 5, 2026

LSV’s Returns by Bucket

1Y

BucketYTD1YMoney made

US stocks1 fund · $653M+20.2%+23.9%$126M

LSV ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 5, 2026

LSV’s Best ETFs

YTD

+20.2%LSVD, Disciplined Value, led LSV

1LSVDDisciplined Value+20.2%

LSV ETFs · year-to-date returns · as of Nov 5, 2026

LSV’s Worst ETFs

YTD

No LSV fund is down this year.

LSV ETFs · year-to-date returns · as of Nov 5, 2026

LSV’s ETF Returns

YTD

1–0up · down this year
of 1 funds that traded Jan 1

Funds per 5-point band of YTD return (%).

Typical+20.2%

BestLSVD +20.2%

WorstLSVD +20.2%

LSV ETFs · year-to-date returns · as of Nov 5, 2026

Top 1 LSV ETFs

1Y

LSVD+23.9%

Best first · dashed line = LSV typical +23.9%

LSV ETFs · past-year returns · as of Nov 5, 2026

LSV’s Money Made

1Y

$126Mmade by the 1 largest · 100% of $126M

LSV ETFs · past-year money made · as of Nov 5, 2026 · estimate: AUM × return

LSV’s Best and Worst ETFs

1Y

Best 1 of 1

LSVDDisciplined Value+23.9%

End-of-day Nov 5, 2026 · funds with a full year

LSV’s Record by Bucket

1Y

US stocks1 of 1

LSV ETFs · past-year returns · as of Nov 5, 2026

Money Made by ETF Issuers

1Y

$1.66Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$488B

2iShares$435B

3SPDR$237B

4Invesco$102B

5Schwab$92.2B

End-of-day Nov 5, 2026

LSV’s Losing ETFs

1Y

0funds lost money

LSV ETFs · past-year returns · as of Nov 5, 2026 · worst first

LSV’s Newest ETFs

1Y

0funds not in the record yet

A fund joins Win % and typical return once it has a full year of prices.

LSV ETFs · launched in the past year · as of Nov 5, 2026

LLSV

Record

LSV