FIFT vs LSVD
HCM Select 50 ETF vs LSV Disciplined Value ETF
Which is better, FIFT or LSVD?
LSVD costs less.
LSVD has a lower expense ratio. FIFT is less concentrated, with 21.0% of the fund in its ten largest positions against 32.4%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | FIFT | LSVD |
|---|---|---|
| Expense Ratio | 1.35% | 0.40%Best |
| AUM | $67M | $658M |
| Dividend Yield | 0.00% | 0.27% |
| Holdings | 50 | 405 |
| YTD Price Return | - | +17.12% |
| 1Y Price Return | - | +21.49% |
| Volatility (annualized) | - | 13.4% |
| Max Drawdown | - | -19.3% |
| Top 10 Weight | 21.0%Best | 32.4% |
| Fund Family | Howard Capital Management | LSV Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 21, 2026 | Dec 17, 2024 |
Not shown on this pair: 3Y Price Return (annualized), 5Y Price Return (annualized), $10,000 over the window.
Returns are price returns and exclude distributions, because our data feed carries no adjusted close for FIFT. We have no price series for FIFT, so there is nothing to compare it against. FIFT yields 0.00% and LSVD 0.27% on top.
FIFT vs LSVD Performance
HCM Select 50 ETF (FIFT) is an ETF from Howard Capital Management and LSV Disciplined Value ETF (LSVD) is an ETF from LSV Asset Management.
Fees and Cost Over Time
FIFT charges 1.35% per year while LSVD charges 0.40%. On a $10,000 position that is $135 vs $40 annually, a gap of $95 per year that compounds over a long holding period. On income, FIFT currently yields 0.00% against 0.27% for LSVD.
Holdings Overlap
27.6% of FIFT's money is in holdings LSVD also owns. 7.3% of LSVD's money is in holdings FIFT also owns.
FIFT and LSVD share little of their money.
14 positions in common, counted across the 50 positions we hold weights for in FIFT and 134 in LSVD, against full books of 50 and 405.
What only one of them owns
Measured across the 50 and 134 positions we hold weights for.
LSVD holds 119 positions FIFT does not, 92.7% of the fund.
Largest: NVDA 6.17%, AAPL 5.99%, AMZN 3.63%, MSFT 3.47%, GOOGL 3.05%
Top Shared Holdings
| Stock | Weight in FIFT | Weight in LSVD | Difference |
|---|---|---|---|
| PFEPfizer, Inc. | 1.98% | 0.94% | 1.04% |
| MOAltria Group Inc. | 2.02% | 0.73% | 1.29% |
| GENGen Digital Inc | 2.32% | 0.42% | 1.90% |
| BMYBristol-Myers Squibb Co. | 1.98% | 0.73% | 1.25% |
| FDXFedex Corp. | 1.94% | 0.71% | 1.23% |
| VZVerizon Communications Inc Com Usd1 | 1.98% | 0.64% | 1.34% |
| CMCSAComcast Corp. Class A | 2.04% | 0.53% | 1.51% |
| TMUST-Mobile Usa Inc Esrw Usd Npv Ref Sm#585558 | 1.93% | 0.53% | 1.40% |
| ESEversource Energy | 2.01% | 0.36% | 1.65% |
| LUVSouthwest Airlines Co. | 2.01% | 0.30% | 1.71% |
27.6% of FIFT is already inside LSVD.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FIFT or LSVD?
FIFT has an expense ratio of 1.35% while LSVD charges 0.40%. LSVD is the cheaper option, by $95 a year on a $10,000 investment.
What is the holdings overlap between FIFT and LSVD?
27.6% of FIFT's money is in holdings LSVD also owns. 7.3% of LSVD's is in holdings FIFT also owns. They hold 14 positions in common, counted across the 50 positions we hold weights for in FIFT and 134 in LSVD.
Which pays a higher dividend, FIFT or LSVD?
FIFT yields 0.00% while LSVD yields 0.27%, so LSVD currently pays the higher dividend yield.
Is LSVD better than FIFT?
LSVD has a lower expense ratio. FIFT is less concentrated, with 21.0% of the fund in its ten largest positions against 32.4%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.