LPSV vs VOO
Lone Peak SMID Value ETF vs Vanguard S&P 500 ETF
Which is better, LPSV or VOO?
Small Cap Value against Large Cap Blend.
VOO has a lower expense ratio. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 52.3%.
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 | LPSV | VOO |
|---|---|---|
| Expense Ratio | 0.70% | 0.03%Best |
| AUM | $477,462.13 | $1.0T |
| Dividend Yield | 0.00% | 1.06% |
| Holdings | 25 | 506 |
| YTD Return | -4.32% | +12.92%Best |
| 1Y Return | - | +12.94% |
| 3Y Return (annualized) | - | +24.66% |
| 5Y Return (annualized) | - | +12.48% |
| Top 10 Weight | 52.3% | 37.9%Best |
| Fund Family | Lone Peak Global Investors, LLC | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Blend |
| Inception | Sep 14, 2026 | Sep 7, 2010 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
LPSV vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
LPSV vs VOO Performance
Lone Peak SMID Value ETF (LPSV) is an ETF from Lone Peak Global Investors, LLC and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Year to date, LPSV is down 4.32% versus a gain of 12.92% for VOO.
Past performance does not guarantee future results.
Fees and Cost Over Time
LPSV charges 0.70% per year while VOO charges 0.03%. On a $10,000 position that is $70 vs $3 annually, a gap of $67 per year that compounds over a long holding period. On income, LPSV currently yields 0.00% against 1.06% for VOO.
Holdings Overlap
18.1% of LPSV's money is in holdings VOO also owns. 0.2% of VOO's money is in holdings LPSV also owns.
LPSV and VOO share little of their money.
5 positions in common, counted across the 25 positions we hold weights for in LPSV and 504 in VOO, against full books of 25 and 506.
What only one of them owns
Measured across the 25 and 504 positions we hold weights for.
VOO holds 494 positions LPSV does not, 99.6% of the fund.
Largest: NVDA 8.09%, AAPL 7.04%, MSFT 5.70%, AMZN 3.85%, GOOGL 3.01%
You are not choosing between two funds in isolation.
Whichever of LPSV and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LPSV or VOO?
LPSV has an expense ratio of 0.70% while VOO charges 0.03%. VOO is the cheaper option, by $67 a year on a $10,000 investment.
What is the holdings overlap between LPSV and VOO?
18.1% of LPSV's money is in holdings VOO also owns. 0.2% of VOO's is in holdings LPSV also owns. They hold 5 positions in common, counted across the 25 positions we hold weights for in LPSV and 504 in VOO.
Which pays a higher dividend, LPSV or VOO?
LPSV yields 0.00% while VOO yields 1.06%, so VOO currently pays the higher dividend yield.
Is VOO better than LPSV?
VOO has a lower expense ratio. VOO is less concentrated, with 37.9% of the fund in its ten largest positions against 52.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.