LPSV vs VTI
Lone Peak SMID Value ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, LPSV or VTI?
Small Cap Value against Large Cap Blend.
VTI has a lower expense ratio. VTI is less concentrated, with 33.5% 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 | VTI |
|---|---|---|
| Expense Ratio | 0.70% | 0.03%Best |
| AUM | $477,462.13 | $689.2B |
| Dividend Yield | 0.00% | 1.06% |
| Holdings | 25 | 3,524 |
| YTD Return | -4.32% | +12.64%Best |
| 1Y Return | - | +12.58% |
| 3Y Return (annualized) | - | +24.33% |
| 5Y Return (annualized) | - | +11.30% |
| Top 10 Weight | 52.3% | 33.5%Best |
| Fund Family | Lone Peak Global Investors, LLC | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Blend |
| Inception | Sep 14, 2026 | May 24, 2001 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
LPSV vs VTI 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 VTI Performance
Lone Peak SMID Value ETF (LPSV) is an ETF from Lone Peak Global Investors, LLC and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Year to date, LPSV is down 4.32% versus a gain of 12.64% for VTI.
Past performance does not guarantee future results.
Fees and Cost Over Time
LPSV charges 0.70% per year while VTI 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 VTI.
Holdings Overlap
95.2% of LPSV's money is in holdings VTI also owns. 0.3% of VTI's money is in holdings LPSV also owns.
Most of LPSV is already inside VTI. Owning both mostly buys the same companies twice.
24 positions in common, counted across the 25 positions we hold weights for in LPSV and 3,441 in VTI, against full books of 25 and 3,524.
What only one of them owns
Measured across the 25 and 3,441 positions we hold weights for.
VTI holds 1,138 positions LPSV does not, 97.4% of the fund.
Largest: NVDA 6.88%, AAPL 6.30%, MSFT 5.11%, AMZN 3.41%, GOOGL 2.70%
Top Shared Holdings
| Stock | Weight in LPSV | Weight in VTI | Difference |
|---|---|---|---|
| ECGEverus Construction Grou W/I Common Stock | 6.30% | 0.01% | 6.29% |
| IESCIes Holdings, Inc. | 6.00% | 0.01% | 5.99% |
| PLABPhotronics Inc | 5.99% | 0.00% | 5.99% |
| SANMSanmina Corp | 5.87% | 0.01% | 5.86% |
| KBRKbr Inc | 5.09% | 0.01% | 5.08% |
| KARKar Auction Services | 4.82% | 0.01% | 4.81% |
| AMBCAmbac Financial Group Inc | 4.82% | 0.00% | 4.82% |
| GPNGlobalpayments Inc. | 4.59% | 0.03% | 4.56% |
| RKTRocket Companies Inc | 4.22% | 0.02% | 4.20% |
| SOLVSolventum Corp | 4.12% | 0.02% | 4.10% |
95.2% of LPSV is already inside VTI.
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, LPSV or VTI?
LPSV has an expense ratio of 0.70% while VTI charges 0.03%. VTI is the cheaper option, by $67 a year on a $10,000 investment.
What is the holdings overlap between LPSV and VTI?
95.2% of LPSV's money is in holdings VTI also owns. 0.3% of VTI's is in holdings LPSV also owns. They hold 24 positions in common, counted across the 25 positions we hold weights for in LPSV and 3,441 in VTI.
Which pays a higher dividend, LPSV or VTI?
LPSV yields 0.00% while VTI yields 1.06%, so VTI currently pays the higher dividend yield.
Is VTI better than LPSV?
VTI has a lower expense ratio. VTI is less concentrated, with 33.5% 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.