LPSV vs VYM
Lone Peak SMID Value ETF vs Vanguard High Dividend Yield ETF
Which is better, LPSV or VYM?
Small Cap Value against Large Cap Value.
VYM has a lower expense ratio. VYM is less concentrated, with 25.8% 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 | VYM |
|---|---|---|
| Expense Ratio | 0.70% | 0.04%Best |
| AUM | $477,462.13 | $78.9B |
| Dividend Yield | 0.00% | 2.37% |
| Holdings | 25 | 608 |
| YTD Return | -4.46% | +13.54%Best |
| 1Y Return | - | +17.41% |
| 3Y Return (annualized) | - | +20.15% |
| 5Y Return (annualized) | - | +11.38% |
| Top 10 Weight | 52.3% | 25.8%Best |
| Fund Family | Lone Peak Global Investors, LLC | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Value | Large Cap Value |
| Inception | Sep 14, 2026 | Nov 10, 2006 |
Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.
LPSV vs VYM 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 VYM Performance
Lone Peak SMID Value ETF (LPSV) is an ETF from Lone Peak Global Investors, LLC and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Year to date, LPSV is down 4.46% versus a gain of 13.54% for VYM.
Past performance does not guarantee future results.
Fees and Cost Over Time
LPSV charges 0.70% per year while VYM charges 0.04%. On a $10,000 position that is $70 vs $4 annually, a gap of $66 per year that compounds over a long holding period. On income, LPSV currently yields 0.00% against 2.37% for VYM.
Holdings Overlap
33.9% of LPSV's money is in holdings VYM also owns. 0.4% of VYM's money is in holdings LPSV also owns.
The two portfolios partly overlap.
9 positions in common, counted across the 25 positions we hold weights for in LPSV and 602 in VYM, against full books of 25 and 608.
What only one of them owns
Measured across the 25 and 602 positions we hold weights for.
VYM holds 566 positions LPSV does not, 97.9% of the fund.
Largest: AVGO 6.94%, JPM 3.83%, XOM 2.70%, JNJ 2.58%, ABBV 1.83%
Top Shared Holdings
| Stock | Weight in LPSV | Weight in VYM | Difference |
|---|---|---|---|
| KBRKbr Inc | 5.09% | 0.02% | 5.07% |
| GPNGlobalpayments Inc. | 4.59% | 0.08% | 4.51% |
| LKQLkq Corp. | 4.08% | 0.03% | 4.05% |
| DLBDOLBY LABORATORIES INC-CL A | 3.88% | 0.01% | 3.87% |
| KDPKeurig Dr Pepper Inc (kdp Us) | 3.60% | 0.17% | 3.43% |
| COLBColumbia Banking System Inc Common Stock | 3.49% | 0.03% | 3.46% |
| CHEChemed Corp | 3.36% | 0.03% | 3.33% |
| CVBFCvb Financial Corp. | 3.00% | 0.01% | 2.99% |
| HNIHni Corp | 2.82% | 0.01% | 2.81% |
33.9% of LPSV is already inside VYM.
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 VYM?
LPSV has an expense ratio of 0.70% while VYM charges 0.04%. VYM is the cheaper option, by $66 a year on a $10,000 investment.
What is the holdings overlap between LPSV and VYM?
33.9% of LPSV's money is in holdings VYM also owns. 0.4% of VYM's is in holdings LPSV also owns. They hold 9 positions in common, counted across the 25 positions we hold weights for in LPSV and 602 in VYM.
Which pays a higher dividend, LPSV or VYM?
LPSV yields 0.00% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.
Is VYM better than LPSV?
VYM has a lower expense ratio. VYM is less concentrated, with 25.8% 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.