LSVD vs SCHV
LSV Disciplined Value ETF vs Schwab US Large-Cap Value ETF
Which is better, LSVD or SCHV?
LSVD has been ahead.
SCHV has a lower expense ratio. LSVD led over 1Y and the full window. SCHV is less concentrated, with 20.9% of the fund in its ten largest positions against 33.7%.
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 | LSVD | SCHV |
|---|---|---|
| Expense Ratio | 0.40% | 0.04%Best |
| AUM | $669M | $15.2B |
| Dividend Yield | 0.26% | 1.77% |
| Holdings | 136 | 560 |
| YTD Return | +22.36%Best | +15.45% |
| 1Y Return | +31.62%Best | +20.66% |
| 3Y Return (annualized) | - | +19.59% |
| 5Y Return (annualized) | - | +10.81% |
| Volatility (annualized) | 13.3% | 10.6%Best |
| Max Drawdown | -19.3% | -14.2%Best |
| $10,000 over 1.8 years | $15,003Best | $13,594 |
| Top 10 Weight | 33.7% | 20.9%Best |
| Fund Family | LSV Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Dec 17, 2024 | Dec 11, 2009 |
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 18, 2024 to Oct 12, 2026 (1.8 years).
LSVD vs SCHV 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 covers the 1.8 years both funds cover.
LSVD vs SCHV Performance
LSV Disciplined Value ETF (LSVD) is an ETF from LSV Asset Management and Schwab US Large-Cap Value ETF (SCHV) is an ETF from Charles Schwab Asset Management. Over the past year LSVD returned +31.62% while SCHV returned +20.66%. Year to date, LSVD is up 22.36% versus a gain of 15.45% for SCHV.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LSVD has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 10.6% for SCHV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.3% for LSVD and -14.2% for SCHV. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LSVD charges 0.40% per year while SCHV charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, LSVD currently yields 0.26% against 1.77% for SCHV.
Holdings Overlap
52.2% of LSVD's money is in holdings SCHV also owns. 38.0% of SCHV's money is in holdings LSVD also owns.
The two portfolios partly overlap.
85 positions in common, counted across the 135 positions we hold weights for in LSVD and 555 in SCHV, against full books of 136 and 560.
What only one of them owns
Measured across the 135 and 555 positions we hold weights for.
SCHV holds 454 positions LSVD does not, 60.8% of the fund.
Largest: INTC 1.61%, WMT 1.48%, ABBV 1.43%, CVX 1.27%, KO 1.08%
Top Shared Holdings
| Stock | Weight in LSVD | Weight in SCHV | Difference |
|---|---|---|---|
| MUMicron Technology, Inc. | 1.95% | 3.47% | 1.52% |
| JPMJpmorgan Chase | 1.66% | 3.02% | 1.36% |
| BRK.BBerkshire Hathaway Inc Brk/B Us Equity | 0.57% | 2.96% | 2.39% |
| CSCOCisco Systems Inc. - Ordinary Shares | 1.63% | 1.40% | 0.23% |
| AMATApplied Materials, Inc. | 1.63% | 1.14% | 0.49% |
| JNJJohnson & Johnson - Common | 0.70% | 2.02% | 1.32% |
| XOMExxon Mobil Corp. | 0.50% | 2.17% | 1.67% |
| DELLDell Technologies Inc | 2.06% | 0.52% | 1.54% |
| MRKMerck & Company Inc | 1.11% | 1.12% | 0.01% |
| LRCXLrcx Uw Equity | 0.80% | 1.18% | 0.38% |
52.2% of LSVD is already inside SCHV.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, LSVD or SCHV?
LSVD has an expense ratio of 0.40% while SCHV charges 0.04%. SCHV is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, LSVD or SCHV?
Over the past year LSVD returned +31.62% vs +20.66% for SCHV, so LSVD leads on 1-year performance. Over the longest common window we track (2 years), LSVD annualized +25.28% vs +18.60% for SCHV. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LSVD or SCHV?
LSVD has been the more volatile fund at 13.3% annualized versus 10.6% for SCHV. Worst drawdown: LSVD -19.3% vs SCHV -14.2%.
Should I hold both LSVD and SCHV?
LSVD and SCHV have a monthly-return correlation of 0.71, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between LSVD and SCHV?
52.2% of LSVD's money is in holdings SCHV also owns. 38.0% of SCHV's is in holdings LSVD also owns. They hold 85 positions in common, counted across the 135 positions we hold weights for in LSVD and 555 in SCHV.
Which pays a higher dividend, LSVD or SCHV?
LSVD yields 0.26% while SCHV yields 1.77%, so SCHV currently pays the higher dividend yield.
Is SCHV better than LSVD?
SCHV has a lower expense ratio. LSVD led over 1Y and the full window. SCHV is less concentrated, with 20.9% of the fund in its ten largest positions against 33.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.