LSVD vs VYM

LSVD vs VYM

Which is better, LSVD or VYM?

LSVD has been ahead.

VYM has a lower expense ratio. LSVD led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 33.1%.

Lower Fees: VYMHigher Returns: LSVDLess Concentrated: VYM

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

MetricLSVDVYM
Expense Ratio0.40%0.04%Best
AUM$672M$81.6B
Dividend Yield0.26%2.22%
Holdings132613
YTD Return+22.05%Best+13.91%
1Y Return+31.86%Best+17.57%
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Volatility (annualized)13.5%9.6%Best
Max Drawdown-19.3%-14.5%Best
$10,000 over 1.7 years$14,909Best$13,337
Top 10 Weight33.1%25.9%Best
Fund FamilyLSV Asset ManagementVanguard (US)
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Value
InceptionDec 17, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 18, 2024 to Sep 11, 2026 (1.7 years).

LSVD 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 covers the 1.7 years both funds cover.

LSVD vs VYM Performance

LSV Disciplined Value ETF (LSVD) is an ETF from LSV Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LSVD returned +31.86% while VYM returned +17.57%. Year to date, LSVD is up 22.05% versus a gain of 13.91% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

LSVD has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 9.6% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

LSVD charges 0.40% per year while VYM 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 2.22% for VYM.

Holdings Overlap

LSVD already in VYM40.9%
VYM already in LSVD42.0%

40.9% of LSVD's money is in holdings VYM also owns. 42.0% of VYM's money is in holdings LSVD also owns.

The two portfolios partly overlap.

The two holdings books were reported 62 days apart, LSVD as of Aug 31, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

71 positions in common, counted across the 135 positions we hold weights for in LSVD and 603 in VYM, against full books of 132 and 613.

What only one of them owns

Our book lists 497 positions for VYM that do not appear in our book for LSVD (55.5% of the fund), and 64 for LSVD that do not appear in VYM (59.1%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in LSVDWeight in VYMDifference
AVGOBroadcom Inc1.15%7.29%6.14%
JPMJpmorgan Chase & Co.1.67%3.38%1.71%
CSCOCisco Systems Inc. - Ordinary Shares1.61%1.93%0.32%
JNJJohnson & Johnson0.71%2.54%1.83%
XOMExxon Mobil Corp.0.49%2.36%1.87%
MRKMerck & Co. Inc.1.15%1.32%0.17%
CATCaterpillar, Inc.0.39%2.01%1.62%
UNHUnitedhealth Group Inc.0.70%1.56%0.86%
DELLDell Technologies Inc.1.67%0.54%1.13%
GSGoldman Sachs Group Inc.0.99%1.15%0.16%

42.0% of VYM 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.

LSVDVYM

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Frequently Asked Questions

Which is cheaper, LSVD or VYM?

LSVD has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, LSVD or VYM?

Over the past year LSVD returned +31.86% vs +17.57% for VYM, so LSVD leads on 1-year performance. Over the longest common window we track (2 years), LSVD annualized +26.48% vs +18.46% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, LSVD or VYM?

LSVD has been the more volatile fund at 13.5% annualized versus 9.6% for VYM. Worst drawdown: LSVD -19.3% vs VYM -14.5%.

Should I hold both LSVD and VYM?

LSVD and VYM have a monthly-return correlation of 0.76, 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 VYM?

42.0% of VYM's money is in holdings LSVD also owns. 42.0% of VYM's is in holdings LSVD also owns. They hold 71 positions in common, counted across the 135 positions we hold weights for in LSVD and 603 in VYM.

Which pays a higher dividend, LSVD or VYM?

LSVD yields 0.26% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.

Is VYM better than LSVD?

VYM has a lower expense ratio. LSVD led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 33.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.