LSVD vs SCHD
LSVD vs SCHD
LSV Disciplined Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. LSVD delivered stronger 1-year returns. LSVD offers more diversification with 131 holdings.
Side-by-Side Comparison
| Metric | LSVD | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.06% | |
| AUM | $640M | $103.7B | |
| Dividend Yield | 0.28% | 3.31% | |
| Holdings | 132 | 104 | |
| YTD Return | +21.25% | +24.08% | |
| 1Y Return | +39.40% | +31.88% | |
| 3Y Return (annualized) | - | +14.92% | |
| 5Y Return (annualized) | - | +9.85% | |
| Volatility (annualized) | 13.8% | 13.6% | |
| Max Drawdown | -19.3% | -33.4% | |
| Fund Family | LSV Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Dec 17, 2024 | Oct 20, 2011 |
LSVD vs SCHD Performance
LSV Disciplined Value ETF (LSVD) is a ETF from LSV Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year LSVD returned +39.40% while SCHD returned +31.88%. Year to date, LSVD is up 21.25% versus a gain of 24.08% for SCHD.
Risk: Volatility and Drawdowns
LSVD has been the more volatile fund, with annualized monthly volatility of 13.8% compared with 13.6% for SCHD. 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 -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LSVD charges 0.40% per year while SCHD charges 0.06%. On a $10,000 position that is $40 vs $6 annually, a gap of $34 per year that compounds over a long holding period. On income, LSVD currently yields 0.28% against 3.31% for SCHD.
Holdings Overlap
LSVD and SCHD share 16 holdings out of 215 unique holdings combined, representing a 10.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in LSVD | Weight in SCHD | Difference |
|---|---|---|---|
| MRK | 1.45% | 4.32% | 2.87% |
| UNH | 0.81% | 4.54% | 3.73% |
| AMGN | 0.54% | 4.25% | 3.71% |
| VZ | Pro | Pro | Pro |
| BMY | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| MO | Pro | Pro | Pro |
| QCOM | Pro | Pro | Pro |
| LMT | Pro | Pro | Pro |
| CMCSA | Pro | Pro | Pro |
See all 10 holdings LSVD shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, LSVD or SCHD?
LSVD has an expense ratio of 0.40% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $34 per year of difference.
Which performed better, LSVD or SCHD?
Over the past year LSVD returned +39.40% vs +31.88% for SCHD, so LSVD leads on 1-year performance. Over the longest common window we track (2 years), LSVD annualized +27.88% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, LSVD or SCHD?
LSVD has been the more volatile fund at 13.8% annualized versus 13.6% for SCHD. Worst drawdown: LSVD -19.3% vs SCHD -33.4%.
Should I hold both LSVD and SCHD?
LSVD and SCHD have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LSVD and SCHD?
LSVD and SCHD share 16 common holdings with a 10.1% weight overlap. Combined, they hold 215 unique securities.
Which pays a higher dividend, LSVD or SCHD?
LSVD yields 0.28% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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