LSVD vs VOO
LSVD vs VOO
LSV Disciplined Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. LSVD delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | LSVD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.03% | |
| AUM | $640M | $979.0B | |
| Dividend Yield | 0.28% | 1.09% | |
| Holdings | 132 | 509 | |
| YTD Return | +21.25% | +13.53% | |
| 1Y Return | +39.40% | +23.65% | |
| 3Y Return (annualized) | - | +21.27% | |
| 5Y Return (annualized) | - | +13.52% | |
| Volatility (annualized) | 13.8% | 14.1% | |
| Max Drawdown | -19.3% | -34.3% | |
| Fund Family | LSV Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Dec 17, 2024 | Sep 7, 2010 |
LSVD vs VOO Performance
LSV Disciplined Value ETF (LSVD) is a ETF from LSV Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LSVD returned +39.40% while VOO returned +23.65%. Year to date, LSVD is up 21.25% versus a gain of 13.53% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.8% for LSVD. 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 -34.3% for VOO. 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LSVD charges 0.40% per year while VOO charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, LSVD currently yields 0.28% against 1.09% for VOO.
Holdings Overlap
LSVD and VOO share 88 holdings out of 548 unique holdings combined, representing a 45.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in LSVD | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 6.33% | 7.51% | 1.18% |
| AAPL | 5.03% | 6.59% | 1.56% |
| AMZN | 3.77% | 3.62% | 0.15% |
| GOOGL | Pro | Pro | Pro |
| MSFT | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| MU | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| AMAT | Pro | Pro | Pro |
See all 10 holdings LSVD shares with VOO 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 VOO?
LSVD has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $37 per year of difference.
Which performed better, LSVD or VOO?
Over the past year LSVD returned +39.40% vs +23.65% for VOO, so LSVD leads on 1-year performance. Over the longest common window we track (2 years), LSVD annualized +27.88% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, LSVD or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.8% for LSVD. Worst drawdown: LSVD -19.3% vs VOO -34.3%.
Should I hold both LSVD and VOO?
LSVD and VOO have a monthly-return correlation of 0.97, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between LSVD and VOO?
LSVD and VOO share 88 common holdings with a 45.3% weight overlap. Combined, they hold 548 unique securities.
Which pays a higher dividend, LSVD or VOO?
LSVD yields 0.28% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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