LSVD vs VXUS

Quick Verdict

VXUS has a lower expense ratio. LSVD delivered stronger 1-year returns. VXUS offers more diversification with 7860 holdings.

Lower Fees: VXUSHigher Returns: LSVDMore Diversified: VXUS

Side-by-Side Comparison

MetricLSVDVXUSWinner
Expense Ratio0.40%0.05%
AUM$640M$156.5B
Dividend Yield0.28%2.60%
Holdings1328,747
YTD Return+21.25%+13.57%
1Y Return+39.40%+28.78%
3Y Return (annualized)-+18.63%
5Y Return (annualized)-+9.05%
Volatility (annualized)13.8%15.1%
Max Drawdown-19.3%-39.9%
Fund FamilyLSV Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionDec 17, 2024Jan 26, 2011

LSVD vs VXUS Performance

LSV Disciplined Value ETF (LSVD) is a ETF from LSV Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year LSVD returned +39.40% while VXUS returned +28.78%. Year to date, LSVD is up 21.25% versus a gain of 13.57% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -39.9% for VXUS. 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LSVD charges 0.40% per year while VXUS charges 0.05%. On a $10,000 position that is $40 vs $5 annually, a gap of $35 per year that compounds over a long holding period. On income, LSVD currently yields 0.28% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

LSVD and VXUS share 2 holdings out of 7989 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LSVDWeight in VXUSDifference
KR0.46%0.00%0.46%
ORCL0.27%0.00%0.27%

Frequently Asked Questions

Which is cheaper, LSVD or VXUS?

LSVD has an expense ratio of 0.40% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $35 per year of difference.

Which performed better, LSVD or VXUS?

Over the past year LSVD returned +39.40% vs +28.78% for VXUS, so LSVD leads on 1-year performance. Over the longest common window we track (2 years), LSVD annualized +27.88% vs +4.80% for VXUS. Past performance does not guarantee future results.

Which is riskier, LSVD or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 13.8% for LSVD. Worst drawdown: LSVD -19.3% vs VXUS -39.9%.

Should I hold both LSVD and VXUS?

LSVD and VXUS have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LSVD and VXUS?

LSVD and VXUS share 2 common holdings with a 0.0% weight overlap. Combined, they hold 7989 unique securities.

Which pays a higher dividend, LSVD or VXUS?

LSVD yields 0.28% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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