IGLD vs LSVD

Comparison between FT VEST GOLD STRATEGY TARGET INCOME ETF (IGLD, ETF) and LSV DISCIPLINED VALUE ETF (LSVD, ETF).

IGLD vs LSVD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IGLD(ETF)	LSVD(ETF)
Net Assets	$607M	$605M
Expense Ratio	0.85%	0.40%
Max Drawdown	24.02%	19.30%
Sharpe Ratio	0.78	2.41
5Y Beta	0.16	0.96
P/E Ratio	N/A	21.55
Forward P/E	N/A	17.11
PEG Ratio	N/A	0.38
5Y Dividends CAGR	94.52%	N/A
5Y EPS CAGR	N/A	28.51%
Debt to Equity	N/A	28.92%
P/S Ratio	N/A	2.68
P/B Ratio	N/A	4.42

Net Assets

Winner

IGLD

$607M

LSVD

$605M

Expense Ratio

IGLD

0.85%

Winner

LSVD

0.40%

Max Drawdown

IGLD

24.02%

Winner

LSVD

19.30%

Sharpe Ratio

IGLD

0.78

Winner

LSVD

2.41

5Y Beta

Winner

IGLD

0.16

LSVD

0.96

P/E Ratio

IGLD

N/A

LSVD

21.55

Forward P/E

IGLD

N/A

LSVD

17.11

PEG Ratio

IGLD

N/A

LSVD

0.38

5Y Dividends CAGR

IGLD

94.52%

LSVD

N/A

5Y EPS CAGR

IGLD

N/A

LSVD

28.51%

Debt to Equity

IGLD

N/A

LSVD

28.92%

P/S Ratio

IGLD

N/A

LSVD

2.68

P/B Ratio

IGLD

N/A

LSVD

4.42

IGLD vs LSVD - Historical Returns

Returns include dividend reinvestment.

Period	IGLD	LSVD
1 month	-4.21%	+3.95%
3 months	-12.94%	+13.76%
6 months	+1.95%	+16.03%
1 year	+21.68%	+41.16%
5 years(CAGR)	+12.46%	N/A
Max(CAGR)	+13.47%	+26.72%

IGLD

-4.21%

Winner

LSVD

+3.95%

IGLD

-12.94%

Winner

LSVD

+13.76%

IGLD

+1.95%

Winner

LSVD

+16.03%

IGLD

+21.68%

Winner

LSVD

+41.16%

5Y(CAGR)

IGLD

+12.46%

LSVD

N/A

Max(CAGR)

IGLD

+13.47%

Winner

LSVD

+26.72%

IGLD vs LSVD - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	IGLD	LSVD
2026	-1.09%	+14.91%
2025	+46.37%	+22.17%
2024	+18.90%	+0.14%
2023	+7.19%	N/A
2022	-1.37%	N/A
2021	+4.28%	N/A

IGLD vs LSVD Drawdown Comparison

The maximum drawdown for IGLD was -18.59%, occurring on Sep 26, 2022. Recovery took 516 trading sessions.

The maximum drawdown for LSVD was -19.30%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The current IGLD drawdown is -17.28%. The current LSVD drawdown is -2.56%.

Rank	IGLD	LSVD
#1	-18.59% Mar 8, 2022 - Mar 27, 2024	-19.30% Feb 19, 2025 - Jun 27, 2025
#2	-17.56% Mar 2, 2026 - Mar 26, 2026	-8.07% Feb 9, 2026 - Apr 14, 2026
#3	-11.59% Jan 28, 2026 - Mar 2, 2026	-4.60% Nov 12, 2025 - Nov 26, 2025
#4	-9.19% Jun 2, 2021 - Mar 1, 2022	-3.61% Oct 6, 2025 - Oct 24, 2025
#5	-7.58% Oct 20, 2025 - Dec 17, 2025	-2.77% Jan 9, 2026 - Jan 27, 2026
#6	-7.48% Oct 30, 2024 - Feb 4, 2025	-2.67% Jul 23, 2025 - Aug 8, 2025
#7	-5.34% Mar 31, 2025 - Apr 10, 2025	-2.56% Jun 4, 2026 - Jun 5, 2026
#8	-5.15% Apr 21, 2025 - Jun 2, 2025	-2.51% Dec 26, 2024 - Jan 17, 2025
#9	-3.97% May 21, 2024 - Jul 11, 2024	-2.26% Dec 11, 2025 - Dec 22, 2025
#10	-3.74% Dec 26, 2025 - Jan 12, 2026	-2.11% Feb 2, 2026 - Feb 9, 2026
#11	-3.59% Jul 22, 2025 - Aug 28, 2025	-1.79% Jan 23, 2025 - Feb 19, 2025
#12	-3.54% Jun 13, 2025 - Jul 22, 2025	-1.78% May 14, 2026 - May 21, 2026
#13	-3.16% Mar 17, 2021 - Apr 8, 2021	-1.63% Oct 28, 2025 - Nov 10, 2025
#14	-2.60% Jul 16, 2024 - Aug 12, 2024	-1.60% Aug 13, 2025 - Aug 22, 2025
#15	-2.45% Apr 16, 2024 - May 10, 2024	-1.55% Sep 22, 2025 - Oct 1, 2025