LSVD vs IGLD

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

LSVD vs IGLD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Net Assets

LSVD

$605M

Winner

IGLD

$607M

Expense Ratio

Winner

LSVD

0.40%

IGLD

0.85%

Max Drawdown

Winner

LSVD

19.30%

IGLD

24.02%

Sharpe Ratio

Winner

LSVD

2.41

IGLD

0.78

5Y Beta

LSVD

0.96

Winner

IGLD

0.16

P/E Ratio

LSVD

21.55

IGLD

N/A

Forward P/E

LSVD

17.11

IGLD

N/A

PEG Ratio

LSVD

0.38

IGLD

N/A

5Y Dividends CAGR

LSVD

N/A

IGLD

94.52%

5Y EPS CAGR

LSVD

28.51%

IGLD

N/A

Debt to Equity

LSVD

28.92%

IGLD

N/A

P/S Ratio

LSVD

2.68

IGLD

N/A

P/B Ratio

LSVD

4.42

IGLD

N/A

LSVD vs IGLD - Historical Returns

Returns include dividend reinvestment.

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

Winner

LSVD

+3.95%

IGLD

-4.21%

Winner

LSVD

+13.76%

IGLD

-12.94%

Winner

LSVD

+16.03%

IGLD

+1.95%

Winner

LSVD

+41.16%

IGLD

+21.68%

5Y(CAGR)

LSVD

N/A

IGLD

+12.46%

Max(CAGR)

Winner

LSVD

+26.72%

IGLD

+13.47%

LSVD vs IGLD - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

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

LSVD vs IGLD Drawdown Comparison

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

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

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

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