LSVD vs XVV
Comparison between LSV DISCIPLINED VALUE ETF (LSVD, ETF) and ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF).
LSVD vs XVV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LSVD
$649M
XVV
$648M
Expense Ratio
LSVD
0.40%
Winner
XVV
0.08%
Max Drawdown
Winner
LSVD
19.30%
XVV
27.99%
Sharpe Ratio
Winner
LSVD
1.99
XVV
1.07
5Y Beta
Winner
LSVD
0.95
XVV
1.01
P/E Ratio
Winner
LSVD
19.48
XVV
25.82
Forward P/E
Winner
LSVD
15.51
XVV
20.56
PEG Ratio
Winner
LSVD
0.11
XVV
0.36
5Y Dividends CAGR
LSVD
N/A
XVV
25.81%
5Y EPS CAGR
LSVD
25.08%
Winner
XVV
30.15%
Debt to Equity
LSVD
147.90%
Winner
XVV
61.23%
P/S Ratio
Winner
LSVD
2.17
XVV
3.79
P/B Ratio
Winner
LSVD
3.82
XVV
5.79
LSVD vs XVV - Holdings Comparison
LSVD and XVV have 65 common holdings. Overlap is 38.05%
LSVD's top 25 holdings weight is 50.74%. XVV's top 25 holdings weight is 53.51%.
| Rank | LSVD | XVV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.65% | NVIDIA CORP (NVDA) - 8.90% |
| #2 | APPLE INC (AAPL) - 5.28% | APPLE INC (AAPL) - 7.86% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 3.85% | MICROSOFT CORP (MSFT) - 6.06% |
| #4 | AMAZON.COM INC (AMZN) - 3.80% | AMAZON.COM INC (AMZN) - 4.39% |
| #5 | ALPHABET INC CLASS C (GOOG) - 3.30% | ALPHABET INC CLASS A (GOOGL) - 3.41% |
| #6 | MICROSOFT CORP (MSFT) - 2.69% | BROADCOM INC (AVGO) - 2.90% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.31% | ALPHABET INC CLASS C (GOOG) - 2.73% |
| #8 | APPLIED MATERIALS INC (AMAT) - 2.11% | META PLATFORMS INC CLASS A (META) - 2.02% |
| #9 | MICRON TECHNOLOGY INC (MU) - 2.03% | MICRON TECHNOLOGY INC (MU) - 1.78% |
| #10 | CISCO SYSTEMS INC (CSCO) - 1.71% | ELI LILLY AND CO (LLY) - 1.71% |
| #11 | JPMORGAN CHASE & CO (JPM) - 1.69% | TESLA INC (TSLA) - 1.67% |
| #12 | n/a (DELL) - 1.54% | JPMORGAN CHASE & CO (JPM) - 1.62% |
| #13 | MERCK & CO INC (MRK) - 1.40% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.55% |
| #14 | QUALCOMM INC (QCOM) - 1.25% | VISA INC CLASS A (V) - 1.02% |
| #15 | SALESFORCE INC (CRM) - 1.12% | ABBVIE INC (ABBV) - 0.79% |
| #16 | THE GOLDMAN SACHS GROUP INC (GS) - 1.09% | MASTERCARD INC CLASS A (MA) - 0.78% |
| #17 | STATE STREET CORP (STT) - 1.08% | INTEL CORP (INTC) - 0.77% |
| #18 | BRISTOL-MYERS SQUIBB CO (BMY) - 1.03% | CISCO SYSTEMS INC (CSCO) - 0.74% |
| #19 | INCYTE CORP (INCY) - 1.03% | COSTCO WHOLESALE CORP (COST) - 0.72% |
| #20 | EBAY INC (EBAY) - 1.01% | BANK OF AMERICA CORP (BAC) - 0.70% |
| #21 | GENERAL MOTORS CO (GM) - 0.98% | EATON CORP PLC (ETN) - 0.28% |
| #22 | THE WALT DISNEY CO (DIS) - 0.97% | BOOKING HOLDINGS INC (BKNG) - 0.28% |
| #23 | PFIZER INC (PFE) - 0.94% | BLACKROCK INC (BLK) - 0.28% |
| #24 | ADOBE INC (ADBE) - 0.94% | WELLTOWER INC (WELL) - 0.28% |
| #25 | BROADCOM INC (AVGO) - 0.94% | TJX COMPANIES INC (TJX) - 0.27% |
| Total Holdings | 132 | 404 |
LSVD vs XVV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LSVD
+5.45%
XVV
+4.30%
3M
Winner
LSVD
+4.82%
XVV
+2.64%
6M
Winner
LSVD
+17.50%
XVV
+11.51%
1Y
Winner
LSVD
+34.34%
XVV
+19.22%
5Y(CAGR)
LSVD
N/A
XVV
+12.46%
Max(CAGR)
Winner
LSVD
+26.75%
XVV
+16.99%
LSVD vs XVV - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | LSVD | XVV |
|---|---|---|
| 2026 | +21.16% | +11.92% |
| 2025 | +22.17% | +17.90% |
| 2024 | +0.14% | +26.84% |
| 2023 | N/A | +30.13% |
| 2022 | N/A | -21.90% |
| 2021 | N/A | +31.27% |
| 2020 | N/A | +16.13% |
LSVD vs XVV Drawdown Comparison
The maximum drawdown for LSVD was -19.30%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.
The current LSVD drawdown is -0.83%. The current XVV drawdown is -1.57%.
| Rank | LSVD | XVV |
|---|---|---|
| #1 | -19.30% Feb 19, 2025 - Jun 27, 2025 | -27.20% Dec 29, 2021 - Dec 15, 2023 |
| #2 | -8.07% Feb 9, 2026 - Apr 14, 2026 | -19.59% Feb 19, 2025 - Jun 26, 2025 |
| #3 | -4.60% Nov 12, 2025 - Nov 26, 2025 | -10.59% Jan 9, 2026 - Apr 15, 2026 |
| #4 | -4.34% Jun 4, 2026 - Aug 3, 2026 | -9.16% Jul 16, 2024 - Sep 19, 2024 |
| #5 | -3.61% Oct 6, 2025 - Oct 24, 2025 | -7.74% Oct 12, 2020 - Nov 9, 2020 |
| #6 | -2.77% Jan 9, 2026 - Jan 27, 2026 | -5.88% Mar 28, 2024 - May 15, 2024 |
| #7 | -2.67% Jul 23, 2025 - Aug 8, 2025 | -5.51% Sep 3, 2021 - Oct 21, 2021 |
| #8 | -2.51% Dec 26, 2024 - Jan 17, 2025 | -5.19% Oct 28, 2025 - Dec 10, 2025 |
| #9 | -2.26% Dec 11, 2025 - Dec 22, 2025 | -4.67% Jun 2, 2026 - Aug 3, 2026 |
| #10 | -2.11% Feb 2, 2026 - Feb 9, 2026 | -4.47% Feb 12, 2021 - Mar 15, 2021 |
| #11 | -1.79% Jan 23, 2025 - Feb 19, 2025 | -4.25% Dec 11, 2024 - Jan 22, 2025 |
| #12 | -1.78% May 14, 2026 - May 21, 2026 | -4.19% Nov 19, 2021 - Dec 10, 2021 |
| #13 | -1.75% Aug 13, 2026 - Aug 20, 2026 | -4.16% May 7, 2021 - Jun 10, 2021 |
| #14 | -1.63% Oct 28, 2025 - Nov 10, 2025 | -3.33% Jan 21, 2021 - Feb 4, 2021 |
| #15 | -1.60% Aug 13, 2025 - Aug 22, 2025 | -3.05% Dec 10, 2021 - Dec 23, 2021 |
Correlation
Correlation between LSVD and XVV is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2020 - 2026)
LSVD vs XVV dividend yield comparison.
| Year | LSVD | XVV |
|---|---|---|
| 2026 | 0.00% | 0.43% |
| 2025 | 0.32% | 0.94% |
| 2024 | 0.00% | 1.05% |
| 2023 | 0.00% | 1.25% |
| 2022 | 0.00% | 1.57% |
| 2021 | 0.00% | 0.81% |
| 2020 | 0.00% | 0.31% |
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