XVV vs LSVD
Comparison between ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF) and LSV DISCIPLINED VALUE ETF (LSVD, ETF).
XVV vs LSVD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XVV
$648M
Winner
LSVD
$649M
Expense Ratio
Winner
XVV
0.08%
LSVD
0.40%
Max Drawdown
XVV
27.99%
Winner
LSVD
19.30%
Sharpe Ratio
XVV
1.08
Winner
LSVD
2.00
5Y Beta
XVV
1.01
Winner
LSVD
0.95
P/E Ratio
XVV
25.82
Winner
LSVD
19.48
Forward P/E
XVV
20.47
Winner
LSVD
15.48
PEG Ratio
XVV
0.36
Winner
LSVD
0.11
5Y Dividends CAGR
XVV
25.81%
LSVD
N/A
5Y EPS CAGR
Winner
XVV
30.15%
LSVD
25.08%
Debt to Equity
Winner
XVV
61.23%
LSVD
147.90%
P/S Ratio
XVV
3.79
Winner
LSVD
2.17
P/B Ratio
XVV
5.79
Winner
LSVD
3.82
XVV vs LSVD - Holdings Comparison
XVV and LSVD have 65 common holdings. Overlap is 38.05%
XVV's top 25 holdings weight is 53.51%. LSVD's top 25 holdings weight is 50.74%.
| Rank | XVV | LSVD |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.90% | NVIDIA CORP (NVDA) - 6.65% |
| #2 | APPLE INC (AAPL) - 7.86% | APPLE INC (AAPL) - 5.28% |
| #3 | MICROSOFT CORP (MSFT) - 6.06% | ALPHABET INC CLASS A (GOOGL) - 3.85% |
| #4 | AMAZON.COM INC (AMZN) - 4.39% | AMAZON.COM INC (AMZN) - 3.80% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 3.41% | ALPHABET INC CLASS C (GOOG) - 3.30% |
| #6 | BROADCOM INC (AVGO) - 2.90% | MICROSOFT CORP (MSFT) - 2.69% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.73% | META PLATFORMS INC CLASS A (META) - 2.31% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.02% | APPLIED MATERIALS INC (AMAT) - 2.11% |
| #9 | MICRON TECHNOLOGY INC (MU) - 1.78% | MICRON TECHNOLOGY INC (MU) - 2.03% |
| #10 | ELI LILLY AND CO (LLY) - 1.71% | CISCO SYSTEMS INC (CSCO) - 1.71% |
| #11 | TESLA INC (TSLA) - 1.67% | JPMORGAN CHASE & CO (JPM) - 1.69% |
| #12 | JPMORGAN CHASE & CO (JPM) - 1.62% | n/a (DELL) - 1.54% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.55% | MERCK & CO INC (MRK) - 1.40% |
| #14 | VISA INC CLASS A (V) - 1.02% | QUALCOMM INC (QCOM) - 1.25% |
| #15 | ABBVIE INC (ABBV) - 0.79% | SALESFORCE INC (CRM) - 1.12% |
| #16 | MASTERCARD INC CLASS A (MA) - 0.78% | THE GOLDMAN SACHS GROUP INC (GS) - 1.09% |
| #17 | INTEL CORP (INTC) - 0.77% | STATE STREET CORP (STT) - 1.08% |
| #18 | CISCO SYSTEMS INC (CSCO) - 0.74% | BRISTOL-MYERS SQUIBB CO (BMY) - 1.03% |
| #19 | COSTCO WHOLESALE CORP (COST) - 0.72% | INCYTE CORP (INCY) - 1.03% |
| #20 | BANK OF AMERICA CORP (BAC) - 0.70% | EBAY INC (EBAY) - 1.01% |
| #21 | EATON CORP PLC (ETN) - 0.28% | GENERAL MOTORS CO (GM) - 0.98% |
| #22 | BOOKING HOLDINGS INC (BKNG) - 0.28% | THE WALT DISNEY CO (DIS) - 0.97% |
| #23 | BLACKROCK INC (BLK) - 0.28% | PFIZER INC (PFE) - 0.94% |
| #24 | WELLTOWER INC (WELL) - 0.28% | ADOBE INC (ADBE) - 0.94% |
| #25 | TJX COMPANIES INC (TJX) - 0.27% | BROADCOM INC (AVGO) - 0.94% |
| Total Holdings | 404 | 132 |
XVV vs LSVD - Historical Returns
Returns include dividend reinvestment.
1M
XVV
+3.92%
Winner
LSVD
+4.85%
3M
XVV
+2.52%
Winner
LSVD
+4.85%
6M
XVV
+12.06%
Winner
LSVD
+18.19%
1Y
XVV
+18.25%
Winner
LSVD
+34.22%
5Y(CAGR)
XVV
+12.57%
LSVD
N/A
Max(CAGR)
XVV
+16.96%
Winner
LSVD
+26.72%
XVV vs LSVD - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | XVV | LSVD |
|---|---|---|
| 2026 | +11.79% | +21.19% |
| 2025 | +17.90% | +22.17% |
| 2024 | +26.84% | +0.14% |
| 2023 | +30.13% | N/A |
| 2022 | -21.90% | N/A |
| 2021 | +31.27% | N/A |
| 2020 | +16.13% | N/A |
XVV vs LSVD Drawdown Comparison
The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.
The maximum drawdown for LSVD was -19.30%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.
The current XVV drawdown is -1.68%. The current LSVD drawdown is -0.81%.
| Rank | XVV | LSVD |
|---|---|---|
| #1 | -27.20% Dec 29, 2021 - Dec 15, 2023 | -19.30% Feb 19, 2025 - Jun 27, 2025 |
| #2 | -19.59% Feb 19, 2025 - Jun 26, 2025 | -8.07% Feb 9, 2026 - Apr 14, 2026 |
| #3 | -10.59% Jan 9, 2026 - Apr 15, 2026 | -4.60% Nov 12, 2025 - Nov 26, 2025 |
| #4 | -9.16% Jul 16, 2024 - Sep 19, 2024 | -4.34% Jun 4, 2026 - Aug 3, 2026 |
| #5 | -7.74% Oct 12, 2020 - Nov 9, 2020 | -3.61% Oct 6, 2025 - Oct 24, 2025 |
| #6 | -5.88% Mar 28, 2024 - May 15, 2024 | -2.77% Jan 9, 2026 - Jan 27, 2026 |
| #7 | -5.51% Sep 3, 2021 - Oct 21, 2021 | -2.67% Jul 23, 2025 - Aug 8, 2025 |
| #8 | -5.19% Oct 28, 2025 - Dec 10, 2025 | -2.51% Dec 26, 2024 - Jan 17, 2025 |
| #9 | -4.67% Jun 2, 2026 - Aug 3, 2026 | -2.26% Dec 11, 2025 - Dec 22, 2025 |
| #10 | -4.47% Feb 12, 2021 - Mar 15, 2021 | -2.11% Feb 2, 2026 - Feb 9, 2026 |
| #11 | -4.25% Dec 11, 2024 - Jan 22, 2025 | -1.79% Jan 23, 2025 - Feb 19, 2025 |
| #12 | -4.19% Nov 19, 2021 - Dec 10, 2021 | -1.78% May 14, 2026 - May 21, 2026 |
| #13 | -4.16% May 7, 2021 - Jun 10, 2021 | -1.75% Aug 13, 2026 - Aug 20, 2026 |
| #14 | -3.33% Jan 21, 2021 - Feb 4, 2021 | -1.63% Oct 28, 2025 - Nov 10, 2025 |
| #15 | -3.05% Dec 10, 2021 - Dec 23, 2021 | -1.60% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between XVV and LSVD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2020 - 2026)
XVV vs LSVD dividend yield comparison.
| Year | XVV | LSVD |
|---|---|---|
| 2026 | 0.43% | 0.00% |
| 2025 | 0.94% | 0.32% |
| 2024 | 1.05% | 0.00% |
| 2023 | 1.25% | 0.00% |
| 2022 | 1.57% | 0.00% |
| 2021 | 0.81% | 0.00% |
| 2020 | 0.31% | 0.00% |
Select Stocks to Compare
Popular: XVV vs SPYLSVD vs SPY
More Comparisons
Compare with similar stocks