LSV Disciplined Value ETF (LSVD) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with LSVD. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LSVD
LSVD charges 0.40% annually. There are 75 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.79B | Dec 2009 | LSVD vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | LSVD vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | LSVD vs VTV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | LSVD vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | LSVD vs ILCV |
Best Risk-Adjusted Alternatives to LSVD
LSVD has a PortfoliosLab risk / return rank of 90. There are 4 ETFs in the Large Cap Value Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | LSVD vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | LSVD vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | LSVD vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | LSVD vs AVLV | |
| Eventide High Dividend ETF | 89 | 150.61M | Sep 2024 | LSVD vs ELCV |
Top Performing LSVD Alternatives (YTD)
LSVD is at 14.66% YTD. There are 30 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | LSVD vs VLUE | |
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | LSVD vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | LSVD vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | LSVD vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | LSVD vs ROE |
Lowest Volatility Alternatives to LSVD
LSVD has 13.23% 1-year volatility. There are 112 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | LSVD vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | LSVD vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | LSVD vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | LSVD vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | LSVD vs DTD |
Lowest Drawdown Alternatives to LSVD
LSVD has a 1-year max drawdown of -8.07%. There are 89 ETFs in the Large Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | LSVD vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | LSVD vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | LSVD vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | LSVD vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | LSVD vs ELCV |
Often Compared With LSVD
Investors most often compare LSVD with OAKM, FLCV, EQIN. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare LSVD with Any Fund or Stock
Compare LSVD with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LSVD with funds that move differently
LSV Disciplined Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LSVD.
Explore LSVD Diversifiers