DVGR vs. LSVD

Last updated Jun 4, 2026

DVGR (DAC 3D Dividend Growth ETF) and LSVD (LSV Disciplined Value ETF) are both Large Cap Value Equities funds. Both are actively managed. A 0.78 correlation means they provide meaningful diversification when combined. DVGR charges 0.65%/yr vs 0.40%/yr for LSVD.

Performance

DVGR vs. LSVD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DAC 3D Dividend Growth ETF (DVGR) and LSV Disciplined Value ETF (LSVD). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DVGR achieves a 8.13% return, which is significantly lower than LSVD's 17.67% return.

DVGR

• 1D: -0.65%
• 1M: 1.89%
• YTD: 8.13%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

LSVD

• 1D: -0.43%
• 1M: 7.12%
• YTD: 17.67%
• 6M: 18.95%
• 1Y: 43.26%
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

DVGR vs. LSVD - Yearly Performance Comparison

	2026 (YTD)	2025
DVGR DAC 3D Dividend Growth ETF	8.13%	-0.65%
LSVD LSV Disciplined Value ETF	17.67%	0.52%

Correlation

The correlation between DVGR and LSVD is 0.78, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 8, 2025	0.78

Return for Risk

DVGR vs. LSVD — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LSVD

LSVD Risk / Return Rank: 92
LSVD Sharpe Ratio Rank: 93
LSVD Sortino Ratio Rank: 93
LSVD Omega Ratio Rank: 92
LSVD Calmar Ratio Rank: 89
LSVD Martin Ratio Rank: 93

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DVGR vs. LSVD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DAC 3D Dividend Growth ETF (DVGR) and LSV Disciplined Value ETF (LSVD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	DVGR	LSVD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.41	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.20	1.66	-0.46

Drawdowns

DVGR vs. LSVD - Drawdown Comparison

The maximum DVGR drawdown since its inception was -8.19%, smaller than the maximum LSVD drawdown of -19.30%. Use the drawdown chart below to compare losses from any high point for DVGR and LSVD.

Drawdown Indicators

	DVGR	LSVD	Difference
Max Drawdown Largest peak-to-trough decline	-8.19%	-19.30%	+11.11%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.07%	—
Current Drawdown Current decline from peak	-0.65%	-0.53%	-0.12%
Average Drawdown Average peak-to-trough decline	-1.82%	-2.47%	+0.65%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.76%	—

Volatility

Volatility by Period

	DVGR	LSVD	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.36%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.52%	—
Volatility (1Y) Calculated over the trailing 1-year period	13.39%	12.76%	+0.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.39%	17.45%	-4.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.39%	17.45%	-4.06%

DVGR vs. LSVD - Expense Ratio Comparison

DVGR has a 0.65% expense ratio, which is higher than LSVD's 0.40% expense ratio.

Dividends

DVGR vs. LSVD - Dividend Comparison

DVGR's dividend yield for the trailing twelve months is around 0.49%, more than LSVD's 0.27% yield.

Position	TTM	2025
DVGR DAC 3D Dividend Growth ETF	0.49%	0.05%
LSVD LSV Disciplined Value ETF	0.27%	0.32%

Frequently Asked Questions

Can I hold both DVGR and LSVD in my portfolio?

DVGR and LSVD have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, DVGR or LSVD?

On fees, LSVD is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, DVGR or LSVD?

LSVD is cheaper with a 0.40% expense ratio, compared with 0.65% for DVGR.

Which ETF pays a higher dividend yield, DVGR or LSVD?

DVGR has the higher dividend yield at 0.49%, compared with 0.27% for LSVD.

What is the main difference between DVGR and LSVD?

They also come from different issuers: Dividend Assets Capital and LSV. Their fees differ too: 0.65% for DVGR and 0.40% for LSVD.