LSVQX vs. IUSV

In the year-to-date period, LSVQX achieves a -5.44% return, which is significantly lower than IUSV's -0.63% return. Over the past 10 years, LSVQX has underperformed IUSV with an annualized return of 6.27%, while IUSV has yielded a comparatively higher 9.65% annualized return.

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LSVQX has a 0.83% expense ratio, which is higher than IUSV's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for LSV Small Cap Value Fund (LSVQX) and iShares Core S&P U.S. Value ETF (IUSV). 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.

The current LSVQX Sharpe Ratio is 0.05, which is lower than the IUSV Sharpe Ratio of 0.41. The chart below compares the historical Sharpe Ratios of LSVQX and IUSV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

LSVQX's dividend yield for the trailing twelve months is around 5.11%, more than IUSV's 2.09% yield.

The maximum LSVQX drawdown since its inception was -54.77%, smaller than the maximum IUSV drawdown of -60.18%. Use the drawdown chart below to compare losses from any high point for LSVQX and IUSV.

LSV Small Cap Value Fund (LSVQX) has a higher volatility of 6.17% compared to iShares Core S&P U.S. Value ETF (IUSV) at 4.50%. This indicates that LSVQX's price experiences larger fluctuations and is considered to be riskier than IUSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.