LSVQX vs. VOO
Compare and contrast key facts about LSV Small Cap Value Fund (LSVQX) and Vanguard S&P 500 ETF (VOO).
LSVQX is managed by LSV. It was launched on Feb 28, 2013. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LSVQX or VOO.
Correlation
The correlation between LSVQX and VOO is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
LSVQX vs. VOO - Performance Comparison
Key characteristics
LSVQX:
0.44
VOO:
1.73
LSVQX:
0.75
VOO:
2.34
LSVQX:
1.09
VOO:
1.32
LSVQX:
0.66
VOO:
2.61
LSVQX:
1.65
VOO:
10.89
LSVQX:
4.83%
VOO:
2.02%
LSVQX:
18.33%
VOO:
12.77%
LSVQX:
-57.17%
VOO:
-33.99%
LSVQX:
-9.46%
VOO:
-1.05%
Returns By Period
In the year-to-date period, LSVQX achieves a 0.81% return, which is significantly lower than VOO's 2.97% return. Over the past 10 years, LSVQX has underperformed VOO with an annualized return of 5.18%, while VOO has yielded a comparatively higher 13.21% annualized return.
LSVQX
0.81%
1.85%
3.25%
10.05%
8.39%
5.18%
VOO
2.97%
3.78%
11.71%
23.82%
14.14%
13.21%
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LSVQX vs. VOO - Expense Ratio Comparison
LSVQX has a 0.83% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
LSVQX vs. VOO — Risk-Adjusted Performance Rank
LSVQX
VOO
LSVQX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for LSV Small Cap Value Fund (LSVQX) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
LSVQX vs. VOO - Dividend Comparison
LSVQX's dividend yield for the trailing twelve months is around 1.77%, more than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSVQX LSV Small Cap Value Fund | 1.77% | 1.78% | 1.73% | 2.02% | 1.45% | 1.83% | 2.05% | 1.33% | 1.16% | 1.19% | 1.71% | 0.90% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LSVQX vs. VOO - Drawdown Comparison
The maximum LSVQX drawdown since its inception was -57.17%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LSVQX and VOO. For additional features, visit the drawdowns tool.
Volatility
LSVQX vs. VOO - Volatility Comparison
LSV Small Cap Value Fund (LSVQX) has a higher volatility of 4.04% compared to Vanguard S&P 500 ETF (VOO) at 3.44%. This indicates that LSVQX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.