LSVVX vs. SWLVX
Compare and contrast key facts about LSV Conservative Value Equity Fund (LSVVX) and Schwab U.S. Large-Cap Value Index Fund (SWLVX).
LSVVX is managed by LSV. It was launched on Mar 30, 2007. SWLVX is managed by Charles Schwab. It was launched on Dec 20, 2017.
Performance
LSVVX vs. SWLVX - Performance Comparison
Loading graphics...
LSVVX vs. SWLVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LSVVX LSV Conservative Value Equity Fund | 2.19% | 19.63% | 3.97% | 12.19% | -4.02% | 28.57% | -3.46% | 25.29% | -11.10% | -0.11% |
SWLVX Schwab U.S. Large-Cap Value Index Fund | 2.09% | 15.87% | 14.36% | 11.45% | -7.61% | 25.15% | 2.64% | 26.49% | -8.39% | 0.30% |
Returns By Period
The year-to-date returns for both stocks are quite close, with LSVVX having a 2.19% return and SWLVX slightly lower at 2.09%.
LSVVX
- 1D
- 2.05%
- 1M
- -3.15%
- YTD
- 2.19%
- 6M
- 7.88%
- 1Y
- 19.67%
- 3Y*
- 12.47%
- 5Y*
- 8.44%
- 10Y*
- 9.75%
SWLVX
- 1D
- 2.15%
- 1M
- -4.65%
- YTD
- 2.09%
- 6M
- 5.83%
- 1Y
- 15.94%
- 3Y*
- 14.29%
- 5Y*
- 9.20%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
LSVVX vs. SWLVX - Expense Ratio Comparison
LSVVX has a 0.35% expense ratio, which is higher than SWLVX's 0.04% expense ratio.
Return for Risk
LSVVX vs. SWLVX — Risk / Return Rank
LSVVX
SWLVX
LSVVX vs. SWLVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LSV Conservative Value Equity Fund (LSVVX) and Schwab U.S. Large-Cap Value Index Fund (SWLVX). 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.
| LSVVX | SWLVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.01 | +0.23 |
Sortino ratioReturn per unit of downside risk | 1.78 | 1.47 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.77 | 1.44 | +0.33 |
Martin ratioReturn relative to average drawdown | 7.93 | 6.76 | +1.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| LSVVX | SWLVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.01 | +0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.53 | 0.62 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.53 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.50 | -0.20 |
Correlation
The correlation between LSVVX and SWLVX is 0.97, 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.
Dividends
LSVVX vs. SWLVX - Dividend Comparison
LSVVX's dividend yield for the trailing twelve months is around 13.39%, more than SWLVX's 1.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LSVVX LSV Conservative Value Equity Fund | 13.39% | 13.69% | 2.45% | 6.57% | 5.41% | 3.67% | 2.40% | 21.48% | 3.91% | 1.98% | 2.37% | 2.38% |
SWLVX Schwab U.S. Large-Cap Value Index Fund | 1.98% | 2.02% | 2.75% | 2.56% | 2.29% | 4.86% | 2.00% | 4.35% | 1.87% | 0.00% | 0.00% | 0.00% |
Drawdowns
LSVVX vs. SWLVX - Drawdown Comparison
The maximum LSVVX drawdown since its inception was -61.62%, which is greater than SWLVX's maximum drawdown of -38.34%. Use the drawdown chart below to compare losses from any high point for LSVVX and SWLVX.
Loading graphics...
Drawdown Indicators
| LSVVX | SWLVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.62% | -38.34% | -23.28% |
Max Drawdown (1Y)Largest decline over 1 year | -11.73% | -11.82% | +0.09% |
Max Drawdown (5Y)Largest decline over 5 years | -24.61% | -19.05% | -5.56% |
Max Drawdown (10Y)Largest decline over 10 years | -40.61% | — | — |
Current DrawdownCurrent decline from peak | -4.31% | -4.82% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -12.30% | -4.93% | -7.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 2.51% | +0.10% |
Volatility
LSVVX vs. SWLVX - Volatility Comparison
The current volatility for LSV Conservative Value Equity Fund (LSVVX) is 3.99%, while Schwab U.S. Large-Cap Value Index Fund (SWLVX) has a volatility of 4.47%. This indicates that LSVVX experiences smaller price fluctuations and is considered to be less risky than SWLVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| LSVVX | SWLVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.99% | 4.47% | -0.48% |
Volatility (6M)Calculated over the trailing 6-month period | 8.51% | 8.30% | +0.21% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.83% | 15.74% | +0.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.97% | 14.85% | +1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.50% | 18.67% | -0.17% |