TQCAX vs. LSVVX

Last updated Aug 4, 2026

TQCAX (Touchstone Dividend Equity Fund) and LSVVX (LSV Conservative Value Equity Fund) are both Large Cap Value Equities funds. Over the past 5 years, TQCAX returned 10.53%/yr vs 11.32%/yr for LSVVX. Their correlation of 0.93 means they have usually moved in the same direction. TQCAX charges 1.04%/yr vs 0.35%/yr for LSVVX.

Performance

TQCAX vs. LSVVX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Touchstone Dividend Equity Fund (TQCAX) and LSV Conservative Value Equity Fund (LSVVX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TQCAX achieves a 12.94% return, which is significantly lower than LSVVX's 21.02% return.

TQCAX

• 1D: -0.05%
• 1M: 0.73%
• 6M: 8.11%
• YTD: 12.94%
• 1Y: 23.01%
• 3Y*: 15.23%
• 5Y*: 10.53%
• 10Y*: —
• ALL TIME*: 10.76%

LSVVX

• 1D: 0.35%
• 1M: 3.76%
• 6M: 15.85%
• YTD: 21.02%
• 1Y: 39.58%
• 3Y*: 15.88%
• 5Y*: 11.32%
• 10Y*: 11.26%
• ALL TIME*: 7.19%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
LSVVX LSV Conservative Value Equity Fund	$0.00	$0.00	$0.00
TQCAX Touchstone Dividend Equity Fund	$0.00	$0.00	$0.00

TQCAX vs. LSVVX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
TQCAX Touchstone Dividend Equity Fund	12.94%	16.36%	12.60%	10.89%	-5.76%	8.12%
LSVVX LSV Conservative Value Equity Fund	21.02%	19.63%	3.97%	12.19%	-4.02%	9.25%

Correlation

The correlation between TQCAX and LSVVX is 0.90, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.90
Correlation (3Y) Balances recent behavior with more history.	0.91
Correlation (5Y) Shows whether the relationship held over a longer period.	0.93
Correlation (All Time) Calculated using the full available price history since Jul 20, 2021	0.93

The correlation between TQCAX and LSVVX has been stable across timeframes, ranging from 0.90 to 0.93 - a consistent structural relationship.

Return for Risk

TQCAX vs. LSVVX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

TQCAX

TQCAX Risk / Return Rank: 84
TQCAX Sharpe Ratio Rank: 86
TQCAX Sortino Ratio Rank: 85
TQCAX Omega Ratio Rank: 81
TQCAX Calmar Ratio Rank: 83
TQCAX Martin Ratio Rank: 87

LSVVX

LSVVX Risk / Return Rank: 98
LSVVX Sharpe Ratio Rank: 99
LSVVX Sortino Ratio Rank: 98
LSVVX Omega Ratio Rank: 96
LSVVX Calmar Ratio Rank: 98
LSVVX Martin Ratio Rank: 98

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

TQCAX vs. LSVVX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Touchstone Dividend Equity Fund (TQCAX) and LSV Conservative Value Equity Fund (LSVVX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	TQCAX	LSVVX	Difference
Sharpe ratio: Return per unit of total volatility	2.13	3.40	-1.27
Sortino ratio: Return per unit of downside risk	3.03	4.81	-1.79
Omega ratio: Gain probability vs. loss probability	1.39	1.62	-0.23
Calmar ratio: Return relative to maximum drawdown	2.95	6.10	-3.15
Martin ratio: Return relative to average drawdown	11.71	24.16	-12.46

TQCAX vs. LSVVX - Sharpe Ratio Comparison

The current TQCAX Sharpe Ratio is 2.13, which is lower than the LSVVX Sharpe Ratio of 3.40. The chart below compares the historical Sharpe Ratios of TQCAX and LSVVX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

TQCAX vs. LSVVX - Drawdown Comparison

The maximum TQCAX drawdown since its inception was -18.84%, smaller than the maximum LSVVX drawdown of -61.62%. Use the drawdown chart below to compare losses from any high point for TQCAX and LSVVX.

Drawdown Indicators

	TQCAX	LSVVX	Difference
Max Drawdown Largest peak-to-trough decline	-18.84%	-61.62%	+42.78%
Max Drawdown (1Y) Largest decline over 1 year	-7.37%	-6.23%	-1.14%
Max Drawdown (3Y) Largest decline over 3 years	-15.96%	-24.61%	+8.65%
Max Drawdown (5Y) Largest decline over 5 years	-18.84%	-24.61%	+5.77%
Max Drawdown (10Y) Largest decline over 10 years	—	-40.61%	—
Current Drawdown Current decline from peak	-0.76%	-0.41%	-0.35%
Average Drawdown Average peak-to-trough decline	-3.63%	-12.10%	+8.47%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.85%	1.57%	+0.28%

Volatility

TQCAX vs. LSVVX - Volatility Comparison

Touchstone Dividend Equity Fund (TQCAX) and LSV Conservative Value Equity Fund (LSVVX) have volatilities of 2.63% and 2.67%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TQCAX	LSVVX	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.63%	2.67%	-0.04%
Volatility (6M) Calculated over the trailing 6-month period	7.44%	8.14%	-0.70%
Volatility (1Y) Calculated over the trailing 1-year period	10.20%	11.20%	-1.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.61%	15.84%	-1.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.57%	18.42%	-3.85%

TQCAX vs. LSVVX - Expense Ratio Comparison

TQCAX has a 1.04% expense ratio, which is higher than LSVVX's 0.35% expense ratio.

Dividends

TQCAX vs. LSVVX - Dividend Comparison

TQCAX's dividend yield for the trailing twelve months is around 5.69%, less than LSVVX's 11.31% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LSVVX LSV Conservative Value Equity Fund	11.31%	13.69%	2.45%	6.57%	5.41%	3.67%	2.40%	21.48%	3.91%	1.98%	2.37%	2.38%
TQCAX Touchstone Dividend Equity Fund	5.69%	6.40%	7.16%	4.69%	5.30%	2.43%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both TQCAX and LSVVX in my portfolio?

With a correlation of 0.90, TQCAX and LSVVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, TQCAX or LSVVX?

LSVVX has higher volatility (2.67%) compared to TQCAX (2.63%). In terms of maximum drawdown, TQCAX dropped -18.84% vs LSVVX's -61.62%.

Which has better risk-adjusted returns?

LSVVX currently has the higher Sharpe Ratio (3.40 vs 2.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.