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LPSV and CVY share 1.1% of their holdings.
| Side by side | LPSV | CVY |
|---|---|---|
| Strategy | US Stock Styles · Value | Income · Dividend stocks |
| Expense ratio | 0.70% | 1.15% |
| Cost per year on $10k | $70 | $115 |
| Trailing 12-mo yield | 0.00% | 3.98% |
| Income per year on $10k | $0 | $398 |
| YTD | — | +12.5% |
| 1 year | — | +15.4% |
| 3 years · per year | — | +16.0% |
| 5 years · per year | — | +8.0% |
| Worst drop · 1Y | — | −7.4% |
| Volatility · 1Y | — | 10.4% |
| Holdings | 0 | 150 |
| Assets | $0M | $119M |
| Leverage | None | None |
| Since | 2026 | 2006 |
Highlighted = best in the row. Returns include dividends.