LSVD

$32.12 ()
AUM $560.5MER 0.40%NAV $30.64Holdings

Price Chart

Key Statistics

Previous Close

$32.12

Day Range

N/A

52-Week Range

$22.81$32.34

Avg Volume

360

Dividend Yield

0.32%

Expense Ratio

0.40%

AUM

$560.5M

Shares Outstanding

17.2M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology33.69%
Communication Services14.33%
Healthcare12.80%
Financial Services12.59%
Consumer Cyclical11.39%
Industrials5.29%
Consumer Defensive3.42%
Energy2.82%
Basic Materials1.50%
Real Estate1.25%
Utilities0.91%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States96.64%
Switzerland1.22%
Sweden0.56%
Ireland0.50%
Puerto Rico0.48%
Bermuda0.39%
Other0.20%

Fund Information

Category
Technology
Types
Value
Inception Date
Apr 24, 2025
Exchange
NYSE_ARCA
Description
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. The equity securities in which the fund invests are mainly common stocks. The Adviser uses a quantitative investment model to make investment decisions for the fund.

Similar ETFs

SymbolNameAUM
VTIVanguard Total Stock Market ETF$2.00T
VOOVanguard S&P 500 ETF$1.40T
IVViShares Core S&P 500 ETF$789.70B
SPYState Street SPDR S&P 500 ETF Trust$723.48B
QQQInvesco QQQ Trust, Series 1$426.66B

The LSV Disciplined Value ETF (LSVD) is an exchange-traded fund that launched on Apr 24, 2025. It currently manages $560.5M in assets under management. The fund charges an expense ratio of 0.40%. It falls under the Technology category.

Top 10 holdings represent 0.0% of the fund

Holdings data not yet available for this ETF.

Holdings are updated periodically and may not be available for all funds.

Detailed Returns

PeriodReturnETF
1D
1W
+0.36%
1M
+12.78%
3M
+4.28%
6M
+11.32%
YTD
+7.58%
1Y
+41.00%
3Y
+31.92%
5Y
+31.92%

Moving Averages

20-Day MA

$30.96

Above 20-Day MA
50-Day MA

$30.39

Above 50-Day MA
200-Day MA

$28.94

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$32.34

Current Price

$32.12

52-Week Low

$22.81

$22.81$32.34

Current Yield

0.32%

Annual Dividend

$0.0960

Frequency

0x/year

Last Ex-Date

Dec 30, 2025

Dividend History

Ex-DateAmountPay Date
Dec 30, 2025$0.0960Jan 7, 2026

Dividend Payments Over Time

Category Comparison

MetricLSVDTechnology(1414 ETFs)Value(490 ETFs)
Fund Info
Expense Ratio0.40%0.67%0.59%
AUM$560.5M$6.79B$3.33B
Dividend Yield0.32%2.97%2.94%
Avg Volume360574.9K391.7K
Holdings200293
Performance
1-Month Return+12.25%+12.36%+6.72%
6-Month Return+12.38%+4.39%+4.65%
YTD Return+8.08%+6.06%+4.10%
1-Year Return+41.88%+34.53%+22.89%

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