HCOW vs LSVD
Amplify COWS Covered Call ETF vs LSV Disciplined Value ETF
Which is better, HCOW or LSVD?
LSVD has been ahead.
LSVD has a lower expense ratio. LSVD led over 1Y and the full window. LSVD is less concentrated, with 35.0% of the fund in its ten largest positions against 41.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | HCOW | LSVD |
|---|---|---|
| Expense Ratio | 0.65% | 0.40%Best |
| AUM | $17M | $678M |
| Dividend Yield | 13.09% | 0.27% |
| Holdings | 86 | 136 |
| YTD Return | +8.81% | +20.92%Best |
| 1Y Return | +15.59% | +30.07%Best |
| 3Y Return (annualized) | +10.63% | - |
| Volatility (annualized) | 13.9% | 13.3%Best |
| Max Drawdown | -21.3% | -19.3%Best |
| $10,000 over 1.8 years | $11,711 | $14,810Best |
| Top 10 Weight | 41.6% | 35.0%Best |
| Fund Family | Amplify ETFs | LSV Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Sep 20, 2023 | Dec 17, 2024 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 18, 2024 to Oct 14, 2026 (1.8 years).
HCOW vs LSVD growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 1.8 years both funds cover.
HCOW vs LSVD Performance
Amplify COWS Covered Call ETF (HCOW) is an ETF from Amplify ETFs and LSV Disciplined Value ETF (LSVD) is an ETF from LSV Asset Management. Over the past year HCOW returned +15.59% while LSVD returned +30.07%. Year to date, HCOW is up 8.81% versus a gain of 20.92% for LSVD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
HCOW has been the more volatile fund, with annualized monthly volatility of 13.9% compared with 13.3% for LSVD. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -21.3% for HCOW and -19.3% for LSVD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.60. They move together some of the time, and apart the rest.
Fees and Cost Over Time
HCOW charges 0.65% per year while LSVD charges 0.40%. On a $10,000 position that is $65 vs $40 annually, a gap of $25 per year that compounds over a long holding period. On income, HCOW currently yields 13.09% against 0.27% for LSVD.
Holdings Overlap
21.7% of HCOW's money is in holdings LSVD also owns. 3.3% of LSVD's money is in holdings HCOW also owns.
HCOW and LSVD share little of their money.
6 positions in common, counted across the 31 positions we hold weights for in HCOW and 135 in LSVD, against full books of 86 and 136.
What only one of them owns
Our book lists 127 positions for LSVD that do not appear in our book for HCOW (96.4% of the fund), and 25 for HCOW that do not appear in LSVD (78.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in HCOW | Weight in LSVD | Difference |
|---|---|---|---|
| QCOMQualcomm Inc. | 4.15% | 1.26% | 2.89% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 4.01% | 0.50% | 3.51% |
| STLDSteel Dynamics Inc | 3.78% | 0.47% | 3.31% |
| CCKCrown Holdings Inc. | 3.82% | 0.36% | 3.46% |
| OSKOshkosh Corp. | 3.46% | 0.42% | 3.04% |
| CTSHCognizant Technology Solutions Corp. Class A | 2.47% | 0.26% | 2.21% |
21.7% of HCOW is already inside LSVD.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, HCOW or LSVD?
HCOW has an expense ratio of 0.65% while LSVD charges 0.40%. LSVD is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, HCOW or LSVD?
Over the past year HCOW returned +15.59% vs +30.07% for LSVD, so LSVD leads on 1-year performance. Over the longest common window we track (2 years), HCOW annualized +9.17% vs +24.38% for LSVD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, HCOW or LSVD?
HCOW has been the more volatile fund at 13.9% annualized versus 13.3% for LSVD. Worst drawdown: HCOW -21.3% vs LSVD -19.3%.
Should I hold both HCOW and LSVD?
HCOW and LSVD have a monthly-return correlation of 0.60, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between HCOW and LSVD?
21.7% of HCOW's money is in holdings LSVD also owns. 3.3% of LSVD's is in holdings HCOW also owns. They hold 6 positions in common, counted across the 31 positions we hold weights for in HCOW and 135 in LSVD.
Which pays a higher dividend, HCOW or LSVD?
HCOW yields 13.09% while LSVD yields 0.27%, so HCOW currently pays the higher dividend yield.
Is LSVD better than HCOW?
LSVD has a lower expense ratio. LSVD led over 1Y and the full window. LSVD is less concentrated, with 35.0% of the fund in its ten largest positions against 41.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.