LSVD vs PSIL
LSV Disciplined Value ETF vs ADVISORSHARES PSYCHEDELICS ETF
Which is better, LSVD or PSIL?
Each has led over a different period.
LSVD has a lower expense ratio. LSVD led over 1Y, PSIL over the full window. LSVD is less concentrated, with 35.0% of the fund in its ten largest positions against 64.2%.
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 | LSVD | PSIL |
|---|---|---|
| Expense Ratio | 0.40%Best | 1.00% |
| AUM | $678M | $44M |
| Dividend Yield | 0.27% | 7.45% |
| Holdings | 136 | 33 |
| YTD Return | +20.92%Best | +16.80% |
| 1Y Return | +30.07%Best | +9.75% |
| 3Y Return (annualized) | - | +14.39% |
| 5Y Return (annualized) | - | -23.59% |
| Volatility (annualized) | 13.3%Best | 30.4% |
| Max Drawdown | -19.3%Best | -34.6% |
| $10,000 over 1.8 years | $14,810 | $21,027Best |
| Top 10 Weight | 35.0%Best | 64.2% |
| Fund Family | LSV Asset Management | Advisor Shares |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Dec 17, 2024 | Sep 15, 2021 |
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).
LSVD vs PSIL 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.
LSVD vs PSIL Performance
LSV Disciplined Value ETF (LSVD) is an ETF from LSV Asset Management and ADVISORSHARES PSYCHEDELICS ETF (PSIL) is an ETF from Advisor Shares. Over the past year LSVD returned +30.07% while PSIL returned +9.75%. Year to date, LSVD is up 20.92% versus a gain of 16.80% for PSIL.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
PSIL has been the more volatile fund, with annualized monthly volatility of 30.4% 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 -19.3% for LSVD and -34.6% for PSIL. 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
LSVD charges 0.40% per year while PSIL charges 1.00%. On a $10,000 position that is $40 vs $100 annually, a gap of $60 per year that compounds over a long holding period. On income, LSVD currently yields 0.27% against 7.45% for PSIL.
Holdings Overlap
0.7% of LSVD's money is in holdings PSIL also owns. 4.3% of PSIL's money is in holdings LSVD also owns.
PSIL and LSVD share little of their money.
1 positions in common, counted across the 135 positions we hold weights for in LSVD and 29 in PSIL, against full books of 136 and 33.
What only one of them owns
Our book lists 18 positions for PSIL that do not appear in our book for LSVD (58.2% of the fund), and 132 for LSVD that do not appear in PSIL (99.0%).
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 LSVD | Weight in PSIL | Difference |
|---|---|---|---|
| JNJJohnson & Johnson - Common | 0.69% | 4.33% | 3.64% |
You are not choosing between two funds in isolation.
Whichever of LSVD and PSIL you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LSVD or PSIL?
LSVD has an expense ratio of 0.40% while PSIL charges 1.00%. LSVD is the cheaper option, by $60 a year on a $10,000 investment.
Which performed better, LSVD or PSIL?
Over the past year LSVD returned +30.07% vs +9.75% for PSIL, so LSVD leads on 1-year performance. Over the longest common window we track (2 years), LSVD annualized +24.38% vs +51.12% for PSIL. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LSVD or PSIL?
PSIL has been the more volatile fund at 30.4% annualized versus 13.3% for LSVD. Worst drawdown: LSVD -19.3% vs PSIL -34.6%.
Should I hold both LSVD and PSIL?
LSVD and PSIL 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 LSVD and PSIL?
4.3% of PSIL's money is in holdings LSVD also owns. 4.3% of PSIL's is in holdings LSVD also owns. They hold 1 positions in common, counted across the 135 positions we hold weights for in LSVD and 29 in PSIL.
Which pays a higher dividend, LSVD or PSIL?
LSVD yields 0.27% while PSIL yields 7.45%, so PSIL currently pays the higher dividend yield.
Is PSIL better than LSVD?
LSVD has a lower expense ratio. LSVD led over 1Y, PSIL over the full window. LSVD is less concentrated, with 35.0% of the fund in its ten largest positions against 64.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.