A broadly diversified core holding, built for the long term.
Expected return is an estimate, not a promise. Higher expected returns involve greater risk, and realized returns may differ materially from expectations.
Unlock Improved Diversification Tax-Deferred with a 351 Conversion
Key Advantages of LVUS — US Equity ETF
Designed as a long-term core holding with a systematic emphasis on drivers of expected return.
Built as a Core Holding
A broadly diversified U.S. equity strategy designed to anchor a portfolio for the long term.
Grounded in Academic Evidence
Draws on decades of asset pricing research into size, value, profitability, and momentum.
Systematic Emphasis on Return Drivers
Tilts the portfolio toward the characteristics associated with higher expected returns, rather than simply holding the market.
Implementation Matters
The research is free. Implementation is key. Longview’s approach emphasizes efficient trading so more of the premiums can reach investors.
A Tax-Efficient Way In
Investors with appreciated holdings that fit the strategy may be able to transition through a Section 351 exchange without an immediate capital gain.
Explore a tax-efficient path into LVUS through a Section 351 exchange
Let’s talk about whether it makes sense for your clients.