EVUSvsLVDSETF Comparison
JPMorgan Fundamental Data Science Large Value ETF
iShares ESG Aware MSCI USA Value ETF (EVUS) and JPMorgan Fundamental Data Science Large Value ETF (LVDS) belong to the same industry segment: US Large Cap Value. EVUS's top 3 sector exposures are Financials, Information Technology and Health Care. In contrast, LVDS's top sector exposures are Financials, Industrials and Information Technology. EVUS is less expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.48% for LVDS. EVUS is up 5.86% year-to-date (YTD) with +$39M in YTD flows. LVDS performs better with 8.43% YTD performance, and +$2M in YTD flows. Run a side-by-side ETF comparison of EVUS and LVDS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
EVUS vs LVDS performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | EVUS LVDS | +8.19%+8.01% | +2.23%+4.14% | +5.86%+8.43% | +22.98%n/a | +48.75%n/a | n/an/a |
| Flows | EVUS LVDS | +$7M-$1M | +$31M+$2M | +$39M+$2M | +$258M- | +$276M- | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | EVUS LVDS | +12.70%+11.93% | +11.11%n/a | +12.63%n/a | n/an/a |
| Max drawdown | EVUS LVDS | -7.61%-6.65% | -7.61%n/a | -15.29%n/a | n/an/a |
| Max drawdown duration | EVUS LVDS | 66d64d | 66dn/a | 253dn/a | n/an/a |
EVUS | LVDS | |
Last sale 4/28/2026 at 4:45 PM | $33.72 | |
| Previous close 04/27/2026 | $33.77 | |
| Consolidated volume 04/27/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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EVUS | LVDS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
EVUS | LVDS | |
|---|---|---|
| Last price | $33.72 | – |
| 1D performance | -0.15% | – |
| AuM | $303.90 M | $99.37 M |
| E/R | 0.18% | 0.48% |
EVUS | LVDS | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | MSCI USA Value Extended ESG Focus Index | - |
| N° of holdings | 222 | 125 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | January 31, 2023 | July 17, 2025 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
