IWDvsLVDSETF Comparison
VS
ETF 2
LVDS
JPMorgan Fundamental Data Science Large Value ETF
This fund is part of
US Large Cap Value
+0.4%
iShares Russell 1000 Value ETF (IWD) and JPMorgan Fundamental Data Science Large Value ETF (LVDS) belong to the same industry segment: US Large Cap Value. Both ETFs have the same top 3 sector exposures: Finance, Technology and Consumer Non-Cyclicals. IWD is less expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.51% for LVDS. IWD is up 24.23% year-to-date (YTD) with -$2.42B in YTD flows. LVDS performs worse with 23.48% YTD performance, and +$7M in YTD flows. Run a side-by-side ETF comparison of IWD 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.
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IWD vs LVDS performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/27/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWD LVDS | +3.42%+3.16% | +3.90%+2.80% | +24.23%+23.48% | +26.53%+17.37% | +89.80%n/a | +74.16%n/a |
| Flows | IWD LVDS | -$1.35B+$2M | -$1.34B+$5M | -$2.42B+$7M | +$502M-$2M | +$409M- | -$3.68B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWD LVDS | +8.50%+7.93% | +11.11%+12.26% | +12.92%n/a | +14.74%n/a |
| Max drawdown | IWD LVDS | -4.09%-4.32% | -6.81%-7.75% | -15.64%n/a | -19.11%n/a |
| Max drawdown duration | IWD LVDS | 48d72d | 43d126d | 213dn/a | 700dn/a |
Trading data
IWD | LVDS | |
Last sale 10/27/2026 at 1:30 PM | $258.51 | |
| Previous close 10/26/2026 | $258.35 | |
| Consolidated volume 10/26/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of September 30, 2026
1-year trailing difference
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LVDS
is actively managed and doesn’t replicate an indexIWD | LVDS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 10/27/2026 at 1:30 PM
Live
Closed
IWD | LVDS | |
|---|---|---|
| Last price | $258.51 | – |
| 1D performance | +0.06% | – |
| AuM | $83.00 B | $116.96 M |
| E/R | 0.18% | 0.51% |
Characteristics
IWD | LVDS | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | Russell 1000 Value Index | - |
| N° of holdings | 856 | 131 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 22, 2000 | July 17, 2025 |
| ESG | No | No |
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Exposure
Countries
IWD
USA
96.52%
Other
3.48%
LVDS
USA
94.5%
Other
5.5%
Sectors
IWD
Finance
22.2%
Technology
20.02%
Consumer Non-Cycl.
14.11%
Healthcare
12.69%
Industrials
9.04%
Other
21.95%
LVDS
Finance
23.69%
Technology
18.96%
Consumer Non-Cycl.
13.26%
Healthcare
12.08%
Industrials
10.8%
Other
21.21%
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Diversification
IWD
Total weight of top 15 holdings out of 15
33.59%
LVDS
Total weight of top 15 holdings out of 15
36.07%
Top 15 holdings
Data as of August 31, 2026
IWD
Amazon.com, Inc.
6.13%
Apple, Inc.
5.57%
Microsoft Corp.
5.00%
JPMorgan Chase & Co.
2.53%
Berkshire Hathaway, Inc.
2.49%
ExxonMobil Holdings Corp.
1.78%
Johnson & Johnson
1.70%
Cisco Systems, Inc.
1.16%
Walmart, Inc.
1.12%
AbbVie, Inc.
1.11%
Intel Corp.
1.08%
Chevron Corp.
1.01%
Bank of America Corp.
1.01%
Merck & Co., Inc.
0.97%
UnitedHealth Group, Inc.
0.93%
LVDS
Amazon.com, Inc.
6.44%
Microsoft Corp.
5.69%
Apple, Inc.
5.01%
ExxonMobil Holdings Corp.
2.29%
Bank of America Corp.
2.02%
AbbVie, Inc.
1.87%
Berkshire Hathaway, Inc.
1.71%
Philip Morris International, Inc.
1.64%
Wells Fargo & Co.
1.58%
RTX Corp.
1.47%
Johnson & Johnson
1.45%
Morgan Stanley
1.42%
UnitedHealth Group, Inc.
1.19%
The Travelers Cos., Inc.
1.15%
Analog Devices, Inc.
1.14%
Frequently asked questions about IWD and LVDS
How have the IWD and LVDS ETFs performed in 2026?
As of October 27, 2026, IWD is up 24.23% year-to-date (YTD), while LVDS has returned 23.48%. That puts IWD better performer ahead so far this year.
Which ETF is attracting more investor money: IWD or LVDS?
Year-to-date, the IWD ETF saw -$2.42B in flows, compared to +$7M for LVDS.
Which ETF is more volatile: IWD or LVDS?
Over the past year, IWD had a volatility of 11.11%, while LVDS experienced 12.26%.
Which ETF is bigger: IWD or LVDS?
As of October 27, 2026, IWD holds $83.00 B in assets under management (AUM), while LVDS manages $116.96 M.
What sectors do the IWD and LVDS ETFs invest in?
IWD leans toward sectors like Finance, Technology and Consumer Non-Cyclicals. Meanwhile, LVDS focuses on Finance, Technology and Consumer Non-Cyclicals.
What are the top holdings of the IWD ETF and LVDS ETF?
IWD top holdings include Amazon.com, Inc., Apple, Inc. and Microsoft Corp.. LVDS holds in its top three: Amazon.com, Inc., Microsoft Corp. and Apple, Inc..
Which ETF is more diversified: IWD or LVDS?
IWD holds 866 securities with 33.59% of its assets in the top 15. LVDS has 131 securities and a top 15 weight of 36.07%.
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Latest news about IWD & LVDS
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