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IWDvsLVDSETF Comparison
JPMorgan Fundamental Data Science Large Value ETF
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: Financials, Industrials and Information Technology. IWD is less expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.48% for LVDS. IWD is up 2.12% year-to-date (YTD) with -$1.92B in YTD flows. LVDS performs worse with 2.02% YTD performance, and -$4K 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.
IWD vs LVDS performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWD LVDS | -4.02%-4.41% | +1.77%+1.72% | +2.12%+2.02% | +19.61%n/a | +55.38%n/a | +54.67%n/a |
| Flows | IWD LVDS | +$2.73B+$1M | -$1.66B-$1M | -$1.92B-$4K | +$1M- | -$1.63B- | -$687M- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWD LVDS | +11.15%+10.31% | +15.71%n/a | +13.14%n/a | +14.80%n/a |
| Max drawdown | IWD LVDS | -4.82%-5.02% | -12.07%n/a | -15.64%n/a | -19.11%n/a |
| Max drawdown duration | IWD LVDS | 12d30d | 52dn/a | 213dn/a | 700dn/a |
IWD | LVDS | |
Last sale 3/13/2026 at 1:30 PM | $214.74 | $50.60 |
| Previous close 03/12/2026 | $214.67 | $50.55 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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IWD | LVDS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IWD | LVDS | |
|---|---|---|
| Last price | $214.74 | $50.60 |
| 1D performance | +0.03% | +0.10% |
| AuM | $69.41 B | $91.26 M |
| E/R | 0.18% | 0.48% |
IWD | LVDS | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | Russell 1000 Value Index | - |
| N° of holdings | 789 | 124 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 22, 2000 | July 17, 2025 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the IWD and LVDS ETFs performed in 2026?
As of March 13, 2026, IWD is up 2.12% year-to-date (YTD), while LVDS has returned 2.02%. 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 -$1.92B in flows, compared to -$4K for LVDS.
Which ETF is bigger: IWD or LVDS?
As of March 13, 2026, IWD holds $69.41 B in assets under management (AUM), while LVDS manages $91.26 M.
What sectors do the IWD and LVDS ETFs invest in?
IWD leans toward sectors like Financials, Industrials and Information Technology. Meanwhile, LVDS focuses on Financials, Industrials and Information Technology.
What are the top holdings of the IWD ETF and LVDS ETF?
IWD top holdings include BERKSHIRE HATHWAY, JPMORGAN CHASE and ALPHABET INC-CL. LVDS holds in its top three: ALPHABET INC-CL, AMAZON.COM INC and EXXON.
Which ETF is more diversified: IWD or LVDS?
IWD holds 868 securities with 24.21% of its assets in the top 15. LVDS has 129 securities and a top 15 weight of 27.94%.
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