IWDvsLVDSETF Comparison
VS
ETF 2
LVDS
JPMorgan Fundamental Data Science Large Value ETF
This fund is part of
US Large Cap Value
+1.48%
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 10.36% year-to-date (YTD) with -$2.43B in YTD flows. LVDS performs better with 10.4% YTD performance, and +$2M 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.
Find out how industry players manage ETF portfolios. Discover our library of Model portfolios
IWD vs LVDS performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWD LVDS | +10.42%+10.21% | +5.56%+5.24% | +10.36%+10.40% | +29.04%n/a | +58.42%n/a | +61.78%n/a |
| Flows | IWD LVDS | -$842M-$1M | +$1.69B+$2M | -$2.43B+$2M | -$1.64B- | -$975M- | -$2.60B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWD LVDS | +13.18%+12.25% | +11.26%n/a | +13.07%n/a | +14.87%n/a |
| Max drawdown | IWD LVDS | -6.81%-6.65% | -6.81%n/a | -15.64%n/a | -19.11%n/a |
| Max drawdown duration | IWD LVDS | 43d64d | 43dn/a | 213dn/a | 700dn/a |
Trading data
IWD | LVDS | |
Last sale 5/1/2026 at 1:30 PM | $230.86 | |
| Previous close 04/29/2026 | $231.25 | |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of April 30, 2026
1-year trailing difference
Create an account to view replication metrics
Join for free
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 | ||
Advertisement
Main metrics
Last update 5/1/2026 at 1:30 PM
Live
Closed
IWD | LVDS | |
|---|---|---|
| Last price | $230.86 | – |
| 1D performance | -0.17% | – |
| AuM | $74.26 B | $101.18 M |
| E/R | 0.18% | 0.48% |
Characteristics
IWD | LVDS | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | Russell 1000 Value Index | - |
| N° of holdings | 787 | 125 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 22, 2000 | July 17, 2025 |
| ESG | No | No |
Advertisement
Exposure
Countries
IWD
USA
94.69%
Other
5.31%
LVDS
USA
92.21%
Other
7.79%
Sectors
IWD
Financials
18.78%
Industrials
12.82%
Information Techn.
11.71%
Health Care
11.33%
Communication Ser.
7.79%
Energy
7.61%
Other
29.96%
LVDS
Financials
17.97%
Industrials
13.1%
Information Techn.
11.81%
Health Care
10.99%
Energy
8.41%
Consumer Discreti.
8.16%
Other
29.56%
Advertisement
Diversification
IWD
Total weight of top 15 holdings out of 15
24.33%
LVDS
Total weight of top 15 holdings out of 15
27.75%
Top 15 holdings
Data as of March 31, 2026
IWD
BERKSHIRE HATHWAY
2.91%
JPMORGAN CHASE
2.63%
EXXON
2.36%
ALPHABET INC-CL
1.95%
JOHNSON&JOHNSON
1.94%
AMAZON.COM INC
1.81%
WALMART INC
1.60%
ALPHABET INC-CL
1.59%
CHEVRON TEXACO
1.28%
MICRON TECHNOLOGY
1.24%
PROCTERGAMBLE
1.12%
CISCO-T
1.02%
MERCK & CO INC
0.98%
BK OF AMERICA CO
0.97%
CATERPILLAR
0.95%
LVDS
EXXON
3.08%
ALPHABET INC-CL
2.73%
AMAZON.COM INC
2.09%
WELLS FARGO
2.08%
BK OF AMERICA CO
1.96%
BERKSHIRE HATHWAY
1.93%
PHILLIP MORRIS
1.71%
CONOCOPHILLIPS
1.70%
RAYTHEON TECHNOLOGIES CORPORD
1.69%
JOHNSON&JOHNSON
1.60%
MICRON TECHNOLOGY
1.54%
NEXTERA ENERGY
1.52%
ANALOG DEVICES
1.39%
WALMART INC
1.37%
MORGAN STANLEY
1.36%
Frequently asked questions about IWD and LVDS
How have the IWD and LVDS ETFs performed in 2026?
As of April 30, 2026, IWD is up 10.36% year-to-date (YTD), while LVDS has returned 10.4%. That puts LVDS better performer ahead so far this year.
Which ETF is attracting more investor money: IWD or LVDS?
Year-to-date, the IWD ETF saw -$2.43B in flows, compared to +$2M for LVDS.
Which ETF is bigger: IWD or LVDS?
As of April 30, 2026, IWD holds $74.26 B in assets under management (AUM), while LVDS manages $101.18 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 EXXON. LVDS holds in its top three: EXXON, ALPHABET INC-CL and AMAZON.COM INC.
Which ETF is more diversified: IWD or LVDS?
IWD holds 867 securities with 24.33% of its assets in the top 15. LVDS has 130 securities and a top 15 weight of 27.75%.
Advertisement
Latest news about IWD & LVDS
Advertisement
