LCDSvsSMAXETF Comparison
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JPMorgan Fundamental Data Science Large Core ETF (LCDS) belongs to the US Large Cap segment. iShares Large Cap Max Buffer Sep ETF (SMAX) is part of the Options Strategies segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Healthcare. LCDS is less expensive with a Total Expense Ratio (TER) of 0.3%, versus 0.53% for SMAX. LCDS is up 11.44% year-to-date (YTD) with +$34K in YTD flows. SMAX performs worse with 5.39% YTD performance, and -$34M in YTD flows. Run a side-by-side ETF comparison of LCDS and SMAX 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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LCDS vs SMAX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/16/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LCDS SMAX | -2.62%+0.43% | +1.36%+1.88% | +11.44%+5.39% | +16.09%+7.25% | n/an/a | n/an/a |
| Flows | LCDS SMAX | --$1M | +$34K-$4M | +$34K-$34M | -$4K+$515K | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LCDS SMAX | +10.71%+2.03% | +12.45%+2.77% | n/an/a | n/an/a |
| Max drawdown | LCDS SMAX | -3.17%-0.43% | -8.97%-1.93% | n/an/a | n/an/a |
| Max drawdown duration | LCDS SMAX | 31d15d | 76d44d | n/an/a | n/an/a |
Trading data
LCDS | SMAX | |
Last sale 9/16/2026 at 1:30 PM | $72.51 | $28.37 |
| Previous close 09/16/2026 | $72.92 | $28.32 |
| Consolidated volume 09/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 9/16/2026 at 1:30 PM
Live
Closed
LCDS | SMAX | |
|---|---|---|
| Last price | $72.51 | $28.37 |
| 1D performance | -0.56% | +0.17% |
| AuM | $16.32 M | $88.42 M |
| E/R | 0.3% | 0.53% |
Characteristics
LCDS | SMAX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | J.P. Morgan Asset Management | iShares |
| Benchmark | - | - |
| N° of holdings | 112 | 501 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 7, 2024 | September 30, 2024 |
| ESG | No | No |
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Exposure
Countries
LCDS
USA
95.22%
Other
4.78%
SMAX
USA
102.01%
Other
-2.01%
Sectors
LCDS
Technology
43.87%
Finance
14.87%
Healthcare
9.48%
Consumer Non-Cycl.
9.19%
Industrials
8.44%
Other
14.15%
SMAX
Technology
46.23%
Finance
14.48%
Healthcare
9.28%
Consumer Non-Cycl.
9.23%
Industrials
8.09%
Other
12.68%
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Diversification
LCDS
Total weight of top 15 holdings out of 15
49.22%
SMAX
Total weight of top 15 holdings out of 15
45.4%
Top 15 holdings
Data as of July 31, 2026
LCDS
NVIDIA Corp.
8.21%
Apple, Inc.
7.80%
Microsoft Corp.
5.18%
Alphabet, Inc.
4.86%
Amazon.com, Inc.
4.02%
Broadcom Inc.
2.64%
Meta Platforms, Inc.
2.55%
Micron Technology, Inc.
2.34%
Wells Fargo & Co.
2.27%
ExxonMobil Holdings Corp.
1.85%
Mastercard, Inc.
1.68%
AbbVie, Inc.
1.49%
Eli Lilly & Co.
1.46%
Advanced Micro Devices, Inc.
1.43%
Bank of America Corp.
1.43%
SMAX
Apple, Inc.
7.90%
NVIDIA Corp.
7.62%
Microsoft Corp.
5.40%
Amazon.com, Inc.
3.72%
Alphabet, Inc.
3.16%
Broadcom Inc.
2.96%
Alphabet, Inc.
2.54%
Meta Platforms, Inc.
1.91%
Micron Technology, Inc.
1.59%
JPMorgan Chase & Co.
1.52%
Berkshire Hathaway, Inc.
1.51%
Eli Lilly & Co.
1.47%
BlackRock Cash Funds - Treasury
1.42%
Tesla, Inc.
1.40%
Advanced Micro Devices, Inc.
1.28%
Frequently asked questions about LCDS and SMAX
How have the LCDS and SMAX ETFs performed in 2026?
As of September 16, 2026, LCDS is up 11.44% year-to-date (YTD), while SMAX has returned 5.39%. That puts LCDS better performer ahead so far this year.
Which ETF is attracting more investor money: LCDS or SMAX?
Year-to-date, the LCDS ETF saw +$34K in flows, compared to -$34M for SMAX.
Which ETF is more volatile: LCDS or SMAX?
Over the past year, LCDS had a volatility of 12.45%, while SMAX experienced 2.77%.
Which ETF is bigger: LCDS or SMAX?
As of September 16, 2026, LCDS holds $16.32 M in assets under management (AUM), while SMAX manages $88.42 M.
What sectors do the LCDS and SMAX ETFs invest in?
LCDS leans toward sectors like Technology, Finance and Healthcare. Meanwhile, SMAX focuses on Technology, Finance and Healthcare.
What are the top holdings of the LCDS ETF and SMAX ETF?
LCDS top holdings include NVIDIA Corp., Apple, Inc. and Microsoft Corp.. SMAX holds in its top three: Apple, Inc., NVIDIA Corp. and Microsoft Corp..
Which ETF is more diversified: LCDS or SMAX?
LCDS holds 112 securities with 49.22% of its assets in the top 15. SMAX has 504 securities and a top 15 weight of 45.4%.
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