LVDSvsSCHVETF Comparison
JPMorgan Fundamental Data Science Large Value ETF
JPMorgan Fundamental Data Science Large Value ETF (LVDS) and Schwab U.S. Large-Cap Value ETF (SCHV) belong to the same industry segment: US Large Cap Value. LVDS's top 3 sector exposures are Financials, Industrials and Information Technology. In contrast, SCHV's top sector exposures are Financials, Information Technology and Industrials. LVDS is more expensive with a Total Expense Ratio (TER) of 0.48%, versus 0.04% for SCHV. LVDS is up 8.43% year-to-date (YTD) with +$2M in YTD flows. SCHV performs better with 8.54% YTD performance, and -$379M in YTD flows. Run a side-by-side ETF comparison of LVDS and SCHV below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
LVDS vs SCHV performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LVDS SCHV | +8.01%+6.47% | +4.14%+3.68% | +8.43%+8.54% | n/a+27.29% | n/a+56.23% | n/a+59.41% |
| Flows | LVDS SCHV | -$1M-$558M | +$2M-$370M | +$2M-$379M | -+$352M | -+$737M | -+$1.12B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LVDS SCHV | +11.93%+12.85% | n/a+10.98% | n/a+12.83% | n/a+14.57% |
| Max drawdown | LVDS SCHV | -6.65%-6.83% | n/a-6.83% | n/a-15.13% | n/a-19.73% |
| Max drawdown duration | LVDS SCHV | 64d49d | n/a49d | n/a208d | n/a752d |
LVDS | SCHV | |
Last sale 4/27/2026 at 1:30 PM | $32.00 | |
| Previous close 04/27/2026 | $32.03 | |
| 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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LVDS | SCHV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
LVDS | SCHV | |
|---|---|---|
| Last price | – | $32.00 |
| 1D performance | – | -0.09% |
| AuM | $99.37 M | $14.98 B |
| E/R | 0.48% | 0.04% |
LVDS | SCHV | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | Schwab ETFs |
| Benchmark | - | Dow Jones U.S. Large-Cap Value Total Stock Market Index |
| N° of holdings | 125 | 518 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 17, 2025 | December 11, 2009 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
