LVDSvsSCHVETF Comparison
ETF 1
LVDS
JPMorgan Fundamental Data Science Large Value ETF
This fund is part of
US Large Cap Value
+0.86%
VS
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. Both ETFs have the same top 3 sector exposures: 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 15.27% year-to-date (YTD) with +$2M in YTD flows. SCHV performs better with 17.02% YTD performance, and -$617M 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.
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LVDS vs SCHV performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/12/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | LVDS SCHV | +3.65%+5.07% | +13.09%+13.07% | +15.27%+17.02% | n/a+28.82% | n/a+67.80% | n/a+67.72% |
| Flows | LVDS SCHV | --$160M | +$2M-$779M | +$2M-$617M | -+$169M | -+$612M | -+$764M |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | LVDS SCHV | +12.36%+13.64% | n/a+11.19% | n/a+12.87% | n/a+14.65% |
| Max drawdown | LVDS SCHV | -3.07%-3.22% | n/a-6.83% | n/a-15.13% | n/a-19.73% |
| Max drawdown duration | LVDS SCHV | 16d21d | n/a49d | n/a208d | n/a752d |
Trading data
LVDS | SCHV | |
Last sale 6/15/2026 at 1:30 PM | $34.76 | |
| Previous close 06/12/2026 | $34.47 | |
| Consolidated volume 06/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of May 29, 2026
1-year trailing difference
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LVDS
is actively managed and doesn’t replicate an indexLVDS | SCHV | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 6/15/2026 at 1:30 PM
Live
Closed
LVDS | SCHV | |
|---|---|---|
| Last price | – | $34.76 |
| 1D performance | – | +0.84% |
| AuM | $105.64 M | $15.91 B |
| E/R | 0.48% | 0.04% |
Characteristics
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 | 517 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 17, 2025 | December 11, 2009 |
| ESG | No | No |
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Exposure
Countries
LVDS
USA
91.6%
Other
8.4%
SCHV
USA
94.7%
Other
5.3%
Sectors
LVDS
Financials
17.91%
Information Techn.
14.24%
Industrials
12.69%
Health Care
10.38%
Consumer Discreti.
8.35%
Communication Ser.
7.21%
Other
29.22%
SCHV
Financials
19.43%
Information Techn.
16.64%
Industrials
13.63%
Health Care
11.05%
Consumer Staples
8.38%
Other
30.87%
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Diversification
LVDS
Total weight of top 15 holdings out of 15
28.18%
SCHV
Total weight of top 15 holdings out of 15
24.88%
Top 15 holdings
Data as of April 30, 2026
LVDS
ALPHABET INC-CL
3.17%
AMAZON.COM INC
2.56%
EXXON
2.49%
BK OF AMERICA CO
2.01%
MICRON TECHNOLOGY
1.99%
WELLS FARGO
1.98%
BERKSHIRE HATHWAY
1.79%
SEAGATE TECHNOLOGY HOLDINGS PLC
1.70%
ANALOG DEVICES
1.67%
PHILLIP MORRIS
1.59%
MORGAN STANLEY
1.49%
NEXTERA ENERGY
1.46%
RAYTHEON TECHNOLOGIES CORPORD
1.44%
CONOCOPHILLIPS
1.43%
EATON CORP PLC
1.41%
SCHV
BERKSHIRE HATHWAY
2.98%
JPMORGAN CHASE
2.88%
EXXON
2.16%
WALMART INC
1.98%
MICRON TECHNOLOGY
1.94%
JOHNSON&JOHNSON
1.91%
INTEL-T
1.35%
CATERPILLAR
1.33%
CISCO-T
1.23%
ABBVIE
1.22%
BK OF AMERICA CO
1.20%
CHEVRON TEXACO
1.20%
PROCTERGAMBLE
1.20%
HOME DEPOT
1.16%
US5128073062
1.15%
Frequently asked questions about LVDS and SCHV
How have the LVDS and SCHV ETFs performed in 2026?
As of June 12, 2026, LVDS is up 15.27% year-to-date (YTD), while SCHV has returned 17.02%. That puts SCHV better performer ahead so far this year.
Which ETF is attracting more investor money: LVDS or SCHV?
Year-to-date, the LVDS ETF saw +$2M in flows, compared to -$617M for SCHV.
Which ETF is bigger: LVDS or SCHV?
As of June 12, 2026, LVDS holds $105.64 M in assets under management (AUM), while SCHV manages $15.91 B.
What sectors do the LVDS and SCHV ETFs invest in?
LVDS leans toward sectors like Financials, Information Technology and Industrials. Meanwhile, SCHV focuses on Financials, Information Technology and Industrials.
What are the top holdings of the LVDS ETF and SCHV ETF?
LVDS top holdings include ALPHABET INC-CL, AMAZON.COM INC and EXXON. SCHV holds in its top three: BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON.
Which ETF is more diversified: LVDS or SCHV?
LVDS holds 130 securities with 28.18% of its assets in the top 15. SCHV has 552 securities and a top 15 weight of 24.88%.
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