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SCHVvsLVDSETF Comparison
JPMorgan Fundamental Data Science Large Value ETF
Schwab U.S. Large-Cap Value ETF (SCHV) and JPMorgan Fundamental Data Science Large Value ETF (LVDS) belong to the same industry segment: US Large Cap Value. SCHV's top 3 sector exposures are Financials, Information Technology and Industrials. In contrast, LVDS's top sector exposures are Financials, Industrials and Information Technology. SCHV is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.48% for LVDS. SCHV is up 3.68% year-to-date (YTD) with +$156M in YTD flows. LVDS performs worse with 2.02% YTD performance, and -$4K in YTD flows. Run a side-by-side ETF comparison of SCHV 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.
SCHV vs LVDS performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHV LVDS | -4.42%-4.41% | +3.13%+1.72% | +3.68%+2.02% | +21.00%n/a | +55.69%n/a | +57.46%n/a |
| Flows | SCHV LVDS | +$119M+$1M | +$198M-$1M | +$156M-$4K | +$994M- | +$1.11B- | +$1.81B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHV LVDS | +11.25%+10.31% | +15.52%n/a | +12.85%n/a | +14.51%n/a |
| Max drawdown | SCHV LVDS | -4.97%-5.02% | -11.95%n/a | -15.13%n/a | -19.73%n/a |
| Max drawdown duration | SCHV LVDS | 15d30d | 51dn/a | 208dn/a | 752dn/a |
SCHV | LVDS | |
Last sale 3/13/2026 at 1:30 PM | $30.69 | $50.60 |
| Previous close 03/12/2026 | $30.64 | $50.55 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
SCHV | LVDS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
SCHV | LVDS | |
|---|---|---|
| Last price | $30.69 | $50.60 |
| 1D performance | +0.16% | +0.10% |
| AuM | $14.89 B | $91.26 M |
| E/R | 0.04% | 0.48% |
SCHV | LVDS | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | Schwab ETFs | J.P. Morgan Asset Management |
| Benchmark | Dow Jones U.S. Large-Cap Value Total Stock Market Index | - |
| N° of holdings | 520 | 124 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 11, 2009 | 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 SCHV and LVDS ETFs performed in 2026?
As of March 13, 2026, SCHV is up 3.68% year-to-date (YTD), while LVDS has returned 2.02%. That puts SCHV better performer ahead so far this year.
Which ETF is attracting more investor money: SCHV or LVDS?
Year-to-date, the SCHV ETF saw +$156M in flows, compared to -$4K for LVDS.
Which ETF is bigger: SCHV or LVDS?
As of March 13, 2026, SCHV holds $14.89 B in assets under management (AUM), while LVDS manages $91.26 M.
What sectors do the SCHV and LVDS ETFs invest in?
SCHV leans toward sectors like Financials, Information Technology and Industrials. Meanwhile, LVDS focuses on Financials, Industrials and Information Technology.
What are the top holdings of the SCHV ETF and LVDS ETF?
SCHV top holdings include BERKSHIRE HATHWAY, JPMORGAN CHASE and EXXON. LVDS holds in its top three: ALPHABET INC-CL, AMAZON.COM INC and EXXON.
Which ETF is more diversified: SCHV or LVDS?
SCHV holds 553 securities with 24.14% of its assets in the top 15. LVDS has 129 securities and a top 15 weight of 27.94%.
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