SCHVvsLVDSETF Comparison
VS
ETF 2
LVDS
JPMorgan Fundamental Data Science Large Value ETF
This fund is part of
US Large Cap Value
+0.42%
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. Both ETFs have the same top 3 sector exposures: Financials, Information Technology and Industrials. SCHV is less expensive with a Total Expense Ratio (TER) of 0.04%, versus 0.51% for LVDS. SCHV is up 17.3% year-to-date (YTD) with -$768M in YTD flows. LVDS performs worse with 16.05% YTD performance, and +$2M 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.
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SCHV vs LVDS performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 06/18/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SCHV LVDS | +5.98%+4.76% | +13.43%+13.69% | +17.30%+16.05% | +30.28%n/a | +66.87%n/a | +74.43%n/a |
| Flows | SCHV LVDS | -$256M- | -$924M+$2M | -$768M+$2M | +$5M- | +$461M- | +$790M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SCHV LVDS | +13.49%+12.35% | +11.17%n/a | +12.86%n/a | +14.62%n/a |
| Max drawdown | SCHV LVDS | -2.42%-2.28% | -6.83%n/a | -15.13%n/a | -19.73%n/a |
| Max drawdown duration | SCHV LVDS | 7d6d | 49dn/a | 208dn/a | 752dn/a |
Trading data
SCHV | LVDS | |
Last sale 6/18/2026 at 1:30 PM | $34.56 | |
| Previous close 06/18/2026 | $34.37 | |
| Consolidated volume 06/18/2026 | ||
| 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 indexSCHV | LVDS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 6/18/2026 at 1:30 PM
Live
Closed
SCHV | LVDS | |
|---|---|---|
| Last price | $34.56 | – |
| 1D performance | +0.55% | – |
| AuM | $15.79 B | $106.36 M |
| E/R | 0.04% | 0.51% |
Characteristics
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 | 517 | 125 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | December 11, 2009 | July 17, 2025 |
| ESG | No | No |
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Exposure
Countries
SCHV
USA
94.7%
Other
5.3%
LVDS
USA
91.6%
Other
8.4%
Sectors
SCHV
Financials
19.43%
Information Techn.
16.64%
Industrials
13.63%
Health Care
11.05%
Consumer Staples
8.38%
Other
30.87%
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%
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Diversification
SCHV
Total weight of top 15 holdings out of 15
24.88%
LVDS
Total weight of top 15 holdings out of 15
28.18%
Top 15 holdings
Data as of April 30, 2026
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%
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%
Frequently asked questions about SCHV and LVDS
How have the SCHV and LVDS ETFs performed in 2026?
As of June 18, 2026, SCHV is up 17.3% year-to-date (YTD), while LVDS has returned 16.05%. 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 -$768M in flows, compared to +$2M for LVDS.
Which ETF is bigger: SCHV or LVDS?
As of June 18, 2026, SCHV holds $15.79 B in assets under management (AUM), while LVDS manages $106.36 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, Information Technology and Industrials.
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 552 securities with 24.88% of its assets in the top 15. LVDS has 130 securities and a top 15 weight of 28.18%.
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