SFTYvsLCDSETF Comparison
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Horizon Managed Risk ETF (SFTY) belongs to the Multi-Asset: Other segment. JPMorgan Fundamental Data Science Large Core ETF (LCDS) is part of the US Large Cap segment. Both ETFs have the same top 3 sector exposures: Technology, Finance and Consumer Non-Cyclicals. SFTY is more expensive with a Total Expense Ratio (TER) of 0.77%, versus 0.3% for LCDS. SFTY is up 8.87% year-to-date (YTD) with +$132M in YTD flows. LCDS performs better with 9.76% YTD performance, and +$34K in YTD flows. Run a side-by-side ETF comparison of SFTY and LCDS 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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SFTY vs LCDS performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | SFTY LCDS | +0.58%+0.98% | +4.44%+5.01% | +8.87%+9.76% | +19.35%+19.85% | n/an/a | n/an/a |
| Flows | SFTY LCDS | +$33M+$34K | +$120M+$34K | +$132M+$34K | +$441M-$4K | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | SFTY LCDS | +11.75%+12.11% | +11.91%+12.26% | n/an/a | n/an/a |
| Max drawdown | SFTY LCDS | -3.88%-4.20% | -8.68%-8.97% | n/an/a | n/an/a |
| Max drawdown duration | SFTY LCDS | 37d42d | 77d76d | n/an/a | n/an/a |
Trading data
SFTY | LCDS | |
Last sale 7/17/2026 at 1:30 PM | $30.67 | $71.47 |
| Previous close 07/16/2026 | $30.96 | $72.02 |
| Consolidated volume 07/16/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/17/2026 at 1:30 PM
Live
Closed
SFTY | LCDS | |
|---|---|---|
| Last price | $30.67 | $71.47 |
| 1D performance | -0.94% | -0.77% |
| AuM | $501.92 M | $16.07 M |
| E/R | 0.77% | 0.3% |
Characteristics
SFTY | LCDS | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Horizon Investments | J.P. Morgan Asset Management |
| Benchmark | - | - |
| N° of holdings | 163 | 111 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 25, 2025 | August 7, 2024 |
| ESG | No | No |
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Exposure
Countries
SFTY
USA
89.94%
Other
10.06%
LCDS
USA
96.34%
Other
3.66%
Sectors
SFTY
Technology
42.09%
Finance
12.2%
Consumer Non-Cycl.
9.42%
Healthcare
8.59%
Other
27.7%
LCDS
Technology
46.4%
Finance
13.36%
Consumer Non-Cycl.
9.75%
Healthcare
8.52%
Industrials
7.67%
Other
14.3%
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Diversification
SFTY
Total weight of top 15 holdings out of 15
49.54%
LCDS
Total weight of top 15 holdings out of 15
51.98%
Top 15 holdings
Data as of May 31, 2026
SFTY
NVIDIA Corp.
6.71%
US53656G4982
6.67%
Apple, Inc.
6.36%
Alphabet, Inc.
6.21%
Microsoft Corp.
4.51%
Broadcom Inc.
3.26%
Berkshire Hathaway, Inc.
2.51%
Micron Technology, Inc.
2.21%
Amazon.com, Inc.
2.02%
Eli Lilly & Co.
1.88%
Meta Platforms, Inc.
1.77%
Advanced Micro Devices, Inc.
1.58%
Exxon Mobil Corp.
1.40%
Johnson & Johnson
1.33%
Walmart, Inc.
1.12%
LCDS
NVIDIA Corp.
8.86%
Apple, Inc.
7.19%
Alphabet, Inc.
5.78%
Microsoft Corp.
5.54%
Amazon.com, Inc.
4.72%
Micron Technology, Inc.
3.07%
Broadcom Inc.
2.90%
Meta Platforms, Inc.
2.73%
Wells Fargo & Co.
1.98%
Exxon Mobil Corp.
1.76%
Seagate Technology Holdings Plc
1.71%
Tesla, Inc.
1.62%
Mastercard, Inc.
1.51%
Eli Lilly & Co.
1.32%
Lam Research Corp.
1.29%
Frequently asked questions about SFTY and LCDS
How have the SFTY and LCDS ETFs performed in 2026?
As of July 17, 2026, SFTY is up 8.87% year-to-date (YTD), while LCDS has returned 9.76%. That puts LCDS better performer ahead so far this year.
Which ETF is attracting more investor money: SFTY or LCDS?
Year-to-date, the SFTY ETF saw +$132M in flows, compared to +$34K for LCDS.
Which ETF is more volatile: SFTY or LCDS?
Over the past year, SFTY had a volatility of 11.91%, while LCDS experienced 12.26%.
Which ETF is bigger: SFTY or LCDS?
As of July 17, 2026, SFTY holds $501.92 M in assets under management (AUM), while LCDS manages $16.07 M.
What sectors do the SFTY and LCDS ETFs invest in?
SFTY leans toward sectors like Technology, Finance and Consumer Non-Cyclicals. Meanwhile, LCDS focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the SFTY ETF and LCDS ETF?
SFTY top holdings include NVIDIA Corp., US53656G4982 and Apple, Inc.. LCDS holds in its top three: NVIDIA Corp., Apple, Inc. and Alphabet, Inc..
Which ETF is more diversified: SFTY or LCDS?
SFTY holds 163 securities with 49.54% of its assets in the top 15. LCDS has 111 securities and a top 15 weight of 51.98%.
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