Screener
BKLC vs LVDS
BNY Mellon US Large Cap Core Equity ETF vs JPMorgan Fundamental Data Science Large Value ETF
Key differences
Both BKLC and LVDS are equity ETFs. BKLC charges 0.00% a year and LVDS 0.30%. The main difference: BKLC follows a index tracking strategy; LVDS uses active selection.
- BKLC follows a index tracking strategy; LVDS uses active selection.
- BKLC costs 0.30% less per year.
- BKLC is much larger than LVDS. Larger funds are usually more liquid and less likely to close.
- LVDS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BKLC | LVDS | |
|---|---|---|
| Annual cost (TER) | 0.00% | 0.30% |
| Fund size (AUM) | $5.4B | $103M |
| Since | 2020 | 2003 |
| Dividend yield | 1.01% | 1.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.0% | N/A |
| CAGR 3Y | +23.3% | N/A |
| CAGR 5Y | +13.9% | N/A |
| Sharpe 3Y | 1.23 | N/A |
| Volatility 1Y | 12.44% | — |
| Max drawdown | -26.14% | -6.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.