Screener
CGUS vs LVDS
Capital Group Core Equity ETF vs JPMorgan Fundamental Data Science Large Value ETF
Key differences
Both CGUS and LVDS are equity ETFs. CGUS charges 0.33% a year and LVDS 0.30%. The main difference: CGUS is much larger than LVDS. Larger funds are usually more liquid and less likely to close.
- CGUS 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
| CGUS | LVDS | |
|---|---|---|
| Annual cost (TER) | 0.33% | 0.30% |
| Fund size (AUM) | $10.8B | $103M |
| Since | 2022 | 2003 |
| Dividend yield | 0.87% | 1.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +22.4% | N/A |
| CAGR 3Y | +22.3% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.22 | N/A |
| Volatility 1Y | 12.64% | — |
| Max drawdown | -22.15% | -6.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.