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CGVV vs LVDS

Capital Group U.S. Large Value ETF vs JPMorgan Fundamental Data Science Large Value ETF

CGVV

Capital Group U.S. Large Value ETF

Annual cost

0.33%

Fund size

$137M

LVDS

JPMorgan Fundamental Data Science Large Value ETF

Annual cost

0.30%

Fund size

$103M

Key differences

Both CGVV and LVDS are equity ETFs. CGVV charges 0.33% a year and LVDS 0.30%. The main difference: CGVV follows a index tracking strategy; LVDS uses active selection.

  • CGVV follows a index tracking strategy; LVDS uses active selection.
  • LVDS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CGVVLVDS
Annual cost (TER)0.33%0.30%
Fund size (AUM)$137M$103M
Since20252003
Dividend yield1.37%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/AN/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y
Max drawdown-10.11%-6.64%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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