Screener
FNDC vs LVDS
Schwab Fundamental International Small Equity ETF vs JPMorgan Fundamental Data Science Large Value ETF
Key differences
Both FNDC and LVDS are equity ETFs. FNDC charges 0.39% a year and LVDS 0.30%. The main difference: FNDC follows a index tracking strategy; LVDS uses active selection.
- FNDC follows a index tracking strategy; LVDS uses active selection.
- FNDC covers global markets excluding the US; LVDS covers North America.
- LVDS costs 0.09% less per year.
- FNDC 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
| FNDC | LVDS | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.30% |
| Fund size (AUM) | $3.1B | $103M |
| Since | 2013 | 2003 |
| Dividend yield | 3.40% | 1.37% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.0% | N/A |
| CAGR 3Y | +18.0% | N/A |
| CAGR 5Y | +7.0% | N/A |
| Sharpe 3Y | 0.95 | N/A |
| Volatility 1Y | 14.52% | — |
| Max drawdown | -43.22% | -6.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.