Screener
FNDX vs LVDS
Schwab Fundamental U.S. Large Company ETF vs JPMorgan Fundamental Data Science Large Value ETF
Key differences
Both FNDX and LVDS are equity ETFs. FNDX charges 0.25% a year and LVDS 0.30%. The main difference: FNDX follows a index tracking strategy; LVDS uses active selection.
- FNDX follows a index tracking strategy; LVDS uses active selection.
- FNDX 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
| FNDX | LVDS | |
|---|---|---|
| Annual cost (TER) | 0.25% | 0.30% |
| Fund size (AUM) | $25.5B | $103M |
| Since | 2013 | 2003 |
| Dividend yield | 1.45% | 1.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +31.5% | N/A |
| CAGR 3Y | +21.6% | N/A |
| CAGR 5Y | +12.9% | N/A |
| Sharpe 3Y | 1.29 | N/A |
| Volatility 1Y | 10.36% | — |
| Max drawdown | -37.72% | -6.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.