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JUSA vs LVDS

JPMorgan U.S. Research Enhanced Large Cap ETF vs JPMorgan Fundamental Data Science Large Value ETF

JUSA

JPMorgan U.S. Research Enhanced Large Cap ETF

JPMorgan

Annual cost

0.12%

Fund size

$36M

LVDS

JPMorgan Fundamental Data Science Large Value ETF

JPMorgan

Annual cost

0.30%

Fund size

$101M

Key differences

  • JUSA costs 0.18% less per year.
  • JUSA 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

JUSALVDS
Annual cost (TER)0.12%0.30%
Fund size (AUM)$36M$101M
Since20252003
Dividend yield0.85%1.39%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+27.9%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.96%
Max drawdown-14.02%-6.64%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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