Screener
LCDS vs FNDA
JPMorgan Fundamental Data Science Large Core ETF vs Schwab Fundamental U.S. Small Company ETF
Key differences
Both LCDS and FNDA are equity ETFs. LCDS charges 0.30% a year and FNDA 0.25%. The main difference: LCDS follows a active selection strategy; FNDA uses index tracking.
- LCDS follows a active selection strategy; FNDA uses index tracking.
- FNDA is much larger than LCDS. Larger funds are usually more liquid and less likely to close.
- FNDA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LCDS | FNDA | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.25% |
| Fund size (AUM) | $16M | $8.9B |
| Since | 2024 | 2013 |
| Dividend yield | 0.88% | 1.09% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +25.6% | +30.9% |
| CAGR 3Y | N/A | +17.1% |
| CAGR 5Y | N/A | +6.9% |
| Sharpe 3Y | N/A | 0.72 |
| Volatility 1Y | 11.92% | 17.25% |
| Max drawdown | -17.83% | -44.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.