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LCDS vs FNDC

JPMorgan Fundamental Data Science Large Core ETF vs Schwab Fundamental International Small Equity ETF

LCDS

JPMorgan Fundamental Data Science Large Core ETF

Annual cost

0.30%

Fund size

$16M

FNDC

Schwab Fundamental International Small Equity ETF

Annual cost

0.39%

Fund size

$3.1B

Key differences

Both LCDS and FNDC are equity ETFs. LCDS charges 0.30% a year and FNDC 0.39%. The main difference: LCDS covers North America; FNDC covers global markets excluding the US.

  • LCDS covers North America; FNDC covers global markets excluding the US.
  • LCDS costs 0.09% less per year.
  • FNDC is much larger than LCDS. Larger funds are usually more liquid and less likely to close.
  • FNDC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LCDSFNDC
Annual cost (TER)0.30%0.39%
Fund size (AUM)$16M$3.1B
Since20242013
Dividend yield0.88%3.40%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+25.6%+24.0%
CAGR 3YN/A+18.0%
CAGR 5YN/A+7.0%
Sharpe 3YN/A0.95
Volatility 1Y11.92%14.52%
Max drawdown-17.83%-43.22%

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

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