Screener
LCDS vs SCHX
JPMorgan Fundamental Data Science Large Core ETF vs Schwab U.S. Large-Cap ETF
Key differences
Both LCDS and SCHX are equity ETFs. LCDS charges 0.30% a year and SCHX 0.03%. The main difference: SCHX costs 0.27% less per year.
- SCHX costs 0.27% less per year.
- SCHX is much larger than LCDS. Larger funds are usually more liquid and less likely to close.
- SCHX has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LCDS | SCHX | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.03% |
| Fund size (AUM) | $16M | $72.6B |
| Since | 2024 | 2009 |
| Dividend yield | 0.88% | 1.00% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +24.8% | +24.5% |
| CAGR 3Y | N/A | +22.5% |
| CAGR 5Y | N/A | +12.9% |
| Sharpe 3Y | N/A | 1.19 |
| Volatility 1Y | 11.93% | 12.29% |
| Max drawdown | -17.83% | -34.33% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.