Screener
LVDS vs CGVV
JPMorgan Fundamental Data Science Large Value ETF vs Capital Group U.S. Large Value ETF
Key differences
Both LVDS and CGVV are equity ETFs. LVDS charges 0.30% a year and CGVV 0.33%. The main difference: LVDS follows a active selection strategy; CGVV uses index tracking.
- LVDS follows a active selection strategy; CGVV uses index tracking.
- LVDS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LVDS | CGVV | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.33% |
| Fund size (AUM) | $103M | $137M |
| Since | 2003 | 2025 |
| Dividend yield | 1.37% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | — |
| Max drawdown | -6.64% | -10.11% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.