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LVDS vs DCOR

JPMorgan Fundamental Data Science Large Value ETF vs Dimensional US Core Equity 1 ETF

LVDS

JPMorgan Fundamental Data Science Large Value ETF

Annual cost

0.30%

Fund size

$103M

DCOR

Dimensional US Core Equity 1 ETF

Annual cost

0.14%

Fund size

$3.1B

Key differences

LVDS is an equity ETF, while DCOR is an alternative ETF. LVDS charges 0.30% a year and DCOR 0.14%.

  • LVDS is an equity fund, while DCOR is an alternative fund. They carry different risk/return profiles.
  • LVDS follows a active selection strategy; DCOR uses multi strategy.
  • DCOR costs 0.16% less per year.
  • DCOR is much larger than LVDS. Larger funds are usually more liquid and less likely to close.
  • LVDS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

LVDSDCOR
Annual cost (TER)0.30%0.14%
Fund size (AUM)$103M$3.1B
Since20032023
Dividend yield1.37%0.91%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1YN/A+26.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.09%
Max drawdown-6.64%-19.10%

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

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