Screener
LVDS vs DFAS
JPMorgan Fundamental Data Science Large Value ETF vs Dimensional U.S. Small Cap ETF
Key differences
Both LVDS and DFAS are equity ETFs. LVDS charges 0.30% a year and DFAS 0.26%. The main difference: DFAS is much larger than LVDS. Larger funds are usually more liquid and less likely to close.
- DFAS is much larger than LVDS. Larger funds are usually more liquid and less likely to close.
- DFAS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LVDS | DFAS | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.26% |
| Fund size (AUM) | $103M | $14.4B |
| Since | 2003 | 1998 |
| Dividend yield | 1.37% | 0.92% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +26.7% |
| CAGR 3Y | N/A | +16.7% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.70 |
| Volatility 1Y | — | 16.88% |
| Max drawdown | -6.64% | -26.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.