Screener
LVDS vs DFSV
JPMorgan Fundamental Data Science Large Value ETF vs Dimensional US Small Cap Value ETF
Key differences
Both LVDS and DFSV are equity ETFs. LVDS charges 0.30% a year and DFSV 0.30%. The main difference: DFSV is much larger than LVDS. Larger funds are usually more liquid and less likely to close.
- DFSV 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
| LVDS | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.30% |
| Fund size (AUM) | $103M | $7.6B |
| Since | 2003 | 2022 |
| Dividend yield | 1.37% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +34.5% |
| CAGR 3Y | N/A | +18.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.76 |
| Volatility 1Y | — | 17.62% |
| Max drawdown | -6.64% | -28.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.