Screener
LVDS vs DFUS
JPMorgan Fundamental Data Science Large Value ETF vs Dimensional U.S. Equity Market ETF
Key differences
Both LVDS and DFUS are equity ETFs. LVDS charges 0.30% a year and DFUS 0.09%. The main difference: DFUS costs 0.21% less per year.
- DFUS costs 0.21% less per year.
- DFUS is much larger than LVDS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| LVDS | DFUS | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.09% |
| Fund size (AUM) | $103M | $20.9B |
| Since | 2003 | 2001 |
| Dividend yield | 1.37% | 0.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +26.6% |
| CAGR 3Y | N/A | +22.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | — | 12.54% |
| Max drawdown | -6.64% | -24.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.