Screener
LVDS vs DFUV
JPMorgan Fundamental Data Science Large Value ETF vs Dimensional US Marketwide Value ETF
Key differences
Both LVDS and DFUV are equity ETFs. LVDS charges 0.30% a year and DFUV 0.21%. The main difference: DFUV costs 0.09% less per year.
- DFUV costs 0.09% less per year.
- DFUV is much larger than LVDS. Larger funds are usually more liquid and less likely to close.
- DFUV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LVDS | DFUV | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.21% |
| Fund size (AUM) | $103M | $14.9B |
| Since | 2003 | 1998 |
| Dividend yield | 1.37% | 1.36% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +33.5% |
| CAGR 3Y | N/A | +20.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.10 |
| Volatility 1Y | — | 11.95% |
| Max drawdown | -6.64% | -17.60% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.