Screener
LVDS vs DFVX
JPMorgan Fundamental Data Science Large Value ETF vs Dimensional US Large Cap Vector ETF
Key differences
Both LVDS and DFVX are equity ETFs. LVDS charges 0.30% a year and DFVX 0.19%. The main difference: DFVX costs 0.11% less per year.
- DFVX costs 0.11% less per year.
- DFVX 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 | DFVX | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.19% |
| Fund size (AUM) | $103M | $517M |
| Since | 2003 | 2023 |
| Dividend yield | 1.37% | 1.16% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | N/A | +23.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 10.99% |
| Max drawdown | -6.64% | -16.71% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.