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LVDS vs DXUV

JPMorgan Fundamental Data Science Large Value ETF vs Dimensional US Vector Equity ETF

LVDS

JPMorgan Fundamental Data Science Large Value ETF

Annual cost

0.30%

Fund size

$103M

DXUV

Dimensional US Vector Equity ETF

Annual cost

0.25%

Fund size

$422M

Key differences

Both LVDS and DXUV are equity ETFs. LVDS charges 0.30% a year and DXUV 0.25%. The main difference: DXUV is much larger than LVDS. Larger funds are usually more liquid and less likely to close.

  • DXUV 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

LVDSDXUV
Annual cost (TER)0.30%0.25%
Fund size (AUM)$103M$422M
Since20032024
Dividend yield1.37%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+25.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y12.90%
Max drawdown-6.64%-21.08%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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