Screener
LVDS vs FNDF
JPMorgan Fundamental Data Science Large Value ETF vs Schwab Fundamental International Equity ETF
Key differences
Both LVDS and FNDF are equity ETFs. LVDS charges 0.30% a year and FNDF 0.25%. The main difference: LVDS follows a active selection strategy; FNDF uses index tracking.
- LVDS follows a active selection strategy; FNDF uses index tracking.
- LVDS covers North America; FNDF covers global markets excluding the US.
- FNDF 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 | FNDF | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.25% |
| Fund size (AUM) | $103M | $24.6B |
| Since | 2003 | 2013 |
| Dividend yield | 1.37% | 2.85% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +38.4% |
| CAGR 3Y | N/A | +23.8% |
| CAGR 5Y | N/A | +12.8% |
| Sharpe 3Y | N/A | 1.26 |
| Volatility 1Y | — | 15.55% |
| Max drawdown | -6.64% | -40.14% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.