Screener
LVDS vs FNDX
JPMorgan Fundamental Data Science Large Value ETF vs Schwab Fundamental U.S. Large Company ETF
Key differences
Both LVDS and FNDX are equity ETFs. LVDS charges 0.30% a year and FNDX 0.25%. The main difference: LVDS follows a active selection strategy; FNDX uses index tracking.
- LVDS follows a active selection strategy; FNDX uses index tracking.
- FNDX 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 | FNDX | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.25% |
| Fund size (AUM) | $103M | $25.5B |
| Since | 2003 | 2013 |
| Dividend yield | 1.37% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +31.5% |
| CAGR 3Y | N/A | +21.6% |
| CAGR 5Y | N/A | +12.9% |
| Sharpe 3Y | N/A | 1.29 |
| Volatility 1Y | — | 10.36% |
| Max drawdown | -6.64% | -37.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.