Screener
LVDS vs JVAL
JPMorgan Fundamental Data Science Large Value ETF vs JPMorgan U.S. Value Factor ETF
Key differences
Both LVDS and JVAL are equity ETFs. LVDS charges 0.30% a year and JVAL 0.12%. The main difference: LVDS follows a active selection strategy; JVAL uses index tracking.
- LVDS follows a active selection strategy; JVAL uses index tracking.
- JVAL costs 0.18% less per year.
- JVAL 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 | JVAL | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.12% |
| Fund size (AUM) | $103M | $793M |
| Since | 2003 | 2017 |
| Dividend yield | 1.37% | 1.75% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +37.2% |
| CAGR 3Y | N/A | +22.0% |
| CAGR 5Y | N/A | +11.9% |
| Sharpe 3Y | N/A | 1.11 |
| Volatility 1Y | — | 14.13% |
| Max drawdown | -6.64% | -40.42% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.