Screener
LVDS vs MCDS
JPMorgan Fundamental Data Science Large Value ETF vs JPMorgan Fundamental Data Science Mid Core ETF
Key differences
- LVDS is significantly larger than MCDS — larger funds tend to be more liquid and less likely to close.
- LVDS follows a active selection strategy; MCDS uses index tracking.
- LVDS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| LVDS | MCDS | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.35% |
| Fund size (AUM) | $101M | $8M |
| Since | 2003 | 2024 |
| Dividend yield | 1.39% | 1.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +20.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 13.36% |
| Max drawdown | -6.64% | -20.53% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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