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LVDS vs NBCR
JPMorgan Fundamental Data Science Large Value ETF vs Neuberger Core Equity ETF
Key differences
Both LVDS and NBCR are equity ETFs. LVDS charges 0.30% a year and NBCR 0.29%. The main difference: LVDS follows a active selection strategy; NBCR uses index tracking.
- LVDS follows a active selection strategy; NBCR uses index tracking.
- NBCR 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 | NBCR | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.29% |
| Fund size (AUM) | $103M | $886M |
| Since | 2003 | 2024 |
| Dividend yield | 1.37% | 0.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +20.5% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 11.75% |
| Max drawdown | -6.64% | -18.23% |
Similar to LVDS and NBCR
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