Screener
LVDS vs SCHV
JPMorgan Fundamental Data Science Large Value ETF vs Schwab U.S. Large-Cap Value ETF
Key differences
Both LVDS and SCHV are equity ETFs. LVDS charges 0.30% a year and SCHV 0.04%. The main difference: LVDS follows a active selection strategy; SCHV uses index tracking.
- LVDS follows a active selection strategy; SCHV uses index tracking.
- SCHV costs 0.26% less per year.
- SCHV 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 | SCHV | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.04% |
| Fund size (AUM) | $103M | $15.5B |
| Since | 2003 | 2009 |
| Dividend yield | 1.37% | 1.79% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +27.3% |
| CAGR 3Y | N/A | +19.3% |
| CAGR 5Y | N/A | +10.3% |
| Sharpe 3Y | N/A | 1.17 |
| Volatility 1Y | — | 10.81% |
| Max drawdown | -6.64% | -37.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.