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SCHX vs LCDS

Schwab U.S. Large-Cap ETF vs JPMorgan Fundamental Data Science Large Core ETF

SCHX

Schwab U.S. Large-Cap ETF

Annual cost

0.03%

Fund size

$72.6B

LCDS

JPMorgan Fundamental Data Science Large Core ETF

Annual cost

0.30%

Fund size

$16M

Key differences

Both SCHX and LCDS are equity ETFs. SCHX charges 0.03% a year and LCDS 0.30%. The main difference: SCHX costs 0.27% less per year.

  • SCHX costs 0.27% less per year.
  • SCHX is much larger than LCDS. Larger funds are usually more liquid and less likely to close.
  • SCHX has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCHXLCDS
Annual cost (TER)0.03%0.30%
Fund size (AUM)$72.6B$16M
Since20092024
Dividend yield1.00%0.88%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+25.5%+25.6%
CAGR 3Y+22.2%N/A
CAGR 5Y+13.0%N/A
Sharpe 3Y1.17N/A
Volatility 1Y12.28%11.92%
Max drawdown-34.33%-17.83%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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