Screener
SCHX vs LVDS
Schwab U.S. Large-Cap ETF vs JPMorgan Fundamental Data Science Large Value ETF
Key differences
Both SCHX and LVDS are equity ETFs. SCHX charges 0.03% a year and LVDS 0.30%. The main difference: SCHX follows a index tracking strategy; LVDS uses active selection.
- SCHX follows a index tracking strategy; LVDS uses active selection.
- SCHX costs 0.27% less per year.
- SCHX 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
| SCHX | LVDS | |
|---|---|---|
| Annual cost (TER) | 0.03% | 0.30% |
| Fund size (AUM) | $72.6B | $103M |
| Since | 2009 | 2003 |
| Dividend yield | 1.00% | 1.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +25.5% | N/A |
| CAGR 3Y | +22.2% | N/A |
| CAGR 5Y | +13.0% | N/A |
| Sharpe 3Y | 1.17 | N/A |
| Volatility 1Y | 12.28% | — |
| Max drawdown | -34.33% | -6.64% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.