JPMorgan Fundamental Data Science Large Value ETF (LVDS) belongs to the Large Cap Value Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with LVDS. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LVDS
LVDS charges 0.30% annually. There are 42 ETFs in the Large Cap Value Equities category with lower expense ratios, going as low as 0.04%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF | 0.04% | 15.54B | Dec 2009 | LVDS vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.22B | Sep 2000 | LVDS vs SPYV | |
| Vanguard Value ETF | 0.04% | 238.00B | Jan 2004 | LVDS vs VTV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.12B | Jul 2000 | LVDS vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.27B | Jun 2004 | LVDS vs ILCV |
Best Risk-Adjusted Alternatives to LVDS
Among 117 ETFs in the Large Cap Value Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 97 | 15.87B | Apr 2013 | LVDS vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 93 | 956.28M | May 2022 | LVDS vs SEIV | |
| LSV Disciplined Value ETF | 92 | 617.15M | Dec 2024 | LVDS vs LSVD | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | LVDS vs AVLV | |
| Schwab Fundamental U.S. Large Company Index ETF | 90 | 25.47B | Aug 2013 | LVDS vs FNDX |
Top Performing LVDS Alternatives (YTD)
LVDS is at 13.56% YTD. There are 30 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 49.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares Edge MSCI USA Value Factor ETF | 49.00% | 15.87B | Apr 2013 | LVDS vs VLUE | |
| Clough Select Equity ETF | 32.18% | 52.30M | Nov 2020 | LVDS vs CBSE | |
| Eventide High Dividend ETF | 21.38% | 150.61M | Sep 2024 | LVDS vs ELCV | |
| Schwab Fundamental International Equity ETF | 21.21% | 24.55B | Aug 2013 | LVDS vs FNDF | |
| Astoria US Equal Weight Quality Kings ETF | 20.98% | 164.26M | Jul 2023 | LVDS vs ROE |
Lowest Volatility Alternatives to LVDS
LVDS has 10.43% 1-year volatility. There are 36 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Morgan Dempsey Large Cap Value ETF | 8.76% | 32.39M | Apr 2023 | LVDS vs MDLV | |
| CornerCap Fundametrics Large-Cap ETF FUNL | 8.82% | 212.00M | Aug 2020 | LVDS vs FUNL | |
| Absolute Select Value ETF | 8.91% | 140.50M | Jan 2020 | LVDS vs ABEQ | |
| Bahl & Gaynor Income Growth ETF | 9.00% | 342.03M | Sep 2023 | LVDS vs BGIG | |
| Opal Dividend Income ETF | 9.28% | 247.48M | Jan 2021 | LVDS vs DIVZ |
Lowest Drawdown Alternatives to LVDS
Among 117 ETFs in the Large Cap Value Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -3.83%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| CornerCap Fundametrics Large-Cap ETF FUNL | -3.83% | 212.00M | Aug 2020 | LVDS vs FUNL | |
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.50B | Mar 2005 | LVDS vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 7.39B | Mar 2006 | LVDS vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | LVDS vs MDLV | |
| Pacer Global Cash Cows Dividend ETF | -4.77% | 3.35B | Feb 2016 | LVDS vs GCOW |
Other ETFs from JPMorgan
The 10 most viewed JPMorgan ETFs shown here include JEPQ, JEPI, JPST and span 11 categories. AUM among these funds goes as high as $45B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Nasdaq Equity Premium Income ETF | Nasdaq-100, Derivative Income | 74 | 9.54% | 39.63B | May 2022 | LVDS vs JEPQ | |
| JPMorgan Equity Premium Income ETF | Dividend, Derivative Income | 26 | 0.15% | 44.59B | May 2020 | LVDS vs JEPI | |
| JPMorgan Ultra-Short Income ETF | Ultrashort Bond | 99 | 1.40% | 38.40B | May 2017 | LVDS vs JPST | |
| JPMorgan Income ETF | Multisector Bonds | 93 | 1.43% | 9.10B | Oct 2021 | LVDS vs JPIE | |
| JPMorgan Hedged Equity Laddered Overlay ETF | Options Trading | 50 | 2.31% | 4.13B | Sep 2023 | LVDS vs HELO | |
| JPMorgan U.S. Quality Factor ETF | Large Cap Growth Equities | 63 | 14.28% | 8.13B | Nov 2017 | LVDS vs JQUA | |
| JPMorgan U.S. Tech Leaders ETF | Technology Equities | 40 | 22.19% | 4.26B | Oct 2023 | LVDS vs JTEK | |
| J P Morgan Exchange-Traded Fund Trust - Limited Du... | Short-Term Bond | 91 | 1.04% | 3.83B | Feb 1993 | LVDS vs JPLD | |
| JPMorgan U.S. Momentum Factor ETF | Momentum, Large Cap Growth Equities | 81 | 22.79% | 2.40B | Nov 2017 | LVDS vs JMOM | |
| JPMorgan Core Plus Bond ETF | Intermediate Core-Plus Bond | 45 | 0.58% | 12.44B | Jan 2019 | LVDS vs JCPB |
Often Compared With LVDS
Investors most often compare LVDS with FVAL, DFRA, DHLX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare LVDS with Any Fund or Stock
Compare LVDS with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LVDS with funds that move differently
JPMorgan Fundamental Data Science Large Value ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LVDS.
Explore LVDS Diversifiers