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 46 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% | 15.79B | Dec 2009 | LVDS vs SCHV | |
| SPDR Portfolio S&P 500 Value ETF | 0.04% | 35.07B | Sep 2000 | LVDS vs SPYV | |
| Vanguard Value ETF | 0.04% | 245.00B | Jan 2004 | LVDS vs VTV | |
| iShares Core S&P U.S. Value ETF | 0.04% | 26.18B | Jul 2000 | LVDS vs IUSV | |
| iShares Morningstar Value ETF | 0.04% | 1.38B | Jun 2004 | LVDS vs ILCV |
Best Risk-Adjusted Alternatives to LVDS
Among 121 ETFs in the Large Cap Value Equities category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 96 | 14.76B | Apr 2013 | LVDS vs VLUE | |
| SEI Enhanced US Large Cap Value Factor ETF | 92 | 956.28M | May 2022 | LVDS vs SEIV | |
| Invesco Dynamic Large Cap Value ETF | 91 | 1.53B | Mar 2005 | LVDS vs PWV | |
| Avantis U.S. Large Cap Value ETF | 91 | 12.01B | Sep 2021 | LVDS vs AVLV | |
| LSV Disciplined Value ETF | 90 | 617.15M | Dec 2024 | LVDS vs LSVD |
Top Performing LVDS Alternatives (YTD)
LVDS is at 15.18% YTD. There are 25 ETFs in the Large Cap Value Equities category with higher YTD returns, going as high as 45.30%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| iShares MSCI USA Value Factor ETF | 45.30% | 14.76B | Apr 2013 | LVDS vs VLUE | |
| Clough Select Equity ETF | 27.35% | 55.44M | Nov 2020 | LVDS vs CBSE | |
| Eventide High Dividend ETF | 23.11% | 150.61M | Sep 2024 | LVDS vs ELCV | |
| Avantis U.S. Large Cap Value ETF | 20.57% | 12.01B | Sep 2021 | LVDS vs AVLV | |
| Astoria US Equal Weight Quality Kings ETF | 19.29% | 164.26M | Jul 2023 | LVDS vs ROE |
Lowest Volatility Alternatives to LVDS
LVDS has 10.68% 1-year volatility. There are 40 ETFs in the Large Cap Value Equities category with lower 1-year volatility, going as low as 8.95%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Select Value ETF | 8.95% | 141.50M | Jan 2020 | LVDS vs ABEQ | |
| Morgan Dempsey Large Cap Value ETF | 8.95% | 32.39M | Apr 2023 | LVDS vs MDLV | |
| WisdomTree U.S. LargeCap Dividend Fund | 9.03% | 6.12B | Jun 2006 | LVDS vs DLN | |
| Bahl & Gaynor Income Growth ETF | 9.05% | 342.03M | Sep 2023 | LVDS vs BGIG | |
| WisdomTree U.S. Total Dividend Fund | 9.41% | 1.61B | Jun 2006 | LVDS vs DTD |
Lowest Drawdown Alternatives to LVDS
Among 121 ETFs in the Large Cap Value Equities category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -4.05%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Dynamic Large Cap Value ETF | -4.05% | 1.53B | Mar 2005 | LVDS vs PWV | |
| First Trust Morningstar Dividend Leaders Index Fun... | -4.27% | 9.22B | Mar 2006 | LVDS vs FDL | |
| Morgan Dempsey Large Cap Value ETF | -4.27% | 32.39M | Apr 2023 | LVDS vs MDLV | |
| Hartford US Value ETF | -4.93% | 48.54M | Dec 2023 | LVDS vs VMAX | |
| Eventide High Dividend ETF | -5.05% | 150.61M | Sep 2024 | LVDS vs ELCV |
Other ETFs from JPMorgan
The 10 most viewed JPMorgan ETFs shown here include JEPQ, JEPI, JPST and span 12 categories. AUM among these funds goes as high as $44B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Nasdaq Equity Premium Income ETF | Nasdaq-100, Derivative Income | 63 | 7.85% | 40.03B | May 2022 | LVDS vs JEPQ | |
| JPMorgan Equity Premium Income ETF | Dividend, Derivative Income | 27 | 0.91% | 44.26B | May 2020 | LVDS vs JEPI | |
| JPMorgan Ultra-Short Income ETF | Ultrashort Bond | 99 | 1.56% | 39.01B | May 2017 | LVDS vs JPST | |
| JPMorgan Income ETF | Multisector Bonds | 93 | 1.49% | 9.52B | Oct 2021 | LVDS vs JPIE | |
| JPMorgan Hedged Equity Laddered Overlay ETF | Options Trading | 40 | 1.30% | 3.92B | Sep 2023 | LVDS vs HELO | |
| JPMorgan U.S. Quality Factor ETF | Large Cap Blend Equities | 55 | 11.30% | 8.06B | Nov 2017 | LVDS vs JQUA | |
| JPMorgan U.S. Tech Leaders ETF | Technology Equities, Actively Managed | 31 | 16.86% | 4.46B | Oct 2023 | LVDS vs JTEK | |
| JPMorgan U.S. Momentum Factor ETF | Momentum, Large Cap Blend Equities | 76 | 21.70% | 2.51B | Nov 2017 | LVDS vs JMOM | |
| JPMorgan Limited Duration Bond ETF | Short-Term Bond | 89 | 1.08% | 3.82B | Feb 1993 | LVDS vs JPLD | |
| JPMorgan Core Plus Bond ETF | Intermediate Core-Plus Bond | 41 | 0.88% | 13.11B | Jan 2019 | LVDS vs JCPB |
Often Compared With LVDS
Investors most often compare LVDS with DFRA, DHLX, FVAL. 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