BLCV vs. LVDS

Last updated Jun 24, 2026

BLCV (Blackrock Large Cap Value ETF) and LVDS (JPMorgan Fundamental Data Science Large Value ETF) are both Large Cap Value Equities funds. Both are actively managed. Their correlation of 0.90 suggests significant overlap in exposure. BLCV charges 0.55%/yr vs 0.30%/yr for LVDS.

Performance

BLCV vs. LVDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Blackrock Large Cap Value ETF (BLCV) and JPMorgan Fundamental Data Science Large Value ETF (LVDS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BLCV achieves a 6.47% return, which is significantly lower than LVDS's 15.18% return.

BLCV

• 1D: -1.81%
• 1M: 0.18%
• YTD: 6.47%
• 6M: 5.91%
• 1Y: 18.72%
• 3Y*: 18.17%
• 5Y*: —
• 10Y*: —

LVDS

• 1D: -1.20%
• 1M: 2.78%
• YTD: 15.18%
• 6M: 14.56%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

BLCV vs. LVDS - Yearly Performance Comparison

	2026 (YTD)	2025
BLCV Blackrock Large Cap Value ETF	6.47%	8.38%
LVDS JPMorgan Fundamental Data Science Large Value ETF	15.18%	7.40%

Correlation

The correlation between BLCV and LVDS is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 14, 2025	0.90

BLCV vs. LVDS - Sectors Allocation Comparison

Sectors	BLCV	LVDS
Technology	18.3%	18.7%
Financial Services	14.9%	18.7%
Industrials	14.2%	12.1%
Healthcare	11.6%	10.1%
Consumer Cyclical	9.9%	8.4%
Communication Services	9.5%	7.5%
Consumer Defensive	6.1%	6.4%
Energy	6.0%	6.6%
Utilities	4.4%	4.7%
Real Estate	2.7%	4.1%
Basic Materials	2.4%	2.7%

Return for Risk

BLCV vs. LVDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Blackrock Large Cap Value ETF (BLCV) and JPMorgan Fundamental Data Science Large Value ETF (LVDS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BLCV	LVDS	Difference
Sharpe ratio: Return per unit of total volatility	1.79	—	—
Sortino ratio: Return per unit of downside risk	2.59	—	—
Omega ratio: Gain probability vs. loss probability	1.32	—	—
Calmar ratio: Return relative to maximum drawdown	2.11	—	—
Martin ratio: Return relative to average drawdown	8.49	—	—

Drawdowns

BLCV vs. LVDS - Drawdown Comparison

The maximum BLCV drawdown since its inception was -13.44%, which is greater than LVDS's maximum drawdown of -6.64%. Use the drawdown chart below to compare losses from any high point for BLCV and LVDS.

Drawdown Indicators

	BLCV	LVDS	Difference
Max Drawdown Largest peak-to-trough decline	-13.44%	-6.64%	-6.80%
Max Drawdown (1Y) Largest decline over 1 year	-9.92%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-13.44%	—	—
Current Drawdown Current decline from peak	-1.81%	-1.20%	-0.61%
Average Drawdown Average peak-to-trough decline	-2.05%	-0.95%	-1.10%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.46%	—	—

Volatility

Volatility by Period

	BLCV	LVDS	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.36%	—	—
Volatility (6M) Calculated over the trailing 6-month period	9.03%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.65%	10.68%	+0.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.81%	10.68%	+2.13%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.81%	10.68%	+2.13%

BLCV vs. LVDS - Expense Ratio Comparison

BLCV has a 0.55% expense ratio, which is higher than LVDS's 0.30% expense ratio.

Dividends

BLCV vs. LVDS - Dividend Comparison

BLCV has not paid dividends to shareholders, while LVDS's dividend yield for the trailing twelve months is around 7.45%.

Position	TTM	2025	2024	2023
BLCV Blackrock Large Cap Value ETF	1.01%	1.37%	1.63%	1.02%
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.45%	8.25%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BLCV and LVDS in my portfolio?

BLCV and LVDS have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BLCV or LVDS?

On fees, LVDS is cheaper at 0.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BLCV or LVDS?

LVDS is cheaper with a 0.30% expense ratio, compared with 0.55% for BLCV.

Which ETF pays a higher dividend yield, BLCV or LVDS?

LVDS has the higher dividend yield at 7.45%, compared with 1.01% for BLCV.

What is the main difference between BLCV and LVDS?

They also come from different issuers: BlackRock and JPMorgan. Their fees differ too: 0.55% for BLCV and 0.30% for LVDS.