CGVV vs. LVDS

Last updated Jun 5, 2026

CGVV (Capital Group U.S. Large 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 0.91 suggests significant overlap in exposure. CGVV charges 0.33%/yr vs 0.30%/yr for LVDS.

Performance

CGVV vs. LVDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital Group U.S. Large Value ETF (CGVV) 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, CGVV achieves a 12.58% return, which is significantly lower than LVDS's 14.33% return.

CGVV

• 1D: 0.95%
• 1M: 1.02%
• YTD: 12.58%
• 6M: 12.59%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

LVDS

• 1D: 0.68%
• 1M: 3.71%
• YTD: 14.33%
• 6M: 15.43%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

CGVV vs. LVDS - Yearly Performance Comparison

	2026 (YTD)	2025
CGVV Capital Group U.S. Large Value ETF	12.58%	4.77%
LVDS JPMorgan Fundamental Data Science Large Value ETF	14.33%	7.24%

Correlation

The correlation between CGVV and LVDS is 0.91, 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 15, 2025	0.91

Return for Risk

CGVV vs. LVDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital Group U.S. Large Value ETF (CGVV) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	CGVV	LVDS	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.58	2.47	-0.89

Drawdowns

CGVV vs. LVDS - Drawdown Comparison

The maximum CGVV drawdown since its inception was -10.11%, which is greater than LVDS's maximum drawdown of -6.64%. Use the drawdown chart below to compare losses from any high point for CGVV and LVDS.

Drawdown Indicators

	CGVV	LVDS	Difference
Max Drawdown Largest peak-to-trough decline	-10.11%	-6.64%	-3.47%
Current Drawdown Current decline from peak	-0.16%	0.00%	-0.16%
Average Drawdown Average peak-to-trough decline	-1.65%	-0.97%	-0.68%

Volatility

Volatility by Period

	CGVV	LVDS	Difference
Volatility (1Y) Calculated over the trailing 1-year period	13.51%	10.42%	+3.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.51%	10.42%	+3.09%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.51%	10.42%	+3.09%

CGVV vs. LVDS - Expense Ratio Comparison

CGVV has a 0.33% expense ratio, which is higher than LVDS's 0.30% expense ratio.

Dividends

CGVV vs. LVDS - Dividend Comparison

CGVV's dividend yield for the trailing twelve months is around 0.51%, less than LVDS's 7.51% yield.

Position	TTM	2025
CGVV Capital Group U.S. Large Value ETF	0.51%	0.57%
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.51%	8.25%

Frequently Asked Questions

Can I hold both CGVV and LVDS in my portfolio?

With a correlation of 0.91, CGVV and LVDS move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, CGVV 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, CGVV or LVDS?

LVDS is cheaper with a 0.30% expense ratio, compared with 0.33% for CGVV.

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

LVDS has the higher dividend yield at 7.51%, compared with 0.51% for CGVV.

What is the main difference between CGVV and LVDS?

They also come from different issuers: Capital Group and JPMorgan. Their fees differ too: 0.33% for CGVV and 0.30% for LVDS.