DVDN vs. LVDS

Last updated Jun 4, 2026

DVDN (Kingsbarn Dividend Opportunity ETF) and LVDS (JPMorgan Fundamental Data Science Large Value ETF) are both Large Cap Value Equities funds. Both are actively managed. A 0.50 correlation means they provide meaningful diversification when combined. DVDN charges 1.72%/yr vs 0.30%/yr for LVDS.

Performance

DVDN vs. LVDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kingsbarn Dividend Opportunity ETF (DVDN) 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, DVDN achieves a -10.16% return, which is significantly lower than LVDS's 13.56% return.

DVDN

• 1D: -2.46%
• 1M: -6.27%
• YTD: -10.16%
• 6M: -15.05%
• 1Y: -16.64%
• 3Y*: —
• 5Y*: —
• 10Y*: —

LVDS

• 1D: 0.18%
• 1M: 3.85%
• YTD: 13.56%
• 6M: 14.52%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

DVDN vs. LVDS - Yearly Performance Comparison

	2026 (YTD)	2025
DVDN Kingsbarn Dividend Opportunity ETF	-10.16%	-11.05%
LVDS JPMorgan Fundamental Data Science Large Value ETF	13.56%	7.24%

Correlation

The correlation between DVDN and LVDS is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 15, 2025	0.50

DVDN vs. LVDS - Sectors Allocation Comparison

Sectors	DVDN	LVDS
Real Estate	79.5%	4.2%
Financial Services	20.5%	18.3%
Basic Materials	-	1.7%
Communication Services	-	7.5%
Consumer Cyclical	-	8.0%
Consumer Defensive	-	6.5%
Energy	-	6.6%
Healthcare	-	8.6%
Industrials	-	10.2%
Technology	-	15.9%
Utilities	-	4.8%

Return for Risk

DVDN vs. LVDS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DVDN

DVDN Risk / Return Rank: 3
DVDN Sharpe Ratio Rank: 2
DVDN Sortino Ratio Rank: 2
DVDN Omega Ratio Rank: 2
DVDN Calmar Ratio Rank: 3
DVDN Martin Ratio Rank: 3

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DVDN vs. LVDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kingsbarn Dividend Opportunity ETF (DVDN) 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.

	DVDN	LVDS	Difference
Sharpe ratio: Return per unit of total volatility	-0.95	—	—
Sortino ratio: Return per unit of downside risk	-1.24	—	—
Omega ratio: Gain probability vs. loss probability	0.86	—	—
Calmar ratio: Return relative to maximum drawdown	-0.66	—	—
Martin ratio: Return relative to average drawdown	-1.25	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	DVDN	LVDS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.95	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	-0.27	2.39	-2.66

Drawdowns

DVDN vs. LVDS - Drawdown Comparison

The maximum DVDN drawdown since its inception was -34.59%, which is greater than LVDS's maximum drawdown of -6.64%. Use the drawdown chart below to compare losses from any high point for DVDN and LVDS.

Drawdown Indicators

	DVDN	LVDS	Difference
Max Drawdown Largest peak-to-trough decline	-34.59%	-6.64%	-27.95%
Max Drawdown (1Y) Largest decline over 1 year	-25.34%	—	—
Current Drawdown Current decline from peak	-32.07%	0.00%	-32.07%
Average Drawdown Average peak-to-trough decline	-12.64%	-0.98%	-11.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	13.29%	—	—

Volatility

Volatility by Period

	DVDN	LVDS	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.26%	—	—
Volatility (6M) Calculated over the trailing 6-month period	14.35%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.76%	10.43%	+7.33%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	18.83%	10.43%	+8.40%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.83%	10.43%	+8.40%

DVDN vs. LVDS - Expense Ratio Comparison

DVDN has a 1.72% expense ratio, which is higher than LVDS's 0.30% expense ratio.

Dividends

DVDN vs. LVDS - Dividend Comparison

DVDN's dividend yield for the trailing twelve months is around 14.84%, more than LVDS's 7.56% yield.

Position	TTM	2025	2024	2023
DVDN Kingsbarn Dividend Opportunity ETF	14.84%	17.27%	14.43%	2.74%
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.56%	8.25%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DVDN and LVDS in my portfolio?

DVDN and LVDS have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, DVDN 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, DVDN or LVDS?

LVDS is cheaper with a 0.30% expense ratio, compared with 1.72% for DVDN.

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

DVDN has the higher dividend yield at 14.84%, compared with 7.56% for LVDS.

What is the main difference between DVDN and LVDS?

They also come from different issuers: Kingsbarn and JPMorgan. Their fees differ too: 1.72% for DVDN and 0.30% for LVDS.