DVND vs. LVDS

Last updated Jun 5, 2026

DVND (Touchstone Dividend Select 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. DVND charges 0.68%/yr vs 0.30%/yr for LVDS.

Performance

DVND vs. LVDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Touchstone Dividend Select ETF (DVND) 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, DVND achieves a 10.56% return, which is significantly lower than LVDS's 14.33% return.

DVND

• 1D: 0.43%
• 1M: 3.87%
• YTD: 10.56%
• 6M: 11.03%
• 1Y: 24.15%
• 3Y*: 16.99%
• 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)

DVND vs. LVDS - Yearly Performance Comparison

	2026 (YTD)	2025
DVND Touchstone Dividend Select ETF	10.56%	5.15%
LVDS JPMorgan Fundamental Data Science Large Value ETF	14.33%	7.24%

Correlation

The correlation between DVND 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

DVND vs. LVDS - Sectors Allocation Comparison

Sectors	DVND	LVDS
Technology	23.8%	15.9%
Financial Services	14.5%	18.3%
Healthcare	11.7%	8.6%
Industrials	9.5%	10.2%
Communication Services	9.3%	7.5%
Consumer Defensive	8.3%	6.5%
Consumer Cyclical	7.7%	8.0%
Energy	5.0%	6.6%
Basic Materials	4.4%	1.7%
Utilities	3.3%	4.8%
Real Estate	2.4%	4.2%

Return for Risk

DVND vs. LVDS — Risk / Return Rank

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

DVND

DVND Risk / Return Rank: 73
DVND Sharpe Ratio Rank: 78
DVND Sortino Ratio Rank: 80
DVND Omega Ratio Rank: 77
DVND Calmar Ratio Rank: 64
DVND Martin Ratio Rank: 65

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.

DVND vs. LVDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Touchstone Dividend Select ETF (DVND) 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.

	DVND	LVDS	Difference
Sharpe ratio: Return per unit of total volatility	2.47	—	—
Sortino ratio: Return per unit of downside risk	3.52	—	—
Omega ratio: Gain probability vs. loss probability	1.45	—	—
Calmar ratio: Return relative to maximum drawdown	3.11	—	—
Martin ratio: Return relative to average drawdown	11.77	—	—
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

	DVND	LVDS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.47	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.06	2.47	-1.41

Drawdowns

DVND vs. LVDS - Drawdown Comparison

The maximum DVND drawdown since its inception was -14.83%, which is greater than LVDS's maximum drawdown of -6.64%. Use the drawdown chart below to compare losses from any high point for DVND and LVDS.

Drawdown Indicators

	DVND	LVDS	Difference
Max Drawdown Largest peak-to-trough decline	-14.83%	-6.64%	-8.19%
Max Drawdown (1Y) Largest decline over 1 year	-7.80%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-14.64%	—	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	-2.45%	-0.97%	-1.48%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.06%	—	—

Volatility

Volatility by Period

	DVND	LVDS	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.50%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.33%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	9.82%	10.42%	-0.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.36%	10.42%	+2.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.36%	10.42%	+2.94%

DVND vs. LVDS - Expense Ratio Comparison

DVND has a 0.68% expense ratio, which is higher than LVDS's 0.30% expense ratio.

Dividends

DVND vs. LVDS - Dividend Comparison

DVND's dividend yield for the trailing twelve months is around 1.80%, less than LVDS's 7.51% yield.

Position	TTM	2025	2024	2023	2022
DVND Touchstone Dividend Select ETF	1.80%	1.93%	2.06%	2.05%	0.71%
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.51%	8.25%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DVND and LVDS in my portfolio?

With a correlation of 0.91, DVND 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, DVND 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, DVND or LVDS?

LVDS is cheaper with a 0.30% expense ratio, compared with 0.68% for DVND.

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

LVDS has the higher dividend yield at 7.51%, compared with 1.80% for DVND.

What is the main difference between DVND and LVDS?

They also come from different issuers: Touchstone and JPMorgan. Their fees differ too: 0.68% for DVND and 0.30% for LVDS.