FLCV vs. LVDS

Last updated Jul 12, 2026

FLCV (Federated Hermes MDT Large Cap Value ETF) and LVDS (JPMorgan Fundamental Data Science Large Value ETF) are both Large Cap Value Equities funds. Both are actively managed. Over the past year, FLCV returned 21.35% vs 27.03% for LVDS. Their correlation of 0.89 suggests significant overlap in exposure. FLCV charges 0.32%/yr vs 0.30%/yr for LVDS.

Performance

FLCV vs. LVDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Federated Hermes MDT Large Cap Value ETF (FLCV) 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, FLCV achieves a 15.35% return, which is significantly lower than LVDS's 18.27% return.

FLCV

• 1D: 0.36%
• 1M: 1.19%
• 6M: 12.26%
• YTD: 15.35%
• 1Y: 21.35%
• 3Y*: —
• 5Y*: —
• 10Y*: —

LVDS

• 1D: 0.26%
• 1M: 2.78%
• 6M: 15.06%
• YTD: 18.27%
• 1Y: 27.03%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

FLCV vs. LVDS - Yearly Performance Comparison

	2026 (YTD)	2025
FLCV Federated Hermes MDT Large Cap Value ETF	15.35%	5.20%
LVDS JPMorgan Fundamental Data Science Large Value ETF	18.27%	7.40%

Correlation

The correlation between FLCV and LVDS is 0.89, 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	0.89

FLCV vs. LVDS - Sectors Allocation Comparison

Sectors	FLCV	LVDS
Technology	20.4%	18.7%
Financial Services	18.5%	18.7%
Healthcare	12.3%	10.1%
Industrials	11.5%	12.1%
Consumer Cyclical	7.5%	8.4%
Communication Services	6.9%	7.5%
Consumer Defensive	5.7%	6.4%
Utilities	5.7%	4.7%
Energy	5.3%	6.6%
Real Estate	2.8%	4.1%
Basic Materials	2.8%	2.7%

Return for Risk

FLCV vs. LVDS — Risk / Return Rank

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

FLCV

FLCV Risk / Return Rank: 75
FLCV Sharpe Ratio Rank: 70
FLCV Sortino Ratio Rank: 71
FLCV Omega Ratio Rank: 66
FLCV Calmar Ratio Rank: 84
FLCV Martin Ratio Rank: 85

LVDS

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

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.

FLCV vs. LVDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Federated Hermes MDT Large Cap Value ETF (FLCV) 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.

	FLCV	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	3.64	—	—
Martin ratio: Return relative to average drawdown	13.53	—	—

Drawdowns

FLCV vs. LVDS - Drawdown Comparison

The maximum FLCV drawdown since its inception was -15.93%, which is greater than LVDS's maximum drawdown of -6.64%. Use the drawdown chart below to compare losses from any high point for FLCV and LVDS.

Drawdown Indicators

	FLCV	LVDS	Difference
Max Drawdown Largest peak-to-trough decline	-15.93%	-6.64%	-9.29%
Max Drawdown (1Y) Largest decline over 1 year	-5.70%	-6.64%	+0.94%
Current Drawdown Current decline from peak	-0.42%	-0.02%	-0.40%
Average Drawdown Average peak-to-trough decline	-1.97%	-0.93%	-1.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.53%	—	—

Volatility

Volatility by Period

	FLCV	LVDS	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.52%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.55%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.59%	10.59%	+1.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.83%	10.59%	+4.24%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.83%	10.59%	+4.24%

FLCV vs. LVDS - Expense Ratio Comparison

FLCV has a 0.32% expense ratio, which is higher than LVDS's 0.30% expense ratio.

Dividends

FLCV vs. LVDS - Dividend Comparison

FLCV's dividend yield for the trailing twelve months is around 0.72%, less than LVDS's 7.61% yield.

Position	TTM	2025	2024
FLCV Federated Hermes MDT Large Cap Value ETF	0.72%	0.83%	0.24%
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.61%	8.25%	0.00%

Frequently Asked Questions

Can I hold both FLCV and LVDS in my portfolio?

FLCV and LVDS have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, FLCV or LVDS?

On 1-year performance, LVDS leads with 27.03% vs 21.35% for FLCV. 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 has performed better, FLCV or LVDS?

Over the 1-year period, LVDS has performed better with a 27.03% return vs 21.35%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, FLCV or LVDS?

LVDS is cheaper with a 0.30% expense ratio, compared with 0.32% for FLCV.

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

LVDS has the higher dividend yield at 7.61%, compared with 0.72% for FLCV.

What is the main difference between FLCV and LVDS?

They also come from different issuers: Federated Hermes and JPMorgan. Their fees differ too: 0.32% for FLCV and 0.30% for LVDS.