KVLE vs. LVDS

Last updated Jun 4, 2026

KVLE (KFA Value Liner Dynamic Core Equity Index ETF) and LVDS (JPMorgan Fundamental Data Science Large Value ETF) are both Large Cap Value Equities funds. KVLE is passively managed, while LVDS is actively managed. Their correlation of 0.81 suggests significant overlap in exposure. KVLE charges 0.56%/yr vs 0.30%/yr for LVDS.

Performance

KVLE vs. LVDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in KFA Value Liner Dynamic Core Equity Index ETF (KVLE) 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, KVLE achieves a 10.22% return, which is significantly lower than LVDS's 13.56% return.

KVLE

• 1D: -0.91%
• 1M: 4.69%
• YTD: 10.22%
• 6M: 9.55%
• 1Y: 18.85%
• 3Y*: 14.93%
• 5Y*: 9.67%
• 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)

KVLE vs. LVDS - Yearly Performance Comparison

	2026 (YTD)	2025
KVLE KFA Value Liner Dynamic Core Equity Index ETF	10.22%	3.79%
LVDS JPMorgan Fundamental Data Science Large Value ETF	13.56%	7.24%

Correlation

The correlation between KVLE and LVDS is 0.81, 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	0.81

KVLE vs. LVDS - Sectors Allocation Comparison

Sectors	KVLE	LVDS
Technology	27.0%	15.9%
Industrials	12.6%	10.2%
Financial Services	12.2%	18.3%
Real Estate	12.0%	4.2%
Healthcare	9.3%	8.6%
Consumer Cyclical	9.2%	8.0%
Consumer Defensive	6.8%	6.5%
Energy	4.6%	6.6%
Communication Services	3.9%	7.5%
Basic Materials	1.3%	1.7%
Utilities	0.7%	4.8%

Return for Risk

KVLE vs. LVDS — Risk / Return Rank

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

KVLE

KVLE Risk / Return Rank: 47
KVLE Sharpe Ratio Rank: 50
KVLE Sortino Ratio Rank: 51
KVLE Omega Ratio Rank: 49
KVLE Calmar Ratio Rank: 40
KVLE Martin Ratio Rank: 46

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.

KVLE vs. LVDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KFA Value Liner Dynamic Core Equity Index ETF (KVLE) 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.

	KVLE	LVDS	Difference
Sharpe ratio: Return per unit of total volatility	1.72	—	—
Sortino ratio: Return per unit of downside risk	2.45	—	—
Omega ratio: Gain probability vs. loss probability	1.31	—	—
Calmar ratio: Return relative to maximum drawdown	1.97	—	—
Martin ratio: Return relative to average drawdown	7.57	—	—
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

	KVLE	LVDS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.72	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.67	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.88	2.39	-1.51

Drawdowns

KVLE vs. LVDS - Drawdown Comparison

The maximum KVLE drawdown since its inception was -18.38%, which is greater than LVDS's maximum drawdown of -6.64%. Use the drawdown chart below to compare losses from any high point for KVLE and LVDS.

Drawdown Indicators

	KVLE	LVDS	Difference
Max Drawdown Largest peak-to-trough decline	-18.38%	-6.64%	-11.74%
Max Drawdown (1Y) Largest decline over 1 year	-9.59%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-16.39%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-18.38%	—	—
Current Drawdown Current decline from peak	-0.91%	0.00%	-0.91%
Average Drawdown Average peak-to-trough decline	-3.21%	-0.98%	-2.23%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.50%	—	—

Volatility

Volatility by Period

	KVLE	LVDS	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.64%	—	—
Volatility (6M) Calculated over the trailing 6-month period	8.35%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	11.04%	10.43%	+0.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.51%	10.43%	+4.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	14.33%	10.43%	+3.90%

KVLE vs. LVDS - Expense Ratio Comparison

KVLE has a 0.56% expense ratio, which is higher than LVDS's 0.30% expense ratio.

Dividends

KVLE vs. LVDS - Dividend Comparison

KVLE's dividend yield for the trailing twelve months is around 7.30%, less than LVDS's 7.56% yield.

Position	TTM	2025	2024	2023	2022	2021	2020
KVLE KFA Value Liner Dynamic Core Equity Index ETF	7.30%	7.90%	7.99%	2.53%	5.78%	9.51%	0.35%
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.56%	8.25%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both KVLE and LVDS in my portfolio?

KVLE and LVDS have a correlation of 0.81, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, KVLE 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, KVLE or LVDS?

LVDS is cheaper with a 0.30% expense ratio, compared with 0.56% for KVLE.

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

LVDS has the higher dividend yield at 7.56%, compared with 7.30% for KVLE.

What is the main difference between KVLE and LVDS?

They also come from different issuers: CICC and JPMorgan. Their fees differ too: 0.56% for KVLE and 0.30% for LVDS.