LCDS vs. TEXN
LCDS (JPMorgan Fundamental Data Science Large Core ETF) and TEXN (iShares Texas Equity ETF) are both Large Cap Blend Equities funds. LCDS is actively managed, while TEXN is passively managed. A 0.57 correlation means they provide meaningful diversification when combined. LCDS charges 0.30%/yr vs 0.20%/yr for TEXN.
Performance
LCDS vs. TEXN - Performance Comparison
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Returns By Period
In the year-to-date period, LCDS achieves a 9.30% return, which is significantly lower than TEXN's 21.67% return.
LCDS
- 1D
- -0.38%
- 1M
- 0.59%
- YTD
- 9.30%
- 6M
- 8.97%
- 1Y
- 26.03%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
TEXN
- 1D
- 0.91%
- 1M
- -0.97%
- YTD
- 21.67%
- 6M
- 20.12%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
LCDS vs. TEXN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
LCDS JPMorgan Fundamental Data Science Large Core ETF | 9.30% | 14.25% |
TEXN iShares Texas Equity ETF | 21.67% | 8.33% |
Correlation
The correlation between LCDS and TEXN is 0.57, 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 Jun 24, 2025 | 0.57 |
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Return for Risk
LCDS vs. TEXN — Risk / Return Rank
LCDS
TEXN
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
LCDS vs. TEXN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for JPMorgan Fundamental Data Science Large Core ETF (LCDS) and iShares Texas Equity ETF (TEXN). 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.
| LCDS | TEXN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.39 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.89 | — | — |
| Martin ratioReturn relative to average drawdown | 12.70 | — | — |
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Drawdowns
LCDS vs. TEXN - Drawdown Comparison
The maximum LCDS drawdown since its inception was -18.39%, which is greater than TEXN's maximum drawdown of -6.34%. Use the drawdown chart below to compare losses from any high point for LCDS and TEXN.
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Drawdown Indicators
| LCDS | TEXN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.39% | -6.34% | -12.05% |
Max Drawdown (1Y)Largest decline over 1 year | -9.03% | — | — |
Current DrawdownCurrent decline from peak | -1.54% | -3.62% | +2.08% |
Average DrawdownAverage peak-to-trough decline | -2.18% | -1.23% | -0.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.06% | — | — |
Volatility
LCDS vs. TEXN - Volatility Comparison
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Volatility by Period
| LCDS | TEXN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 9.57% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 12.18% | 14.46% | -2.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.28% | 14.46% | +1.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.28% | 14.46% | +1.82% |
LCDS vs. TEXN - Expense Ratio Comparison
LCDS has a 0.30% expense ratio, which is higher than TEXN's 0.20% expense ratio.
Dividends
LCDS vs. TEXN - Dividend Comparison
LCDS's dividend yield for the trailing twelve months is around 0.89%, less than TEXN's 1.38% yield.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
LCDS JPMorgan Fundamental Data Science Large Core ETF | 0.89% | 0.92% | 0.48% |
TEXN iShares Texas Equity ETF | 1.38% | 0.86% | 0.00% |
Frequently Asked Questions
LCDS and TEXN have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, TEXN is cheaper at 0.20% per year. The better choice depends on whether you care most about return, fees, risk, or income.
TEXN is cheaper with a 0.20% expense ratio, compared with 0.30% for LCDS.
TEXN has the higher dividend yield at 1.38%, compared with 0.89% for LCDS.
They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.30% for LCDS and 0.20% for TEXN.
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