LVDS vs. BAMV

Last updated Jul 14, 2026

LVDS (JPMorgan Fundamental Data Science Large Value ETF) and BAMV (Brookstone Value Stock ETF) are both Large Cap Value Equities funds. Both are actively managed. Over the past year, LVDS returned 27.03% vs 13.63% for BAMV. A 0.78 correlation means they provide meaningful diversification when combined. LVDS charges 0.30%/yr vs 0.95%/yr for BAMV.

Performance

LVDS vs. BAMV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Fundamental Data Science Large Value ETF (LVDS) and Brookstone Value Stock ETF (BAMV). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, LVDS achieves a 18.27% return, which is significantly higher than BAMV's 11.85% return.

LVDS

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

BAMV

• 1D: 0.12%
• 1M: 1.39%
• 6M: 8.90%
• YTD: 11.85%
• 1Y: 13.63%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

LVDS vs. BAMV - Yearly Performance Comparison

	2026 (YTD)	2025
LVDS JPMorgan Fundamental Data Science Large Value ETF	18.27%	7.40%
BAMV Brookstone Value Stock ETF	11.85%	1.59%

Correlation

The correlation between LVDS and BAMV is 0.78, 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 14, 2025	0.78

LVDS vs. BAMV - Sectors Allocation Comparison

Sectors	LVDS	BAMV
Financial Services	18.7%	28.3%
Technology	18.7%	26.0%
Industrials	12.1%	10.4%
Healthcare	10.1%	9.8%
Consumer Cyclical	8.4%	2.1%
Communication Services	7.5%	8.7%
Energy	6.6%	5.9%
Consumer Defensive	6.4%	0.8%
Utilities	4.7%	0.3%
Real Estate	4.1%	2.8%
Basic Materials	2.7%	4.9%

Return for Risk

LVDS vs. BAMV — Risk / Return Rank

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

LVDS

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

BAMV

BAMV Risk / Return Rank: 45
BAMV Sharpe Ratio Rank: 40
BAMV Sortino Ratio Rank: 40
BAMV Omega Ratio Rank: 37
BAMV Calmar Ratio Rank: 55
BAMV Martin Ratio Rank: 50

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.

LVDS vs. BAMV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Fundamental Data Science Large Value ETF (LVDS) and Brookstone Value Stock ETF (BAMV). 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.

	LVDS	BAMV	Difference
Sharpe ratio: Return per unit of total volatility	—	1.15	—
Sortino ratio: Return per unit of downside risk	—	1.70	—
Omega ratio: Gain probability vs. loss probability	—	1.20	—
Calmar ratio: Return relative to maximum drawdown	—	2.20	—
Martin ratio: Return relative to average drawdown	—	6.60	—

Drawdowns

LVDS vs. BAMV - Drawdown Comparison

The maximum LVDS drawdown since its inception was -6.64%, smaller than the maximum BAMV drawdown of -14.56%. Use the drawdown chart below to compare losses from any high point for LVDS and BAMV.

Drawdown Indicators

	LVDS	BAMV	Difference
Max Drawdown Largest peak-to-trough decline	-6.64%	-14.56%	+7.92%
Max Drawdown (1Y) Largest decline over 1 year	-6.64%	-6.23%	-0.41%
Current Drawdown Current decline from peak	-0.02%	0.00%	-0.02%
Average Drawdown Average peak-to-trough decline	-0.93%	-1.97%	+1.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.07%	—

Volatility

Volatility by Period

	LVDS	BAMV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.20%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.54%	—
Volatility (1Y) Calculated over the trailing 1-year period	10.59%	11.94%	-1.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.59%	13.65%	-3.06%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.59%	13.65%	-3.06%

LVDS vs. BAMV - Expense Ratio Comparison

LVDS has a 0.30% expense ratio, which is lower than BAMV's 0.95% expense ratio.

Dividends

LVDS vs. BAMV - Dividend Comparison

LVDS's dividend yield for the trailing twelve months is around 7.61%, more than BAMV's 1.25% yield.

Position	TTM	2025	2024	2023
BAMV Brookstone Value Stock ETF	1.25%	1.32%	3.66%	0.19%
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.61%	8.25%	0.00%	0.00%

Frequently Asked Questions

Can I hold both LVDS and BAMV in my portfolio?

LVDS and BAMV have a correlation of 0.78, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, LVDS or BAMV?

On 1-year performance, LVDS leads with 27.03% vs 13.63% for BAMV. 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, LVDS or BAMV?

Over the 1-year period, LVDS has performed better with a 27.03% return vs 13.63%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, LVDS or BAMV?

LVDS is cheaper with a 0.30% expense ratio, compared with 0.95% for BAMV.

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

LVDS has the higher dividend yield at 7.61%, compared with 1.25% for BAMV.

What is the main difference between LVDS and BAMV?

They also come from different issuers: JPMorgan and Brookstone. Their fees differ too: 0.30% for LVDS and 0.95% for BAMV.