LVDS vs. BLCV

Last updated Jun 4, 2026

LVDS (JPMorgan Fundamental Data Science Large Value ETF) and BLCV (Blackrock Large Cap Value ETF) are both Large Cap Value Equities funds. Both are actively managed. Their correlation of 0.93 suggests significant overlap in exposure. LVDS charges 0.30%/yr vs 0.55%/yr for BLCV.

Performance

LVDS vs. BLCV - Performance Comparison

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

Returns By Period

In the year-to-date period, LVDS achieves a 13.56% return, which is significantly higher than BLCV's 7.47% return.

LVDS

• 1D: 0.18%
• 1M: 3.85%
• YTD: 13.56%
• 6M: 14.52%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BLCV

• 1D: -0.12%
• 1M: 3.44%
• YTD: 7.47%
• 6M: 9.37%
• 1Y: 21.57%
• 3Y*: 18.65%
• 5Y*: —
• 10Y*: —

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

LVDS vs. BLCV - Yearly Performance Comparison

	2026 (YTD)	2025
LVDS JPMorgan Fundamental Data Science Large Value ETF	13.56%	7.24%
BLCV Blackrock Large Cap Value ETF	7.47%	8.02%

Correlation

The correlation between LVDS and BLCV is 0.93, 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	0.93

LVDS vs. BLCV - Sectors Allocation Comparison

Sectors	LVDS	BLCV
Financial Services	18.3%	16.5%
Technology	15.9%	16.8%
Industrials	10.2%	13.8%
Healthcare	8.6%	12.3%
Consumer Cyclical	8.0%	9.0%
Communication Services	7.5%	9.1%
Energy	6.6%	6.3%
Consumer Defensive	6.5%	6.3%
Utilities	4.8%	4.9%
Real Estate	4.2%	2.7%
Basic Materials	1.7%	2.3%

Return for Risk

LVDS vs. BLCV — Risk / Return Rank

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

BLCV

BLCV Risk / Return Rank: 52
BLCV Sharpe Ratio Rank: 55
BLCV Sortino Ratio Rank: 57
BLCV Omega Ratio Rank: 53
BLCV Calmar Ratio Rank: 44
BLCV Martin Ratio Rank: 52

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. BLCV - Risk-Adjusted Trends Comparison

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

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

Sharpe Ratios by Period

	LVDS	BLCV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.89	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.39	1.47	+0.91

Drawdowns

LVDS vs. BLCV - Drawdown Comparison

The maximum LVDS drawdown since its inception was -6.64%, smaller than the maximum BLCV drawdown of -13.44%. Use the drawdown chart below to compare losses from any high point for LVDS and BLCV.

Drawdown Indicators

	LVDS	BLCV	Difference
Max Drawdown Largest peak-to-trough decline	-6.64%	-13.44%	+6.80%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.92%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-13.44%	—
Current Drawdown Current decline from peak	0.00%	-0.12%	+0.12%
Average Drawdown Average peak-to-trough decline	-0.98%	-2.04%	+1.06%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.46%	—

Volatility

Volatility by Period

	LVDS	BLCV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.85%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.79%	—
Volatility (1Y) Calculated over the trailing 1-year period	10.43%	11.52%	-1.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.43%	12.77%	-2.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.43%	12.77%	-2.34%

LVDS vs. BLCV - Expense Ratio Comparison

LVDS has a 0.30% expense ratio, which is lower than BLCV's 0.55% expense ratio.

Dividends

LVDS vs. BLCV - Dividend Comparison

LVDS's dividend yield for the trailing twelve months is around 7.56%, more than BLCV's 1.26% yield.

Position	TTM	2025	2024	2023
BLCV Blackrock Large Cap Value ETF	1.26%	1.37%	1.63%	1.02%
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.56%	8.25%	0.00%	0.00%

Frequently Asked Questions

Can I hold both LVDS and BLCV in my portfolio?

With a correlation of 0.93, LVDS and BLCV 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, LVDS or BLCV?

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, LVDS or BLCV?

LVDS is cheaper with a 0.30% expense ratio, compared with 0.55% for BLCV.

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

LVDS has the higher dividend yield at 7.56%, compared with 1.26% for BLCV.

What is the main difference between LVDS and BLCV?

They also come from different issuers: JPMorgan and BlackRock. Their fees differ too: 0.30% for LVDS and 0.55% for BLCV.