LVDS vs. JPLD

Last updated Jun 4, 2026

LVDS (JPMorgan Fundamental Data Science Large Value ETF) and JPLD (J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF) are both exchange-traded funds - LVDS is a Large Cap Value Equities fund actively managed by JPMorgan, while JPLD is a Short-Term Bond fund actively managed by JPMorgan. Both are actively managed. At a 0.19 correlation, their price movements are largely independent. LVDS charges 0.30%/yr vs 0.24%/yr for JPLD.

Performance

LVDS vs. JPLD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Fundamental Data Science Large Value ETF (LVDS) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD). 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 JPLD's 1.04% return.

LVDS

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

JPLD

• 1D: -0.06%
• 1M: 0.19%
• YTD: 1.04%
• 6M: 1.37%
• 1Y: 4.71%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

LVDS vs. JPLD - Yearly Performance Comparison

	2026 (YTD)	2025
LVDS JPMorgan Fundamental Data Science Large Value ETF	13.56%	7.24%
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF	1.04%	2.88%

Correlation

The correlation between LVDS and JPLD is 0.19, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 15, 2025	0.19

LVDS vs. JPLD - Sectors Allocation Comparison

Sectors	LVDS	JPLD
Financial Services	18.3%	13.7%
Technology	15.9%	7.4%
Industrials	10.2%	0.1%
Healthcare	8.6%	5.6%
Consumer Cyclical	8.0%	1.6%
Communication Services	7.5%	10.1%
Energy	6.6%	0.1%
Consumer Defensive	6.5%	0.1%
Utilities	4.8%	0.4%
Real Estate	4.2%	7.8%
Basic Materials	1.7%	1.4%

Return for Risk

LVDS vs. JPLD — Risk / Return Rank

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

JPLD

JPLD Risk / Return Rank: 91
JPLD Sharpe Ratio Rank: 90
JPLD Sortino Ratio Rank: 95
JPLD Omega Ratio Rank: 94
JPLD Calmar Ratio Rank: 85
JPLD Martin Ratio Rank: 90

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. JPLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Fundamental Data Science Large Value ETF (LVDS) and J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF (JPLD). 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	JPLD	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	3.22	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.39	3.25	-0.86

Drawdowns

LVDS vs. JPLD - Drawdown Comparison

The maximum LVDS drawdown since its inception was -6.64%, which is greater than JPLD's maximum drawdown of -1.17%. Use the drawdown chart below to compare losses from any high point for LVDS and JPLD.

Drawdown Indicators

	LVDS	JPLD	Difference
Max Drawdown Largest peak-to-trough decline	-6.64%	-1.17%	-5.47%
Max Drawdown (1Y) Largest decline over 1 year	—	-1.00%	—
Current Drawdown Current decline from peak	0.00%	-0.12%	+0.12%
Average Drawdown Average peak-to-trough decline	-0.98%	-0.15%	-0.83%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.22%	—

Volatility

Volatility by Period

	LVDS	JPLD	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	0.37%	—
Volatility (6M) Calculated over the trailing 6-month period	—	0.97%	—
Volatility (1Y) Calculated over the trailing 1-year period	10.43%	1.47%	+8.96%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.43%	1.83%	+8.60%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.43%	1.83%	+8.60%

LVDS vs. JPLD - Expense Ratio Comparison

LVDS has a 0.30% expense ratio, which is higher than JPLD's 0.24% expense ratio.

Dividends

LVDS vs. JPLD - Dividend Comparison

LVDS's dividend yield for the trailing twelve months is around 7.56%, more than JPLD's 4.21% yield.

Position	TTM	2025	2024	2023
JPLD J P Morgan Exchange-Traded Fund Trust - Limited Duration Bond ETF	4.21%	4.24%	4.47%	1.83%
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 JPLD in my portfolio?

LVDS and JPLD have a correlation of 0.19, 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 JPLD?

On fees, JPLD is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, LVDS or JPLD?

JPLD is cheaper with a 0.24% expense ratio, compared with 0.30% for LVDS.

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

LVDS has the higher dividend yield at 7.56%, compared with 4.21% for JPLD.

What is the main difference between LVDS and JPLD?

LVDS is categorized as Large Cap Value Equities, while JPLD is Short-Term Bond. Their fees differ too: 0.30% for LVDS and 0.24% for JPLD.