LVDS vs. JTEK

Last updated Jul 17, 2026

LVDS (JPMorgan Fundamental Data Science Large Value ETF) and JTEK (JPMorgan U.S. Tech Leaders ETF) are both exchange-traded funds - LVDS is a Large Cap Value Equities fund actively managed by JPMorgan, while JTEK is a Technology Equities fund actively managed by JPMorgan. Both are actively managed. Over the past year, LVDS returned 29.17% vs 16.98% for JTEK. At a 0.44 correlation, their price movements are largely independent. LVDS charges 0.30%/yr vs 0.65%/yr for JTEK.

Performance

LVDS vs. JTEK - Performance Comparison

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

Returns By Period

In the year-to-date period, LVDS achieves a 19.24% return, which is significantly higher than JTEK's 10.02% return.

LVDS

• 1D: 0.73%
• 1M: 2.52%
• 6M: 15.52%
• YTD: 19.24%
• 1Y: 29.17%
• 3Y*: —
• 5Y*: —
• 10Y*: —

JTEK

• 1D: -3.61%
• 1M: -6.42%
• 6M: 9.07%
• YTD: 10.02%
• 1Y: 16.98%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

LVDS vs. JTEK - Yearly Performance Comparison

	2026 (YTD)	2025
LVDS JPMorgan Fundamental Data Science Large Value ETF	19.24%	7.40%
JTEK JPMorgan U.S. Tech Leaders ETF	10.02%	8.40%

Correlation

The correlation between LVDS and JTEK is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.45
Correlation (All Time) Calculated using the full available price history since Jul 14, 2025	0.44

LVDS vs. JTEK - Sectors Allocation Comparison

Sectors	LVDS	JTEK
Financial Services	18.7%	5.4%
Technology	18.7%	76.0%
Industrials	12.1%	3.5%
Healthcare	10.1%	1.7%
Consumer Cyclical	8.4%	5.0%
Communication Services	7.5%	6.0%
Energy	6.6%	0.2%
Consumer Defensive	6.4%	0.7%
Utilities	4.7%	-
Real Estate	4.1%	1.0%
Basic Materials	2.7%	-

Return for Risk

LVDS vs. JTEK — Risk / Return Rank

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

LVDS

LVDS Risk / Return Rank: 93
LVDS Sharpe Ratio Rank: 94
LVDS Sortino Ratio Rank: 94
LVDS Omega Ratio Rank: 92
LVDS Calmar Ratio Rank: 90
LVDS Martin Ratio Rank: 92

JTEK

JTEK Risk / Return Rank: 21
JTEK Sharpe Ratio Rank: 21
JTEK Sortino Ratio Rank: 21
JTEK Omega Ratio Rank: 20
JTEK Calmar Ratio Rank: 21
JTEK Martin Ratio Rank: 22

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. JTEK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Fundamental Data Science Large Value ETF (LVDS) and JPMorgan U.S. Tech Leaders ETF (JTEK). 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	JTEK	Difference
Sharpe ratio: Return per unit of total volatility	2.79	0.60	+2.19
Sortino ratio: Return per unit of downside risk	3.94	0.96	+2.98
Omega ratio: Gain probability vs. loss probability	1.50	1.12	+0.38
Calmar ratio: Return relative to maximum drawdown	4.41	0.77	+3.64
Martin ratio: Return relative to average drawdown	17.88	2.17	+15.71

LVDS vs. JTEK - Sharpe Ratio Comparison

The current LVDS Sharpe Ratio is 2.79, which is higher than the JTEK Sharpe Ratio of 0.60. The chart below compares the historical Sharpe Ratios of LVDS and JTEK, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

LVDS vs. JTEK - Drawdown Comparison

The maximum LVDS drawdown since its inception was -6.64%, smaller than the maximum JTEK drawdown of -30.61%. Use the drawdown chart below to compare losses from any high point for LVDS and JTEK.

Drawdown Indicators

	LVDS	JTEK	Difference
Max Drawdown Largest peak-to-trough decline	-6.64%	-30.61%	+23.97%
Max Drawdown (1Y) Largest decline over 1 year	-6.64%	-22.02%	+15.38%
Current Drawdown Current decline from peak	0.00%	-11.16%	+11.16%
Average Drawdown Average peak-to-trough decline	-0.92%	-5.58%	+4.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.64%	7.84%	-6.20%

Volatility

LVDS vs. JTEK - Volatility Comparison

The current volatility for JPMorgan Fundamental Data Science Large Value ETF (LVDS) is 2.88%, while JPMorgan U.S. Tech Leaders ETF (JTEK) has a volatility of 12.51%. This indicates that LVDS experiences smaller price fluctuations and is considered to be less risky than JTEK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	LVDS	JTEK	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.88%	12.51%	-9.63%
Volatility (6M) Calculated over the trailing 6-month period	8.16%	23.78%	-15.62%
Volatility (1Y) Calculated over the trailing 1-year period	10.50%	28.50%	-18.00%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.56%	28.41%	-17.85%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.56%	28.41%	-17.85%

LVDS vs. JTEK - Expense Ratio Comparison

LVDS has a 0.30% expense ratio, which is lower than JTEK's 0.65% expense ratio.

Dividends

LVDS vs. JTEK - Dividend Comparison

LVDS's dividend yield for the trailing twelve months is around 7.55%, while JTEK has not paid dividends to shareholders.

Position	TTM	2025
JTEK JPMorgan U.S. Tech Leaders ETF	0.00%	0.00%
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.55%	8.25%

Frequently Asked Questions

Can I hold both LVDS and JTEK in my portfolio?

LVDS and JTEK have a correlation of 0.45, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, LVDS or JTEK?

JTEK has higher volatility (12.51%) compared to LVDS (2.88%). In terms of maximum drawdown, LVDS dropped -6.64% vs JTEK's -30.61%.

Which ETF is better, LVDS or JTEK?

On 1-year performance, LVDS leads with 29.17% vs 16.98% for JTEK. On fees, LVDS is cheaper at 0.30% per year. On volatility, LVDS has been the lower-risk option at 2.88%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, LVDS or JTEK?

Over the 1-year period, LVDS has performed better with a 29.17% return vs 16.98%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, LVDS or JTEK?

LVDS is cheaper with a 0.30% expense ratio, compared with 0.65% for JTEK.

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

LVDS has the higher dividend yield at 7.55%, compared with 0.00% for JTEK.

What is the main difference between LVDS and JTEK?

LVDS is categorized as Large Cap Value Equities, while JTEK is Technology Equities. Their fees differ too: 0.30% for LVDS and 0.65% for JTEK.

Which has better risk-adjusted returns?

LVDS currently has the higher Sharpe Ratio (2.79 vs 0.60), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.