LVDS vs. SPYV

Last updated Jun 4, 2026

LVDS (JPMorgan Fundamental Data Science Large Value ETF) and SPYV (SPDR Portfolio S&P 500 Value ETF) are both exchange-traded funds - LVDS is a Large Cap Value Equities fund actively managed by JPMorgan, while SPYV is a S&P 500 fund tracking the S&P 500 Value. LVDS is actively managed, while SPYV is passively managed. Their correlation of 0.91 suggests significant overlap in exposure. LVDS charges 0.30%/yr vs 0.04%/yr for SPYV.

Performance

LVDS vs. SPYV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Fundamental Data Science Large Value ETF (LVDS) and SPDR Portfolio S&P 500 Value ETF (SPYV). 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 SPYV's 7.46% return.

LVDS

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

SPYV

• 1D: -0.36%
• 1M: 2.22%
• YTD: 7.46%
• 6M: 7.77%
• 1Y: 21.26%
• 3Y*: 15.72%
• 5Y*: 10.68%
• 10Y*: 11.90%

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

LVDS vs. SPYV - Yearly Performance Comparison

	2026 (YTD)	2025
LVDS JPMorgan Fundamental Data Science Large Value ETF	13.56%	7.24%
SPYV SPDR Portfolio S&P 500 Value ETF	7.46%	8.28%

Correlation

The correlation between LVDS and SPYV is 0.91, 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	0.91

LVDS vs. SPYV - Sectors Allocation Comparison

Sectors	LVDS	SPYV
Financial Services	18.3%	14.7%
Technology	15.9%	21.2%
Industrials	10.2%	10.6%
Healthcare	8.6%	11.6%
Consumer Cyclical	8.0%	10.9%
Communication Services	7.5%	3.2%
Energy	6.6%	7.4%
Consumer Defensive	6.5%	9.2%
Utilities	4.8%	4.4%
Real Estate	4.2%	3.3%
Basic Materials	1.7%	3.4%

Return for Risk

LVDS vs. SPYV — Risk / Return Rank

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

SPYV

SPYV Risk / Return Rank: 66
SPYV Sharpe Ratio Rank: 63
SPYV Sortino Ratio Rank: 64
SPYV Omega Ratio Rank: 63
SPYV Calmar Ratio Rank: 68
SPYV Martin Ratio Rank: 69

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. SPYV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Fundamental Data Science Large Value ETF (LVDS) and SPDR Portfolio S&P 500 Value ETF (SPYV). 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	SPYV	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.17	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.75	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.70	—
Sharpe Ratio (All Time) Calculated using the full available price history	2.39	0.42	+1.96

Drawdowns

LVDS vs. SPYV - Drawdown Comparison

The maximum LVDS drawdown since its inception was -6.64%, smaller than the maximum SPYV drawdown of -58.45%. Use the drawdown chart below to compare losses from any high point for LVDS and SPYV.

Drawdown Indicators

	LVDS	SPYV	Difference
Max Drawdown Largest peak-to-trough decline	-6.64%	-58.45%	+51.81%
Max Drawdown (1Y) Largest decline over 1 year	—	-6.22%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-17.54%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.89%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-36.89%	—
Current Drawdown Current decline from peak	0.00%	-0.57%	+0.57%
Average Drawdown Average peak-to-trough decline	-0.98%	-8.72%	+7.74%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.62%	—

Volatility

Volatility by Period

	LVDS	SPYV	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.98%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.04%	—
Volatility (1Y) Calculated over the trailing 1-year period	10.43%	9.84%	+0.59%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	10.43%	14.40%	-3.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	10.43%	16.94%	-6.51%

LVDS vs. SPYV - Expense Ratio Comparison

LVDS has a 0.30% expense ratio, which is higher than SPYV's 0.04% expense ratio.

Dividends

LVDS vs. SPYV - Dividend Comparison

LVDS's dividend yield for the trailing twelve months is around 7.56%, more than SPYV's 1.70% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.56%	8.25%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SPYV SPDR Portfolio S&P 500 Value ETF	1.70%	1.77%	2.29%	1.75%	2.22%	2.10%	2.38%	2.25%	2.97%	2.77%	2.39%	2.53%

Frequently Asked Questions

Can I hold both LVDS and SPYV in my portfolio?

With a correlation of 0.91, LVDS and SPYV 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 SPYV?

On fees, SPYV is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, LVDS or SPYV?

SPYV is cheaper with a 0.04% expense ratio, compared with 0.30% for LVDS.

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

LVDS has the higher dividend yield at 7.56%, compared with 1.70% for SPYV.

What is the main difference between LVDS and SPYV?

LVDS is categorized as Large Cap Value Equities, while SPYV is S&P 500. They also come from different issuers: JPMorgan and State Street. Their fees differ too: 0.30% for LVDS and 0.04% for SPYV.