MFSV vs. LVDS

Last updated Jun 23, 2026

MFSV (MFS Active Value ETF) and LVDS (JPMorgan Fundamental Data Science Large Value ETF) are both Large Cap Value Equities funds. Both are actively managed. Their correlation of 0.89 suggests significant overlap in exposure. MFSV charges 0.44%/yr vs 0.30%/yr for LVDS.

Performance

MFSV vs. LVDS - Performance Comparison

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

Returns By Period

In the year-to-date period, MFSV achieves a 7.70% return, which is significantly lower than LVDS's 16.58% return.

MFSV

• 1D: 0.39%
• 1M: 2.45%
• YTD: 7.70%
• 6M: 7.14%
• 1Y: 16.94%
• 3Y*: —
• 5Y*: —
• 10Y*: —

LVDS

• 1D: 0.52%
• 1M: 4.03%
• YTD: 16.58%
• 6M: 16.07%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

MFSV vs. LVDS - Yearly Performance Comparison

	2026 (YTD)	2025
MFSV MFS Active Value ETF	7.70%	5.32%
LVDS JPMorgan Fundamental Data Science Large Value ETF	16.58%	7.40%

Correlation

The correlation between MFSV and LVDS is 0.89, 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 14, 2025	0.89

Return for Risk

MFSV vs. LVDS — Risk / Return Rank

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

MFSV

MFSV Risk / Return Rank: 51
MFSV Sharpe Ratio Rank: 49
MFSV Sortino Ratio Rank: 50
MFSV Omega Ratio Rank: 45
MFSV Calmar Ratio Rank: 56
MFSV Martin Ratio Rank: 54

LVDS

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

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.

MFSV vs. LVDS - Risk-Adjusted Trends Comparison

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

	MFSV	LVDS	Difference
Sharpe ratio: Return per unit of total volatility	1.63	—	—
Sortino ratio: Return per unit of downside risk	2.38	—	—
Omega ratio: Gain probability vs. loss probability	1.28	—	—
Calmar ratio: Return relative to maximum drawdown	2.68	—	—
Martin ratio: Return relative to average drawdown	9.20	—	—

Drawdowns

MFSV vs. LVDS - Drawdown Comparison

The maximum MFSV drawdown since its inception was -12.74%, which is greater than LVDS's maximum drawdown of -6.64%. Use the drawdown chart below to compare losses from any high point for MFSV and LVDS.

Drawdown Indicators

	MFSV	LVDS	Difference
Max Drawdown Largest peak-to-trough decline	-12.74%	-6.64%	-6.10%
Max Drawdown (1Y) Largest decline over 1 year	-6.34%	—	—
Current Drawdown Current decline from peak	-0.84%	0.00%	-0.84%
Average Drawdown Average peak-to-trough decline	-1.88%	-0.95%	-0.93%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.85%	—	—

Volatility

Volatility by Period

	MFSV	LVDS	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.15%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.81%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.49%	10.62%	-0.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.70%	10.62%	+3.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.70%	10.62%	+3.08%

MFSV vs. LVDS - Expense Ratio Comparison

MFSV has a 0.44% expense ratio, which is higher than LVDS's 0.30% expense ratio.

Dividends

MFSV vs. LVDS - Dividend Comparison

MFSV's dividend yield for the trailing twelve months is around 1.46%, less than LVDS's 7.36% yield.

Position	TTM	2025	2024
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.36%	8.25%	0.00%
MFSV MFS Active Value ETF	1.46%	1.53%	0.11%

Frequently Asked Questions

Can I hold both MFSV and LVDS in my portfolio?

MFSV and LVDS have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, MFSV or LVDS?

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, MFSV or LVDS?

LVDS is cheaper with a 0.30% expense ratio, compared with 0.44% for MFSV.

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

LVDS has the higher dividend yield at 7.36%, compared with 1.46% for MFSV.

What is the main difference between MFSV and LVDS?

They also come from different issuers: MFS and JPMorgan. Their fees differ too: 0.44% for MFSV and 0.30% for LVDS.