MFVL vs. LVDS

Last updated Jun 4, 2026

MFVL (Motley Fool Value Factor ETF) and LVDS (JPMorgan Fundamental Data Science Large Value ETF) are both Large Cap Value Equities funds. Both are actively managed. A 0.50 correlation means they provide meaningful diversification when combined. MFVL charges 0.50%/yr vs 0.30%/yr for LVDS.

Performance

MFVL vs. LVDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Motley Fool Value Factor ETF (MFVL) 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, MFVL achieves a 0.39% return, which is significantly lower than LVDS's 13.56% return.

MFVL

• 1D: -1.06%
• 1M: 0.90%
• YTD: 0.39%
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

LVDS

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

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

MFVL vs. LVDS - Yearly Performance Comparison

	2026 (YTD)	2025
MFVL Motley Fool Value Factor ETF	0.39%	1.39%
LVDS JPMorgan Fundamental Data Science Large Value ETF	13.56%	1.74%

Correlation

The correlation between MFVL and LVDS is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since Dec 10, 2025	0.50

Return for Risk

MFVL vs. LVDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Motley Fool Value Factor ETF (MFVL) 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.

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

Sharpe Ratios by Period

	MFVL	LVDS	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	0.31	2.39	-2.07

Drawdowns

MFVL vs. LVDS - Drawdown Comparison

The maximum MFVL drawdown since its inception was -7.03%, which is greater than LVDS's maximum drawdown of -6.64%. Use the drawdown chart below to compare losses from any high point for MFVL and LVDS.

Drawdown Indicators

	MFVL	LVDS	Difference
Max Drawdown Largest peak-to-trough decline	-7.03%	-6.64%	-0.39%
Current Drawdown Current decline from peak	-3.29%	0.00%	-3.29%
Average Drawdown Average peak-to-trough decline	-2.42%	-0.98%	-1.44%

Volatility

Volatility by Period

	MFVL	LVDS	Difference
Volatility (1Y) Calculated over the trailing 1-year period	12.15%	10.43%	+1.72%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	12.15%	10.43%	+1.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	12.15%	10.43%	+1.72%

MFVL vs. LVDS - Expense Ratio Comparison

MFVL has a 0.50% expense ratio, which is higher than LVDS's 0.30% expense ratio.

Dividends

MFVL vs. LVDS - Dividend Comparison

MFVL has not paid dividends to shareholders, while LVDS's dividend yield for the trailing twelve months is around 7.56%.

Position	TTM	2025
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.56%	8.25%
MFVL Motley Fool Value Factor ETF	0.00%	0.00%

Frequently Asked Questions

Can I hold both MFVL and LVDS in my portfolio?

MFVL and LVDS have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, MFVL 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, MFVL or LVDS?

LVDS is cheaper with a 0.30% expense ratio, compared with 0.50% for MFVL.

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

LVDS has the higher dividend yield at 7.56%, compared with 0.00% for MFVL.

What is the main difference between MFVL and LVDS?

They also come from different issuers: Motley Fool and JPMorgan. Their fees differ too: 0.50% for MFVL and 0.30% for LVDS.