STXV vs. LVDS

Last updated Jun 4, 2026

STXV (Strive 1000 Value ETF) and LVDS (JPMorgan Fundamental Data Science Large Value ETF) are both Large Cap Value Equities funds. STXV is passively managed, while LVDS is actively managed. Their correlation of 0.90 suggests significant overlap in exposure. STXV charges 0.18%/yr vs 0.30%/yr for LVDS.

Performance

STXV vs. LVDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Strive 1000 Value ETF (STXV) 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, STXV achieves a 12.50% return, which is significantly lower than LVDS's 13.56% return.

STXV

• 1D: -0.12%
• 1M: 3.00%
• YTD: 12.50%
• 6M: 13.79%
• 1Y: 27.20%
• 3Y*: 18.06%
• 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)

STXV vs. LVDS - Yearly Performance Comparison

	2026 (YTD)	2025
STXV Strive 1000 Value ETF	12.50%	8.00%
LVDS JPMorgan Fundamental Data Science Large Value ETF	13.56%	7.24%

Correlation

The correlation between STXV and LVDS is 0.90, 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	0.90

STXV vs. LVDS - Sectors Allocation Comparison

Sectors	STXV	LVDS
Financial Services	21.1%	18.3%
Healthcare	16.5%	8.6%
Technology	12.8%	15.9%
Energy	11.2%	6.6%
Consumer Defensive	7.9%	6.5%
Industrials	7.7%	10.2%
Utilities	6.2%	4.8%
Consumer Cyclical	5.8%	8.0%
Communication Services	4.5%	7.5%
Real Estate	3.4%	4.2%
Basic Materials	3.1%	1.7%

Return for Risk

STXV vs. LVDS — Risk / Return Rank

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

STXV

STXV Risk / Return Rank: 84
STXV Sharpe Ratio Rank: 83
STXV Sortino Ratio Rank: 86
STXV Omega Ratio Rank: 81
STXV Calmar Ratio Rank: 85
STXV Martin Ratio Rank: 84

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.

STXV vs. LVDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Strive 1000 Value ETF (STXV) 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.

	STXV	LVDS	Difference
Sharpe ratio: Return per unit of total volatility	2.71	—	—
Sortino ratio: Return per unit of downside risk	3.86	—	—
Omega ratio: Gain probability vs. loss probability	1.49	—	—
Calmar ratio: Return relative to maximum drawdown	4.70	—	—
Martin ratio: Return relative to average drawdown	17.14	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	STXV	LVDS	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.71	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.07	2.39	-1.32

Drawdowns

STXV vs. LVDS - Drawdown Comparison

The maximum STXV drawdown since its inception was -14.80%, which is greater than LVDS's maximum drawdown of -6.64%. Use the drawdown chart below to compare losses from any high point for STXV and LVDS.

Drawdown Indicators

	STXV	LVDS	Difference
Max Drawdown Largest peak-to-trough decline	-14.80%	-6.64%	-8.16%
Max Drawdown (1Y) Largest decline over 1 year	-5.81%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-14.80%	—	—
Current Drawdown Current decline from peak	-0.12%	0.00%	-0.12%
Average Drawdown Average peak-to-trough decline	-2.75%	-0.98%	-1.77%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.59%	—	—

Volatility

Volatility by Period

	STXV	LVDS	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.03%	—	—
Volatility (6M) Calculated over the trailing 6-month period	7.03%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	10.08%	10.43%	-0.35%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.22%	10.43%	+2.79%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.22%	10.43%	+2.79%

STXV vs. LVDS - Expense Ratio Comparison

STXV has a 0.18% expense ratio, which is lower than LVDS's 0.30% expense ratio.

Dividends

STXV vs. LVDS - Dividend Comparison

STXV's dividend yield for the trailing twelve months is around 2.24%, less than LVDS's 7.56% yield.

Position	TTM	2025	2024	2023	2022
LVDS JPMorgan Fundamental Data Science Large Value ETF	7.56%	8.25%	0.00%	0.00%	0.00%
STXV Strive 1000 Value ETF	2.24%	2.37%	2.36%	2.05%	0.47%

Frequently Asked Questions

Can I hold both STXV and LVDS in my portfolio?

With a correlation of 0.90, STXV and LVDS 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, STXV or LVDS?

On fees, STXV is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, STXV or LVDS?

STXV is cheaper with a 0.18% expense ratio, compared with 0.30% for LVDS.

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

LVDS has the higher dividend yield at 7.56%, compared with 2.24% for STXV.

What is the main difference between STXV and LVDS?

They also come from different issuers: Strive and JPMorgan. Their fees differ too: 0.18% for STXV and 0.30% for LVDS.