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SURE vs. LVDS
Performance
Return for Risk
Drawdowns
Volatility
Dividends

SURE vs. LVDS

Last updated Jun 4, 2026

SURE (AdvisorShares Insider Advantage ETF) and LVDS (JPMorgan Fundamental Data Science Large Value ETF) are both Large Cap Value Equities funds. Both are actively managed. Their correlation of 0.84 suggests significant overlap in exposure. SURE charges 0.90%/yr vs 0.30%/yr for LVDS.

Performance

SURE vs. LVDS - Performance Comparison

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

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Returns By Period

In the year-to-date period, SURE achieves a 11.70% return, which is significantly lower than LVDS's 13.56% return.

SURE

1D
-0.69%
1M
4.65%
YTD
11.70%
6M
13.14%
1Y
25.30%
3Y*
17.72%
5Y*
9.02%
10Y*
10.94%

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)

SURE vs. LVDS - Yearly Performance Comparison

2026 (YTD)2025
SURE
AdvisorShares Insider Advantage ETF		11.70%8.06%
LVDS
JPMorgan Fundamental Data Science Large Value ETF		13.56%7.24%

Correlation

The correlation between SURE and LVDS is 0.84, 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

0.84

SURE vs. LVDS - Sectors Allocation Comparison

Sectors
SURE
LVDS

Technology

26.3%
15.9%

Consumer Cyclical

19.1%
8.0%

Industrials

13.6%
10.2%

Financial Services

13.0%
18.3%

Energy

9.2%
6.6%

Communication Services

8.6%
7.5%

Healthcare

5.2%
8.6%

Utilities

2.0%
4.8%

Basic Materials

1.0%
1.7%

Consumer Defensive

0.8%
6.5%

Real Estate

0.8%
4.2%

Technology

SURE
26.3%
LVDS
15.9%

Consumer Cyclical

SURE
19.1%
LVDS
8.0%

Industrials

SURE
13.6%
LVDS
10.2%

Financial Services

SURE
13.0%
LVDS
18.3%

Energy

SURE
9.2%
LVDS
6.6%

Communication Services

SURE
8.6%
LVDS
7.5%

Healthcare

SURE
5.2%
LVDS
8.6%

Utilities

SURE
2.0%
LVDS
4.8%

Basic Materials

SURE
1.0%
LVDS
1.7%

Consumer Defensive

SURE
0.8%
LVDS
6.5%

Real Estate

SURE
0.8%
LVDS
4.2%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

AdvisorShares Insider Advantage ETF

JPMorgan Fundamental Data Science Large Value ETF

Often compared with SURE:
SURE vs. VGTSURE vs. SPLVSURE vs. AADRSURE vs. BEDZSURE vs. IGFSURE vs. QPXSURE vs. GK
Often compared with LVDS:
LVDS vs. FVALLVDS vs. DFRALVDS vs. DHLXLVDS vs. CAMXLVDS vs. VTVLVDS vs. FCFYLVDS vs. CSTK

Return for Risk

SURE vs. LVDS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SURE
SURE Risk / Return Rank: 6464
Overall Rank
SURE Sharpe Ratio Rank: 5959
Sharpe Ratio Rank
SURE Sortino Ratio Rank: 6363
Sortino Ratio Rank
SURE Omega Ratio Rank: 5656
Omega Ratio Rank
SURE Calmar Ratio Rank: 7272
Calmar Ratio Rank
SURE Martin Ratio Rank: 7171
Martin Ratio Rank
LVDS
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.

SURE vs. LVDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for AdvisorShares Insider Advantage ETF (SURE) 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.

SURELVDSDifference
Sharpe ratioReturn per unit of total volatility
1.98

—

—

Sortino ratioReturn per unit of downside risk
2.92

—

—

Omega ratioGain probability vs. loss probability

1.34

—

—

Calmar ratioReturn relative to maximum drawdown

3.58

—

—

Martin ratioReturn relative to average drawdown

13.28

—

—

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SURE vs. LVDS - Sharpe Ratio Comparison

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Sharpe Ratios by Period

SURELVDSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.98

—

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.53

—

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.62

—

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.78

2.39

-1.60

Drawdowns

SURE vs. LVDS - Drawdown Comparison

The maximum SURE drawdown since its inception was -35.68%, which is greater than LVDS's maximum drawdown of -6.64%. Use the drawdown chart below to compare losses from any high point for SURE and LVDS.

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Drawdown Indicators

SURELVDSDifference

Max Drawdown

Largest peak-to-trough decline

-35.68%

-6.64%

-29.04%

Max Drawdown (1Y)

Largest decline over 1 year

-7.10%

—

—

Max Drawdown (3Y)

Largest decline over 3 years

-21.54%

—

—

Max Drawdown (5Y)

Largest decline over 5 years

-23.75%

—

—

Max Drawdown (10Y)

Largest decline over 10 years

-35.68%

—

—

Current Drawdown

Current decline from peak

-0.69%

0.00%

-0.69%

Average Drawdown

Average peak-to-trough decline

-4.84%

-0.98%

-3.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.91%

—

—

Volatility

SURE vs. LVDS - Volatility Comparison

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Volatility by Period

SURELVDSDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.79%

—

—

Volatility (6M)

Calculated over the trailing 6-month period

9.40%

—

—

Volatility (1Y)

Calculated over the trailing 1-year period

12.85%

10.43%

+2.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.14%

10.43%

+6.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

17.58%

10.43%

+7.15%

SURE vs. LVDS - Expense Ratio Comparison

SURE has a 0.90% expense ratio, which is higher than LVDS's 0.30% expense ratio.

Dividends

SURE vs. LVDS - Dividend Comparison

SURE's dividend yield for the trailing twelve months is around 0.91%, less than LVDS's 7.56% yield.

PositionTTM20252024202320222021202020192018201720162015
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%
SURE
AdvisorShares Insider Advantage ETF		0.91%1.01%0.68%1.11%1.72%1.08%1.28%1.09%1.26%0.65%1.14%0.77%

Frequently Asked Questions

SURE and LVDS have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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.

LVDS is cheaper with a 0.30% expense ratio, compared with 0.90% for SURE.

LVDS has the higher dividend yield at 7.56%, compared with 0.91% for SURE.

They also come from different issuers: AdvisorShares and JPMorgan. Their fees differ too: 0.90% for SURE and 0.30% for LVDS.

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