LVDS vs SCHD
LVDS vs SCHD
JPMorgan Fundamental Data Science Large Value ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. LVDS delivered stronger 1-year returns. LVDS offers more diversification with 135 holdings.
Side-by-Side Comparison
| Metric | LVDS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.06% | |
| AUM | $110M | $103.7B | |
| Dividend Yield | 0.45% | 3.31% | |
| Holdings | 137 | 104 | |
| YTD Return | +22.45% | +24.26% | |
| 1Y Return | +33.27% | +31.38% | |
| 3Y Return (annualized) | - | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 10.3% | 13.6% | |
| Max Drawdown | -6.6% | -33.4% | |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Jul 11, 2025 | Oct 20, 2011 |
LVDS vs SCHD Performance
JPMorgan Fundamental Data Science Large Value ETF (LVDS) is a ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year LVDS returned +33.27% while SCHD returned +31.38%. Year to date, LVDS is up 22.45% versus a gain of 24.26% for SCHD.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 10.3% for LVDS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -6.6% for LVDS and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.68. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LVDS charges 0.30% per year while SCHD charges 0.06%. On a $10,000 position that is $30 vs $6 annually, a gap of $24 per year that compounds over a long holding period. On income, LVDS currently yields 0.45% against 3.31% for SCHD.
Holdings Overlap
LVDS and SCHD share 13 holdings out of 222 unique holdings combined, representing a 11.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in LVDS | Weight in SCHD | Difference |
|---|---|---|---|
| UNH | 1.29% | 4.54% | 3.25% |
| VZ | 1.99% | 3.68% | 1.69% |
| TXN | 1.23% | 3.70% | 2.47% |
| PG | Pro | Pro | Pro |
| COP | Pro | Pro | Pro |
| ABT | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
| PEP | Pro | Pro | Pro |
| CVX | Pro | Pro | Pro |
See all 10 holdings LVDS shares with SCHD Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, LVDS or SCHD?
LVDS has an expense ratio of 0.30% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $24 per year of difference.
Which performed better, LVDS or SCHD?
Over the past year LVDS returned +33.27% vs +31.38% for SCHD, so LVDS leads on 1-year performance. Over the longest common window we track (1 years), LVDS annualized +29.46% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, LVDS or SCHD?
SCHD has been the more volatile fund at 13.6% annualized versus 10.3% for LVDS. Worst drawdown: LVDS -6.6% vs SCHD -33.4%.
Should I hold both LVDS and SCHD?
LVDS and SCHD have a monthly-return correlation of 0.68, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LVDS and SCHD?
LVDS and SCHD share 13 common holdings with a 11.4% weight overlap. Combined, they hold 222 unique securities.
Which pays a higher dividend, LVDS or SCHD?
LVDS yields 0.45% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.