LCDS vs VOO
JPMorgan Fundamental Data Science Large Core ETF vs Vanguard S&P 500 ETF
Which is better, LCDS or VOO?
Nearly the same fund. VOO costs less.
VOO has a lower expense ratio. LCDS led over 1Y, VOO over the full window. The two have moved almost in lockstep, correlation 0.99. VOO is less concentrated, with 39.1% of the fund in its ten largest positions against 42.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | LCDS | VOO |
|---|---|---|
| Expense Ratio | 0.30% | 0.03%Best |
| AUM | $16M | $1.0T |
| Dividend Yield | 0.86% | 1.05% |
| Holdings | 113 | 519 |
| YTD Return | +11.72%Best | +11.31% |
| 1Y Return | +14.32%Best | +13.49% |
| 3Y Return (annualized) | - | +20.46% |
| 5Y Return (annualized) | - | +11.61% |
| Volatility (annualized) | 11.8%Best | 12.1% |
| Max Drawdown | -18.4%Best | -18.7% |
| $10,000 over 2.3 years | $14,624 | $14,696Best |
| Top 10 Weight | 42.0% | 39.1%Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 7, 2024 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 2.3 years row, are measured over the window both funds cover: Aug 8, 2024 to Nov 13, 2026 (2.3 years).
LCDS vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.3 years both funds cover.
LCDS vs VOO Performance
JPMorgan Fundamental Data Science Large Core ETF (LCDS) is an ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year LCDS returned +14.32% while VOO returned +13.49%. Year to date, LCDS is up 11.72% versus a gain of 11.31% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.1% compared with 11.8% for LCDS. 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 -18.4% for LCDS and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LCDS charges 0.30% per year while VOO charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, LCDS currently yields 0.86% against 1.05% for VOO.
Holdings Overlap
97.2% of LCDS's money is in holdings VOO also owns. 63.5% of VOO's money is in holdings LCDS also owns.
Most of LCDS is already inside VOO. Owning both mostly buys the same companies twice.
103 positions in common, counted across the 111 positions we hold weights for in LCDS and 506 in VOO, against full books of 113 and 519.
What only one of them owns
Measured across the 111 and 506 positions we hold weights for.
VOO holds 398 positions LCDS does not, 36.5% of the fund.
Largest: GOOG 2.45%, JPM 1.33%, V 0.91%, CSCO 0.64%, AMAT 0.62%
Top Shared Holdings
| Stock | Weight in LCDS | Weight in VOO | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 8.23% | 8.39% | 0.16% |
| AAPLApple, Inc | 7.65% | 7.38% | 0.27% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 6.59% | 5.78% | 0.81% |
| AMZNAmazon.Com Inc | 4.20% | 3.71% | 0.49% |
| GOOGLAlphabet Inc., Class A | 4.23% | 3.07% | 1.16% |
| METAMeta Platform Inc | 2.55% | 2.43% | 0.12% |
| AVGOBroadcom Inc | 2.17% | 2.54% | 0.37% |
| MUMicron Technology, Inc. | 2.11% | 1.83% | 0.28% |
| XOMExxonmobil Holdings Corp Common Stock Usd | 2.09% | 1.02% | 1.07% |
| LLYEli Lilly & Co. | 1.68% | 1.41% | 0.27% |
97.2% of LCDS is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, LCDS or VOO?
LCDS has an expense ratio of 0.30% while VOO charges 0.03%. VOO is the cheaper option, by $27 a year on a $10,000 investment.
Which performed better, LCDS or VOO?
Over the past year LCDS returned +14.32% vs +13.49% for VOO, so LCDS leads on 1-year performance. Over the longest common window we track (2 years), LCDS annualized +17.97% vs +18.22% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LCDS or VOO?
VOO has been the more volatile fund at 12.1% annualized versus 11.8% for LCDS. Worst drawdown: LCDS -18.4% vs VOO -18.7%.
Should I hold both LCDS and VOO?
LCDS and VOO have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between LCDS and VOO?
97.2% of LCDS's money is in holdings VOO also owns. 63.5% of VOO's is in holdings LCDS also owns. They hold 103 positions in common, counted across the 111 positions we hold weights for in LCDS and 506 in VOO.
Which pays a higher dividend, LCDS or VOO?
LCDS yields 0.86% while VOO yields 1.05%, so VOO currently pays the higher dividend yield.
Is VOO better than LCDS?
VOO has a lower expense ratio. LCDS led over 1Y, VOO over the full window. The two have moved almost in lockstep, correlation 0.99. VOO is less concentrated, with 39.1% of the fund in its ten largest positions against 42.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.