LCDS vs VOO
JPMorgan Fundamental Data Science Large Core ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. LCDS delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | LCDS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.03% | |
| AUM | $16M | $979.0B | |
| Dividend Yield | 0.92% | 1.09% | |
| Holdings | 114 | 509 | |
| YTD Return | +13.84% | +13.79% | |
| 1Y Return | +23.75% | +23.01% | |
| 3Y Return (annualized) | - | +21.78% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 12.3% | 14.1% | |
| Max Drawdown | -18.4% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 7, 2024 | Sep 7, 2010 |
LCDS vs VOO Performance
JPMorgan Fundamental Data Science Large Core ETF (LCDS) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LCDS returned +23.75% while VOO returned +23.01%. Year to date, LCDS is up 13.84% versus a gain of 13.79% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.3% 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 -34.3% for VOO. 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 0.99. 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 0.92% against 1.09% for VOO.
Holdings Overlap
LCDS and VOO share 104 holdings out of 514 unique holdings combined, representing a 55.3% weight overlap.
High overlap means holding both may not provide much additional diversification.
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. On a $10,000 investment, that is $27 per year of difference.
Which performed better, LCDS or VOO?
Over the past year LCDS returned +23.75% vs +23.01% for VOO, so LCDS leads on 1-year performance. Over the longest common window we track (2 years), LCDS annualized +21.66% vs +13.57% for VOO. Past performance does not guarantee future results.
Which is riskier, LCDS or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 12.3% for LCDS. Worst drawdown: LCDS -18.4% vs VOO -34.3%.
Should I hold both LCDS and VOO?
LCDS and VOO have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between LCDS and VOO?
LCDS and VOO share 104 common holdings with a 55.3% weight overlap. Combined, they hold 514 unique securities.
Which pays a higher dividend, LCDS or VOO?
LCDS yields 0.92% while VOO yields 1.09%, so VOO 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.