LCDS vs VXUS

Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricLCDSVXUSWinner
Expense Ratio0.30%0.05%
AUM$16M$156.5B
Dividend Yield0.92%2.60%
Holdings1148,747
YTD Return+13.98%+14.57%
1Y Return+24.73%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)12.4%15.1%
Max Drawdown-18.4%-39.9%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionAug 7, 2024Jan 26, 2011

LCDS vs VXUS Performance

JPMorgan Fundamental Data Science Large Core ETF (LCDS) is a ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year LCDS returned +24.73% while VXUS returned +27.82%. Year to date, LCDS is up 13.98% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.4% 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 -39.9% for VXUS. 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 0.62. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

LCDS charges 0.30% per year while VXUS charges 0.05%. On a $10,000 position that is $30 vs $5 annually, a gap of $25 per year that compounds over a long holding period. On income, LCDS currently yields 0.92% against 2.60% for VXUS.

Holdings Overlap

0.5%overlap

LCDS and VXUS share 2 holdings out of 7972 unique holdings combined, representing a 0.5% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in LCDSWeight in VXUSDifference
ASML:AS0.47%1.29%0.82%
ORCL0.20%0.00%0.20%

Frequently Asked Questions

Which is cheaper, LCDS or VXUS?

LCDS has an expense ratio of 0.30% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $25 per year of difference.

Which performed better, LCDS or VXUS?

Over the past year LCDS returned +24.73% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), LCDS annualized +21.83% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, LCDS or VXUS?

VXUS has been the more volatile fund at 15.1% annualized versus 12.4% for LCDS. Worst drawdown: LCDS -18.4% vs VXUS -39.9%.

Should I hold both LCDS and VXUS?

LCDS and VXUS have a monthly-return correlation of 0.62, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between LCDS and VXUS?

LCDS and VXUS share 2 common holdings with a 0.5% weight overlap. Combined, they hold 7972 unique securities.

Which pays a higher dividend, LCDS or VXUS?

LCDS yields 0.92% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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