LCDS vs VYM
JPMorgan Fundamental Data Science Large Core ETF vs Vanguard High Dividend Yield ETF
Which is better, LCDS or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. LCDS led over the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 42.8%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.30% | 0.04%Best |
| AUM | $16M | $81.6B |
| Dividend Yield | 0.86% | 2.22% |
| Holdings | 115 | 613 |
| YTD Return | +11.09% | +11.71%Best |
| 1Y Return | +16.04% | +16.24%Best |
| 3Y Return (annualized) | - | +17.24% |
| 5Y Return (annualized) | - | +11.86% |
| Volatility (annualized) | 12.3% | 10.4%Best |
| Max Drawdown | -18.4% | -14.5%Best |
| $10,000 over 2.1 years | $14,443Best | $13,981 |
| Top 10 Weight | 42.8% | 26.1%Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Aug 7, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 8, 2024 to Sep 16, 2026 (2.1 years).
LCDS vs VYM 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 2.1 years both funds cover.
LCDS vs VYM Performance
JPMorgan Fundamental Data Science Large Core ETF (LCDS) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LCDS returned +16.04% while VYM returned +16.24%. Year to date, LCDS is up 11.09% versus a gain of 11.71% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LCDS has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 10.4% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LCDS charges 0.30% per year while VYM charges 0.04%. On a $10,000 position that is $30 vs $4 annually, a gap of $26 per year that compounds over a long holding period. On income, LCDS currently yields 0.86% against 2.22% for VYM.
Holdings Overlap
31.6% of LCDS's money is in holdings VYM also owns. 38.0% of VYM's money is in holdings LCDS also owns.
The two portfolios partly overlap.
45 positions in common, counted across the 113 positions we hold weights for in LCDS and 557 in VYM, against full books of 115 and 613.
What only one of them owns
Our book lists 483 positions for VYM that do not appear in our book for LCDS (59.1% of the fund), and 67 for LCDS that do not appear in VYM (67.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in LCDS | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 2.45% | 7.35% | 4.90% |
| XOMExxon Mobil Corp. | 1.85% | 2.63% | 0.78% |
| WFCWells Fargo & Co. | 2.16% | 1.07% | 1.09% |
| ABBVAbbvie Inc. | 1.43% | 1.80% | 0.37% |
| BACBank of America Corp.: Financials | 1.37% | 1.66% | 0.29% |
| JNJJohnson & Johnson - Common | 0.39% | 2.51% | 2.12% |
| UNHUnitedhealth Group Incorporated | 0.92% | 1.52% | 0.60% |
| PMPhilip Morris International Inc. | 1.22% | 1.21% | 0.01% |
| MSMorgan Stanley | 0.81% | 0.96% | 0.15% |
| KOCoca Cola Co. | 0.35% | 1.38% | 1.03% |
38.0% of VYM is already inside LCDS.
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 VYM?
LCDS has an expense ratio of 0.30% while VYM charges 0.04%. VYM is the cheaper option, by $26 a year on a $10,000 investment.
Which performed better, LCDS or VYM?
Over the past year LCDS returned +16.04% vs +16.24% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), LCDS annualized +19.13% vs +17.30% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LCDS or VYM?
LCDS has been the more volatile fund at 12.3% annualized versus 10.4% for VYM. Worst drawdown: LCDS -18.4% vs VYM -14.5%.
Should I hold both LCDS and VYM?
LCDS and VYM have a monthly-return correlation of 0.78, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between LCDS and VYM?
38.0% of VYM's money is in holdings LCDS also owns. 38.0% of VYM's is in holdings LCDS also owns. They hold 45 positions in common, counted across the 113 positions we hold weights for in LCDS and 557 in VYM.
Which pays a higher dividend, LCDS or VYM?
LCDS yields 0.86% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than LCDS?
VYM has a lower expense ratio. LCDS led over the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 42.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.