LCDS vs VYM
JPMorgan Fundamental Data Science Large Core ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | LCDS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.04% | |
| AUM | $16M | $79.0B | |
| Dividend Yield | 0.92% | 2.86% | |
| Holdings | 114 | 568 | |
| YTD Return | +13.84% | +16.10% | |
| 1Y Return | +23.75% | +25.99% | |
| 3Y Return (annualized) | - | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 12.3% | 14.6% | |
| Max Drawdown | -18.4% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 7, 2024 | Nov 10, 2006 |
LCDS vs VYM Performance
JPMorgan Fundamental Data Science Large Core ETF (LCDS) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year LCDS returned +23.75% while VYM returned +25.99%. Year to date, LCDS is up 13.84% versus a gain of 16.10% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.78. 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 0.92% against 2.86% for VYM.
Holdings Overlap
LCDS and VYM share 45 holdings out of 626 unique holdings combined, representing a 25.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $26 per year of difference.
Which performed better, LCDS or VYM?
Over the past year LCDS returned +23.75% vs +25.99% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), LCDS annualized +21.66% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, LCDS or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.3% for LCDS. Worst drawdown: LCDS -18.4% vs VYM -58.8%.
Should I hold both LCDS and VYM?
LCDS and VYM have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LCDS and VYM?
LCDS and VYM share 45 common holdings with a 25.5% weight overlap. Combined, they hold 626 unique securities.
Which pays a higher dividend, LCDS or VYM?
LCDS yields 0.92% while VYM yields 2.86%, so VYM 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.