LGDS vs VYM
JPMorgan Fundamental Data Science Large Growth 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 616 holdings.
Side-by-Side Comparison
| Metric | LGDS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.04% | |
| AUM | $1.2B | $81.6B | |
| Dividend Yield | 0.00% | 2.24% | |
| Holdings | 100 | 616 | |
| YTD Return | -0.32% | +14.66% | |
| 1Y Return | - | +22.16% | |
| 3Y Return (annualized) | - | +18.72% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | - | 14.6% | |
| Max Drawdown | -7.5% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 10, 2026 | Nov 10, 2006 |
LGDS vs VYM Performance
JPMorgan Fundamental Data Science Large Growth ETF (LGDS) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Year to date, LGDS is down 0.32% versus a gain of 14.66% for VYM.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -7.5% for LGDS and -58.8% for VYM. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
LGDS 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, LGDS currently yields 0.00% against 2.24% for VYM.
Holdings Overlap
LGDS and VYM share 24 holdings out of 679 unique holdings combined, representing a 13.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LGDS or VYM?
LGDS 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.
What is the holdings overlap between LGDS and VYM?
LGDS and VYM share 24 common holdings with a 13.5% weight overlap. Combined, they hold 679 unique securities.
Which pays a higher dividend, LGDS or VYM?
LGDS yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
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