LVDS vs SCHD
JPMorgan Fundamental Data Science Large Value ETF vs Schwab US Dividend Equity ETF
Which is better, LVDS or SCHD?
Each has led over a different period.
SCHD has a lower expense ratio. LVDS led over the full window, SCHD over 1Y. LVDS is less concentrated, with 29.7% of the fund in its ten largest positions against 41.8%.
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 | LVDS | SCHD |
|---|---|---|
| Expense Ratio | 0.30% | 0.06%Best |
| AUM | $114M | $112.1B |
| Dividend Yield | 7.37% | 3.00% |
| Holdings | 133 | 103 |
| YTD Return | +19.36% | +23.46%Best |
| 1Y Return | +24.33% | +27.20%Best |
| 3Y Return (annualized) | - | +15.41% |
| 5Y Return (annualized) | - | +10.16% |
| Volatility (annualized) | 10.6%Best | 13.5% |
| Max Drawdown | -6.6% | -4.6%Best |
| $10,000 over 1.2 years | $12,888Best | $12,839 |
| Top 10 Weight | 29.7%Best | 41.8% |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 11, 2025 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jul 14, 2025 to Sep 18, 2026 (1.2 years).
LVDS vs SCHD 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 1.2 years both funds cover.
LVDS vs SCHD Performance
JPMorgan Fundamental Data Science Large Value ETF (LVDS) is an ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year LVDS returned +24.33% while SCHD returned +27.20%. Year to date, LVDS is up 19.36% versus a gain of 23.46% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHD has been the more volatile fund, with annualized monthly volatility of 13.5% compared with 10.6% for LVDS. 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 -6.6% for LVDS and -4.6% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.69. They move together some of the time, and apart the rest.
Fees and Cost Over Time
LVDS charges 0.30% per year while SCHD charges 0.06%. On a $10,000 position that is $30 vs $6 annually, a gap of $24 per year that compounds over a long holding period. On income, LVDS currently yields 7.37% against 3.00% for SCHD.
Holdings Overlap
10.6% of LVDS's money is in holdings SCHD also owns. 47.5% of SCHD's money is in holdings LVDS also owns.
The two portfolios partly overlap.
13 positions in common, counted across the 131 positions we hold weights for in LVDS and 100 in SCHD, against full books of 133 and 103.
What only one of them owns
Measured across the 131 and 100 positions we hold weights for.
SCHD holds 86 positions LVDS does not, 52.4% of the fund.
Largest: AMGN 4.70%, HD 3.88%, ACN 2.84%, MO 2.79%, ADP 2.79%
Top Shared Holdings
| Stock | Weight in LVDS | Weight in SCHD | Difference |
|---|---|---|---|
| VZVerizon Communic | 2.03% | 3.97% | 1.94% |
| MRKMerck & Company Inc | 0.43% | 4.77% | 4.34% |
| COPConocophillips Common Stock USD 0.01 | 1.14% | 3.94% | 2.80% |
| ABTAbbott Laboratories | 0.31% | 4.69% | 4.38% |
| UNHUnitedhealth Group Incorporated | 1.16% | 3.82% | 2.66% |
| KOCoca Cola Co. | 0.66% | 4.17% | 3.51% |
| PGProcter & Gamble Company | 0.71% | 3.83% | 3.12% |
| CVXChevron Corp | 0.44% | 4.02% | 3.58% |
| BMYBristol-Myers Squibb Co. | 1.06% | 3.33% | 2.27% |
| PEPPepsico Inc. | 0.70% | 3.64% | 2.94% |
47.5% of SCHD is already inside LVDS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LVDS or SCHD?
LVDS has an expense ratio of 0.30% while SCHD charges 0.06%. SCHD is the cheaper option, by $24 a year on a $10,000 investment.
Which performed better, LVDS or SCHD?
Over the past year LVDS returned +24.33% vs +27.20% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (1 years), LVDS annualized +23.54% vs +23.15% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LVDS or SCHD?
SCHD has been the more volatile fund at 13.5% annualized versus 10.6% for LVDS. Worst drawdown: LVDS -6.6% vs SCHD -4.6%.
Should I hold both LVDS and SCHD?
LVDS and SCHD have a monthly-return correlation of 0.69, 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 LVDS and SCHD?
47.5% of SCHD's money is in holdings LVDS also owns. 47.5% of SCHD's is in holdings LVDS also owns. They hold 13 positions in common, counted across the 131 positions we hold weights for in LVDS and 100 in SCHD.
Which pays a higher dividend, LVDS or SCHD?
LVDS yields 7.37% while SCHD yields 3.00%, so LVDS currently pays the higher dividend yield.
Is SCHD better than LVDS?
SCHD has a lower expense ratio. LVDS led over the full window, SCHD over 1Y. LVDS is less concentrated, with 29.7% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.