LVDS vs VOO
JPMorgan Fundamental Data Science Large Value ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. LVDS delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | LVDS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.03% | |
| AUM | $113M | $997.4B | |
| Dividend Yield | 7.42% | 1.08% | |
| Holdings | 132 | 509 | |
| YTD Return | +21.50% | +13.49% | |
| 1Y Return | +27.47% | +20.64% | |
| 3Y Return (annualized) | - | +21.93% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | 10.4% | 14.1% | |
| Max Drawdown | -6.6% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 11, 2025 | Sep 7, 2010 |
LVDS vs VOO Performance
JPMorgan Fundamental Data Science Large Value ETF (LVDS) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year LVDS returned +27.47% while VOO returned +20.64%. Year to date, LVDS is up 21.50% versus a gain of 13.49% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.4% 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 -34.3% for VOO. 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
LVDS charges 0.30% per year while VOO charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, LVDS currently yields 7.42% against 1.08% for VOO.
Holdings Overlap
LVDS and VOO share 118 holdings out of 518 unique holdings combined, representing a 37.5% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LVDS or VOO?
LVDS has an expense ratio of 0.30% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $27 per year of difference.
Which performed better, LVDS or VOO?
Over the past year LVDS returned +27.47% vs +20.64% for VOO, so LVDS leads on 1-year performance. Over the longest common window we track (1 years), LVDS annualized +26.94% vs +13.51% for VOO. Past performance does not guarantee future results.
Which is riskier, LVDS or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 10.4% for LVDS. Worst drawdown: LVDS -6.6% vs VOO -34.3%.
Should I hold both LVDS and VOO?
LVDS and VOO have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LVDS and VOO?
LVDS and VOO share 118 common holdings with a 37.5% weight overlap. Combined, they hold 518 unique securities.
Which pays a higher dividend, LVDS or VOO?
LVDS yields 7.42% while VOO yields 1.08%, so LVDS 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.