LVDS vs VYM
JPMorgan Fundamental Data Science Large Value ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. LVDS delivered stronger 1-year returns. VYM offers more diversification with 613 holdings.
Side-by-Side Comparison
| Metric | LVDS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.30% | 0.04% | |
| AUM | $115M | $81.6B | |
| Dividend Yield | 7.42% | 2.24% | |
| Holdings | 133 | 613 | |
| YTD Return | +20.75% | +14.18% | |
| 1Y Return | +27.27% | +20.67% | |
| 3Y Return (annualized) | - | +18.47% | |
| 5Y Return (annualized) | - | +12.01% | |
| Volatility (annualized) | 10.3% | 14.5% | |
| Max Drawdown | -6.6% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 11, 2025 | Nov 10, 2006 |
LVDS vs VYM Performance
JPMorgan Fundamental Data Science Large Value ETF (LVDS) 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 LVDS returned +27.27% while VYM returned +20.67%. Year to date, LVDS is up 20.75% versus a gain of 14.18% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.5% compared with 10.3% 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 -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 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
LVDS 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, LVDS currently yields 7.42% against 2.24% for VYM.
Holdings Overlap
LVDS and VYM share 74 holdings out of 660 unique holdings combined, representing a 31.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, LVDS or VYM?
LVDS 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, LVDS or VYM?
Over the past year LVDS returned +27.27% vs +20.67% for VYM, so LVDS leads on 1-year performance. Over the longest common window we track (1 years), LVDS annualized +25.89% vs +6.97% for VYM. Past performance does not guarantee future results.
Which is riskier, LVDS or VYM?
VYM has been the more volatile fund at 14.5% annualized versus 10.3% for LVDS. Worst drawdown: LVDS -6.6% vs VYM -58.8%.
Should I hold both LVDS and VYM?
LVDS and VYM have a monthly-return correlation of 0.89, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between LVDS and VYM?
LVDS and VYM share 74 common holdings with a 31.2% weight overlap. Combined, they hold 660 unique securities.
Which pays a higher dividend, LVDS or VYM?
LVDS yields 7.42% while VYM yields 2.24%, so LVDS currently pays the higher dividend yield.
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