LVDS vs VYM
JPMorgan Fundamental Data Science Large Value ETF vs Vanguard High Dividend Yield ETF
Which is better, LVDS or VYM?
LVDS has been ahead.
VYM has a lower expense ratio. LVDS led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 29.7%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.30% | 0.04%Best |
| AUM | $114M | $81.6B |
| Dividend Yield | 7.37% | 2.22% |
| Holdings | 133 | 613 |
| YTD Return | +19.31%Best | +10.96% |
| 1Y Return | +24.57%Best | +15.42% |
| 3Y Return (annualized) | - | +17.78% |
| 5Y Return (annualized) | - | +12.05% |
| Volatility (annualized) | 10.6% | 9.9%Best |
| Max Drawdown | -6.6%Best | -6.7% |
| $10,000 over 1.2 years | $12,851Best | $12,062 |
| Top 10 Weight | 29.7% | 26.1%Best |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 11, 2025 | Nov 10, 2006 |
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 22, 2026 (1.2 years).
LVDS vs VYM 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 VYM Performance
JPMorgan Fundamental Data Science Large Value ETF (LVDS) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year LVDS returned +24.57% while VYM returned +15.42%. Year to date, LVDS is up 19.31% versus a gain of 10.96% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LVDS has been the more volatile fund, with annualized monthly volatility of 10.6% compared with 9.9% for VYM. 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 -6.7% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 7.37% against 2.22% for VYM.
Holdings Overlap
51.4% of LVDS's money is in holdings VYM also owns. 42.3% of VYM's money is in holdings LVDS also owns.
The two portfolios partly overlap.
76 positions in common, counted across the 131 positions we hold weights for in LVDS and 557 in VYM, against full books of 133 and 613.
What only one of them owns
Measured across the 131 and 557 positions we hold weights for.
VYM holds 452 positions LVDS does not, 54.7% of the fund.
Largest: AVGO 7.35%, JPM 3.82%, BAC 1.66%, CAT 1.50%, HD 1.34%
Top Shared Holdings
| Stock | Weight in LVDS | Weight in VYM | Difference |
|---|---|---|---|
| XOMExxon Mobil Corp. | 2.34% | 2.63% | 0.29% |
| JNJJohnson & Johnson - Common | 1.44% | 2.51% | 1.07% |
| ABBVAbbvie Inc. | 1.84% | 1.80% | 0.04% |
| VZVerizon Communic | 2.03% | 0.80% | 1.23% |
| PMPhilip Morris International Inc. | 1.60% | 1.21% | 0.39% |
| UNHUnitedhealth Group Incorporated | 1.16% | 1.52% | 0.36% |
| WFCWells Fargo & Co. | 1.59% | 1.07% | 0.52% |
| MSMorgan Stanley | 1.40% | 0.96% | 0.44% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.28% | 1.86% | 1.58% |
| PGProcter & Gamble Company | 0.71% | 1.37% | 0.66% |
51.4% of LVDS is already inside VYM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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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, by $26 a year on a $10,000 investment.
Which performed better, LVDS or VYM?
Over the past year LVDS returned +24.57% vs +15.42% for VYM, so LVDS leads on 1-year performance. Over the longest common window we track (1 years), LVDS annualized +23.25% vs +16.91% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LVDS or VYM?
LVDS has been the more volatile fund at 10.6% annualized versus 9.9% for VYM. Worst drawdown: LVDS -6.6% vs VYM -6.7%.
Should I hold both LVDS and VYM?
LVDS and VYM have a monthly-return correlation of 0.89, 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 VYM?
51.4% of LVDS's money is in holdings VYM also owns. 42.3% of VYM's is in holdings LVDS also owns. They hold 76 positions in common, counted across the 131 positions we hold weights for in LVDS and 557 in VYM.
Which pays a higher dividend, LVDS or VYM?
LVDS yields 7.37% while VYM yields 2.22%, so LVDS currently pays the higher dividend yield.
Is VYM better than LVDS?
VYM has a lower expense ratio. LVDS led over 1Y and the full window. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 29.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.