Compare · 2 funds side by side · dividends reinvested

LVDS and VTV

LVDSJ.P. Morgan×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,352VTV · best of the two

02 / 04

LVDS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.4

JPMorgan Fundamental Data Science Large Value ETFUS Stock Styles · Value0.63%6.71%+26.5%+31.0%[…][…]−6.6%10.4%$117M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: LVDS 2003 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Large Value ETF · $117M[…]

LVDS

VTV

Vanguard Morningstar Value ETF · $184B$18,352

$10,000 five years ago, dividends reinvested · they hold 41.4% in common

LVDSMeasureVTV

+26.5%Year to dateJan 1 → Nov 4+22.8%

+31.0%1 yearTotal return+27.5%

[…]3 years · per year$10,000 became […] · $18,551+22.9%

[…]5 years · per year$10,000 became […] · $18,352+12.9%

0.63%Expense ratio$63 · $3 a year on $10k · lower is better0.03%

6.71%Trailing 12-mo yield$671 · $180 a year on $10k1.80%

−6.6%Worst dropSmaller is better−6.4%

10.4%VolatilityLower is calmer10.2%

LVDSVTV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LVDS vs VTV: Top 5 Holdings

Today

LVDS

21.8%in top 5

VTV

in top 515.8%

LVDSStockVTV

6.2%AMZNnot top 5

5.8%MSFTnot top 5

5.2%AAPLnot top 5

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

2.6%XOM2.6%

not top 5JNJ2.4%

2.0%ABBVnot top 5

Held in common41.4%

End-of-day Nov 4, 2026 · share of each fund

LVDS vs VTV Returns, Every Period

J.P. MorganLVDS

+31.0%

past year

VTVVanguard

+27.5%

past year

LVDSVTVFaded: behind in that period

2–0LVDS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

LVDS vs VTV

YTD

J.P. MorganLVDS

+26.5%

VTVVanguard

+22.8%

+26.5%Year to date+22.8%

−6.6%Worst drop · 1Y−6.4%

10.4%Volatility · 1Y10.2%

6.7%Yield1.8%

$117MAssets$184B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LVDS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

LVDS0.63%$63

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LVDS, VTV

6.71%highest, LVDS

FundTrailing yieldYield$10k

LVDS6.71%$671

VTV1.80%$180

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$608most kept, LVDS

LVDS$671 − $63 = $608

VTV$180 − $3 = $177

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LVDS, VTV

Today

41.4%most shared, LVDS and VTV

LVDSVTV

LVDS—41.4%

VTV41.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+31.0%LVDS, at 10.4% volatility

VTVWorst drop−6.4%10.2% vol

LVDSWorst drop−6.6%10.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

LVDSVTV

+26.5%Year to date+22.8%

6.7%Yield1.8%

+31.0%Past year+27.5%

0.63%Fee0.03%

3–1LVDS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026