VTV vs LVDS
YTDYear to date
LVDS wins+3.9 pts
Past year
LVDS wins+3.8 pts
Fee
VTV winslower fee
Yield
LVDS wins+5.0 pts
AUM
VTV1537.1× more
3–1LVDS wins
VTV and LVDS · year-to-date · as of Nov 6, 2026 · AUM not scored
LVDS vs S&P 500
MAX$60.43 · −2.8% last sessionDividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
Return1D1M3MYTD1Y3Y5YMAX ▼
Total return−2.8%+2.5%−0.4%+22.9%+27.7%——+31.1%
Peer average−2.7%+2.0%−0.9%+17.0%+22.3%+76.2%+70.6%—
S&P 500 · VOO−4.4%−5.7%−4.9%+8.4%+9.8%+82.2%+71.6%+790.6%
J.P. Morgan LVDS and Vanguard VOO · total return, dividends in · as of Nov 6, 2026
LVDS’s Holdings
TodayAMZNAmazon6.4%MSFT6.0%AAPL5.4%XOM2.4%ABBV2.1%BRK-B1.9%PM1.7%BAC1.6%WFC1.6%JNJ1.5%RTX1.3%MS1.2%TRV1.2%ADI1.2%UNH1.2%DE1.2%NEE1.2%WMT1.1%COP1.1%CSX1.1%META1.1%BLK1.0%
TechnologyFinancial ServicesHealthcareConsumer CyclicalIndustrialsEnergyOther
J.P. Morgan LVDS · 133 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026
All 83 Value ETFs
YTD| # | Trend | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | Morningstar ValueReadDesk | 0.03% | 1.9% | +19.0% | +19.0% | $184B | |
| 2 | IWD | Russell 1000 ValueReadDesk | 0.18% | 1.4% | +24.1% | +24.1% | $83.3B | |
| 3 | DFAT | Dimensional - US Targeted ValueReadDesk | 0.31% | 1.3% | +17.0% | +17.0% | $31.1B | |
| 4 | IUSV | Core S&P U.S. ValueReadDesk | 0.04% | 1.6% | +12.9% | +12.9% | $29.0B | |
| 5 | VONV | Russell 1000 ValueReadDesk | 0.06% | 1.5% | +24.3% | +24.3% | $21.7B | |
| 6 | PVAL | Putnam Focused Large Cap ValueReadDesk | 0.56% | 0.9% | +19.4% | +19.4% | $15.9B | |
| 7 | DFUV | Dimensional - US Marketwide ValueReadDesk | 0.21% | 1.3% | +20.5% | +20.5% | $15.3B | |
| 8 | MGV | Morningstar Mega Cap ValueReadDesk | 0.05% | 1.9% | +19.2% | +19.2% | $13.5B | |
| 9 | VLUE | MSCI USA Value FactorReadDesk | 0.15% | 1.7% | +34.8% | +34.8% | $8.9B | |
| 10 | JAVA | JPMorgan Active ValueReadDesk | 0.44% | 1.1% | +16.7% | +16.7% | $7.7B | |
| 11 | DFLV | Dimensional - US Large Cap ValueReadDesk | 0.21% | 1.4% | +21.6% | +21.6% | $7.3B | |
| 12 | IVLU | MSCI Intl Value FactorReadDesk | 0.31% | 3.3% | +13.0% | +13.0% | $4.5B | |
| 13 | IWX | Russell Top 200 ValueReadDesk | 0.20% | 1.4% | +25.2% | +25.2% | $4.0B | |
| 14 | WTV | WisdomTree U.S. ValueReadDesk | 0.12% | 2.0% | +16.3% | +16.3% | $3.3B | |
| 15 | NULV | Nuveen ESG Large-Cap ValueReadDesk | 0.26% | 1.4% | +19.5% | +19.5% | $2.6B | |
| 16 | BKDV | BNY Mellon Dynamic ValueReadDesk | 0.60% | 0.5% | +18.6% | +18.6% | $2.4B |
1–16 of 83Page 1 of 6
Value · current AUM · as of Nov 6, 2026
LVDS Payouts by Year
2YLatest payout, Sep 2026
$0.20
a share · every quarter
6.9% yield
6.9% yield
2 years added up
$4.40 a share
$4.40 a share
J.P. Morgan LVDS · per-share distributions by ex-date · 2025–2026
LVDS’s Peers
YTD| # | Trend | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Morningstar Value ETFReadVersus | 0.03% | 1.9% | −3.1% | +19.0% | +24.0% | $184B | |
| 2 | IWD | iShares Russell 1000 Value ETFReadVersus | 0.18% | 1.4% | −2.6% | +24.1% | +29.3% | $83.3B | |
| 3 | DFAT | Dimensional - US Targeted Value ETFReadVersus | 0.31% | 1.3% | −3.1% | +17.0% | +23.5% | $31.1B | |
| 4 | IUSV | iShares Core S&P U.S. Value ETFReadVersus | 0.04% | 1.6% | −2.8% | +12.9% | +15.9% | $29.0B | |
| 5 | VONV | Vanguard Russell 1000 Value ETFReadVersus | 0.06% | 1.5% | −2.6% | +24.3% | +29.5% | $21.7B | |
| 6 | LVDS | JPMorgan Fundamental Data Science Large Value ETFThis fund | 0.63% | 6.9% | −2.8% | +22.9% | +27.7% | $120M |
#10 of 77 this year · #65 cheapest of 83 · sorted by assetsOpen the US Stock Styles table →
LVDS and its peer group · total return · as of Nov 6, 2026
Cards for This View
LVDS’s Top 10 Holdings
Today30.5%of LVDS sits in these 10
6BRK-BBerkshire Hathaway1.89%
J.P. Morgan LVDS · weight in the fund · as of Nov 6, 2026
LVDS’s Holdings
TodayAMZNAmazon6.4%MSFT6.0%AAPL5.4%XOM2.4%ABBV2.1%BRK-B1.9%PM1.7%BAC1.6%WFC1.6%JNJ1.5%RTX1.3%MS1.2%TRV1.2%ADI1.2%UNH1.2%DE1.2%NEE1.2%WMT1.1%COP1.1%CSX1.1%META1.1%BLK1.0%
TechnologyFinancial ServicesHealthcareConsumer CyclicalIndustrialsEnergyOther
J.P. Morgan LVDS · 133 holdings · top 22 shown · tile size = share of the fund · as of Nov 6, 2026
LVDS vs Peer Average
YTDLVDSAvsBPeer average
1D−2.8%−2.7%
1M+2.5%+2.0%
3M−0.4%−0.9%
YTD+22.9%+17.0%
1Y+27.7%+22.3%
3Y[…]+76.2%
5Y[…]+70.6%
4–1LVDS wins
82 Value peers · each row scaled to its leader