EQUL vs LVDS
NYLI Engender Equality ETF vs JPMorgan Fundamental Data Science Large Value ETF
Which is better, EQUL or LVDS?
Each has led over a different period.
LVDS has a lower expense ratio. EQUL led over 1Y, LVDS over the full window.
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 | EQUL | LVDS |
|---|---|---|
| Expense Ratio | 0.45% | 0.30%Best |
| AUM | $7M | $114M |
| Dividend Yield | 1.77% | 7.56% |
| Holdings | 76 | 133 |
| Volatility (annualized) | 18.3% | 10.6%Best |
| Max Drawdown | -25.2% | -6.6%Best |
| Fund Family | INDEXIQ ETF TRUST | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Oct 21, 2021 | Jul 11, 2025 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), $10,000 over the window, Top 10 Weight.
The two price series end 694 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. EQUL has data through Nov 19, 2024 and LVDS through Oct 14, 2026.
Risk: Volatility and Drawdowns
EQUL has been the more volatile fund, with annualized monthly volatility of 18.3% compared with 10.6% 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 -25.2% for EQUL and -6.6% for LVDS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
Fees and Cost Over Time
EQUL charges 0.45% per year while LVDS charges 0.30%. On a $10,000 position that is $45 vs $30 annually, a gap of $15 per year that compounds over a long holding period. On income, EQUL currently yields 1.77% against 7.56% for LVDS.
You are not choosing between two funds in isolation.
Whichever of EQUL and LVDS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, EQUL or LVDS?
EQUL has an expense ratio of 0.45% while LVDS charges 0.30%. LVDS is the cheaper option, by $15 a year on a $10,000 investment.
Which is riskier, EQUL or LVDS?
EQUL has been the more volatile fund at 18.3% annualized versus 10.6% for LVDS. Worst drawdown: EQUL -25.2% vs LVDS -6.6%.
Which pays a higher dividend, EQUL or LVDS?
EQUL yields 1.77% while LVDS yields 7.56%, so LVDS currently pays the higher dividend yield.
Is LVDS better than EQUL?
LVDS has a lower expense ratio. EQUL led over 1Y, LVDS over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.