LCDS vs SCHX
JPMorgan Fundamental Data Science Large Core ETF vs Schwab US Large-Cap ETF
Which is better, LCDS or SCHX?
Nearly the same fund. SCHX costs less.
SCHX has a lower expense ratio. LCDS led over 1Y, SCHX over the full window. The two have moved almost in lockstep, correlation 0.99. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 44.3%.
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 | LCDS | SCHX |
|---|---|---|
| Expense Ratio | 0.30% | 0.03%Best |
| AUM | $17M | $75.3B |
| Dividend Yield | 0.86% | 1.04% |
| Holdings | 230 | 752 |
| YTD Return | +13.43%Best | +13.08% |
| 1Y Return | +18.13%Best | +16.62% |
| 3Y Return (annualized) | - | +22.27% |
| 5Y Return (annualized) | - | +12.56% |
| Volatility (annualized) | 11.9%Best | 12.3% |
| Max Drawdown | -18.4%Best | -19.0% |
| $10,000 over 2.2 years | $14,806 | $14,899Best |
| Top 10 Weight | 44.3% | 36.9%Best |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Aug 7, 2024 | Nov 3, 2009 |
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Aug 8, 2024 to Oct 14, 2026 (2.2 years).
LCDS vs SCHX 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 2.2 years both funds cover.
LCDS vs SCHX Performance
JPMorgan Fundamental Data Science Large Core ETF (LCDS) is an ETF from J.P. Morgan Asset Management and Schwab US Large-Cap ETF (SCHX) is an ETF from Charles Schwab Asset Management. Over the past year LCDS returned +18.13% while SCHX returned +16.62%. Year to date, LCDS is up 13.43% versus a gain of 13.08% for SCHX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCHX has been the more volatile fund, with annualized monthly volatility of 12.3% compared with 11.9% for LCDS. 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 -18.4% for LCDS and -19.0% for SCHX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LCDS charges 0.30% per year while SCHX charges 0.03%. On a $10,000 position that is $30 vs $3 annually, a gap of $27 per year that compounds over a long holding period. On income, LCDS currently yields 0.86% against 1.04% for SCHX.
Holdings Overlap
97.7% of LCDS's money is in holdings SCHX also owns. 57.4% of SCHX's money is in holdings LCDS also owns.
Most of LCDS is already inside SCHX. Owning both mostly buys the same companies twice.
106 positions in common, counted across the 113 positions we hold weights for in LCDS and 752 in SCHX, against full books of 230 and 752.
What only one of them owns
Our book lists 622 positions for SCHX that do not appear in our book for LCDS (41.8% of the fund), and 4 for LCDS that do not appear in SCHX (1.6%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in LCDS | Weight in SCHX | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 9.22% | 8.02% | 1.20% |
| AAPLApple Inc | 7.46% | 6.90% | 0.56% |
| MSFTMicrosoft Corp_None_0 | 6.60% | 5.44% | 1.16% |
| GOOGLAlphabet Inc-cl A | 4.95% | 2.86% | 2.09% |
| AMZNAmazon.Com Inc | 4.19% | 3.50% | 0.69% |
| METAMeta Platforms, Inc. | 3.02% | 2.28% | 0.74% |
| AVGOBroadcom Inc | 2.34% | 2.40% | 0.06% |
| MUMicron Technology, Inc. | 2.67% | 1.72% | 0.95% |
| AMDAdvanced Micro Devices Inc. | 1.71% | 1.47% | 0.24% |
| XOMExxon Mobil Corp | 1.88% | 0.96% | 0.92% |
97.7% of LCDS is already inside SCHX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, LCDS or SCHX?
LCDS has an expense ratio of 0.30% while SCHX charges 0.03%. SCHX is the cheaper option, by $27 a year on a $10,000 investment.
Which performed better, LCDS or SCHX?
Over the past year LCDS returned +18.13% vs +16.62% for SCHX, so LCDS leads on 1-year performance. Over the longest common window we track (2 years), LCDS annualized +19.53% vs +19.87% for SCHX. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LCDS or SCHX?
SCHX has been the more volatile fund at 12.3% annualized versus 11.9% for LCDS. Worst drawdown: LCDS -18.4% vs SCHX -19.0%.
Should I hold both LCDS and SCHX?
LCDS and SCHX have a monthly-return correlation of 0.99, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between LCDS and SCHX?
97.7% of LCDS's money is in holdings SCHX also owns. 57.4% of SCHX's is in holdings LCDS also owns. They hold 106 positions in common, counted across the 113 positions we hold weights for in LCDS and 752 in SCHX.
Which pays a higher dividend, LCDS or SCHX?
LCDS yields 0.86% while SCHX yields 1.04%, so SCHX currently pays the higher dividend yield.
Is SCHX better than LCDS?
SCHX has a lower expense ratio. LCDS led over 1Y, SCHX over the full window. The two have moved almost in lockstep, correlation 0.99. SCHX is less concentrated, with 36.9% of the fund in its ten largest positions against 44.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.