LVDS vs ULVM
JPMorgan Fundamental Data Science Large Value ETF vs VictoryShares US Value Momentum ETF
Which is better, LVDS or ULVM?
LVDS has been ahead.
ULVM has a lower expense ratio. LVDS led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. ULVM is less concentrated, with 13.6% of the fund in its ten largest positions against 30.3%.
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 | LVDS | ULVM |
|---|---|---|
| Expense Ratio | 0.30% | 0.20%Best |
| AUM | $114M | $260M |
| Dividend Yield | 7.56% | 1.81% |
| Holdings | 133 | 126 |
| YTD Return | +20.52%Best | +13.74% |
| 1Y Return | +25.95%Best | +17.70% |
| 3Y Return (annualized) | - | +21.11% |
| 5Y Return (annualized) | - | +11.11% |
| Volatility (annualized) | 10.6%Best | 11.1% |
| Max Drawdown | -6.6%Best | -7.7% |
| $10,000 over 1.3 years | $13,088Best | $12,451 |
| Top 10 Weight | 30.3% | 13.6%Best |
| Fund Family | J.P. Morgan Asset Management | Victory Capital Management Inc. |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Value |
| Inception | Jul 11, 2025 | Oct 24, 2017 |
Volatility and max drawdown, and the $10,000 over 1.3 years row, are measured over the window both funds cover: Jul 14, 2025 to Oct 14, 2026 (1.3 years).
LVDS vs ULVM 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 1.3 years both funds cover.
LVDS vs ULVM Performance
JPMorgan Fundamental Data Science Large Value ETF (LVDS) is an ETF from J.P. Morgan Asset Management and VictoryShares US Value Momentum ETF (ULVM) is an ETF from Victory Capital Management Inc.. Over the past year LVDS returned +25.95% while ULVM returned +17.70%. Year to date, LVDS is up 20.52% versus a gain of 13.74% for ULVM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ULVM has been the more volatile fund, with annualized monthly volatility of 11.1% 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 -6.6% for LVDS and -7.7% for ULVM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
LVDS charges 0.30% per year while ULVM charges 0.20%. On a $10,000 position that is $30 vs $20 annually, a gap of $10 per year that compounds over a long holding period. On income, LVDS currently yields 7.56% against 1.81% for ULVM.
Holdings Overlap
24.5% of LVDS's money is in holdings ULVM also owns. 29.4% of ULVM's money is in holdings LVDS also owns.
ULVM and LVDS share little of their money.
35 positions in common, counted across the 131 positions we hold weights for in LVDS and 125 in ULVM, against full books of 133 and 126.
What only one of them owns
Our book lists 86 positions for ULVM that do not appear in our book for LVDS (67.8% of the fund), and 94 for LVDS that do not appear in ULVM (74.5%).
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 LVDS | Weight in ULVM | Difference |
|---|---|---|---|
| BRK.BBrk/B | 1.74% | 1.64% | 0.10% |
| VZVerizon Wireless | 1.82% | 0.86% | 0.96% |
| JNJJohnson & Johnson - Common | 1.45% | 1.19% | 0.26% |
| LLoews Corp | 0.93% | 1.43% | 0.50% |
| TRVThe Travelers Cos, Inc. | 1.15% | 1.13% | 0.02% |
| CSXCsx Corp. | 1.05% | 1.04% | 0.01% |
| BMYBristol-Myers Squibb Co. | 1.01% | 0.86% | 0.15% |
| MTBM&T Bank Corp | 0.75% | 1.08% | 0.33% |
| PLDPrologis Inc | 0.72% | 1.06% | 0.34% |
| UNHUnited Health Group Inc. | 1.13% | 0.64% | 0.49% |
29.4% of ULVM is already inside LVDS.
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 ULVM?
LVDS has an expense ratio of 0.30% while ULVM charges 0.20%. ULVM is the cheaper option, by $10 a year on a $10,000 investment.
Which performed better, LVDS or ULVM?
Over the past year LVDS returned +25.95% vs +17.70% for ULVM, so LVDS leads on 1-year performance. Over the longest common window we track (1 years), LVDS annualized +23.00% vs +18.37% for ULVM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, LVDS or ULVM?
ULVM has been the more volatile fund at 11.1% annualized versus 10.6% for LVDS. Worst drawdown: LVDS -6.6% vs ULVM -7.7%.
Should I hold both LVDS and ULVM?
LVDS and ULVM have a monthly-return correlation of 0.90, 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 LVDS and ULVM?
29.4% of ULVM's money is in holdings LVDS also owns. 29.4% of ULVM's is in holdings LVDS also owns. They hold 35 positions in common, counted across the 131 positions we hold weights for in LVDS and 125 in ULVM.
Which pays a higher dividend, LVDS or ULVM?
LVDS yields 7.56% while ULVM yields 1.81%, so LVDS currently pays the higher dividend yield.
Is ULVM better than LVDS?
ULVM has a lower expense ratio. LVDS led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.90. ULVM is less concentrated, with 13.6% of the fund in its ten largest positions against 30.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.