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LVDS
+0.15 · +0.29%
$51.46 · BATS

JPMorgan Fundamental Data Science Large Value ETF (LVDS) ETF Analysis | Large Value

JPMorgan · USA
AUM:$94.0M
#– of – in Large Value ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 14.3% over the past year, showing positive momentum.

What is LVDS?

Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large, well established companies. In implementing its main strategies, it invests primarily in common stocks.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
LVDS returned 14.3% over the past year. Historical returns only — past performance is not indicative of future results.
Broadly Diversified
Top 10 holdings represent just 20.1% of the ETF — exposure spread across many positions.
Notable Dividend Yield
Current yield of 7.58% provides a meaningful income component alongside market exposure.
ETF Information
AUM$94.0M
Expense Ratio0.00%
Dividend Yield7.58%
Holdings49
Inception DateFeb 2003
Domicile–
Distribution–
Index–
ProviderJPMorgan
Beta0.82
CategoryLarge Value
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+14.7%
1Y
+28.1%
3Y
+31.3%
5Y
+31.3%
OpenBook InsightIf you had invested £10,000 in LVDS 5 years ago, it would have grown to £13,130 — a gain of £3,130.

Annual Returns

Calendar year performance

LVDS delivered positive returns in 2 of the last 2 calendar years.
YearLVDS
2026 YTD+21.5%
2025+7.2%
2/2 positive yearsAvg return: +14.4%Worst year: +7.2% (2025)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
7.9%
Low
Momentum
+3.8%
30-day change
Support Level
60.32
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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