ARB vs LVDS
Comparison between ALTSHARES MERGER ARBITRAGE ETF (ARB, ETF) and JPMORGAN FUNDAMENTAL DATA SCIENCE LARGE VALUE ETF (LVDS, ETF).
ARB vs LVDS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ARB
$103M
Winner
LVDS
$103M
Expense Ratio
ARB
0.76%
Winner
LVDS
0.30%
Max Drawdown
ARB
9.39%
Winner
LVDS
8.07%
Sharpe Ratio
ARB
0.40
Winner
LVDS
1.87
5Y Beta
Winner
ARB
0.05
LVDS
0.69
P/E Ratio
ARB
N/A
LVDS
22.70
Forward P/E
ARB
N/A
LVDS
17.18
PEG Ratio
ARB
N/A
LVDS
0.51
5Y Dividends CAGR
ARB
-9.74%
LVDS
N/A
5Y EPS CAGR
ARB
N/A
LVDS
13.11%
Debt to Equity
ARB
N/A
LVDS
16.45%
P/S Ratio
ARB
N/A
LVDS
2.41
P/B Ratio
ARB
N/A
LVDS
3.29
ARB vs LVDS - Holdings Comparison
ARB and LVDS have 4 common holdings. Overlap is -3.35%
ARB's top 25 holdings weight is 75.80%. LVDS's top 25 holdings weight is 41.24%.
| Rank | ARB | LVDS |
|---|---|---|
| #1 | MORGAN STANLEY PRIME BROKER US (n/a) - 14.94% | MICRON TECHNOLOGY INC (MU) - 4.03% |
| #2 | n/a (WBD) - 3.79% | ALPHABET INC CLASS C (GOOG) - 3.48% |
| #3 | EXACT SCIENCES CORP (n/a) - 3.01% | AMAZON.COM INC (AMZN) - 2.36% |
| #4 | JDE PEET'S NV ADR (JDEPY) - 2.91% | EXXON MOBIL CORP (XOM) - 2.34% |
| #5 | n/a (CWAN) - 2.82% | BANK OF AMERICA CORP (BAC) - 1.92% |
| #6 | HOLOGIC INC (n/a) - 2.82% | WELLS FARGO & CO (WFC) - 1.88% |
| #7 | MASIMO CORP (MASI) - 2.81% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.71% |
| #8 | CHART INDUSTRIES INC (GTLS) - 2.81% | ANALOG DEVICES INC (ADI) - 1.68% |
| #9 | ELECTRONIC ARTS INC (EA) - 2.81% | ADVANCED MICRO DEVICES INC (AMD) - 1.67% |
| #10 | CONFLUENT INC CLASS A (n/a) - 2.80% | MORGAN STANLEY (MS) - 1.62% |
| #11 | NORFOLK SOUTHERN CORP (NSC) - 2.79% | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.59% |
| #12 | WEBSTER FINANCIAL CORP (WBS) - 2.77% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.55% |
| #13 | NEW GOLD INC (n/a) - 2.67% | RTX CORP (RTX) - 1.37% |
| #14 | PENUMBRA INC (PEN) - 2.66% | TEXAS INSTRUMENTS INC (TXN) - 1.32% |
| #15 | AIR LEASE CORP CLASS A (n/a) - 2.51% | JOHNSON & JOHNSON (JNJ) - 1.30% |
| #16 | SEALED AIR CORP (n/a) - 2.24% | NEXTERA ENERGY INC (NEE) - 1.25% |
| #17 | RAPT THERAPEUTICS INC ORDINARY SHARES (n/a) - 2.23% | EATON CORP PLC (ETN) - 1.25% |
| #18 | ALLIED GOLD CORP (AAUC) - 2.07% | UNITEDHEALTH GROUP INC (UNH) - 1.21% |
| #19 | ONESTREAM INC CLASS A COMMON STOCK (n/a) - 2.06% | CONOCOPHILLIPS (COP) - 1.16% |
| #20 | DIGITALBRIDGE GROUP INC CLASS A (DBRG) - 2.06% | DEERE & CO (DE) - 1.12% |
| #21 | TXNM ENERGY INC (TXNM) - 2.05% | META PLATFORMS INC CLASS A (META) - 1.11% |
| #22 | TRI POINTE HOMES INC (n/a) - 2.05% | WALMART INC (WMT) - 1.11% |
| #23 | SILICON LABORATORIES INC (SLAB) - 2.04% | CSX CORP (CSX) - 1.09% |
| #24 | VENTYX BIOSCIENCES INC (n/a) - 2.04% | THE TRAVELERS COMPANIES INC (TRV) - 1.07% |
| #25 | n/a (n/a) - 2.04% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.05% |
| Total Holdings | 91 | 137 |
ARB vs LVDS - Historical Returns
Returns include dividend reinvestment.
1M
ARB
-0.20%
Winner
LVDS
+3.57%
3M
ARB
+1.68%
Winner
LVDS
+13.05%
6M
ARB
+2.11%
Winner
LVDS
+15.36%
1Y
ARB
+5.15%
Winner
LVDS
+23.40%
5Y(CAGR)
ARB
+3.94%
LVDS
N/A
Max(CAGR)
ARB
+4.20%
Winner
LVDS
+25.94%
ARB vs LVDS - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | ARB | LVDS |
|---|---|---|
| 2026 | +2.31% | +14.23% |
| 2025 | +5.80% | +7.23% |
| 2024 | +4.07% | N/A |
| 2023 | +3.94% | N/A |
| 2022 | +2.81% | N/A |
| 2021 | +3.29% | N/A |
| 2020 | +3.79% | N/A |
ARB vs LVDS Drawdown Comparison
The maximum drawdown for ARB was -5.59%, occurring on May 22, 2023. Recovery took 215 trading sessions.
The maximum drawdown for LVDS was -6.64%, occurring on Mar 30, 2026. Recovery took 45 trading sessions.
The current ARB drawdown is -0.50%.
| Rank | ARB | LVDS |
|---|---|---|
| #1 | -5.59% Nov 1, 2022 - Sep 12, 2023 | -6.64% Feb 11, 2026 - Apr 17, 2026 |
| #2 | -5.11% Dec 17, 2021 - Aug 9, 2022 | -3.59% Nov 12, 2025 - Nov 26, 2025 |
| #3 | -3.61% May 8, 2020 - Jul 15, 2020 | -2.91% Oct 6, 2025 - Oct 24, 2025 |
| #4 | -3.16% Jan 8, 2021 - Apr 15, 2021 | -2.60% Jul 23, 2025 - Aug 13, 2025 |
| #5 | -2.13% Apr 3, 2024 - Jul 16, 2024 | -2.22% Oct 27, 2025 - Nov 12, 2025 |
| #6 | -1.99% Nov 7, 2024 - Jan 15, 2025 | -1.82% Jun 4, 2026 - Jun 12, 2026 |
| #7 | -1.89% Jun 16, 2021 - Oct 7, 2021 | -1.40% Jan 16, 2026 - Jan 21, 2026 |
| #8 | -1.67% Aug 15, 2022 - Oct 25, 2022 | -1.35% Jul 14, 2025 - Jul 22, 2025 |
| #9 | -1.27% Mar 31, 2025 - May 16, 2025 | -1.16% May 6, 2026 - May 14, 2026 |
| #10 | -1.07% Jun 5, 2026 - Jun 10, 2026 | -1.16% May 14, 2026 - May 22, 2026 |
| #11 | -0.95% Dec 27, 2023 - Feb 26, 2024 | -1.05% Jan 6, 2026 - Jan 9, 2026 |
| #12 | -0.92% Nov 3, 2021 - Dec 17, 2021 | -0.91% Dec 24, 2025 - Jan 5, 2026 |
| #13 | -0.92% Aug 19, 2020 - Oct 9, 2020 | -0.91% Dec 11, 2025 - Dec 22, 2025 |
| #14 | -0.69% May 12, 2026 - Jun 5, 2026 | -0.89% Apr 30, 2026 - May 6, 2026 |
| #15 | -0.67% Mar 4, 2026 - Mar 31, 2026 | -0.88% Dec 3, 2025 - Dec 10, 2025 |
Correlation
Correlation between ARB and LVDS is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2020 - 2026)
ARB vs LVDS dividend yield comparison.
| Year | ARB | LVDS |
|---|---|---|
| 2026 | 0.00% | 0.27% |
| 2025 | 0.43% | 8.25% |
| 2024 | 1.12% | 0.00% |
| 2022 | 4.18% | 0.00% |
| 2020 | 2.87% | 0.00% |
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