BRKW vs LCDS
Comparison between ROUNDHILL BRKB WEEKLYPAY ETF (BRKW, ETF) and JPMORGAN FUNDAMENTAL DATA SCIENCE LARGE CORE ETF (LCDS, ETF).
BRKW vs LCDS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
BRKW vs LCDS - Holdings Comparison
BRKW and LCDS have 1 common holdings. Overlap is 0.72%
BRKW's top 25 holdings weight is 13.65%. LCDS's top 25 holdings weight is 60.89%.
| Rank | BRKW | LCDS |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 8.65% | NVIDIA CORP (NVDA) - 8.48% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 5.00% | APPLE INC (AAPL) - 7.22% |
| #3 | N/A | ALPHABET INC CLASS A (GOOGL) - 5.36% |
| #4 | N/A | MICROSOFT CORP (MSFT) - 5.07% |
| #5 | N/A | AMAZON.COM INC (AMZN) - 4.21% |
| #6 | N/A | BROADCOM INC (AVGO) - 2.66% |
| #7 | N/A | META PLATFORMS INC CLASS A (META) - 2.58% |
| #8 | N/A | MICRON TECHNOLOGY INC (MU) - 2.45% |
| #9 | N/A | WELLS FARGO & CO (WFC) - 2.21% |
| #10 | N/A | EXXON MOBIL CORP (XOM) - 1.67% |
| #11 | N/A | MASTERCARD INC CLASS A (MA) - 1.58% |
| #12 | N/A | ADVANCED MICRO DEVICES INC (AMD) - 1.49% |
| #13 | N/A | ELI LILLY AND CO (LLY) - 1.48% |
| #14 | N/A | ABBVIE INC (ABBV) - 1.46% |
| #15 | N/A | TESLA INC (TSLA) - 1.44% |
| #16 | N/A | LAM RESEARCH CORP (LRCX) - 1.34% |
| #17 | N/A | BANK OF AMERICA CORP (BAC) - 1.34% |
| #18 | N/A | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.26% |
| #19 | N/A | CSX CORP (CSX) - 1.23% |
| #20 | N/A | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.22% |
| #21 | N/A | RTX CORP (RTX) - 1.09% |
| #22 | N/A | AMERICAN EXPRESS CO (AXP) - 1.06% |
| #23 | N/A | UNITEDHEALTH GROUP INC (UNH) - 1.04% |
| #24 | N/A | HOWMET AEROSPACE INC (HWM) - 1.04% |
| #25 | N/A | BRISTOL-MYERS SQUIBB CO (BMY) - 0.91% |
| Total Holdings | 2 | 115 |
BRKW vs LCDS - Historical Returns
Returns include dividend reinvestment.
BRKW vs LCDS - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | BRKW | LCDS |
|---|---|---|
| 2026 | -3.56% | +10.35% |
| 2025 | +2.14% | +17.66% |
| 2024 | N/A | +10.32% |
BRKW vs LCDS Drawdown Comparison
The maximum drawdown for BRKW was -12.62%, occurring on May 5, 2026. This drawdown has not yet recovered.
The maximum drawdown for LCDS was -18.39%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The current BRKW drawdown is -7.99%. The current LCDS drawdown is -0.48%.
| Rank | BRKW | LCDS |
|---|---|---|
| #1 | -12.62% Nov 28, 2025 - May 5, 2026 | -18.39% Jan 23, 2025 - Jun 26, 2025 |
| #2 | -8.86% Jun 24, 2025 - Aug 28, 2025 | -9.03% Jan 28, 2026 - Apr 15, 2026 |
| #3 | -7.82% Sep 4, 2025 - Nov 13, 2025 | -5.04% Oct 29, 2025 - Dec 11, 2025 |
| #4 | -2.81% Nov 13, 2025 - Nov 28, 2025 | -4.57% Dec 6, 2024 - Jan 23, 2025 |
| #5 | -0.70% Aug 29, 2025 - Sep 4, 2025 | -4.08% Jun 2, 2026 - Jul 15, 2026 |
| #6 | -0.08% Jun 18, 2025 - Jun 23, 2025 | -4.08% Aug 30, 2024 - Sep 19, 2024 |
| #7 | N/A | -2.88% Oct 6, 2025 - Oct 21, 2025 |
| #8 | N/A | -2.72% Jan 12, 2026 - Jan 27, 2026 |
| #9 | N/A | -2.54% Oct 14, 2024 - Nov 6, 2024 |
| #10 | N/A | -2.40% Dec 11, 2025 - Dec 23, 2025 |
| #11 | N/A | -2.35% Jul 25, 2025 - Aug 12, 2025 |
| #12 | N/A | -2.13% Nov 11, 2024 - Nov 26, 2024 |
| #13 | N/A | -1.98% May 14, 2026 - May 27, 2026 |
| #14 | N/A | -1.46% Jul 15, 2026 - Jul 20, 2026 |
| #15 | N/A | -1.42% Sep 22, 2025 - Oct 1, 2025 |
Correlation
Correlation between BRKW and LCDS is -0.37 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.
Dividend Comparison (2024 - 2026)
BRKW vs LCDS dividend yield comparison.
| Year | BRKW | LCDS |
|---|---|---|
| 2026 | 10.59% | 0.36% |
| 2025 | 14.45% | 0.92% |
| 2024 | 0.00% | 0.48% |
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