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