LCDS vs CLCV
Comparison between JPMORGAN FUNDAMENTAL DATA SCIENCE LARGE CORE ETF (LCDS, ETF) and Crossmark Large Cap Value ETF (CLCV, ETF).
LCDS vs CLCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LCDS
$16M
CLCV
$16M
Expense Ratio
Winner
LCDS
0.30%
CLCV
0.50%
Max Drawdown
LCDS
18.78%
Winner
CLCV
6.94%
Sharpe Ratio
Winner
LCDS
1.50
CLCV
1.31
5Y Beta
LCDS
0.95
Winner
CLCV
0.77
P/E Ratio
LCDS
25.94
Winner
CLCV
17.48
Forward P/E
LCDS
20.28
Winner
CLCV
15.69
PEG Ratio
LCDS
0.50
Winner
CLCV
0.26
5Y EPS CAGR
Winner
LCDS
27.45%
CLCV
18.84%
Debt to Equity
LCDS
20.61%
Winner
CLCV
-1.16%
P/S Ratio
LCDS
3.79
Winner
CLCV
1.65
P/B Ratio
LCDS
5.54
Winner
CLCV
3.09
LCDS vs CLCV - Holdings Comparison
LCDS and CLCV have 20 common holdings. Overlap is 17.49%
LCDS's top 25 holdings weight is 61.87%. CLCV's top 25 holdings weight is 61.36%.
| Rank | LCDS | CLCV |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 9.33% | CISCO SYSTEMS INC (CSCO) - 3.35% |
| #2 | APPLE INC (AAPL) - 7.02% | WESTERN DIGITAL CORP (WDC) - 3.09% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.85% | EXXON MOBIL CORP (XOM) - 3.04% |
| #4 | MICROSOFT CORP (MSFT) - 5.69% | BANK OF AMERICA CORP (BAC) - 2.87% |
| #5 | AMAZON.COM INC (AMZN) - 4.57% | QUALCOMM INC (QCOM) - 2.86% |
| #6 | BROADCOM INC (AVGO) - 2.87% | DELL TECHNOLOGIES INC ORDINARY SHARES CLASS C (DELL) - 2.72% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.63% | NVENT ELECTRIC PLC (NVT) - 2.60% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.35% | CVS HEALTH CORP (CVS) - 2.59% |
| #9 | EXXON MOBIL CORP (XOM) - 1.97% | VERIZON COMMUNICATIONS INC (VZ) - 2.56% |
| #10 | WELLS FARGO & CO (WFC) - 1.96% | FLEX LTD (FLEX) - 2.49% |
| #11 | MASTERCARD INC CLASS A (MA) - 1.55% | CITIGROUP INC (C) - 2.47% |
| #12 | TESLA INC (TSLA) - 1.50% | CONOCOPHILLIPS (COP) - 2.41% |
| #13 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.46% | ALPHABET INC CLASS A (GOOGL) - 2.38% |
| #14 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.31% | PROLOGIS INC (PLD) - 2.35% |
| #15 | ELI LILLY AND CO (LLY) - 1.27% | POPULAR INC (BPOP) - 2.29% |
| #16 | ABBVIE INC (ABBV) - 1.26% | AMERICAN EXPRESS CO (AXP) - 2.25% |
| #17 | CSX CORP (CSX) - 1.18% | MILLICOM INTERNATIONAL CELLULAR SA (TIGO) - 2.22% |
| #18 | BANK OF AMERICA CORP (BAC) - 1.18% | HONEYWELL INTERNATIONAL INC (HON) - 2.21% |
| #19 | LAM RESEARCH CORP (LRCX) - 1.12% | JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 2.18% |
| #20 | HOWMET AEROSPACE INC (HWM) - 0.99% | TJX COMPANIES INC (TJX) - 2.17% |
| #21 | RTX CORP (RTX) - 0.99% | AT&T INC (T) - 2.12% |
| #22 | AMERICAN EXPRESS CO (AXP) - 0.99% | CHARLES SCHWAB CORP (SCHW) - 2.07% |
| #23 | UNITEDHEALTH GROUP INC (UNH) - 0.97% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.03% |
| #24 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.94% | SALESFORCE INC (CRM) - 2.03% |
| #25 | CONOCOPHILLIPS (COP) - 0.92% | BANK OF NEW YORK MELLON CORP (BNY) - 2.01% |
| Total Holdings | 114 | 54 |
LCDS vs CLCV - Historical Returns
Returns include dividend reinvestment.
1M
LCDS
+0.47%
Winner
CLCV
+6.05%
3M
LCDS
+10.89%
Winner
CLCV
+15.80%
6M
LCDS
+9.19%
Winner
CLCV
+14.11%
1Y
Winner
LCDS
+23.59%
CLCV
+19.77%
Max(CAGR)
LCDS
+20.36%
Winner
CLCV
+22.55%
LCDS vs CLCV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LCDS | CLCV |
|---|---|---|
| 2026 | +8.14% | +13.81% |
| 2025 | +17.66% | +4.88% |
| 2024 | +10.32% | N/A |
LCDS vs CLCV Drawdown Comparison
The maximum drawdown for LCDS was -18.39%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for CLCV was -6.94%, occurring on Mar 30, 2026. Recovery took 48 trading sessions.
The current LCDS drawdown is -2.35%. The current CLCV drawdown is -0.25%.
| Rank | LCDS | CLCV |
|---|---|---|
| #1 | -18.39% Jan 23, 2025 - Jun 26, 2025 | -6.94% Feb 9, 2026 - Apr 20, 2026 |
| #2 | -9.03% Jan 28, 2026 - Apr 15, 2026 | -4.19% Nov 12, 2025 - Dec 3, 2025 |
| #3 | -5.04% Oct 29, 2025 - Dec 11, 2025 | -3.97% Jul 23, 2025 - Aug 28, 2025 |
| #4 | -4.57% Dec 6, 2024 - Jan 23, 2025 | -3.27% Jun 4, 2026 - Jun 10, 2026 |
| #5 | -4.08% Jun 2, 2026 - Jun 10, 2026 | -2.84% Sep 19, 2025 - Oct 20, 2025 |
| #6 | -4.08% Aug 30, 2024 - Sep 19, 2024 | -2.58% Jan 6, 2026 - Jan 29, 2026 |
| #7 | -2.88% Oct 6, 2025 - Oct 21, 2025 | -2.47% Oct 27, 2025 - Nov 12, 2025 |
| #8 | -2.72% Jan 12, 2026 - Jan 27, 2026 | -1.46% Apr 20, 2026 - Apr 30, 2026 |
| #9 | -2.54% Oct 14, 2024 - Nov 6, 2024 | -1.33% Dec 11, 2025 - Dec 22, 2025 |
| #10 | -2.40% Dec 11, 2025 - Dec 23, 2025 | -1.25% Dec 24, 2025 - Jan 5, 2026 |
| #11 | -2.35% Jul 25, 2025 - Aug 12, 2025 | -0.98% Sep 11, 2025 - Sep 18, 2025 |
| #12 | -2.13% Nov 11, 2024 - Nov 26, 2024 | -0.95% Apr 30, 2026 - May 6, 2026 |
| #13 | -1.98% May 14, 2026 - May 27, 2026 | -0.85% Aug 29, 2025 - Sep 11, 2025 |
| #14 | -1.42% Sep 22, 2025 - Oct 1, 2025 | -0.80% May 6, 2026 - May 14, 2026 |
| #15 | -1.34% Aug 14, 2025 - Aug 26, 2025 | -0.76% May 14, 2026 - May 20, 2026 |
Correlation
Correlation between LCDS and CLCV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2024 - 2026)
LCDS vs CLCV dividend yield comparison.
| Year | LCDS | CLCV |
|---|---|---|
| 2026 | 0.19% | 0.00% |
| 2025 | 0.92% | 0.40% |
| 2024 | 0.48% | 0.00% |
Select Stocks to Compare
Popular: LCDS vs SPYCLCV vs SPY
More Comparisons
Compare with similar stocks