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LCDS vs SPY

Comparison between JPMORGAN FUNDAMENTAL DATA SCIENCE LARGE CORE ETF (LCDS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

LCDS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
LCDS
$16M
Winner
SPY
$781B
Expense Ratio
LCDS
0.30%
Winner
SPY
0.09%
Max Drawdown
Winner
LCDS
18.78%
SPY
56.47%
Sharpe Ratio
Winner
LCDS
1.31
SPY
1.25
5Y Beta
Winner
LCDS
0.95
SPY
1.00
P/E Ratio
Winner
LCDS
26.93
SPY
28.78
Forward P/E
Winner
LCDS
19.80
SPY
21.23
PEG Ratio
LCDS
0.39
SPY
N/A
5Y Dividends CAGR
LCDS
N/A
SPY
6.00%
5Y EPS CAGR
Winner
LCDS
26.54%
SPY
25.62%
Debt to Equity
Winner
LCDS
22.36%
SPY
31.92%
P/S Ratio
LCDS
3.88
Winner
SPY
3.76
P/B Ratio
Winner
LCDS
5.61
SPY
5.64

LCDS vs SPY - Holdings Comparison

LCDS and SPY have 106 common holdings. Overlap is 57.69%

LCDS's top 25 holdings weight is 60.89%. SPY's top 25 holdings weight is 51.74%.

RankLCDSSPY
#1
NVIDIA CORP (NVDA) - 8.48%
NVIDIA CORP (NVDA) - 7.89%
#2
APPLE INC (AAPL) - 7.22%
APPLE INC (AAPL) - 7.37%
#3
ALPHABET INC CLASS A (GOOGL) - 5.36%
MICROSOFT CORP (MSFT) - 4.50%
#4
MICROSOFT CORP (MSFT) - 5.07%
AMAZON.COM INC (AMZN) - 3.82%
#5
AMAZON.COM INC (AMZN) - 4.21%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
BROADCOM INC (AVGO) - 2.66%
BROADCOM INC (AVGO) - 2.86%
#7
META PLATFORMS INC CLASS A (META) - 2.58%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
MICRON TECHNOLOGY INC (MU) - 2.45%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
WELLS FARGO & CO (WFC) - 2.21%
TESLA INC (TSLA) - 1.70%
#10
EXXON MOBIL CORP (XOM) - 1.67%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MASTERCARD INC CLASS A (MA) - 1.58%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
ADVANCED MICRO DEVICES INC (AMD) - 1.49%
ELI LILLY AND CO (LLY) - 1.40%
#13
ELI LILLY AND CO (LLY) - 1.48%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
ABBVIE INC (ABBV) - 1.46%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
TESLA INC (TSLA) - 1.44%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
LAM RESEARCH CORP (LRCX) - 1.34%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
BANK OF AMERICA CORP (BAC) - 1.34%
VISA INC CLASS A (V) - 0.90%
#18
PHILIP MORRIS INTERNATIONAL INC (PM) - 1.26%
WALMART INC (WMT) - 0.76%
#19
CSX CORP (CSX) - 1.23%
INTEL CORP (INTC) - 0.75%
#20
SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.22%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
RTX CORP (RTX) - 1.09%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
AMERICAN EXPRESS CO (AXP) - 1.06%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
UNITEDHEALTH GROUP INC (UNH) - 1.04%
ABBVIE INC (ABBV) - 0.66%
#24
HOWMET AEROSPACE INC (HWM) - 1.04%
CATERPILLAR INC (CAT) - 0.65%
#25
BRISTOL-MYERS SQUIBB CO (BMY) - 0.91%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings115505

LCDS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
LCDS
+1.21%
SPY
+0.52%
3M
Winner
LCDS
+6.80%
SPY
+6.55%
6M
Winner
LCDS
+10.35%
SPY
+9.76%
1Y
Winner
LCDS
+20.82%
SPY
+20.32%
5Y(CAGR)
LCDS
N/A
SPY
+13.01%
10Y(CAGR)
LCDS
N/A
SPY
+15.06%
Max(CAGR)
Winner
LCDS
+20.39%
SPY
+8.50%

LCDS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearLCDSSPY
2026+10.35%+10.11%
2025+17.66%+18.00%
2024+10.32%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

LCDS vs SPY Drawdown Comparison

The maximum drawdown for LCDS was -18.39%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current LCDS drawdown is -0.48%. The current SPY drawdown is -1.24%.

RankLCDSSPY
#1-18.39%
Jan 23, 2025 - Jun 26, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-9.03%
Jan 28, 2026 - Apr 15, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-5.04%
Oct 29, 2025 - Dec 11, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-4.57%
Dec 6, 2024 - Jan 23, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-4.08%
Jun 2, 2026 - Jul 15, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.08%
Aug 30, 2024 - Sep 19, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.88%
Oct 6, 2025 - Oct 21, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.72%
Jan 12, 2026 - Jan 27, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.54%
Oct 14, 2024 - Nov 6, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.40%
Dec 11, 2025 - Dec 23, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.35%
Jul 25, 2025 - Aug 12, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.13%
Nov 11, 2024 - Nov 26, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.98%
May 14, 2026 - May 27, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.46%
Jul 15, 2026 - Jul 20, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.42%
Sep 22, 2025 - Oct 1, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between LCDS and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

LCDS vs SPY dividend yield comparison.

YearLCDSSPY
20260.36%0.49%
20250.92%1.07%
20240.48%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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