LCDS vs TBX
Comparison between JPMORGAN FUNDAMENTAL DATA SCIENCE LARGE CORE ETF (LCDS, ETF) and PROSHARES SHORT 7-10 YEAR TREASURY (TBX, ETF).
LCDS vs TBX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LCDS
$16M
Winner
TBX
$16M
Expense Ratio
Winner
LCDS
0.30%
TBX
0.95%
Max Drawdown
Winner
LCDS
18.78%
TBX
42.38%
Sharpe Ratio
Winner
LCDS
1.55
TBX
-0.28
5Y Beta
LCDS
0.95
Winner
TBX
0.02
P/E Ratio
LCDS
25.94
TBX
N/A
Forward P/E
LCDS
20.28
TBX
N/A
PEG Ratio
LCDS
0.50
TBX
N/A
5Y Dividends CAGR
LCDS
N/A
TBX
116.61%
5Y EPS CAGR
LCDS
27.45%
TBX
N/A
Debt to Equity
LCDS
20.61%
TBX
N/A
P/S Ratio
LCDS
3.79
TBX
N/A
P/B Ratio
LCDS
5.54
TBX
N/A
LCDS vs TBX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LCDS
+0.47%
TBX
+0.35%
3M
Winner
LCDS
+10.89%
TBX
+2.05%
6M
Winner
LCDS
+9.19%
TBX
+3.01%
1Y
Winner
LCDS
+23.59%
TBX
+2.69%
5Y(CAGR)
LCDS
N/A
TBX
+6.12%
10Y(CAGR)
LCDS
N/A
TBX
+2.07%
Max(CAGR)
Winner
LCDS
+20.36%
TBX
-1.12%
LCDS vs TBX - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | LCDS | TBX |
|---|---|---|
| 2026 | +8.14% | +2.95% |
| 2025 | +17.66% | -1.39% |
| 2024 | +10.32% | +8.48% |
| 2023 | N/A | +4.81% |
| 2022 | N/A | +17.42% |
| 2021 | N/A | +1.74% |
| 2020 | N/A | -9.69% |
| 2019 | N/A | -5.10% |
| 2018 | N/A | +0.86% |
| 2017 | N/A | -2.24% |
| 2016 | N/A | -1.42% |
| 2015 | N/A | -2.91% |
| 2014 | N/A | -9.58% |
| 2013 | N/A | +4.38% |
| 2012 | N/A | -5.20% |
| 2011 | N/A | -14.65% |
LCDS vs TBX Drawdown Comparison
The maximum drawdown for LCDS was -18.39%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for TBX was -41.04%, occurring on Aug 4, 2020. This drawdown has not yet recovered.
The current LCDS drawdown is -2.35%. The current TBX drawdown is -17.15%.
| Rank | LCDS | TBX |
|---|---|---|
| #1 | -18.39% Jan 23, 2025 - Jun 26, 2025 | -41.04% Apr 11, 2011 - Aug 4, 2020 |
| #2 | -9.03% Jan 28, 2026 - Apr 15, 2026 | N/A |
| #3 | -5.04% Oct 29, 2025 - Dec 11, 2025 | N/A |
| #4 | -4.57% Dec 6, 2024 - Jan 23, 2025 | N/A |
| #5 | -4.08% Jun 2, 2026 - Jun 10, 2026 | N/A |
| #6 | -4.08% Aug 30, 2024 - Sep 19, 2024 | N/A |
| #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 | -1.42% Sep 22, 2025 - Oct 1, 2025 | N/A |
| #15 | -1.34% Aug 14, 2025 - Aug 26, 2025 | N/A |
Correlation
Correlation between LCDS and TBX is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
Dividend Comparison (2018 - 2026)
LCDS vs TBX dividend yield comparison.
| Year | LCDS | TBX |
|---|---|---|
| 2026 | 0.19% | 0.47% |
| 2025 | 0.92% | 3.45% |
| 2024 | 0.48% | 6.58% |
| 2023 | 0.00% | 4.07% |
| 2022 | 0.00% | 0.40% |
| 2020 | 0.00% | 0.10% |
| 2019 | 0.00% | 1.53% |
| 2018 | 0.00% | 0.72% |
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