LCDS vs WABF
Comparison between JPMORGAN FUNDAMENTAL DATA SCIENCE LARGE CORE ETF (LCDS, ETF) and Western Asset Bond ETF (WABF, ETF).
LCDS vs WABF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LCDS
$16M
Winner
WABF
$16M
Expense Ratio
Winner
LCDS
0.30%
WABF
0.35%
Max Drawdown
LCDS
18.78%
Winner
WABF
8.07%
Sharpe Ratio
Winner
LCDS
1.30
WABF
-0.14
5Y Beta
LCDS
0.95
Winner
WABF
0.05
P/E Ratio
LCDS
26.93
WABF
N/A
Forward P/E
LCDS
19.80
WABF
N/A
PEG Ratio
LCDS
0.39
WABF
N/A
5Y EPS CAGR
LCDS
26.54%
WABF
N/A
Debt to Equity
LCDS
22.36%
WABF
N/A
P/S Ratio
LCDS
3.88
WABF
N/A
P/B Ratio
LCDS
5.61
WABF
N/A
LCDS vs WABF - Holdings Comparison
LCDS and WABF have 1 common holdings. Overlap is -12.86%
LCDS's top 25 holdings weight is 60.89%. WABF's top 25 holdings weight is 62.26%.
| Rank | LCDS | WABF |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.48% | RECV CMENAIRSWAPFWD52129 (n/a) - 12.86% |
| #2 | APPLE INC (AAPL) - 7.22% | UNITED STATES TREASURY NOTES 4.625% (n/a) - 12.83% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 5.36% | RECV CMENAIRSWAPFWDDBS131 (n/a) - 9.27% |
| #4 | MICROSOFT CORP (MSFT) - 5.07% | RECV CMENAIRSWAPFWD52137 (n/a) - 3.03% |
| #5 | AMAZON.COM INC (AMZN) - 4.21% | RECV IRSWAP2.3675%6-29-20 (n/a) - 2.23% |
| #6 | BROADCOM INC (AVGO) - 2.66% | n/a (n/a) - 2.17% |
| #7 | META PLATFORMS INC CLASS A (META) - 2.58% | n/a (n/a) - 2.07% |
| #8 | MICRON TECHNOLOGY INC (MU) - 2.45% | ANTARES CLO 2018-1 LTD/ LLC 0.10526% (n/a) - 1.55% |
| #9 | WELLS FARGO & CO (WFC) - 2.21% | UNITED STATES TREASURY BONDS 4.75% (n/a) - 1.47% |
| #10 | EXXON MOBIL CORP (XOM) - 1.67% | n/a (n/a) - 1.44% |
| #11 | MASTERCARD INC CLASS A (MA) - 1.58% | n/a (n/a) - 1.32% |
| #12 | ADVANCED MICRO DEVICES INC (AMD) - 1.49% | n/a (n/a) - 1.27% |
| #13 | ELI LILLY AND CO (LLY) - 1.48% | BAYFRT 8A A 7/47 (n/a) - 1.25% |
| #14 | ABBVIE INC (ABBV) - 1.46% | HSBC HOLDINGS PLC 4.762% (n/a) - 1.21% |
| #15 | TESLA INC (TSLA) - 1.44% | MEXICO (UNITED MEXICAN STATES) 4.875% (n/a) - 1.18% |
| #16 | LAM RESEARCH CORP (LRCX) - 1.34% | PROSUS NV 3.061% (n/a) - 1.13% |
| #17 | BANK OF AMERICA CORP (BAC) - 1.34% | n/a (n/a) - 1.12% |
| #18 | PHILIP MORRIS INTERNATIONAL INC (PM) - 1.26% | JSC NATIONAL COMPANY KAZMUNAYGAS 3.5% (n/a) - 1.12% |
| #19 | CSX CORP (CSX) - 1.23% | NEUBERGER BERMAN LOAN ADVISERS CLO (n/a) - 0.94% |
| #20 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.22% | FEDERAL HOME LOAN MORTGAGE CORP. 4.5% (n/a) - 0.90% |
| #21 | RTX CORP (RTX) - 1.09% | GOVERNMENT NATIONAL MORTGAGE ASSOCIATION (n/a) - 0.58% |
| #22 | AMERICAN EXPRESS CO (AXP) - 1.06% | SUZANO AUSTRIA GMBH 0.03226% (n/a) - 0.35% |
| #23 | UNITEDHEALTH GROUP INC (UNH) - 1.04% | n/a (n/a) - 0.35% |
| #24 | HOWMET AEROSPACE INC (HWM) - 1.04% | GOLDMAN SACHS GROUP, INC. 5.24% (n/a) - 0.31% |
| #25 | BRISTOL-MYERS SQUIBB CO (BMY) - 0.91% | JPMORGAN CHASE & CO. 3.509% (n/a) - 0.31% |
| Total Holdings | 115 | 383 |
LCDS vs WABF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LCDS
+1.45%
WABF
-1.08%
3M
Winner
LCDS
+5.04%
WABF
-1.42%
6M
Winner
LCDS
+8.15%
WABF
-1.09%
1Y
Winner
LCDS
+18.61%
WABF
+2.98%
Max(CAGR)
Winner
LCDS
+19.67%
WABF
+5.29%
LCDS vs WABF - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | LCDS | WABF |
|---|---|---|
| 2026 | +9.18% | -0.77% |
| 2025 | +17.66% | +7.90% |
| 2024 | +10.32% | +1.76% |
| 2023 | N/A | +6.80% |
LCDS vs WABF Drawdown Comparison
The maximum drawdown for LCDS was -18.39%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for WABF was -5.35%, occurring on Jan 13, 2025. Recovery took 197 trading sessions.
The current LCDS drawdown is -1.54%. The current WABF drawdown is -2.67%.
| Rank | LCDS | WABF |
|---|---|---|
| #1 | -18.39% Jan 23, 2025 - Jun 26, 2025 | -5.35% Sep 16, 2024 - Jul 1, 2025 |
| #2 | -9.03% Jan 28, 2026 - Apr 15, 2026 | -4.75% Sep 22, 2023 - Nov 14, 2023 |
| #3 | -5.04% Oct 29, 2025 - Dec 11, 2025 | -4.38% Feb 1, 2024 - Jul 11, 2024 |
| #4 | -4.57% Dec 6, 2024 - Jan 23, 2025 | -3.02% Feb 27, 2026 - Mar 27, 2026 |
| #5 | -4.08% Jun 2, 2026 - Jul 15, 2026 | -2.13% Dec 27, 2023 - Feb 1, 2024 |
| #6 | -4.08% Aug 30, 2024 - Sep 19, 2024 | -1.31% Jul 1, 2025 - Aug 1, 2025 |
| #7 | -2.88% Oct 6, 2025 - Oct 21, 2025 | -1.10% Aug 2, 2024 - Aug 14, 2024 |
| #8 | -2.72% Jan 12, 2026 - Jan 27, 2026 | -1.09% Oct 28, 2025 - Jan 13, 2026 |
| #9 | -2.54% Oct 14, 2024 - Nov 6, 2024 | -0.90% Jul 17, 2024 - Jul 30, 2024 |
| #10 | -2.40% Dec 11, 2025 - Dec 23, 2025 | -0.70% Sep 16, 2025 - Oct 14, 2025 |
| #11 | -2.35% Jul 25, 2025 - Aug 12, 2025 | -0.62% Jan 14, 2026 - Feb 5, 2026 |
| #12 | -2.13% Nov 11, 2024 - Nov 26, 2024 | -0.60% Dec 6, 2023 - Dec 13, 2023 |
| #13 | -1.98% May 14, 2026 - May 27, 2026 | -0.59% Aug 13, 2025 - Aug 27, 2025 |
| #14 | -1.54% Jul 15, 2026 - Jul 23, 2026 | -0.59% Aug 23, 2024 - Sep 4, 2024 |
| #15 | -1.42% Sep 22, 2025 - Oct 1, 2025 | -0.58% Nov 14, 2023 - Nov 16, 2023 |
Correlation
Correlation between LCDS and WABF is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2023 - 2026)
LCDS vs WABF dividend yield comparison.
| Year | LCDS | WABF |
|---|---|---|
| 2026 | 0.36% | 2.63% |
| 2025 | 0.92% | 5.67% |
| 2024 | 0.48% | 6.25% |
| 2023 | 0.00% | 1.46% |
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