AVLV vs LVDS

AVLVAAvantis U.S. Large Cap Value ETF

LVDSBJPMorgan Fundamental Data Science Large Value ETF

In short

AVLV —No data

LVDS Human analysts plus machine pattern-hunting: JPMorgan screens large US value names through a fundamental data science process, holding roughly 130 stocks against a Russell 1000 Value yardstick, on a track record that starts in 2003.

Stated mandate

AVLV —No data

LVDS The Fund seeks long-term capital appreciation. It invests primarily in large-capitalization U.S. companies with attractive valuations, using a fundamental data-science approach to assess prospects and risk.

Why people hold it

AVLV —No data

• LVDS Stays in its lane: built as large-cap US value and measured against the Russell 1000 Value Index, with holdings that match the label rather than drifting toward growth.jpmorgan.com
• At 0.51% it charges about what a typical active US value ETF does, and it sits in the upper half of that peer group on the things we measure.
• The strategy's record begins in 2003, so this process has been run through multiple market cycles, not just the latest stretch.
• Active by design: a team pairs fundamental research with data science to pick roughly 130 names, and the fund pays out quarterly.jpmorgan.com

Worth knowing

AVLV —No data

• LVDS It trades thinly and stays small by assets, so the bid-ask gap can matter more on a single trade than the fee does over a year. Limit orders are the usual answer.
• Cheaper value rivals exist: WTV at 0.12% and AVLV at 0.15%. The premium here buys human judgment instead of a rulebook.
• Because managers choose the holdings, results can diverge from the Russell 1000 Value in either direction, by more than a plain index tracker would.

Full AVLV profile⁠

Full LVDS profile⁠