LVDS vs SEIV

LVDSBJPMorgan Fundamental Data Science Large Value ETF

SEIVASEI QiM U.S. Large Cap Value Active ETF

In short

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.

SEIV Active quant value stock-picking at an index-fund price. SEIV screens U.S. large caps for cheap valuations plus quality, momentum and low volatility, then runs a concentrated book of roughly 80 names for 0.15% a year.

Stated mandate

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.

SEIV The Fund seeks long-term capital appreciation through primarily U.S. common stocks priced below fundamental valuation measures, using a quantitative, active stock-selection approach.

Why people hold it

• 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

• SEIV 0.15% a year for genuine active selection, against a 0.55% median in its U.S. value peer group. It matches the cheapest large-value quant funds rather than charging active prices.
• Value is not the only screen. The model also weighs quality, momentum and low volatility, which is how a cheap-stock strategy tries to avoid the cheap-for-a-reason trap.
• Other funds measured against the S&P 500 in this cohort charge far more (LSVD 0.40%, GSPY 0.50%, VNSE 1.34%). SEIV runs its version at 0.15%.
• Sits among the strongest implementations in a crowded U.S. value field, and trades with enough regular activity to be workable for ordinary retail order sizes.

Worth knowing

• 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.

• SEIV About 80 stocks measured against a 500-name benchmark. That concentration means stretches where it looks nothing like the S&P 500, in either direction.
• Launched in 2022, so the live record is short, and the asset base is mid-sized rather than among the giants of the value aisle.
• You get the factor recipe, not the trade-by-trade logic: selection sits inside a quantitative model. Distributions land quarterly, not monthly.

Full LVDS profile⁠

Full SEIV profile⁠