LCDS vs. VMAX ETF Comparison
Comparison of JPMorgan Fundamental Data Science Large Core ETF (LCDS) to Hartford US Value ETF (VMAX)
LCDS
JPMorgan Fundamental Data Science Large Core ETF
LCDS Description
Under normal circumstances, the fund invests at least 80% of its assets in equity securities of large, well established companies. Many of the equity securities in the fund"s portfolio will be technology companies or companies that rely heavily on technological advances. In managing the fund, the adviser employs a fundamental data science enabled investment approach that combines research, data insights, and risk management. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$57.58
Average Daily Volume
109
Number of Holdings
*
87
* may have additional holdings in another (foreign) market
VMAX
Hartford US Value ETF
VMAX Description
The fund generally invests at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index.Grade (RS Rating)
Last Trade
$51.92
Average Daily Volume
72
Number of Holdings
*
148
* may have additional holdings in another (foreign) market
Performance
| Period | LCDS | VMAX |
|---|---|---|
| 30 Days | 2.99% | 3.35% |
| 60 Days | 5.00% | 4.23% |
| 90 Days | 6.45% | 5.95% |
| 12 Months |
28 Overlapping Holdings
| Symbol | Grade | Weight in LCDS | Weight in VMAX | Overlap | |
|---|---|---|---|---|---|
| AAPL | C | 5.88% | 0.34% | 0.34% | |
| AXP | A | 1.46% | 0.27% | 0.27% | |
| BAC | A | 1.34% | 1.26% | 1.26% | |
| BRK.A | B | 0.75% | 0.92% | 0.75% | |
| CMCSA | B | 1.24% | 0.13% | 0.13% | |
| COP | C | 1.02% | 0.83% | 0.83% | |
| CTSH | B | 0.48% | 0.14% | 0.14% | |
| EOG | A | 1.14% | 2.03% | 1.14% | |
| EQIX | A | 0.25% | 0.49% | 0.25% | |
| FCNCA | A | 0.41% | 0.01% | 0.01% | |
| GOOGL | C | 3.04% | 1.2% | 1.2% | |
| HPE | B | 0.58% | 0.98% | 0.58% | |
| LLY | F | 1.11% | 0.18% | 0.18% | |
| LOW | D | 1.33% | 0.58% | 0.58% | |
| MA | C | 1.98% | 1.35% | 1.35% | |
| META | D | 3.39% | 1.36% | 1.36% | |
| MS | A | 0.66% | 0.2% | 0.2% | |
| MTG | C | 0.35% | 0.54% | 0.35% | |
| NEE | D | 0.73% | 0.68% | 0.68% | |
| NVDA | C | 7.58% | 0.99% | 0.99% | |
| NXPI | D | 0.93% | 0.16% | 0.16% | |
| PGR | A | 1.02% | 0.12% | 0.12% | |
| SO | D | 0.87% | 0.86% | 0.86% | |
| TJX | A | 0.53% | 0.25% | 0.25% | |
| TMUS | B | 0.69% | 0.43% | 0.43% | |
| UNH | C | 2.16% | 0.8% | 0.8% | |
| WFC | A | 2.44% | 1.82% | 1.82% | |
| XOM | B | 1.79% | 0.91% | 0.91% |
LCDS Overweight 59 Positions Relative to VMAX
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | F | 7.47% | |
| AMZN | C | 4.7% | |
| ABBV | D | 1.51% | |
| BMY | B | 1.47% | |
| SYK | C | 1.47% | |
| PM | B | 1.45% | |
| TT | A | 1.32% | |
| AVGO | D | 1.31% | |
| CRM | B | 1.25% | |
| UPS | C | 1.22% | |
| HWM | A | 1.15% | |
| TSLA | B | 1.14% | |
| AMP | A | 1.13% | |
| HON | B | 1.12% | |
| CSX | B | 1.1% | |
| MDLZ | F | 0.99% | |
| MET | A | 0.91% | |
| REGN | F | 0.89% | |
| INTU | C | 0.88% | |
| NOC | D | 0.87% | |
| MU | D | 0.87% | |
| MCD | D | 0.87% | |
| CME | A | 0.76% | |
| DHR | F | 0.76% | |
| SQ | B | 0.75% | |
| KO | D | 0.73% | |
| DOV | A | 0.71% | |
| FICO | B | 0.71% | |
| DD | D | 0.71% | |
| DLR | B | 0.7% | |
| STX | D | 0.7% | |
| PCG | A | 0.69% | |
| APH | A | 0.68% | |
| MDT | D | 0.66% | |
| AXTA | A | 0.66% | |
| TFC | A | 0.64% | |
| HLT | A | 0.63% | |
| SPOT | B | 0.62% | |
| PLD | D | 0.61% | |
| CI | F | 0.6% | |
| CMS | C | 0.59% | |
| CMG | B | 0.55% | |
| DE | A | 0.54% | |
| AZO | C | 0.54% | |
| LDOS | C | 0.53% | |
| PFGC | B | 0.47% | |
| VRTX | F | 0.45% | |
| ELAN | D | 0.39% | |
| WEX | D | 0.38% | |
| BJ | A | 0.36% | |
| COST | B | 0.34% | |
| SNPS | B | 0.32% | |
| CHD | B | 0.3% | |
| LRCX | F | 0.22% | |
| MSI | B | 0.21% | |
| SBUX | A | 0.14% | |
| LIN | D | 0.13% | |
| APTV | D | 0.11% | |
| EL | F | 0.1% |
LCDS Underweight 120 Positions Relative to VMAX
| Symbol | Grade | Weight | |
|---|---|---|---|
| HPQ | B | -1.93% | |
| C | A | -1.89% | |
| MTB | A | -1.87% | |
| CVS | D | -1.76% | |
| LNC | B | -1.59% | |
| STLD | B | -1.51% | |
| NRG | B | -1.5% | |
| T | A | -1.49% | |
| USB | A | -1.46% | |
| VLO | C | -1.42% | |
| SYF | B | -1.39% | |
| JPM | A | -1.34% | |
| MPC | D | -1.32% | |
| STT | A | -1.31% | |
| BBY | D | -1.29% | |
| PNC | B | -1.29% | |
| GAP | C | -1.25% | |
| MCO | B | -1.24% | |
| BK | A | -1.22% | |
| TGT | F | -1.21% | |
| NFG | A | -1.18% | |
| KR | B | -1.18% | |
| FDX | B | -1.16% | |
| RF | A | -1.13% | |
| LAMR | D | -1.12% | |
| ELV | F | -1.12% | |
| VZ | C | -1.1% | |
| PYPL | B | -1.09% | |
| TROW | B | -1.05% | |
| BCC | B | -1.05% | |
| JHG | A | -1.03% | |
| JXN | C | -1.02% | |
| CINF | A | -1.01% | |
| ETR | B | -0.96% | |
| JNJ | D | -0.96% | |
| BLDR | D | -0.93% | |
| DUK | C | -0.92% | |
| APA | D | -0.91% | |
| SHW | A | -0.88% | |
| GILD | C | -0.85% | |
| IRM | D | -0.85% | |
| FITB | A | -0.83% | |
| DVN | F | -0.81% | |
| VICI | C | -0.78% | |
| DELL | C | -0.77% | |
| CVX | A | -0.75% | |
| HCA | F | -0.71% | |
| HBAN | A | -0.7% | |
| CAT | B | -0.7% | |
| ACI | C | -0.68% | |
| WMT | A | -0.68% | |
| OGN | D | -0.68% | |
| RS | B | -0.66% | |
| QCOM | F | -0.66% | |
| CB | C | -0.66% | |
| AVT | C | -0.65% | |
| MO | A | -0.65% | |
| V | A | -0.65% | |
| AMT | D | -0.63% | |
| COF | B | -0.62% | |
| HUM | C | -0.61% | |
| CHRD | D | -0.58% | |
| CMC | B | -0.57% | |
| CTAS | B | -0.52% | |
| TEX | D | -0.51% | |
| MGY | A | -0.5% | |
| SPG | B | -0.5% | |
| GWW | B | -0.47% | |
| SW | A | -0.47% | |
| GS | A | -0.47% | |
| CBT | C | -0.47% | |
| PSX | C | -0.46% | |
| ITW | B | -0.43% | |
| NTAP | C | -0.42% | |
| MLI | C | -0.4% | |
| PRU | A | -0.39% | |
| R | B | -0.39% | |
| UNM | A | -0.36% | |
| RHI | B | -0.34% | |
| BPOP | B | -0.32% | |
| HD | A | -0.32% | |
| AXS | A | -0.31% | |
| NUE | C | -0.3% | |
| OZK | B | -0.29% | |
| RDN | C | -0.27% | |
| CSCO | B | -0.27% | |
| JKHY | D | -0.27% | |
| SBAC | D | -0.27% | |
| MKL | A | -0.26% | |
| DTE | C | -0.26% | |
| MRK | F | -0.24% | |
| LNTH | D | -0.23% | |
| MSCI | C | -0.23% | |
| UFPI | B | -0.22% | |
| PHM | D | -0.22% | |
| CFG | B | -0.21% | |
| CRBG | B | -0.2% | |
| XEL | A | -0.18% | |
| M | D | -0.17% | |
| AMAT | F | -0.16% | |
| DINO | D | -0.14% | |
| CMI | A | -0.14% | |
| COLB | A | -0.12% | |
| HRB | D | -0.11% | |
| EXC | C | -0.11% | |
| DKS | C | -0.11% | |
| WY | D | -0.11% | |
| FHN | A | -0.1% | |
| OVV | B | -0.08% | |
| AEP | D | -0.08% | |
| IBM | C | -0.07% | |
| CCI | D | -0.07% | |
| ESNT | D | -0.05% | |
| WFRD | D | -0.05% | |
| CHX | C | -0.04% | |
| EG | C | -0.03% | |
| FANG | D | -0.03% | |
| SM | B | -0.02% | |
| BKNG | A | -0.01% | |
| WSM | B | -0.01% |
LCDS: Top Represented Industries & Keywords
Industries:
Software - Application
Utilities - Regulated Electric
Drug Manufacturers - Major
Internet Content & Information
Restaurants
Semiconductors
Specialty Retail
Banks - Global
Banks - Regional - US
Biotechnology
Communication Equipment
Credit Services
Diversified Industrials
Health Care Plans
Household & Personal Products
Information Technology Services
Medical Devices
Oil & Gas E&P
Software - Infrastructure
Specialty Chemicals
VMAX: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Asset Management
Credit Services
Utilities - Regulated Electric
Insurance - Property & Casualty
Telecom Services
Banks - Global
Capital Markets
Drug Manufacturers - Major
Health Care Plans
Oil & Gas Refining & Marketing
REIT - Diversified
Steel
Business Services
Insurance - Life
Lumber & Wood Production
Semiconductors
Specialty Retail
Apparel Stores
Keywords:
S&P 500
Bank
Nasdaq 100
Banking
Dow Jones Component
Natural Gas
Insurance
Building Materials
Cash Management
Computing
Insurance Products
Investment Bank
Commercial Banking
Electricity
Financial Products
Investment Management
Petroleum Industry
Commercial Bank
Mobile Devices
Natural Gas Liquids
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