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LVDS - ETF AI Analysis

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LVDS

JPMorgan Fundamental Data Science Large Value ETF (LVDS)

Rating:72Outperform
Price Target:
LVDS, the JPMorgan Fundamental Data Science Large Value ETF, has a solid overall rating, reflecting a portfolio led by strong, profitable companies like Alphabet (GOOG) and Amazon (AMZN), which benefit from growth in AI, cloud, and digital services. Additional support comes from financially healthy names such as Exxon Mobil (XOM), Wells Fargo (WFC), Micron (MU), and Analog Devices (ADI), though some holdings like Berkshire Hathaway (BRK.B) and Seagate (STX) face issues such as bearish technical trends, high leverage, or valuation concerns that modestly weigh on the fund. The main risk factor is exposure to several companies with high valuations or technical volatility, which can increase short-term price swings even if long-term fundamentals remain sound.
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many sectors, which can help reduce the impact if any one industry struggles.
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year to date, indicating positive recent momentum.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and energy names, have delivered strong gains that support the fund’s overall returns.
Negative Factors
Heavy U.S. Market Concentration
Almost all of the fund’s assets are invested in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Mixed Performance Among Financial Holdings
Some large financial stocks in the top holdings have shown weak performance, which can drag on the fund given its sizable exposure to the sector.
Moderate Expense Ratio
While not extremely high, the fund’s fees are not among the lowest, which slightly reduces the net return investors keep over time.

LVDS vs. SPDR S&P 500 ETF (SPY)

LVDS Summary

The JPMorgan Fundamental Data Science Large Value ETF (LVDS) is an actively managed fund that uses data science to pick large U.S. companies it believes are undervalued. It focuses on many sectors, including financials, technology, and health care, and holds well-known names like Alphabet (Google) and Exxon Mobil. Someone might invest in this ETF to seek long-term growth while staying diversified across many big U.S. companies. A key risk is that the fund can still lose value and move up and down with the overall stock market, and its data-driven stock picks may underperform.
How much will it cost me?The expense ratio for the JPMorgan Fundamental Data Science Large Value ETF (LVDS) is 0.30%, which means you’ll pay $3 per year for every $1,000 invested. This is slightly higher than average because the fund is actively managed, using advanced data science techniques to select stocks with strong fundamentals and value potential.
What would affect this ETF?The LVDS ETF, focused on large-cap U.S. companies, could benefit from economic growth and advancements in data-driven stock selection, particularly if undervalued sectors like financials and industrials perform well. However, it may face challenges from rising interest rates, which could pressure financial stocks, or regulatory changes affecting top holdings like Alphabet and Amazon. Broader market volatility could also impact its diverse sector exposure.

LVDS Top 10 Holdings

LVDS may be branded as a value fund, but its story is being written by a handful of big U.S. names. Alphabet and Amazon are doing much of the heavy lifting, with rising share prices and upbeat narratives around AI, cloud, and advertising. On the value side, Micron and Analog Devices are standout semiconductor plays, giving the fund a clear tech and chip tilt despite its large-value label. Financials like Bank of America and Wells Fargo are more mixed, with Wells Fargo in particular losing steam and acting as a mild drag on performance.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Alphabet Class C3.14%$3.12M$4.15T114.58%
82
Outperform
Amazon2.54%$2.52M$2.84T39.12%
71
Outperform
Exxon Mobil2.47%$2.45M$618.95B36.42%
74
Outperform
Bank of America2.00%$1.98M$373.55B32.30%
72
Outperform
Micron1.97%$1.96M$560.17B567.72%
79
Outperform
Wells Fargo1.97%$1.95M$243.37B16.03%
80
Outperform
Berkshire Hathaway B1.78%$1.77M$1.01T-10.95%
66
Neutral
Seagate Tech1.68%$1.67M$127.85B625.24%
68
Neutral
Analog Devices1.66%$1.65M$195.07B102.66%
78
Outperform
Philip Morris1.57%$1.56M$255.91B-4.89%
61
Neutral

LVDS Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
51.98
Positive
100DMA
51.46
Positive
200DMA
49.50
Positive
Market Momentum
MACD
0.74
Negative
RSI
71.22
Negative
STOCH
88.73
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For LVDS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 53.08, equal to the 50-day MA of 51.98, and equal to the 200-day MA of 49.50, indicating a bullish trend. The MACD of 0.74 indicates Negative momentum. The RSI at 71.22 is Negative, neither overbought nor oversold. The STOCH value of 88.73 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for LVDS.

LVDS Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$101.18M0.30%
72
Outperform
$99.85M0.79%
71
Outperform
$98.00M0.92%
62
Neutral
$93.34M0.45%
69
Neutral
$86.99M0.35%
76
Outperform
$85.92M0.32%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
LVDS
JPMorgan Fundamental Data Science Large Value ETF
54.45
8.69
18.99%
UPSD
Aptus Large Cap Upside ETF
EGGY
NestYield Dynamic Income Shield ETF
ACEP
ARS Core Equity Portfolio ETF
JOYT
JPMorgan Equity and Options Total Return ETF
RWLC
Rayliant Quantitative Developed Market Equity ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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