Compare · 2 funds side by side · dividends reinvested

LCDS and SCHB

LCDSJ.P. Morgan×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,270SCHB · best of the two

02 / 04

LCDS and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.04%+13.3%+13.3%+24.0%+11.5%−8.9%13.1%$44.0B1.4

JPMorgan Fundamental Data Science Large Core ETFUS Stock Styles · Large cap0.30%0.85%+13.9%+14.5%[…][…]−9.1%12.4%$16M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: LCDS 2024 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Large Core ETF · $16M[…]

LCDS

SCHB

Schwab U.S. Broad Market ETF · $44.0B$17,270

$10,000 five years ago, dividends reinvested · they hold 52.5% in common

LCDSMeasureSCHB

+13.9%Year to dateJan 1 → Nov 4+13.3%

+14.5%1 yearTotal return+13.3%

[…]3 years · per year$10,000 became […] · $19,056+24.0%

[…]5 years · per year$10,000 became […] · $17,270+11.5%

0.30%Expense ratio$30 · $3 a year on $10k · lower is better0.03%

0.85%Trailing 12-mo yield$85 · $104 a year on $10k1.04%

−9.1%Worst dropSmaller is better−8.9%

12.4%VolatilityLower is calmer13.1%

LCDSSCHB Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LCDS vs SCHB: Top 5 Holdings

Today

LCDS

31.1%in top 5

SCHB

in top 524.4%

LCDSStockSCHB

8.4%NVDA6.8%

7.5%AAPL6.6%

6.7%MSFT5.3%

4.3%AMZN3.4%

4.2%GOOGL2.2%

Held in common52.5%

End-of-day Nov 4, 2026 · share of each fund

LCDS vs SCHB Returns, Every Period

J.P. MorganLCDS

+14.5%

past year

SCHBSchwab

+13.3%

past year

LCDSSCHBFaded: behind in that period

2–0LCDS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

LCDS vs SCHB

YTD

J.P. MorganLCDS

+13.9%

SCHBSchwab

+13.3%

+13.9%Year to date+13.3%

−9.1%Worst drop · 1Y−8.9%

12.4%Volatility · 1Y13.1%

0.9%Yield1.0%

$16.3MAssets$44.0B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LCDS, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

LCDS0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: LCDS, SCHB

1.04%highest, SCHB

FundTrailing yieldYield$10k

SCHB1.04%$104

LCDS0.85%$85

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

LCDS$85 − $30 = $55

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: LCDS, SCHB

Today

52.5%most shared, LCDS and SCHB

LCDSSCHB

LCDS—52.5%

SCHB52.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+14.5%LCDS, at 12.4% volatility

LCDSWorst drop−9.1%12.4% vol

SCHBWorst drop−8.9%13.1% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCHBLCDS

+13.3%Year to date+13.9%

1.0%Yield0.9%

+13.3%Past year+14.5%

0.03%Fee0.30%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$95.4B

1–0VTI wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026