Compare · 2 funds side by side · dividends reinvested

LCDS and VIG

LCDSJ.P. Morgan×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,331VIG · best of the two

02 / 04

LCDS and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.0

JPMorgan Fundamental Data Science Large Core ETFUS Stock Styles · Large cap0.30%0.85%+13.9%+14.5%[…][…]−9.1%12.4%$16M2.0

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

End-of-day Nov 5, 2026 · returns include dividends · since: LCDS 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

LCDS

VIG

Vanguard Dividend Appreciation ETF · $109B$16,331

$10,000 five years ago, dividends reinvested · they hold 33.5% in common

LCDSMeasureVIG

+13.9%Year to dateJan 1 → Nov 5+16.4%

+14.5%1 yearTotal return+18.9%

[…]3 years · per year$10,000 became […] · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.30%Expense ratio$30 · $4 a year on $10k · lower is better0.04%

0.85%Trailing 12-mo yield$85 · $144 a year on $10k1.44%

−9.1%Worst dropSmaller is better−7.9%

12.4%VolatilityLower is calmer10.2%

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

0–6VIG wins

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

More Ways to See the Pairs

LCDS vs VIG: Top 5 Holdings

Today

LCDS

31.6%in top 5

VIG

in top 522.1%

LCDSStockVIG

8.0%NVDAnot top 5

7.8%AAPL4.9%

7.1%MSFT4.9%

4.5%AMZNnot top 5

not top 5AVGO4.3%

4.3%GOOGLnot top 5

not top 5LLY4.1%

not top 5JPM3.9%

Held in common33.5%

End-of-day Nov 5, 2026 · share of each fund

LCDS vs VIG Returns, Every Period

J.P. MorganLCDS

+14.5%

past year

VIGVanguard

+18.9%

past year

LCDSVIGFaded: behind in that period

0–2VIG wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Income: LCDS vs VIG

YTD

J.P. MorganLCDS

+13.9%

VIGVanguard

+16.4%

+13.9%Year to date+16.4%

−9.1%Worst drop · 1Y−7.9%

12.4%Volatility · 1Y10.2%

0.9%Yield1.4%

$16.4MAssets$109B

4–0VIG wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LCDS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

LCDS0.30%$30

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: LCDS, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

LCDS0.85%$85

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

LCDS$85 − $30 = $55

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: LCDS, VIG

Today

33.5%most shared, LCDS and VIG

LCDSVIG

LCDS—33.5%

VIG33.5%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

LCDSWorst drop−9.1%12.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VIGLCDS

+16.4%Year to date+13.9%

1.4%Yield0.9%

+18.9%Past year+14.5%

0.04%Fee0.30%

4–0VIG wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026