Compare · 3 funds side by side · dividends reinvested

LCDS, VOO and IVV

LCDSJ.P. Morgan×VOOVanguard×IVViShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177VOO · best of the three

02 / 04

LCDS, VOO and IVV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$850B1.8

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.10%+8.7%+9.8%+21.8%+11.4%−8.9%13.5%$1.00T1.9

JPMorgan Fundamental Data Science Large Core ETFUS Stock Styles · Large cap0.30%0.89%+9.1%+10.7%[…][…]−9.1%13.1%$17M2.0

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: LCDS 2024 · VOO 2010 · IVV 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Large Core ETF · $17M[…]

LCDS

VOO

Vanguard S&P 500 ETF · $1.00T$17,177

$10,000 five years ago, dividends reinvested · they hold 57.3% in common

LCDSMeasureVOO

+9.1%Year to dateJan 1 → Nov 6+8.7%

+10.7%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,079+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

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

0.89%Trailing 12-mo yield$89 · $110 a year on $10k1.10%

−9.1%Worst dropSmaller is better−8.9%

13.1%VolatilityLower is calmer13.5%

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

3–3Level

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

LCDS vs VOO: Top 5 Holdings

Today

LCDS

31.7%in top 5

VOO

in top 528.3%

LCDSStockVOO

7.6%NVDA8.4%

8.0%AAPL7.4%

7.1%MSFT5.8%

4.6%AMZN3.7%

4.4%GOOGL3.1%

Held in common57.3%

End-of-day Nov 6, 2026 · share of each fund

LCDS vs VOO Returns, Every Period

J.P. MorganLCDS

+10.7%

past year

VOOVanguard

+9.8%

past year

LCDSVOOFaded: behind in that period

2–0LCDS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: LCDS vs IVV

YTD

J.P. MorganLCDS

+9.1%

IVViShares

+8.7%

+9.1%Year to date+8.7%

−9.1%Worst drop · 1Y−8.9%

13.1%Volatility · 1Y13.6%

0.9%Yield1.1%

$16.7MAssets$850B

2–2level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: LCDS, VOO, IVV

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IVV0.03%$3

LCDS0.30%$30

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: LCDS, VOO, IVV

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

VOO1.10%$110

LCDS0.89%$89

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VOO$110 − $3 = $107

LCDS$89 − $30 = $59

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: LCDS, VOO, IVV

Today

92.2%most shared, VOO and IVV

LCDSVOOIVV

LCDS—57.3%57.5%

VOO57.3%—92.2%

IVV57.5%92.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.7%LCDS, at 13.1% volatility

LCDSWorst drop−9.1%13.1% vol

VOOWorst drop−8.9%13.5% vol

IVVWorst drop−8.9%13.6% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVLCDS

+8.7%Year to date+9.1%

1.1%Yield0.9%

+9.8%Past year+10.7%

0.03%Fee0.30%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026