Compare · 3 funds side by side · dividends reinvested

MCDS, DIA and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

MCDS, DIA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Fundamental Data Science Mid Core ETFUS Stock Styles · Large cap0.35%1.04%+12.5%+15.0%[…][…]−7.5%13.4%$8M1.5

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+7.8%+9.9%+17.3%+9.3%−9.8%13.4%$45.3B1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B2.3

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: MCDS 2024 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Mid Core ETF · $8M[…]

MCDS

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust · $45.3B$15,590

$10,000 five years ago, dividends reinvested · they hold 0.0% in common

MCDSMeasureDIA

+12.5%Year to dateJan 1 → Nov 6+7.8%

+15.0%1 yearTotal return+9.9%

[…]3 years · per year$10,000 became […] · $16,149+17.3%

[…]5 years · per year$10,000 became […] · $15,590+9.3%

0.35%Expense ratio$35 · $16 a year on $10k · lower is better0.16%

1.04%Trailing 12-mo yield$104 · $140 a year on $10k1.40%

−7.5%Worst dropSmaller is better−9.8%

13.4%VolatilityLower is calmer13.4%

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

3–2MCDS wins

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

More Ways to See the Pairs

MCDS vs DIA: Top 5 Holdings

Today

MCDS

6.3%in top 5

DIA

in top 532.7%

MCDSStockDIA

not top 5GS10.0%

not top 5CAT6.4%

not top 5MSFT6.2%

not top 5AMGN5.3%

not top 5V4.9%

1.7%MPCnot top 5

1.3%CAHnot top 5

1.2%NTRAnot top 5

1.1%STTnot top 5

1.1%HPEnot top 5

Held in common0.0%

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

MCDS vs DIA Returns, Every Period

J.P. MorganMCDS

+15.0%

past year

DIASPDR

+9.9%

past year

MCDSDIAFaded: behind in that period

2–0MCDS wins

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

MCDS vs DIA

YTD

J.P. MorganMCDS

+12.5%

DIASPDR

+7.8%

+12.5%Year to date+7.8%

−7.5%Worst drop · 1Y−9.8%

13.4%Volatility · 1Y13.4%

1.0%Yield1.4%

$7.9MAssets$45.3B

2–1MCDS wins

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

Cost, Income and Risk

Fees: MCDS, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

MCDS0.35%$35

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

Yields: MCDS, DIA, VUG

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

MCDS1.04%$104

VUG0.42%$42

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

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

MCDS$104 − $35 = $69

VUG$42 − $3 = $39

KeptFee

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

Overlap: MCDS, DIA, VUG

Today

20.7%most shared, DIA and VUG

MCDSDIAVUG

MCDS—0.0%5.8%

DIA0.0%—20.7%

VUG5.8%20.7%—

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

Return vs Bumpiness: 3 ETFs

+15.0%MCDS, at 13.4% volatility

MCDSWorst drop−7.5%13.4% vol

DIAWorst drop−9.8%13.4% vol

VUGWorst drop−15.1%19.0% vol

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

Paid More vs Made More

YTD

DIAMCDS

+7.8%Year to date+12.5%

1.4%Yield1.0%

+9.9%Past year+15.0%

0.16%Fee0.35%

2–2level

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

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%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026