Compare · 2 funds side by side · dividends reinvested

MCDS and IWB

MCDSJ.P. Morgan×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

MCDS and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Fundamental Data Science Mid Core ETFUS Stock Styles · Large cap0.35%1.01%+15.7%+17.7%[…][…]−7.5%12.9%$8M1.3

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: MCDS 2024 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

MCDS

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 8.7% in common

MCDSMeasureIWB

+15.7%Year to dateJan 1 → Nov 3+11.3%

+17.7%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $18,957+23.8%

[…]5 years · per year$10,000 became […] · $17,090+11.3%

0.35%Expense ratio$35 · $15 a year on $10k · lower is better0.15%

1.01%Trailing 12-mo yield$101 · $92 a year on $10k0.92%

−7.5%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer12.8%

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

4–2MCDS wins

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

More Ways to See the Pairs

MCDS vs IWB: Top 5 Holdings

Today

MCDS

6.8%in top 5

IWB

in top 525.2%

MCDSStockIWB

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT5.6%

not top 5AMZN3.3%

not top 5GOOGL2.3%

1.9%MPCnot top 5

1.3%NTRAnot top 5

1.3%HPEnot top 5

1.2%CAHnot top 5

1.1%STTnot top 5

Held in common8.7%

End-of-day Nov 3, 2026 · share of each fund

MCDS vs IWB Returns, Every Period

J.P. MorganMCDS

+17.7%

past year

IWBiShares

+11.6%

past year

MCDSIWBFaded: behind in that period

2–0MCDS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MCDS vs IWB

YTD

J.P. MorganMCDS

+15.7%

IWBiShares

+11.3%

+15.7%Year to date+11.3%

−7.5%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y12.8%

1.0%Yield0.9%

$8.1MAssets$47.8B

3–1MCDS wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MCDS, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

MCDS0.35%$35

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MCDS, IWB

1.01%highest, MCDS

FundTrailing yieldYield$10k

MCDS1.01%$101

IWB0.92%$92

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

MCDS$101 − $35 = $66

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MCDS, IWB

Today

8.7%most shared, MCDS and IWB

MCDSIWB

MCDS—8.7%

IWB8.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+17.7%MCDS, at 12.9% volatility

IWBWorst drop−8.9%12.8% vol

MCDSWorst drop−7.5%12.9% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

MCDSIWB

+15.7%Year to date+11.3%

1.0%Yield0.9%

+17.7%Past year+11.6%

0.35%Fee0.15%

3–1MCDS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026