Compare · 2 funds side by side · dividends reinvested

MCDS and IWF

MCDSJ.P. Morgan×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$15,330IWF · best of the two

02 / 04

MCDS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Fundamental Data Science Mid Core ETFUS Stock Styles · Large cap0.35%1.04%+12.7%+15.8%[…][…]−7.5%13.4%$8M1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−6.5%−7.6%+19.5%+8.9%−14.6%19.3%$113B1.6

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: MCDS 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

MCDS

IWF

iShares Russell 1000 Growth ETF · $113B$15,330

$10,000 five years ago, dividends reinvested · they hold 6.7% in common

MCDSMeasureIWF

+12.7%Year to dateJan 1 → Nov 5−6.5%

+15.8%1 yearTotal return−7.6%

[…]3 years · per year$10,000 became […] · $17,073+19.5%

[…]5 years · per year$10,000 became […] · $15,330+8.9%

0.35%Expense ratio$35 · $18 a year on $10k · lower is better0.18%

1.04%Trailing 12-mo yield$104 · $39 a year on $10k0.39%

−7.5%Worst dropSmaller is better−14.6%

13.4%VolatilityLower is calmer19.3%

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

5–1MCDS wins

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

More Ways to See the Pairs

MCDS vs IWF: Top 5 Holdings

Today

MCDS

6.4%in top 5

IWF

in top 539.6%

MCDSStockIWF

not top 5NVDA14.6%

not top 5AAPL8.5%

not top 5MSFT6.4%

not top 5GOOGL5.3%

not top 5AVGO4.7%

1.7%MPCnot top 5

1.3%CAHnot top 5

1.2%NTRAnot top 5

1.2%HPEnot top 5

1.1%STTnot top 5

Held in common6.7%

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

MCDS vs IWF Returns, Every Period

J.P. MorganMCDS

+15.8%

past year

IWFiShares

−7.6%

past year

MCDSIWFFaded: behind in that period

2–0MCDS wins

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

MCDS vs IWF

YTD

J.P. MorganMCDS

+12.7%

IWFiShares

−6.5%

+12.7%Year to date−6.5%

−7.5%Worst drop · 1Y−14.6%

13.4%Volatility · 1Y19.3%

1.0%Yield0.4%

$8.2MAssets$113B

4–0MCDS wins

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

Cost, Income and Risk

Fees: MCDS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

MCDS0.35%$35

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

Yields: MCDS, IWF

1.04%highest, MCDS

FundTrailing yieldYield$10k

MCDS1.04%$104

IWF0.39%$39

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

Income After Fees on $10,000

$69most kept, MCDS

MCDS$104 − $35 = $69

IWF$39 − $18 = $21

KeptFee

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

Overlap: MCDS, IWF

Today

6.7%most shared, MCDS and IWF

MCDSIWF

MCDS—6.7%

IWF6.7%—

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

Return vs Bumpiness: 2 ETFs

+15.8%MCDS, at 13.4% volatility

MCDSWorst drop−7.5%13.4% vol

IWFWorst drop−14.6%19.3% vol

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

Paid More vs Made More

YTD

MCDSIWF

+12.7%Year to date−6.5%

1.0%Yield0.4%

+15.8%Past year−7.6%

0.35%Fee0.18%

3–1MCDS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$59.1B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026