Compare · 2 funds side by side · dividends reinvested

MCDS and VIG

MCDSJ.P. Morgan×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

MCDS 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%$109B1.4

JPMorgan Fundamental Data Science Mid Core ETFUS Stock Styles · Large cap0.35%1.01%+16.7%+19.0%[…][…]−7.5%12.9%$8M1.5

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

End-of-day Nov 4, 2026 · returns include dividends · since: MCDS 2024 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

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

MCDS

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 5.2% in common

MCDSMeasureVIG

+16.7%Year to dateJan 1 → Nov 4+16.4%

+19.0%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%

0.35%Expense ratio$35 · $4 a year on $10k · lower is better0.04%

1.01%Trailing 12-mo yield$101 · $144 a year on $10k1.44%

−7.5%Worst dropSmaller is better−7.9%

12.9%VolatilityLower is calmer10.2%

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

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MCDS vs VIG: Top 5 Holdings

Today

MCDS

6.6%in top 5

VIG

in top 522.1%

MCDSStockVIG

not top 5MSFT4.9%

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

1.8%MPCnot top 5

1.2%HPEnot top 5

1.2%NTRAnot top 5

1.2%CAHnot top 5

1.1%WABnot top 5

Held in common5.2%

End-of-day Nov 4, 2026 · share of each fund

MCDS vs VIG Returns, Every Period

J.P. MorganMCDS

+19.0%

past year

VIGVanguard

+18.9%

past year

MCDSVIGFaded: behind in that period

2–0MCDS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Income: MCDS vs VIG

YTD

J.P. MorganMCDS

+16.7%

VIGVanguard

+16.4%

+16.7%Year to date+16.4%

−7.5%Worst drop · 1Y−7.9%

12.9%Volatility · 1Y10.2%

1.0%Yield1.4%

$8.1MAssets$109B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MCDS, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

MCDS0.35%$35

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: MCDS, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

MCDS1.01%$101

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

MCDS$101 − $35 = $66

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: MCDS, VIG

Today

5.2%most shared, MCDS and VIG

MCDSVIG

MCDS—5.2%

VIG5.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+19.0%MCDS, at 12.9% volatility

VIGWorst drop−7.9%10.2% vol

MCDSWorst drop−7.5%12.9% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGMCDS

+16.4%Year to date+16.7%

1.4%Yield1.0%

+18.9%Past year+19.0%

0.04%Fee0.35%

2–2level

End-of-day Nov 4, 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 4, 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 4, 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 4, 2026