Compare · 2 funds side by side · dividends reinvested

MCDS and VOO

MCDSJ.P. Morgan×VOOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,115VOO · best of the two

02 / 04

MCDS and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.05%+13.4%+13.5%+24.2%+12.6%−8.9%12.8%$1.00T1.4

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 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

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

MCDS

VOO

Vanguard S&P 500 ETF · $1.00T$18,115

$10,000 five years ago, dividends reinvested · they hold 7.2% in common

MCDSMeasureVOO

+16.7%Year to dateJan 1 → Nov 4+13.4%

+19.0%1 yearTotal return+13.5%

[…]3 years · per year$10,000 became […] · $19,172+24.2%

[…]5 years · per year$10,000 became […] · $18,115+12.6%

0.35%Expense ratio$35 · $3 a year on $10k · lower is better0.03%

1.01%Trailing 12-mo yield$101 · $105 a year on $10k1.05%

−7.5%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer12.8%

MCDSVOO 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 VOO: Top 5 Holdings

Today

MCDS

6.6%in top 5

VOO

in top 528.3%

MCDSStockVOO

not top 5NVDA8.4%

not top 5AAPL7.4%

not top 5MSFT5.8%

not top 5AMZN3.7%

not top 5GOOGL3.1%

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 common7.2%

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

MCDS vs VOO Returns, Every Period

J.P. MorganMCDS

+19.0%

past year

VOOVanguard

+13.5%

past year

MCDSVOOFaded: behind in that period

2–0MCDS wins

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

Stocks vs Core: MCDS vs VOO

YTD

J.P. MorganMCDS

+16.7%

VOOVanguard

+13.4%

+16.7%Year to date+13.4%

−7.5%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y12.8%

1.0%Yield1.1%

$8.1MAssets$1.00T

2–2level

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

Cost, Income and Risk

Fees: MCDS, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

MCDS0.35%$35

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

Yields: MCDS, VOO

1.05%highest, VOO

FundTrailing yieldYield$10k

VOO1.05%$105

MCDS1.01%$101

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

Income After Fees on $10,000

$102most kept, VOO

VOO$105 − $3 = $102

MCDS$101 − $35 = $66

KeptFee

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

Overlap: MCDS, VOO

Today

7.2%most shared, MCDS and VOO

MCDSVOO

MCDS—7.2%

VOO7.2%—

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

VOOWorst drop−8.9%12.8% 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

VOOMCDS

+13.4%Year to date+16.7%

1.1%Yield1.0%

+13.5%Past year+19.0%

0.03%Fee0.35%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026