Compare · 2 funds side by side · dividends reinvested

MCDS and VUG

MCDSJ.P. Morgan×VUGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,052VUG · best of the two

02 / 04

MCDS and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Fundamental Data Science Mid Core ETFUS Stock Styles · Large cap0.35%1.01%+16.7%+19.0%[…][…]−7.5%12.9%$8M1.2

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.40%+6.3%+3.4%+25.4%+11.4%−16.1%18.2%$233B1.6

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 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

MCDS

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 5.9% in common

MCDSMeasureVUG

+16.7%Year to dateJan 1 → Nov 5+6.3%

+19.0%1 yearTotal return+3.4%

[…]3 years · per year$10,000 became […] · $19,712+25.4%

[…]5 years · per year$10,000 became […] · $17,153+11.4%

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

1.01%Trailing 12-mo yield$101 · $40 a year on $10k0.40%

−7.5%Worst dropSmaller is better−16.1%

12.9%VolatilityLower is calmer18.2%

MCDSVUG 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 VUG: Top 5 Holdings

Today

MCDS

6.4%in top 5

VUG

in top 545.2%

MCDSStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO4.3%

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 common5.9%

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

MCDS vs VUG Returns, Every Period

J.P. MorganMCDS

+19.0%

past year

VUGVanguard

+3.4%

past year

MCDSVUGFaded: behind in that period

2–0MCDS wins

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

MCDS vs VUG

YTD

J.P. MorganMCDS

+16.7%

VUGVanguard

+6.3%

+16.7%Year to date+6.3%

−7.5%Worst drop · 1Y−16.1%

12.9%Volatility · 1Y18.2%

1.0%Yield0.4%

$8.1MAssets$233B

4–0MCDS wins

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

Cost, Income and Risk

Fees: MCDS, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

MCDS0.35%$35

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

Yields: MCDS, VUG

1.01%highest, MCDS

FundTrailing yieldYield$10k

MCDS1.01%$101

VUG0.40%$40

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

Income After Fees on $10,000

$66most kept, MCDS

MCDS$101 − $35 = $66

VUG$40 − $3 = $37

KeptFee

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

Overlap: MCDS, VUG

Today

5.9%most shared, MCDS and VUG

MCDSVUG

MCDS—5.9%

VUG5.9%—

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

Return vs Bumpiness: 2 ETFs

+19.0%MCDS, at 12.9% volatility

MCDSWorst drop−7.5%12.9% vol

VUGWorst drop−16.1%18.2% vol

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

Paid More vs Made More

YTD

MCDSVUG

+16.7%Year to date+6.3%

1.0%Yield0.4%

+19.0%Past year+3.4%

0.35%Fee0.03%

3–1MCDS wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

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 5, 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 5, 2026