Compare · 3 funds side by side · dividends reinvested

SCDS, IVV and VTI

SCDSJ.P. Morgan×IVViShares×VTIVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,177IVV · best of the three

02 / 04

SCDS, IVV and VTI, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P 500 ETFLow-Cost Core · S&P 5000.03%1.14%+8.7%+9.8%+21.8%+11.4%−8.9%13.6%$853B1.5

Vanguard Morningstar Total Stock Market ETFLow-Cost Core · Total US market0.03%1.09%+8.9%+9.9%+21.7%+10.4%−8.9%13.7%$689B2.0

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.13%+18.7%+20.2%[…][…]−9.7%17.7%$10M2.2

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 6, 2026 · returns include dividends · since: SCDS 2024 · IVV 2000 · VTI 2001

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Small Core ETF · $10M[…]

SCDS

IVV

iShares Core S&P 500 ETF · $853B$17,177

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

SCDSMeasureIVV

+18.7%Year to dateJan 1 → Nov 6+8.7%

+20.2%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,084+21.8%

[…]5 years · per year$10,000 became […] · $17,177+11.4%

0.40%Expense ratio$40 · $3 a year on $10k · lower is better0.03%

1.13%Trailing 12-mo yield$113 · $114 a year on $10k1.14%

−9.7%Worst dropSmaller is better−8.9%

17.7%VolatilityLower is calmer13.6%

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

2–4IVV wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCDS vs IVV: Top 5 Holdings

Today

SCDS

5.0%in top 5

IVV

in top 527.8%

SCDSStockIVV

not top 5AAPL7.9%

not top 5NVDA6.9%

not top 5MSFT6.3%

not top 5AMZN4.0%

not top 5GOOGL2.6%

1.1%RHPnot top 5

1.1%LTHnot top 5

1.0%WSFSnot top 5

0.9%CHEFnot top 5

0.9%CONnot top 5

Held in common0.2%

End-of-day Nov 6, 2026 · share of each fund

SCDS vs IVV Returns, Every Period

J.P. MorganSCDS

+20.2%

past year

IVViShares

+9.8%

past year

SCDSIVVFaded: behind in that period

2–0SCDS wins

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SCDS vs IVV

YTD

J.P. MorganSCDS

+18.7%

IVViShares

+8.7%

+18.7%Year to date+8.7%

−9.7%Worst drop · 1Y−8.9%

17.7%Volatility · 1Y13.6%

1.1%Yield1.1%

$9.6MAssets$853B

2–1IVV wins

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCDS, IVV, VTI

Today

0.03%lowest, IVV

FundExpense ratioFee$10k

IVV0.03%$3

VTI0.03%$3

SCDS0.40%$40

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: SCDS, IVV, VTI

1.14%highest, IVV

FundTrailing yieldYield$10k

IVV1.14%$114

SCDS1.13%$113

VTI1.09%$109

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$111most kept, IVV

IVV$114 − $3 = $111

VTI$109 − $3 = $106

SCDS$113 − $40 = $73

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: SCDS, IVV, VTI

Today

85.5%most shared, IVV and VTI

SCDSIVVVTI

SCDS—0.2%1.7%

IVV0.2%—85.5%

VTI1.7%85.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+20.2%SCDS, at 17.7% volatility

IVVWorst drop−8.9%13.6% vol

VTIWorst drop−8.9%13.7% vol

SCDSWorst drop−9.7%17.7% vol

End-of-day Nov 6, 2026 · up and left is better

Paid More vs Made More

YTD

IVVSCDS

+8.7%Year to date+18.7%

1.1%Yield1.1%

+9.8%Past year+20.2%

0.03%Fee0.40%

2–1SCDS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

VTI vs ITOT

YTD

VanguardVTI

+8.9%

ITOTiShares

+8.8%

+8.9%Year to date+8.8%

1.1%Yield1.0%

$689BAssets$93.2B

2–0VTI wins

End-of-day Nov 6, 2026

VOO vs IVV

YTD

VanguardVOO

+8.7%

IVViShares

+8.7%

+8.7%Year to date+8.7%

1.1%Yield1.1%

$1.00TAssets$853B

0–0level

End-of-day Nov 6, 2026