Compare · 2 funds side by side · dividends reinvested

SCDS and IWB

SCDSJ.P. Morgan×IWBiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,090IWB · best of the two

02 / 04

SCDS and IWB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.3%+11.6%+23.8%+11.3%−8.9%12.8%$47.8B1.4

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.10%+21.9%+23.5%[…][…]−9.7%17.2%$9M1.5

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

End-of-day Nov 3, 2026 · returns include dividends · since: SCDS 2024 · IWB 2000

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Small Core ETF · $9M[…]

SCDS

IWB

iShares Russell 1000 ETF · $47.8B$17,090

$10,000 five years ago, dividends reinvested · they hold 0.7% in common

SCDSMeasureIWB

+21.9%Year to dateJan 1 → Nov 3+11.3%

+23.5%1 yearTotal return+11.6%

[…]3 years · per year$10,000 became […] · $18,957+23.8%

[…]5 years · per year$10,000 became […] · $17,090+11.3%

0.40%Expense ratio$40 · $15 a year on $10k · lower is better0.15%

1.10%Trailing 12-mo yield$110 · $92 a year on $10k0.92%

−9.7%Worst dropSmaller is better−8.9%

17.2%VolatilityLower is calmer12.8%

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

3–3Level

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

More Ways to See the Pairs

SCDS vs IWB: Top 5 Holdings

Today

SCDS

4.8%in top 5

IWB

in top 525.2%

SCDSStockIWB

not top 5AAPL7.1%

not top 5NVDA6.8%

not top 5MSFT5.6%

not top 5AMZN3.3%

not top 5GOOGL2.3%

1.1%RHPnot top 5

1.0%WSFSnot top 5

0.9%LTHnot top 5

0.9%CHEFnot top 5

0.9%MOG-Anot top 5

Held in common0.7%

End-of-day Nov 3, 2026 · share of each fund

SCDS vs IWB Returns, Every Period

J.P. MorganSCDS

+23.5%

past year

IWBiShares

+11.6%

past year

SCDSIWBFaded: behind in that period

2–0SCDS wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

SCDS vs IWB

YTD

J.P. MorganSCDS

+21.9%

IWBiShares

+11.3%

+21.9%Year to date+11.3%

−9.7%Worst drop · 1Y−8.9%

17.2%Volatility · 1Y12.8%

1.1%Yield0.9%

$9.4MAssets$47.8B

2–2level

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCDS, IWB

Today

0.15%lowest, IWB

FundExpense ratioFee$10k

IWB0.15%$15

SCDS0.40%$40

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: SCDS, IWB

1.10%highest, SCDS

FundTrailing yieldYield$10k

SCDS1.10%$110

IWB0.92%$92

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$77most kept, IWB

IWB$92 − $15 = $77

SCDS$110 − $40 = $70

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: SCDS, IWB

Today

0.7%most shared, SCDS and IWB

SCDSIWB

SCDS—0.7%

IWB0.7%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+23.5%SCDS, at 17.2% volatility

IWBWorst drop−8.9%12.8% vol

SCDSWorst drop−9.7%17.2% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

SCDSIWB

+21.9%Year to date+11.3%

1.1%Yield0.9%

+23.5%Past year+11.6%

0.40%Fee0.15%

3–1SCDS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026