Compare · 2 funds side by side · dividends reinvested

SCDS and IWF

SCDSJ.P. Morgan×IWFiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,559IWF · best of the two

02 / 04

SCDS and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.09%+23.3%+25.1%[…][…]−9.7%17.3%$9M1.2

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.37%−0.1%−3.0%+22.3%+10.6%−15.6%18.3%$121B1.6

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

End-of-day Nov 4, 2026 · returns include dividends · since: SCDS 2024 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SCDS

IWF

iShares Russell 1000 Growth ETF · $121B$16,559

$10,000 five years ago, dividends reinvested · they hold 0.9% in common

SCDSMeasureIWF

+23.3%Year to dateJan 1 → Nov 4−0.1%

+25.1%1 yearTotal return−3.0%

[…]3 years · per year$10,000 became […] · $18,310+22.3%

[…]5 years · per year$10,000 became […] · $16,559+10.6%

0.40%Expense ratio$40 · $18 a year on $10k · lower is better0.18%

1.09%Trailing 12-mo yield$109 · $37 a year on $10k0.37%

−9.7%Worst dropSmaller is better−15.6%

17.3%VolatilityLower is calmer18.3%

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

5–1SCDS wins

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

More Ways to See the Pairs

SCDS vs IWF: Top 5 Holdings

Today

SCDS

4.9%in top 5

IWF

in top 539.3%

SCDSStockIWF

not top 5NVDA15.1%

not top 5AAPL8.1%

not top 5MSFT6.1%

not top 5GOOGL5.1%

not top 5AVGO4.8%

1.1%RHPnot top 5

1.0%LTHnot top 5

0.9%WSFSnot top 5

0.9%TWSTnot top 5

0.9%MOG-Anot top 5

Held in common0.9%

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

SCDS vs IWF Returns, Every Period

J.P. MorganSCDS

+25.1%

past year

IWFiShares

−3.0%

past year

SCDSIWFFaded: behind in that period

2–0SCDS wins

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

SCDS vs IWF

YTD

J.P. MorganSCDS

+23.3%

IWFiShares

−0.1%

+23.3%Year to date−0.1%

−9.7%Worst drop · 1Y−15.6%

17.3%Volatility · 1Y18.3%

1.1%Yield0.4%

$9.5MAssets$121B

4–0SCDS wins

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

Cost, Income and Risk

Fees: SCDS, IWF

Today

0.18%lowest, IWF

FundExpense ratioFee$10k

IWF0.18%$18

SCDS0.40%$40

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

Yields: SCDS, IWF

1.09%highest, SCDS

FundTrailing yieldYield$10k

SCDS1.09%$109

IWF0.37%$37

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

Income After Fees on $10,000

$69most kept, SCDS

SCDS$109 − $40 = $69

IWF$37 − $18 = $19

KeptFee

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

Overlap: SCDS, IWF

Today

0.9%most shared, SCDS and IWF

SCDSIWF

SCDS—0.9%

IWF0.9%—

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

Return vs Bumpiness: 2 ETFs

+25.1%SCDS, at 17.3% volatility

SCDSWorst drop−9.7%17.3% vol

IWFWorst drop−15.6%18.3% vol

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

Paid More vs Made More

YTD

SCDSIWF

+23.3%Year to date−0.1%

1.1%Yield0.4%

+25.1%Past year−3.0%

0.40%Fee0.18%

3–1SCDS wins

End-of-day Nov 4, 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 4, 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 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