Compare · 3 funds side by side · dividends reinvested

SCDS, IWF and VUG

SCDSJ.P. Morgan×IWFiShares×VUGVanguard×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,124VUG · best of the three

02 / 04

SCDS, IWF and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.13%+18.7%+20.2%[…][…]−9.7%17.7%$10M1.3

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.42%+1.4%+0.2%+22.6%+10.0%−15.1%19.0%$233B1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.39%−5.3%−6.5%+19.4%+9.1%−14.6%19.4%$115B2.5

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 · IWF 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SCDS

IWF

iShares Russell 1000 Growth ETF · $115B$15,441

$10,000 five years ago, dividends reinvested · they hold 0.8% in common

SCDSMeasureIWF

+18.7%Year to dateJan 1 → Nov 6−5.3%

+20.2%1 yearTotal return−6.5%

[…]3 years · per year$10,000 became […] · $17,022+19.4%

[…]5 years · per year$10,000 became […] · $15,442+9.1%

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

1.13%Trailing 12-mo yield$113 · $39 a year on $10k0.39%

−9.7%Worst dropSmaller is better−14.6%

17.7%VolatilityLower is calmer19.4%

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

5–1SCDS 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 IWF: Top 5 Holdings

Today

SCDS

5.0%in top 5

IWF

in top 539.8%

SCDSStockIWF

not top 5NVDA14.1%

not top 5AAPL9.0%

not top 5MSFT6.6%

not top 5GOOGL5.5%

not top 5AVGO4.5%

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 common0.8%

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

SCDS vs IWF Returns, Every Period

J.P. MorganSCDS

+20.2%

past year

IWFiShares

−6.5%

past year

SCDSIWFFaded: behind in that period

2–0SCDS wins

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

SCDS vs VUG

YTD

J.P. MorganSCDS

+18.7%

VUGVanguard

+1.4%

+18.7%Year to date+1.4%

−9.7%Worst drop · 1Y−15.1%

17.7%Volatility · 1Y19.0%

1.1%Yield0.4%

$9.6MAssets$233B

4–0SCDS wins

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

Cost, Income and Risk

Fees: SCDS, IWF, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IWF0.18%$18

SCDS0.40%$40

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

Yields: SCDS, IWF, VUG

1.13%highest, SCDS

FundTrailing yieldYield$10k

SCDS1.13%$113

VUG0.42%$42

IWF0.39%$39

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

Income After Fees on $10,000

$73most kept, SCDS

SCDS$113 − $40 = $73

VUG$42 − $3 = $39

IWF$39 − $18 = $21

KeptFee

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

Overlap: SCDS, IWF, VUG

Today

78.0%most shared, IWF and VUG

SCDSIWFVUG

SCDS—0.8%0.3%

IWF0.8%—78.0%

VUG0.3%78.0%—

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

SCDSWorst drop−9.7%17.7% vol

VUGWorst drop−15.1%19.0% vol

IWFWorst drop−14.6%19.4% vol

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

Paid More vs Made More

YTD

SCDSVUG

+18.7%Year to date+1.4%

1.1%Yield0.4%

+20.2%Past year+0.2%

0.40%Fee0.03%

3–1SCDS wins

End-of-day Nov 6, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+1.4%

SCHGSchwab

+1.9%

+1.4%Year to date+1.9%

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

$233BAssets$59.7B

1–1level

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026