Compare · 2 funds side by side · dividends reinvested

SCDS and SCHB

SCDSJ.P. Morgan×SCHBSchwab×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$16,894SCHB · best of the two

02 / 04

SCDS and SCHB, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.6%+11.7%+23.8%+11.1%−8.9%13.1%$44.0B1.4

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 · SCHB 2009

Head to Head

Swap sides Versus in desk

Head to Head

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

SCDS

SCHB

Schwab U.S. Broad Market ETF · $44.0B$16,894

$10,000 five years ago, dividends reinvested · they hold 1.7% in common

SCDSMeasureSCHB

+21.9%Year to dateJan 1 → Nov 3+11.6%

+23.5%1 yearTotal return+11.7%

[…]3 years · per year$10,000 became […] · $18,993+23.8%

[…]5 years · per year$10,000 became […] · $16,894+11.1%

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

1.10%Trailing 12-mo yield$110 · $106 a year on $10k1.06%

−9.7%Worst dropSmaller is better−8.9%

17.2%VolatilityLower is calmer13.1%

SCDSSCHB 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 SCHB: Top 5 Holdings

Today

SCDS

4.8%in top 5

SCHB

in top 524.2%

SCDSStockSCHB

not top 5AAPL6.8%

not top 5NVDA6.7%

not top 5MSFT5.2%

not top 5AMZN3.3%

not top 5GOOGL2.2%

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 common1.7%

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

SCDS vs SCHB Returns, Every Period

J.P. MorganSCDS

+23.5%

past year

SCHBSchwab

+11.7%

past year

SCDSSCHBFaded: behind in that period

2–0SCDS wins

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

SCDS vs SCHB

YTD

J.P. MorganSCDS

+21.9%

SCHBSchwab

+11.6%

+21.9%Year to date+11.6%

−9.7%Worst drop · 1Y−8.9%

17.2%Volatility · 1Y13.1%

1.1%Yield1.1%

$9.4MAssets$44.0B

2–1SCHB wins

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

Cost, Income and Risk

Fees: SCDS, SCHB

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

SCDS0.40%$40

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

Yields: SCDS, SCHB

1.10%highest, SCDS

FundTrailing yieldYield$10k

SCDS1.10%$110

SCHB1.06%$106

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

Income After Fees on $10,000

$103most kept, SCHB

SCHB$106 − $3 = $103

SCDS$110 − $40 = $70

KeptFee

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

Overlap: SCDS, SCHB

Today

1.7%most shared, SCDS and SCHB

SCDSSCHB

SCDS—1.7%

SCHB1.7%—

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

SCHBWorst drop−8.9%13.1% 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

SCDSSCHB

+21.9%Year to date+11.6%

1.1%Yield1.1%

+23.5%Past year+11.7%

0.40%Fee0.03%

2–1SCDS wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTI vs ITOT

YTD

VanguardVTI

+11.7%

ITOTiShares

+11.6%

+11.7%Year to date+11.6%

1.1%Yield1.0%

$689BAssets$95.4B

2–0VTI wins

End-of-day Nov 3, 2026

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