Compare · 3 funds side by side · dividends reinvested

SCDS, SCHB and VUG

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Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,423SCHB · best of the three

Story of the three · IncomeMost incomeSCDS · 1.11% · $111 a year on $10k

Story of the three · RiskSmallest drop

SCDS, SCHB and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Schwab U.S. Broad Market ETFUS Stock Styles · Large cap0.03%1.06%+11.5%+11.6%+21.3%+10.4%−8.9%14.0%$44.3B1.5

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.11%+21.0%+23.1%[…][…]−9.7%17.9%$9M1.7

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+3.9%+2.8%+21.6%+10.1%−15.1%19.1%$233B2.4

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

End-of-day Nov 13, 2026 · returns include dividends · since: SCDS 2024 · SCHB 2009 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

5Y

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

SCDS

VUG

Vanguard Morningstar Growth ETF · $233B$16,151

$10,000 five years ago, dividends reinvested · they hold 0.3% in common

SCDS

More Ways to See the Pairs

SCDS vs VUG: Top 5 Holdings

Today

SCDS

4.9%in top 5

VUG

in top 545.2%

SCDSStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

not top 5MSFT9.7%

not top 5GOOGL5.2%

not top 5AVGO

Cost, Income and Risk

Fees: SCDS, SCHB, VUG

Today

0.03%lowest, SCHB

FundExpense ratioFee$10k

SCHB0.03%$3

VUG0.03%$3

SCDS0.40%$40

End-of-day Nov 13, 2026 · fee on $10,000 a year

Yields: SCDS, SCHB, VUG

Popular Pairs Near These Three

VTI vs ITOT

YTD

VanguardVTI

+11.6%

ITOTiShares

+11.5%

+11.6%Year to date+11.5%

1.1%Yield1.0%

$689BAssets$95.8B

2–0VTI wins

End-of-day Nov 13, 2026

VUG vs SCHG

YTD

VanguardVUG

+3.9%

SCHGSchwab

+4.7%

SCHD vs VIG

YTD

SchwabSCHD

+34.9%

VIGVanguard

+16.0%

Measure

VUG

+21.0%Year to dateJan 1 → Nov 13+3.9%

+23.1%1 yearTotal return+2.8%

[…]3 years · per year$10,000 became […] · $17,979+21.6%

[…]5 years · per year$10,000 became […] · $16,151+10.1%

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

1.11%Trailing 12-mo yield$111 · $41 a year on $10k0.41%

−9.7%Worst dropSmaller is better−15.1%

17.9%VolatilityLower is calmer19.1%

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

5–1SCDS wins

End-of-day Nov 13, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

4.3%

1.1%RHPnot top 5

1.0%LTHnot top 5

0.9%WSFSnot top 5

0.9%CHEFnot top 5

0.9%CONnot top 5

Held in common0.3%

End-of-day Nov 13, 2026 · share of each fund

SCDS vs VUG Returns, Every Period

1Y

J.P. MorganSCDS

+23.1%

past year

VUGVanguard

+2.8%

past year

SCDSVUGFaded: behind in that period

2–0SCDS wins

End-of-day Nov 13, 2026 · dividends in · faded = behind in that period

SCDS vs SCHB

YTD

J.P. MorganSCDS

+21.0%

SCHBSchwab

+11.5%

+21.0%Year to date+11.5%

−9.7%Worst drop · 1Y−8.9%

17.9%Volatility · 1Y14.0%

1.1%Yield1.1%

$9.4MAssets$44.3B

2–1SCHB wins

End-of-day Nov 13, 2026 · smaller drop and lower volatility win

1Y

1.11%highest, SCDS

FundTrailing yieldYield$10k

SCDS1.11%$111

SCHB1.06%$106

VUG0.41%$41

End-of-day Nov 13, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$103most kept, SCHB

SCHB$106 − $3 = $103

SCDS$111 − $40 = $71

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 13, 2026 · yield in dollars minus the fee

Overlap: SCDS, SCHB, VUG

Today

50.5%most shared, SCHB and VUG

SCDSSCHBVUG

SCDS—1.7%0.3%

SCHB1.7%—50.5%

VUG0.3%50.5%—

End-of-day Nov 13, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

1Y

+23.1%SCDS, at 17.9% volatility

SCHBWorst drop−8.9%14.0% vol

SCDSWorst drop−9.7%17.9% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 13, 2026 · up and left is better

Paid More vs Made More

YTD

SCDSSCHB

+21.0%Year to date+11.5%

1.1%Yield1.1%

+23.1%Past year+11.6%

0.40%Fee0.03%

2–1SCDS wins

End-of-day Nov 13, 2026

+3.9%Year to date+4.7%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 13, 2026

+34.9%Year to date+16.0%

2.9%Yield1.4%

$124BAssets$109B

2–0SCHD wins

End-of-day Nov 13, 2026

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SCDS, SCHB and VUG

Head to Head

More Ways to See the Pairs

Cost, Income and Risk

Popular Pairs Near These Three