Compare · 3 funds side by side · dividends reinvested

SCDS, VO and IWF

SCDSJ.P. Morgan×VOVanguard×IWFiShares×

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$15,892IWF · best of the three

02 / 04

SCDS, VO and IWF, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.35%+13.6%+15.6%+18.8%+6.8%−8.2%13.1%$103B1.5

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.10%+22.3%+26.2%[…][…]−9.7%17.8%$9M1.8

iShares Russell 1000 Growth ETFUS Stock Styles · Growth0.18%0.38%−2.5%−2.2%+19.8%+9.7%−14.6%19.5%$118B2.4

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

End-of-day Nov 9, 2026 · returns include dividends · since: SCDS 2024 · VO 2004 · IWF 2000

Head to Head

Swap sides Versus in desk

Head to Head

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

SCDS

Vanguard Morningstar Mid-Cap ETF · $103B$13,867

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

SCDSMeasureVO

+22.3%Year to dateJan 1 → Nov 9+13.6%

+26.2%1 yearTotal return+15.6%

[…]3 years · per year$10,000 became […] · $16,763+18.8%

[…]5 years · per year$10,000 became […] · $13,867+6.8%

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

1.10%Trailing 12-mo yield$110 · $135 a year on $10k1.35%

−9.7%Worst dropSmaller is better−8.2%

17.8%VolatilityLower is calmer13.1%

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

2–4VO wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCDS vs VO: Top 5 Holdings

Today

SCDS

4.9%in top 5

in top 55.3%

SCDSStockVO

1.1%RHPnot top 5

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

1.0%LTHnot top 5

not top 5PSX1.0%

1.0%WSFSnot top 5

not top 5PWR1.0%

0.9%CHEFnot top 5

0.9%CONnot top 5

Held in common0.8%

End-of-day Nov 9, 2026 · share of each fund

SCDS vs VO Returns, Every Period

J.P. MorganSCDS

+26.2%

past year

VOVanguard

+15.6%

past year

SCDSVOFaded: behind in that period

2–0SCDS wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

SCDS vs VO

YTD

J.P. MorganSCDS

+22.3%

VOVanguard

+13.6%

+22.3%Year to date+13.6%

−9.7%Worst drop · 1Y−8.2%

17.8%Volatility · 1Y13.1%

1.1%Yield1.4%

$9.2MAssets$103B

3–1VO wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCDS, VO, IWF

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

IWF0.18%$18

SCDS0.40%$40

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: SCDS, VO, IWF

1.35%highest, VO

FundTrailing yieldYield$10k

VO1.35%$135

SCDS1.10%$110

IWF0.38%$38

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$132most kept, VO

VO$135 − $3 = $132

SCDS$110 − $40 = $70

IWF$38 − $18 = $20

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: SCDS, VO, IWF

Today

9.2%most shared, VO and IWF

SCDSVOIWF

SCDS—0.8%0.8%

VO0.8%—9.2%

IWF0.8%9.2%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+26.2%SCDS, at 17.8% volatility

VOWorst drop−8.2%13.1% vol

SCDSWorst drop−9.7%17.8% vol

IWFWorst drop−14.6%19.5% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

VOSCDS

+13.6%Year to date+22.3%

1.4%Yield1.1%

+15.6%Past year+26.2%

0.03%Fee0.40%

2–2level

End-of-day Nov 9, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

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

$233BAssets$61.4B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.2%

VIGVanguard

+14.8%

+33.2%Year to date+14.8%

3.0%Yield1.5%

$122BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026