Compare · 2 funds side by side · dividends reinvested

SCDS and VTV

SCDSJ.P. Morgan×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,352VTV · best of the two

02 / 04

SCDS and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.1

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.09%+23.3%+25.1%[…][…]−9.7%17.3%$9M1.8

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 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

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

SCDS

VTV

Vanguard Morningstar Value ETF · $184B$18,352

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

SCDSMeasureVTV

+23.3%Year to dateJan 1 → Nov 4+22.8%

+25.1%1 yearTotal return+27.5%

[…]3 years · per year$10,000 became […] · $18,551+22.9%

[…]5 years · per year$10,000 became […] · $18,352+12.9%

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

1.09%Trailing 12-mo yield$109 · $180 a year on $10k1.80%

−9.7%Worst dropSmaller is better−6.4%

17.3%VolatilityLower is calmer10.2%

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

1–5VTV 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 VTV: Top 5 Holdings

Today

SCDS

4.9%in top 5

VTV

in top 515.8%

SCDSStockVTV

not top 5MU4.6%

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

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 common0.3%

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

SCDS vs VTV Returns, Every Period

J.P. MorganSCDS

+25.1%

past year

VTVVanguard

+27.5%

past year

SCDSVTVFaded: behind in that period

1–1Level

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

SCDS vs VTV

YTD

J.P. MorganSCDS

+23.3%

VTVVanguard

+22.8%

+23.3%Year to date+22.8%

−9.7%Worst drop · 1Y−6.4%

17.3%Volatility · 1Y10.2%

1.1%Yield1.8%

$9.4MAssets$184B

3–1VTV wins

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

Cost, Income and Risk

Fees: SCDS, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

SCDS0.40%$40

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

Yields: SCDS, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

SCDS1.09%$109

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

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

SCDS$109 − $40 = $69

KeptFee

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

Overlap: SCDS, VTV

Today

0.3%most shared, SCDS and VTV

SCDSVTV

SCDS—0.3%

VTV0.3%—

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

Return vs Bumpiness: 2 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

SCDSWorst drop−9.7%17.3% vol

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

Paid More vs Made More

YTD

VTVSCDS

+22.8%Year to date+23.3%

1.8%Yield1.1%

+27.5%Past year+25.1%

0.03%Fee0.40%

3–1VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

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%

$121BAssets$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%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026