LCDS vs IWB

ALCDS

BIWB

Measures won1–3IWB wins · of 6 · 5Y

$10,000 · 5Y$16,904IWB · VUG $16,557

Lowest cost0.03%VUG · $3 on $10k

Most income0.92%IWB · $92 on $10k

Smallest drop−8.9%IWB · worst fall in 1Y

Held in common53.9%LCDS and IWB

JPMorgan Fundamental Data Science Large Core ETF · $16MiShares Russell 1000 ETF · $48.3B

[…]3 years · per year[…] · $18,011+21.7%

[…]5 years · per year[…] · $16,904+11.1%

0.30%Expense ratio$30 · $15 on $10k · lower wins0.15%

0.86%12-mo yield$86 · $92 on $10k0.92%

Cards for this view

LCDS

JPMorgan Fundamental Data Science Large Core

[…]

IWB

iShares Russell 1000

$16,904

MeasureLCDSIWB

Fee0.30%0.15%

Cost on $10k a year$30$15

Yield0.86%0.92%

5 years, per year[…]+11.1%

3 years, per year[…]+21.7%

Worst drop · 1Y−9.1%−8.9%

Volatility · 1Y13.2%13.7%

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	+1.3%	+12.2%	+12.6%	+21.7%	+11.1%	−8.9%	$48.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	ALCDS	JPMorgan Fundamental Data Science Large Core ETFRead Desk	0.30%	0.86%	+1.1%	+12.8%	+13.4%	new	new	−9.1%	$16M

#
1	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	+1.3%	+12.2%	+12.6%	+21.7%	+11.1%	−8.9%	$48.3B
2	VUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	+1.7%	+5.1%	+3.6%	+22.6%	+10.6%	−15.1%	$232.9B
3	ALCDS	JPMorgan Fundamental Data Science Large Core ETFRead Desk	0.30%	0.86%	+1.1%	+12.8%	+13.4%	new	new	−9.1%	$16M

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