MCDS vs SCHB

AMCDS

BSCHB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$17,270SCHB

Lowest cost0.03%SCHB · $3 on $10k

Most income1.04%SCHB · $104 on $10k

Smallest drop−7.5%MCDS · worst fall in 1Y

Held in common8.3%MCDS and SCHB

MCDS

SCHB

JPMorgan Fundamental Data Science Mid Core ETF · $8MSchwab U.S. Broad Market ETF · $44.9B

[…]3 years · per year[…] · $19,056+24.0%

[…]5 years · per year[…] · $17,270+11.5%

0.35%Expense ratio$35 · $3 on $10k · lower wins0.03%

1.01%12-mo yield$101 · $104 on $10k1.04%

−7.5%Worst dropSmaller wins−8.9%

12.9%VolatilityLower wins13.1%

2–2Level

$10,000 · 5 yearsOne scale

Shared top holdingsMCDS · SCHB

0.5%COF0.2%

0.3%WDC0.2%

1.8%MPC0.2%

0.9%SNOW0.1%

Held in common8.3%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	AMCDS	JPMorgan Fundamental Data Science Mid Core ETFRead Desk		0.35%	1.01%	+0.9%	+16.7%	+19.0%	new	new	−7.5%	$8M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk		0.03%	1.04%	+1.5%	+13.3%	+13.3%	+24.0%	+11.5%	−8.9%	$44.9B
2	AMCDS	JPMorgan Fundamental Data Science Mid Core ETFRead Desk		0.35%	1.01%	+0.9%	+16.7%	+19.0%	new	new	−7.5%	$8M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

MCDS vs SCHB

MCDS

JPMorgan Fundamental Data Science Mid Core

[…]

SCHB

Schwab U.S. Broad Market

$17,270

MeasureMCDSSCHB

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield1.01%1.04%

5 years, per year[…]+11.5%

3 years, per year[…]+24.0%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y12.9%13.1%

2–1measures won
MCDS first

8.3%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VTI vs ITOT

YTD

VanguardVTI

+13.4%

ITOTiShares

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$689BAssets$97.0B

1–0VTI 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%

$123BAssets$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%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: MCDS, SCHB

Today

8.3%most shared, MCDS and SCHB

MCDSSCHB

MCDS—8.3%

SCHB8.3%—

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

Income After Fees on $10,000

$101most kept, SCHB

SCHB$104 − $3 = $101

MCDS$101 − $35 = $66

KeptFee

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