MCDS vs SCHB

AMCDS

BSCHB

Measures won2–2level · of 6 · 5Y

$10,000 · 5Y$16,600SCHB · IWF $15,699

Lowest cost0.03%SCHB · $3 on $10k

Most income1.06%SCHB · $106 on $10k

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

Held in common8.2%MCDS and SCHB

JPMorgan Fundamental Data Science Mid Core ETF · $8MSchwab U.S. Broad Market ETF · $44.1B

[…]3 years · per year[…] · $17,818+21.2%

[…]5 years · per year[…] · $16,600+10.7%

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

1.02%12-mo yield$102 · $106 on $10k1.06%

Cards for this view

MCDS

JPMorgan Fundamental Data Science Mid Core

[…]

SCHB

Schwab U.S. Broad Market

$16,600

MeasureMCDSSCHB

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield1.02%1.06%

5 years, per year[…]+10.7%

3 years, per year[…]+21.2%

Worst drop · 1Y−7.5%−8.9%

Volatility · 1Y13.6%

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.2%	+11.1%	+13.1%	+21.2%	+10.7%	−8.9%	$44.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$117.1B
3	AMCDS	JPMorgan Fundamental Data Science Mid Core ETFRead Desk	0.35%	1.02%	+2.7%	+15.6%	+19.1%	new	new	−7.5%	$8M

#
1	BSCHB	Schwab U.S. Broad Market ETFRead Desk	0.03%	1.06%	−0.2%	+11.1%	+13.1%	+21.2%	+10.7%	−8.9%	$44.1B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.38%	−0.9%	−3.4%	−2.9%	+19.1%	+9.4%	−14.6%	$117.1B
3	AMCDS	JPMorgan Fundamental Data Science Mid Core ETFRead Desk	0.35%	1.02%	+2.7%	+15.6%	+19.1%	new	new	−7.5%	$8M

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