MCDS vs VUG

AMCDS

BVUG

Measures won3–1MCDS wins · of 6 · 5Y

$10,000 · 5Y$16,052VUG

Lowest cost0.03%VUG · $3 on $10k

Most income1.04%MCDS · $104 on $10k

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

Held in common5.9%MCDS and VUG

MCDS

VUG

JPMorgan Fundamental Data Science Mid Core ETF · $8MVanguard Morningstar Growth ETF · $233B

[…]3 years · per year[…] · $18,532+22.8%

[…]5 years · per year[…] · $16,052+9.9%

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

1.04%12-mo yield$104 · $43 on $10k0.43%

−7.5%Worst dropSmaller wins−15.1%

13.4%VolatilityLower wins19.0%

3–1MCDS wins

$10,000 · 5 yearsOne scale

Shared top holdingsMCDS · VUG

0.9%SNOW0.3%

0.3%NET0.3%

0.4%PWR0.3%

0.4%DDOG0.3%

Held in common5.9%

End-of-day Nov 5, 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	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AMCDS	JPMorgan Fundamental Data Science Mid Core ETFRead Desk		0.35%	1.04%	−3.4%	+12.7%	+15.8%	new	new	−7.5%	$8M

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

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.43%	−5.5%	+0.5%	−0.6%	+22.8%	+9.9%	−15.1%	$232.9B
2	AMCDS	JPMorgan Fundamental Data Science Mid Core ETFRead Desk		0.35%	1.04%	−3.4%	+12.7%	+15.8%	new	new	−7.5%	$8M

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

Cards for this view

MCDS vs VUG

MCDS

JPMorgan Fundamental Data Science Mid Core

[…]

VUG

Vanguard Morningstar Growth

$16,052

MeasureMCDSVUG

Fee0.35%0.03%

Cost on $10k a year$35$3

Yield1.04%0.43%

5 years, per year[…]+9.9%

3 years, per year[…]+22.8%

Worst drop · 1Y−7.5%−15.1%

Volatility · 1Y13.4%19.0%

3–1measures won
MCDS first

5.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

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

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: MCDS, VUG

Today

5.9%most shared, MCDS and VUG

MCDSVUG

MCDS—5.9%

VUG5.9%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$69most kept, MCDS

MCDS$104 − $35 = $69

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee