SCDS vs IWB

ASCDS

BIWB

Measures won1–3IWB wins · of 6 · 5Y

$10,000 · 5Y$17,885VTV · IWB $16,772

Lowest cost0.03%VTV · $3 on $10k

Most income1.82%VTV · $182 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common0.7%SCDS and IWB

JPMorgan Fundamental Data Science Small Core ETF · $10MiShares Russell 1000 ETF · $48.1B

[…]3 years · per year[…] · $17,870+21.3%

[…]5 years · per year[…] · $16,772+10.9%

0.40%Expense ratio$40 · $15 on $10k · lower wins0.15%

1.11%12-mo yield$111 · $92 on $10k0.92%

Cards for this view

SCDS

JPMorgan Fundamental Data Science Small Core

[…]

IWB

iShares Russell 1000

$16,772

MeasureSCDSIWB

Fee0.40%0.15%

Cost on $10k a year$40$15

Yield1.11%0.92%

5 years, per year[…]+10.9%

3 years, per year[…]+21.3%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y17.9%13.7%

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	−0.4%	+11.7%	+11.8%	+21.3%	+10.9%	−8.9%	$48.1B
3	ASCDS	JPMorgan Fundamental Data Science Small Core ETFRead Desk	0.40%	1.11%	−1.4%	+21.3%	+23.2%	new	new	−9.7%	$10M

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.82%	−0.4%	+21.7%	+24.0%	+21.2%	+12.3%	−6.4%	$184.2B
2	BIWB	iShares Russell 1000 ETFRead Desk	0.15%	0.92%	−0.4%	+11.7%	+11.8%	+21.3%	+10.9%	−8.9%	$48.1B
3	ASCDS	JPMorgan Fundamental Data Science Small Core ETFRead Desk	0.40%	1.11%	−1.4%	+21.3%	+23.2%	new	new	−9.7%	$10M

Loading…