SCDS vs VTI

ASCDS

BVTI

Measures won1–3VTI wins · of 6 · 5Y

$10,000 · 5Y$17,337SPY · VTI $16,543

Lowest cost0.03%VTI · $3 on $10k

Most income1.11%SCDS · $111 on $10k

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

Held in common1.8%SCDS and VTI

JPMorgan Fundamental Data Science Small Core ETF · $10MVanguard Morningstar Total Stock Market ETF · $689B

[…]3 years · per year[…] · $17,911+21.4%

[…]5 years · per year[…] · $16,542+10.6%

0.40%Expense ratio$40 · $3 on $10k · lower wins0.03%

1.11%12-mo yield$111 · $106 on $10k1.06%

Cards for this view

SCDS

JPMorgan Fundamental Data Science Small Core

[…]

VTI

Vanguard Morningstar Total Stock Market

$16,542

MeasureSCDSVTI

Fee0.40%0.03%

Cost on $10k a year$40$3

Yield1.11%1.06%

5 years, per year[…]+10.6%

3 years, per year[…]+21.4%

Worst drop · 1Y−9.7%−8.9%

Volatility · 1Y17.9%13.9%

#
1	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
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	SPY	State Street SPDR S&P 500 ETFRead Desk	0.09%	1.00%	−0.4%	+11.9%	+12.0%	+21.6%	+11.6%	−8.9%	$805.7B
2	BVTI	Vanguard Morningstar Total Stock Market ETFRead Desk	0.03%	1.06%	−0.4%	+12.1%	+12.2%	+21.4%	+10.6%	−8.9%	$689.2B
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…