MCDS vs VOO
MCDS vs VOO
JPMorgan Fundamental Data Science Mid Core ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. MCDS delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | MCDS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $8M | $979.0B | |
| Dividend Yield | 1.28% | 1.09% | |
| Holdings | 189 | 509 | |
| YTD Return | +17.72% | +13.80% | |
| 1Y Return | +24.68% | +23.71% | |
| 3Y Return (annualized) | - | +21.50% | |
| 5Y Return (annualized) | - | +13.44% | |
| Volatility (annualized) | 13.0% | 14.1% | |
| Max Drawdown | -22.5% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 7, 2024 | Sep 7, 2010 |
MCDS vs VOO Performance
JPMorgan Fundamental Data Science Mid Core ETF (MCDS) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year MCDS returned +24.68% while VOO returned +23.71%. Year to date, MCDS is up 17.72% versus a gain of 13.80% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 13.0% for MCDS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -22.5% for MCDS and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
MCDS charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, MCDS currently yields 1.28% against 1.09% for VOO.
Holdings Overlap
MCDS and VOO share 117 holdings out of 574 unique holdings combined, representing a 8.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in MCDS | Weight in VOO | Difference |
|---|---|---|---|
| WDC | 2.31% | 0.34% | 1.97% |
| HWM | 1.49% | 0.17% | 1.32% |
| PWR | 1.31% | 0.17% | 1.14% |
| HLT | Pro | Pro | Pro |
| TER | Pro | Pro | Pro |
| STT | Pro | Pro | Pro |
| HPE | Pro | Pro | Pro |
| MPC | Pro | Pro | Pro |
| ROST | Pro | Pro | Pro |
| SNDK | Pro | Pro | Pro |
See all 10 holdings MCDS shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, MCDS or VOO?
MCDS has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, MCDS or VOO?
Over the past year MCDS returned +24.68% vs +23.71% for VOO, so MCDS leads on 1-year performance. Over the longest common window we track (2 years), MCDS annualized +17.92% vs +13.58% for VOO. Past performance does not guarantee future results.
Which is riskier, MCDS or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 13.0% for MCDS. Worst drawdown: MCDS -22.5% vs VOO -34.3%.
Should I hold both MCDS and VOO?
MCDS and VOO have a monthly-return correlation of 0.80, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between MCDS and VOO?
MCDS and VOO share 117 common holdings with a 8.1% weight overlap. Combined, they hold 574 unique securities.
Which pays a higher dividend, MCDS or VOO?
MCDS yields 1.28% while VOO yields 1.09%, so MCDS currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.