MCDS vs VOO
JPMorgan Fundamental Data Science Mid Core ETF vs Vanguard S&P 500 ETF
Which is better, MCDS or VOO?
Mid Cap Blend against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y and the full window. MCDS is less concentrated, with 13.9% of the fund in its ten largest positions against 37.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | MCDS | VOO |
|---|---|---|
| Expense Ratio | 0.35% | 0.03%Best |
| AUM | $9M | $997.4B |
| Dividend Yield | 1.04% | 1.04% |
| Holdings | 207 | 509 |
| YTD Return | +12.11% | +12.25%Best |
| 1Y Return | +15.48% | +17.03%Best |
| 3Y Return (annualized) | - | +21.25% |
| 5Y Return (annualized) | - | +13.08% |
| Volatility (annualized) | 12.9% | 12.4%Best |
| Max Drawdown | -22.5% | -18.7%Best |
| $10,000 over 2.1 years | $13,218 | $14,709Best |
| Top 10 Weight | 13.9%Best | 37.6% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Large Cap Blend |
| Inception | Aug 7, 2024 | Sep 7, 2010 |
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 8, 2024 to Sep 17, 2026 (2.1 years).
MCDS vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.1 years both funds cover.
MCDS vs VOO Performance
JPMorgan Fundamental Data Science Mid Core ETF (MCDS) is an ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year MCDS returned +15.48% while VOO returned +17.03%. Year to date, MCDS is up 12.11% versus a gain of 12.25% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MCDS has been the more volatile fund, with annualized monthly volatility of 12.9% compared with 12.4% for VOO. 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 -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. 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 1.04% against 1.04% for VOO.
Holdings Overlap
64.4% of MCDS's money is in holdings VOO also owns. 7.4% of VOO's money is in holdings MCDS also owns.
The two portfolios partly overlap.
119 positions in common, counted across the 204 positions we hold weights for in MCDS and 494 in VOO, against full books of 207 and 509.
What only one of them owns
Our book lists 368 positions for VOO that do not appear in our book for MCDS (91.7% of the fund), and 78 for MCDS that do not appear in VOO (32.4%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in MCDS | Weight in VOO | Difference |
|---|---|---|---|
| MPCMarathon Petroleum Corp | 1.59% | 0.14% | 1.45% |
| HPEHewlett Packard Enterprise Co | 1.21% | 0.10% | 1.11% |
| STTState Street Corp. | 1.20% | 0.08% | 1.12% |
| CAHCardinal Health Inc. | 1.13% | 0.08% | 1.05% |
| WABWestinghouse Air Brake Technologies Corp. | 1.12% | 0.08% | 1.04% |
| TERTeradyne Inc - Common | 0.98% | 0.09% | 0.89% |
| MTBM&T Bank Corp | 0.99% | 0.06% | 0.93% |
| RJFRaymond James Financial Inc. | 0.97% | 0.05% | 0.92% |
| DGXQuest Diagnostics Inc | 0.93% | 0.04% | 0.89% |
| DOVDover Corp. | 0.90% | 0.04% | 0.86% |
64.4% of MCDS is already inside VOO.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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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, by $32 a year on a $10,000 investment.
Which performed better, MCDS or VOO?
Over the past year MCDS returned +15.48% vs +17.03% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), MCDS annualized +14.21% vs +20.17% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MCDS or VOO?
MCDS has been the more volatile fund at 12.9% annualized versus 12.4% for VOO. Worst drawdown: MCDS -22.5% vs VOO -18.7%.
Should I hold both MCDS and VOO?
MCDS and VOO have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between MCDS and VOO?
64.4% of MCDS's money is in holdings VOO also owns. 7.4% of VOO's is in holdings MCDS also owns. They hold 119 positions in common, counted across the 204 positions we hold weights for in MCDS and 494 in VOO.
Which pays a higher dividend, MCDS or VOO?
MCDS yields 1.04% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than MCDS?
VOO has a lower expense ratio. VOO led over 1Y and the full window. MCDS is less concentrated, with 13.9% of the fund in its ten largest positions against 37.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.