MCDS vs VXUS
MCDS vs VXUS
JPMorgan Fundamental Data Science Mid Core ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.
Side-by-Side Comparison
| Metric | MCDS | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.05% | |
| AUM | $8M | $156.5B | |
| Dividend Yield | 1.28% | 2.60% | |
| Holdings | 189 | 8,747 | |
| YTD Return | +17.72% | +14.57% | |
| 1Y Return | +24.68% | +27.82% | |
| 3Y Return (annualized) | - | +19.27% | |
| 5Y Return (annualized) | - | +9.28% | |
| Volatility (annualized) | 13.0% | 15.1% | |
| Max Drawdown | -22.5% | -39.9% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 7, 2024 | Jan 26, 2011 |
MCDS vs VXUS Performance
JPMorgan Fundamental Data Science Mid Core ETF (MCDS) is a ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year MCDS returned +24.68% while VXUS returned +27.82%. Year to date, MCDS is up 17.72% versus a gain of 14.57% for VXUS.
Risk: Volatility and Drawdowns
VXUS has been the more volatile fund, with annualized monthly volatility of 15.1% 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 -39.9% for VXUS. 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
MCDS charges 0.35% per year while VXUS charges 0.05%. On a $10,000 position that is $35 vs $5 annually, a gap of $30 per year that compounds over a long holding period. On income, MCDS currently yields 1.28% against 2.60% for VXUS.
Holdings Overlap
MCDS and VXUS share 1 holdings out of 8046 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in MCDS | Weight in VXUS | Difference |
|---|---|---|---|
| EGP | 0.55% | 0.00% | 0.55% |
Frequently Asked Questions
Which is cheaper, MCDS or VXUS?
MCDS has an expense ratio of 0.35% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $30 per year of difference.
Which performed better, MCDS or VXUS?
Over the past year MCDS returned +24.68% vs +27.82% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), MCDS annualized +17.92% vs +4.86% for VXUS. Past performance does not guarantee future results.
Which is riskier, MCDS or VXUS?
VXUS has been the more volatile fund at 15.1% annualized versus 13.0% for MCDS. Worst drawdown: MCDS -22.5% vs VXUS -39.9%.
Should I hold both MCDS and VXUS?
MCDS and VXUS have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between MCDS and VXUS?
MCDS and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 8046 unique securities.
Which pays a higher dividend, MCDS or VXUS?
MCDS yields 1.28% while VXUS yields 2.60%, so VXUS 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.