MCDS vs VXUS

MCDS vs VXUS

Which is better, MCDS or VXUS?

Mid Cap Blend against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricMCDSVXUS
Expense Ratio0.35%0.05%Best
AUM$9M$158.1B
Dividend Yield1.04%2.51%
Holdings2078,747
YTD Return+11.75%+12.82%Best
1Y Return+14.12%+19.86%Best
3Y Return (annualized)-+19.33%
5Y Return (annualized)-+9.46%
Volatility (annualized)13.0%12.0%Best
Max Drawdown-22.5%-13.6%Best
$10,000 over 2.1 years$13,172$15,259Best
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
StyleMid Cap BlendLarge Cap Blend
InceptionAug 7, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

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 18, 2026 (2.1 years).

MCDS vs VXUS 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 VXUS Performance

JPMorgan Fundamental Data Science Mid Core ETF (MCDS) is an ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year MCDS returned +14.12% while VXUS returned +19.86%. Year to date, MCDS is up 11.75% versus a gain of 12.82% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

MCDS has been the more volatile fund, with annualized monthly volatility of 13.0% compared with 12.0% for VXUS. 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 -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.57. They move together some of the time, and apart the rest.

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 1.04% against 2.51% for VXUS.

Holdings Overlap

MCDS already in VXUS0.5%

At least 0.5% of MCDS's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

1 positions in common, counted across the 204 positions we hold weights for in MCDS and 8,082 in VXUS, against full books of 207 and 8,747.

Top Shared Holdings

StockWeight in MCDSWeight in VXUSDifference
EGPEastgroup Properties Inc. Real Estate Investment Trust0.53%0.00%0.53%

You are not choosing between two funds in isolation.

Whichever of MCDS and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

MCDSVXUS

Free for up to 10 holdings. No account needed.

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, by $30 a year on a $10,000 investment.

Which performed better, MCDS or VXUS?

Over the past year MCDS returned +14.12% vs +19.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), MCDS annualized +14.02% vs +22.29% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, MCDS or VXUS?

MCDS has been the more volatile fund at 13.0% annualized versus 12.0% for VXUS. Worst drawdown: MCDS -22.5% vs VXUS -13.6%.

Should I hold both MCDS and VXUS?

MCDS and VXUS have a monthly-return correlation of 0.57, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, MCDS or VXUS?

MCDS yields 1.04% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than MCDS?

VXUS has a lower expense ratio. VXUS led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.