FLQS vs SCDS
Franklin US Small Cap Multifactor Index ETF vs JPMorgan Fundamental Data Science Small Core ETF
Which is better, FLQS or SCDS?
SCDS has been ahead.
FLQS has a lower expense ratio. SCDS led over 1Y and the full window.
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 | FLQS | SCDS |
|---|---|---|
| Expense Ratio | 0.35%Best | 0.40% |
| AUM | $48M | $9M |
| Dividend Yield | 1.49% | 1.11% |
| Holdings | 562 | 559 |
| YTD Return | +11.62% | +17.97%Best |
| 1Y Return | +14.72% | +22.41%Best |
| 3Y Return (annualized) | +13.49% | - |
| 5Y Return (annualized) | +4.07% | - |
| Volatility (annualized) | 15.9%Best | 17.4% |
| Max Drawdown | -23.1%Best | -26.7% |
| $10,000 over 2.2 years | $12,274 | $14,070Best |
| Fund Family | Franklin Templeton Investments (US) | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Small Cap Blend | Small Cap Blend |
| Inception | Apr 26, 2017 | Aug 7, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Aug 8, 2024 to Nov 6, 2026 (2.2 years).
FLQS vs SCDS 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 2.2 years both funds cover.
FLQS vs SCDS Performance
Franklin US Small Cap Multifactor Index ETF (FLQS) is an ETF from Franklin Templeton Investments (US) and JPMorgan Fundamental Data Science Small Core ETF (SCDS) is an ETF from J.P. Morgan Asset Management. Over the past year FLQS returned +14.72% while SCDS returned +22.41%. Year to date, FLQS is up 11.62% versus a gain of 17.97% for SCDS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
SCDS has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 15.9% for FLQS. 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 -23.1% for FLQS and -26.7% for SCDS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
FLQS charges 0.35% per year while SCDS charges 0.40%. On a $10,000 position that is $35 vs $40 annually, a gap of $5 per year that compounds over a long holding period. On income, FLQS currently yields 1.49% against 1.11% for SCDS.
Holdings Overlap
We hold position weights for 37 holdings in FLQS and 274 in SCDS, totalling 56.3% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 37 positions we hold weights for in FLQS and 274 in SCDS, against full books of 562 and 559.
You are not choosing between two funds in isolation.
Whichever of FLQS and SCDS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, FLQS or SCDS?
FLQS has an expense ratio of 0.35% while SCDS charges 0.40%. FLQS is the cheaper option, by $5 a year on a $10,000 investment.
Which performed better, FLQS or SCDS?
Over the past year FLQS returned +14.72% vs +22.41% for SCDS, so SCDS leads on 1-year performance. Over the longest common window we track (2 years), FLQS annualized +9.76% vs +16.79% for SCDS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FLQS or SCDS?
SCDS has been the more volatile fund at 17.4% annualized versus 15.9% for FLQS. Worst drawdown: FLQS -23.1% vs SCDS -26.7%.
Should I hold both FLQS and SCDS?
FLQS and SCDS have a monthly-return correlation of 0.85, 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, FLQS or SCDS?
FLQS yields 1.49% while SCDS yields 1.11%, so FLQS currently pays the higher dividend yield.
Is SCDS better than FLQS?
FLQS has a lower expense ratio. SCDS 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.