IVV vs SCDS
iShares Core S&P 500 ETF vs JPMorgan Fundamental Data Science Small Core ETF
Which is better, IVV or SCDS?
Large Cap Blend against Small Cap Blend.
IVV has a lower expense ratio. IVV led over the full window, SCDS over 1Y. SCDS is less concentrated, with 12.0% of the fund in its ten largest positions against 37.8%.
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 | IVV | SCDS |
|---|---|---|
| Expense Ratio | 0.03%Best | 0.40% |
| AUM | $876.4B | $10M |
| Dividend Yield | 1.06% | 0.92% |
| Holdings | 508 | 280 |
| YTD Return | +12.39% | +20.51%Best |
| 1Y Return | +16.61% | +21.60%Best |
| 3Y Return (annualized) | +21.38% | - |
| 5Y Return (annualized) | +13.51% | - |
| Volatility (annualized) | 12.4%Best | 17.8% |
| Max Drawdown | -18.8%Best | -26.7% |
| $10,000 over 2.1 years | $14,719Best | $14,445 |
| Top 10 Weight | 37.8% | 12.0%Best |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Small Cap Blend |
| Inception | May 15, 2000 | Aug 7, 2024 |
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).
IVV 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 2.1 years both funds cover.
IVV vs SCDS Performance
iShares Core S&P 500 ETF (IVV) is an ETF from iShares by BlackRock (US) and JPMorgan Fundamental Data Science Small Core ETF (SCDS) is an ETF from J.P. Morgan Asset Management. Over the past year IVV returned +16.61% while SCDS returned +21.60%. Year to date, IVV is up 12.39% versus a gain of 20.51% 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 17.8% compared with 12.4% for IVV. 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 -18.8% for IVV 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 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
IVV charges 0.03% per year while SCDS charges 0.40%. On a $10,000 position that is $3 vs $40 annually, a gap of $37 per year that compounds over a long holding period. On income, IVV currently yields 1.06% against 0.92% for SCDS.
Holdings Overlap
0.4% of IVV's money is in holdings SCDS also owns. 0.6% of SCDS's money is in holdings IVV also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
2 positions in common, counted across the 490 positions we hold weights for in IVV and 274 in SCDS, against full books of 508 and 280.
What only one of them owns
Our book lists 258 positions for SCDS that do not appear in our book for IVV (94.7% of the fund), and 480 for IVV that do not appear in SCDS (98.2%).
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.
You are not choosing between two funds in isolation.
Whichever of IVV 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, IVV or SCDS?
IVV has an expense ratio of 0.03% while SCDS charges 0.40%. IVV is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, IVV or SCDS?
Over the past year IVV returned +16.61% vs +21.60% for SCDS, so SCDS leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +20.21% vs +19.14% for SCDS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, IVV or SCDS?
SCDS has been the more volatile fund at 17.8% annualized versus 12.4% for IVV. Worst drawdown: IVV -18.8% vs SCDS -26.7%.
Should I hold both IVV and SCDS?
IVV and SCDS have a monthly-return correlation of 0.84, 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, IVV or SCDS?
IVV yields 1.06% while SCDS yields 0.92%, so IVV currently pays the higher dividend yield.
Is SCDS better than IVV?
IVV has a lower expense ratio. IVV led over the full window, SCDS over 1Y. SCDS is less concentrated, with 12.0% of the fund in its ten largest positions against 37.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.