IVV vs SCDS
iShares Core S&P 500 ETF vs JPMorgan Fundamental Data Science Small Core ETF
Quick Verdict
IVV has a lower expense ratio. SCDS delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | IVV | SCDS | Winner |
|---|---|---|---|
| Expense Ratio | 0.03% | 0.40% | |
| AUM | $865.2B | $9M | |
| Dividend Yield | 1.09% | 0.99% | |
| Holdings | 508 | 266 | |
| YTD Return | +13.43% | +27.58% | |
| 1Y Return | +22.61% | +42.56% | |
| 3Y Return (annualized) | +21.47% | - | |
| 5Y Return (annualized) | +13.26% | - | |
| Volatility (annualized) | 15.1% | 17.9% | |
| Max Drawdown | -56.5% | -26.7% | |
| Fund Family | iShares by BlackRock (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | May 15, 2000 | Aug 7, 2024 |
IVV vs SCDS Performance
iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US) and JPMorgan Fundamental Data Science Small Core ETF (SCDS) is a ETF from J.P. Morgan Asset Management. Over the past year IVV returned +22.61% while SCDS returned +42.56%. Year to date, IVV is up 13.43% versus a gain of 27.58% for SCDS.
Risk: Volatility and Drawdowns
SCDS has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 15.1% 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 -56.5% for IVV and -26.7% for SCDS. 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 0.85. 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 1.09% against 0.99% for SCDS.
Holdings Overlap
IVV and SCDS share 2 holdings out of 776 unique holdings combined, representing a 0.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $37 per year of difference.
Which performed better, IVV or SCDS?
Over the past year IVV returned +22.61% vs +42.56% for SCDS, so SCDS leads on 1-year performance. Over the longest common window we track (2 years), IVV annualized +7.03% vs +23.70% for SCDS. Past performance does not guarantee future results.
Which is riskier, IVV or SCDS?
SCDS has been the more volatile fund at 17.9% annualized versus 15.1% for IVV. Worst drawdown: IVV -56.5% vs SCDS -26.7%.
Should I hold both IVV and SCDS?
IVV and SCDS have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between IVV and SCDS?
IVV and SCDS share 2 common holdings with a 0.7% weight overlap. Combined, they hold 776 unique securities.
Which pays a higher dividend, IVV or SCDS?
IVV yields 1.09% while SCDS yields 0.99%, so IVV currently pays the higher dividend yield.
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