QQQ vs SCDS
Invesco QQQ Trust, Series 1 vs JPMorgan Fundamental Data Science Small Core ETF
Quick Verdict
QQQ has a lower expense ratio. SCDS delivered stronger 1-year returns. SCDS offers more diversification with 273 holdings.
Side-by-Side Comparison
| Metric | QQQ | SCDS | Winner |
|---|---|---|---|
| Expense Ratio | 0.18% | 0.40% | |
| AUM | $455.8B | $9M | |
| Dividend Yield | 0.41% | 0.99% | |
| Holdings | 108 | 266 | |
| YTD Return | +19.68% | +28.96% | |
| 1Y Return | +26.75% | +37.27% | |
| 3Y Return (annualized) | +26.25% | - | |
| 5Y Return (annualized) | +15.39% | - | |
| Volatility (annualized) | 30.6% | 17.9% | |
| Max Drawdown | -83.0% | -26.7% | |
| Fund Family | Invesco (US) | J.P. Morgan Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 10, 1999 | Aug 7, 2024 |
QQQ vs SCDS Performance
Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US) and JPMorgan Fundamental Data Science Small Core ETF (SCDS) is a ETF from J.P. Morgan Asset Management. Over the past year QQQ returned +26.75% while SCDS returned +37.27%. Year to date, QQQ is up 19.68% versus a gain of 28.96% for SCDS.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 17.9% for SCDS. 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 -83.0% for QQQ 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 0.74. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
QQQ charges 0.18% per year while SCDS charges 0.40%. On a $10,000 position that is $18 vs $40 annually, a gap of $22 per year that compounds over a long holding period. On income, QQQ currently yields 0.41% against 0.99% for SCDS.
Holdings Overlap
QQQ and SCDS share 0 holdings out of 376 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, QQQ or SCDS?
QQQ has an expense ratio of 0.18% while SCDS charges 0.40%. QQQ is the cheaper option. On a $10,000 investment, that is $22 per year of difference.
Which performed better, QQQ or SCDS?
Over the past year QQQ returned +26.75% vs +37.27% for SCDS, so SCDS leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +13.15% vs +24.28% for SCDS. Past performance does not guarantee future results.
Which is riskier, QQQ or SCDS?
QQQ has been the more volatile fund at 30.6% annualized versus 17.9% for SCDS. Worst drawdown: QQQ -83.0% vs SCDS -26.7%.
Should I hold both QQQ and SCDS?
QQQ and SCDS have a monthly-return correlation of 0.74, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between QQQ and SCDS?
QQQ and SCDS share 0 common holdings with a 0.0% weight overlap. Combined, they hold 376 unique securities.
Which pays a higher dividend, QQQ or SCDS?
QQQ yields 0.41% while SCDS yields 0.99%, so SCDS currently pays the higher dividend yield.
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