QQQ vs SCDS
Invesco QQQ Trust, Series 1 vs JPMorgan Fundamental Data Science Small Core ETF
Which is better, QQQ or SCDS?
Large Cap Growth against Small Cap Blend.
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. SCDS is less concentrated, with 12.0% of the fund in its ten largest positions against 46.5%.
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 | QQQ | SCDS |
|---|---|---|
| Expense Ratio | 0.18%Best | 0.40% |
| AUM | $483.5B | $10M |
| Dividend Yield | 0.44% | 0.92% |
| Holdings | 107 | 280 |
| YTD Return | +17.95% | +20.51%Best |
| 1Y Return | +21.77%Best | +21.60% |
| 3Y Return (annualized) | +25.63% | - |
| 5Y Return (annualized) | +15.24% | - |
| Volatility (annualized) | 18.1% | 17.8%Best |
| Max Drawdown | -22.8%Best | -26.7% |
| $10,000 over 2.1 years | $16,228Best | $14,445 |
| Top 10 Weight | 46.5% | 12.0%Best |
| Fund Family | Invesco (US) | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Small Cap Blend |
| Inception | Mar 10, 1999 | 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).
QQQ 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.
QQQ vs SCDS Performance
Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US) and JPMorgan Fundamental Data Science Small Core ETF (SCDS) is an ETF from J.P. Morgan Asset Management. Over the past year QQQ returned +21.77% while SCDS returned +21.60%. Year to date, QQQ is up 17.95% versus a gain of 20.51% for SCDS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 18.1% compared with 17.8% 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 -22.8% for QQQ 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 0.73. 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 0.44% against 0.92% for SCDS.
Holdings Overlap
0.7% of QQQ's money is in holdings SCDS also owns.
We cannot see either book well enough to say how much of this pair is duplicated.
1 positions in common, counted across the 102 positions we hold weights for in QQQ and 274 in SCDS, against full books of 107 and 280.
What only one of them owns
Our book lists 259 positions for SCDS that do not appear in our book for QQQ (95.3% of the fund), and 95 for QQQ that do not appear in SCDS (96.8%).
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.
Top Shared Holdings
| Stock | Weight in QQQ | Weight in SCDS | Difference |
|---|---|---|---|
| GILDGilead Sciences | 0.72% | 0.00% | 0.72% |
You are not choosing between two funds in isolation.
Whichever of QQQ 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, QQQ or SCDS?
QQQ has an expense ratio of 0.18% while SCDS charges 0.40%. QQQ is the cheaper option, by $22 a year on a $10,000 investment.
Which performed better, QQQ or SCDS?
Over the past year QQQ returned +21.77% vs +21.60% for SCDS, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), QQQ annualized +25.93% vs +19.14% for SCDS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, QQQ or SCDS?
QQQ has been the more volatile fund at 18.1% annualized versus 17.8% for SCDS. Worst drawdown: QQQ -22.8% vs SCDS -26.7%.
Should I hold both QQQ and SCDS?
QQQ and SCDS have a monthly-return correlation of 0.73, 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, QQQ or SCDS?
QQQ yields 0.44% while SCDS yields 0.92%, so SCDS currently pays the higher dividend yield.
Is SCDS better than QQQ?
QQQ has a lower expense ratio. QQQ led over 1Y and the full window. SCDS is less concentrated, with 12.0% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.