SCDS vs SCHD
JPMorgan Fundamental Data Science Small Core ETF vs Schwab US Dividend Equity ETF
Which is better, SCDS or SCHD?
Small Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCDS led over the full window, SCHD over 1Y. SCDS is less concentrated, with 12.0% of the fund in its ten largest positions against 41.8%.
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 | SCDS | SCHD |
|---|---|---|
| Expense Ratio | 0.40% | 0.06%Best |
| AUM | $10M | $112.1B |
| Dividend Yield | 0.92% | 3.00% |
| Holdings | 280 | 103 |
| YTD Return | +21.34% | +24.23%Best |
| 1Y Return | +25.50% | +27.90%Best |
| 3Y Return (annualized) | - | +15.55% |
| 5Y Return (annualized) | - | +9.97% |
| Volatility (annualized) | 17.8% | 13.5%Best |
| Max Drawdown | -26.7% | -16.1%Best |
| $10,000 over 2.1 years | $14,552Best | $13,618 |
| Top 10 Weight | 12.0%Best | 41.8% |
| Fund Family | J.P. Morgan Asset Management | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Value |
| Inception | Aug 7, 2024 | Oct 20, 2011 |
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 17, 2026 (2.1 years).
SCDS vs SCHD 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.
SCDS vs SCHD Performance
JPMorgan Fundamental Data Science Small Core ETF (SCDS) is an ETF from J.P. Morgan Asset Management and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year SCDS returned +25.50% while SCHD returned +27.90%. Year to date, SCDS is up 21.34% versus a gain of 24.23% for SCHD.
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 13.5% for SCHD. 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 -26.7% for SCDS and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.54. They move together some of the time, and apart the rest.
Fees and Cost Over Time
SCDS charges 0.40% per year while SCHD charges 0.06%. On a $10,000 position that is $40 vs $6 annually, a gap of $34 per year that compounds over a long holding period. On income, SCDS currently yields 0.92% against 3.00% for SCHD.
Holdings Overlap
3.0% of SCDS's money is in holdings SCHD also owns. 2.5% of SCHD's money is in holdings SCDS also owns.
SCDS and SCHD share little of their money.
6 positions in common, counted across the 274 positions we hold weights for in SCDS and 100 in SCHD, against full books of 280 and 103.
What only one of them owns
Our book lists 93 positions for SCHD that do not appear in our book for SCDS (97.4% of the fund), and 253 for SCDS that do not appear in SCHD (92.3%).
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 SCDS | Weight in SCHD | Difference |
|---|---|---|---|
| SLBSchlumberger Nv. | 0.59% | 2.19% | 1.60% |
| CHCOCity Holding Co Common Stock Usd2.5 | 0.62% | 0.05% | 0.57% |
| IBCPIndependent Bank Corp/mi Common Stock Usd1.0 | 0.55% | 0.02% | 0.53% |
| CVBFCvb Financial Corp. | 0.44% | 0.09% | 0.35% |
| MCMoelis & Co_None_0 | 0.33% | 0.12% | 0.21% |
| VRTSVirtus Investment Partners Inc | 0.42% | 0.03% | 0.39% |
You are not choosing between two funds in isolation.
Whichever of SCDS and SCHD 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, SCDS or SCHD?
SCDS has an expense ratio of 0.40% while SCHD charges 0.06%. SCHD is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, SCDS or SCHD?
Over the past year SCDS returned +25.50% vs +27.90% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), SCDS annualized +19.56% vs +15.84% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCDS or SCHD?
SCDS has been the more volatile fund at 17.8% annualized versus 13.5% for SCHD. Worst drawdown: SCDS -26.7% vs SCHD -16.1%.
Should I hold both SCDS and SCHD?
SCDS and SCHD have a monthly-return correlation of 0.54, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between SCDS and SCHD?
3.0% of SCDS's money is in holdings SCHD also owns. 2.5% of SCHD's is in holdings SCDS also owns. They hold 6 positions in common, counted across the 274 positions we hold weights for in SCDS and 100 in SCHD.
Which pays a higher dividend, SCDS or SCHD?
SCDS yields 0.92% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than SCDS?
SCHD has a lower expense ratio. SCDS led over the full window, SCHD over 1Y. SCDS is less concentrated, with 12.0% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.