SCDS vs VOO
JPMorgan Fundamental Data Science Small Core ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. SCDS delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | SCDS | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.03% | |
| AUM | $9M | $979.0B | |
| Dividend Yield | 0.99% | 1.09% | |
| Holdings | 266 | 509 | |
| YTD Return | +27.58% | +13.44% | |
| 1Y Return | +42.56% | +22.62% | |
| 3Y Return (annualized) | - | +21.47% | |
| 5Y Return (annualized) | - | +13.27% | |
| Volatility (annualized) | 17.9% | 14.1% | |
| Max Drawdown | -26.7% | -34.3% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 7, 2024 | Sep 7, 2010 |
SCDS vs VOO Performance
JPMorgan Fundamental Data Science Small Core ETF (SCDS) is a ETF from J.P. Morgan Asset Management and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year SCDS returned +42.56% while VOO returned +22.62%. Year to date, SCDS is up 27.58% versus a gain of 13.44% for VOO.
Risk: Volatility and Drawdowns
SCDS has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 14.1% for VOO. 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 -34.3% for VOO. 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
SCDS charges 0.40% per year while VOO charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, SCDS currently yields 0.99% against 1.09% for VOO.
Holdings Overlap
SCDS and VOO share 1 holdings out of 777 unique holdings combined, representing a 0.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in SCDS | Weight in VOO | Difference |
|---|---|---|---|
| SLB:CW | 0.47% | 0.11% | 0.36% |
Frequently Asked Questions
Which is cheaper, SCDS or VOO?
SCDS has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $37 per year of difference.
Which performed better, SCDS or VOO?
Over the past year SCDS returned +42.56% vs +22.62% for VOO, so SCDS leads on 1-year performance. Over the longest common window we track (2 years), SCDS annualized +23.70% vs +13.55% for VOO. Past performance does not guarantee future results.
Which is riskier, SCDS or VOO?
SCDS has been the more volatile fund at 17.9% annualized versus 14.1% for VOO. Worst drawdown: SCDS -26.7% vs VOO -34.3%.
Should I hold both SCDS and VOO?
SCDS and VOO 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 SCDS and VOO?
SCDS and VOO share 1 common holdings with a 0.1% weight overlap. Combined, they hold 777 unique securities.
Which pays a higher dividend, SCDS or VOO?
SCDS yields 0.99% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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