SCDS vs VTI
JPMorgan Fundamental Data Science Small Core ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, SCDS or VTI?
Small Cap Blend against Large Cap Blend.
VTI has a lower expense ratio. SCDS led over 1Y, VTI over the full window. SCDS is less concentrated, with 12.0% of the fund in its ten largest positions against 33.3%.
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 | VTI |
|---|---|---|
| Expense Ratio | 0.40% | 0.03%Best |
| AUM | $10M | $666.9B |
| Dividend Yield | 0.92% | 1.03% |
| Holdings | 280 | 3,543 |
| YTD Return | +20.51%Best | +12.30% |
| 1Y Return | +21.60%Best | +16.08% |
| 3Y Return (annualized) | - | +21.01% |
| 5Y Return (annualized) | - | +12.36% |
| Volatility (annualized) | 17.8% | 12.7%Best |
| Max Drawdown | -26.7% | -19.3%Best |
| $10,000 over 2.1 years | $14,445 | $14,668Best |
| Top 10 Weight | 12.0%Best | 33.3% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Blend |
| Inception | Aug 7, 2024 | May 24, 2001 |
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).
SCDS vs VTI 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 VTI Performance
JPMorgan Fundamental Data Science Small Core ETF (SCDS) is an ETF from J.P. Morgan Asset Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year SCDS returned +21.60% while VTI returned +16.08%. Year to date, SCDS is up 20.51% versus a gain of 12.30% for VTI.
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 12.7% for VTI. 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 -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCDS charges 0.40% per year while VTI 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 0.92% against 1.03% for VTI.
Holdings Overlap
91.5% of SCDS's money is in holdings VTI also owns. 1.8% of VTI's money is in holdings SCDS also owns.
Most of SCDS is already inside VTI. Owning both mostly buys the same companies twice.
258 positions in common, counted across the 274 positions we hold weights for in SCDS and 3,463 in VTI, against full books of 280 and 3,543.
What only one of them owns
Our book lists 1,029 positions for VTI that do not appear in our book for SCDS (95.7% of the fund), and 8 for SCDS that do not appear in VTI (5.7%).
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 VTI | Difference |
|---|---|---|---|
| CHEFChefs' Warehouse, Inc. | 1.11% | 0.01% | 1.10% |
| RHPRyman Healthcare Limited | 1.02% | 0.01% | 1.01% |
| TWSTTwist Bioscience Corp. | 0.93% | 0.01% | 0.92% |
| MOG.AMoog Inccommon Stock | 0.89% | 0.02% | 0.87% |
| WSFSWsfs Financial Corp Common Stock | 0.89% | 0.01% | 0.88% |
| LTHLife Time Inc | 0.88% | 0.01% | 0.87% |
| MCRIMonarch Casino & Resort Inc | 0.86% | 0.00% | 0.86% |
| AZZAzz Inc | 0.84% | 0.01% | 0.83% |
| FFBCFirst Financial Bank. | 0.75% | 0.00% | 0.75% |
| ENVAEnova International Inc. (usd) | 0.74% | 0.01% | 0.73% |
91.5% of SCDS is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, SCDS or VTI?
SCDS has an expense ratio of 0.40% while VTI charges 0.03%. VTI is the cheaper option, by $37 a year on a $10,000 investment.
Which performed better, SCDS or VTI?
Over the past year SCDS returned +21.60% vs +16.08% for VTI, so SCDS leads on 1-year performance. Over the longest common window we track (2 years), SCDS annualized +19.14% vs +20.01% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCDS or VTI?
SCDS has been the more volatile fund at 17.8% annualized versus 12.7% for VTI. Worst drawdown: SCDS -26.7% vs VTI -19.3%.
Should I hold both SCDS and VTI?
SCDS and VTI have a monthly-return correlation of 0.88, 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 VTI?
91.5% of SCDS's money is in holdings VTI also owns. 1.8% of VTI's is in holdings SCDS also owns. They hold 258 positions in common, counted across the 274 positions we hold weights for in SCDS and 3,463 in VTI.
Which pays a higher dividend, SCDS or VTI?
SCDS yields 0.92% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.
Is VTI better than SCDS?
VTI has a lower expense ratio. SCDS led over 1Y, VTI over the full window. SCDS is less concentrated, with 12.0% of the fund in its ten largest positions against 33.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.