SCDS vs VXUS

SCDS vs VXUS

Which is better, SCDS or VXUS?

Small Cap Blend against Large Cap Blend.

VXUS has a lower expense ratio. SCDS led over 1Y, VXUS over the full window.

Lower Fees: VXUSHigher Returns: split

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

MetricSCDSVXUS
Expense Ratio0.40%0.05%Best
AUM$10M$158.1B
Dividend Yield0.92%2.51%
Holdings2808,747
YTD Return+20.51%Best+12.82%
1Y Return+21.60%Best+19.86%
3Y Return (annualized)-+19.33%
5Y Return (annualized)-+9.46%
Volatility (annualized)17.8%12.0%Best
Max Drawdown-26.7%-13.6%Best
$10,000 over 2.1 years$14,445$15,259Best
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
StyleSmall Cap BlendLarge Cap Blend
InceptionAug 7, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

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 VXUS 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 VXUS Performance

JPMorgan Fundamental Data Science Small Core ETF (SCDS) is an ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year SCDS returned +21.60% while VXUS returned +19.86%. Year to date, SCDS is up 20.51% versus a gain of 12.82% for VXUS.

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 12.0% for VXUS. 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 -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

SCDS charges 0.40% per year while VXUS charges 0.05%. On a $10,000 position that is $40 vs $5 annually, a gap of $35 per year that compounds over a long holding period. On income, SCDS currently yields 0.92% against 2.51% for VXUS.

Holdings Overlap

SCDS already in VXUS0.4%

At least 0.4% of SCDS's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 88.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

2 positions in common, counted across the 274 positions we hold weights for in SCDS and 8,082 in VXUS, against full books of 280 and 8,747.

Top Shared Holdings

StockWeight in SCDSWeight in VXUSDifference
CASHMeta Financial Group Inc0.23%0.00%0.23%
NXT:AUNextdc Ltd.0.16%0.05%0.11%

You are not choosing between two funds in isolation.

Whichever of SCDS and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCDSVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCDS or VXUS?

SCDS has an expense ratio of 0.40% while VXUS charges 0.05%. VXUS is the cheaper option, by $35 a year on a $10,000 investment.

Which performed better, SCDS or VXUS?

Over the past year SCDS returned +21.60% vs +19.86% for VXUS, so SCDS leads on 1-year performance. Over the longest common window we track (2 years), SCDS annualized +19.14% vs +22.29% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, SCDS or VXUS?

SCDS has been the more volatile fund at 17.8% annualized versus 12.0% for VXUS. Worst drawdown: SCDS -26.7% vs VXUS -13.6%.

Should I hold both SCDS and VXUS?

SCDS and VXUS have a monthly-return correlation of 0.56, 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, SCDS or VXUS?

SCDS yields 0.92% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.

Is VXUS better than SCDS?

VXUS has a lower expense ratio. SCDS led over 1Y, VXUS over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.