SCDS vs VXUS

Quick Verdict

VXUS has a lower expense ratio. SCDS delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: SCDSMore Diversified: VXUS

Side-by-Side Comparison

MetricSCDSVXUSWinner
Expense Ratio0.40%0.05%
AUM$9M$156.5B
Dividend Yield0.99%2.60%
Holdings2668,747
YTD Return+28.54%+14.57%
1Y Return+43.34%+27.82%
3Y Return (annualized)-+19.27%
5Y Return (annualized)-+9.28%
Volatility (annualized)17.9%15.1%
Max Drawdown-26.7%-39.9%
Fund FamilyJ.P. Morgan Asset ManagementVanguard (US)
CategoryEquityEquity
InceptionAug 7, 2024Jan 26, 2011

SCDS vs VXUS Performance

JPMorgan Fundamental Data Science Small Core ETF (SCDS) is a ETF from J.P. Morgan Asset Management and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year SCDS returned +43.34% while VXUS returned +27.82%. Year to date, SCDS is up 28.54% versus a gain of 14.57% for VXUS.

Risk: Volatility and Drawdowns

SCDS has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 15.1% 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 -39.9% for VXUS. 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 0.56. They move independently enough that combining them can meaningfully diversify a portfolio.

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 0.99% against 2.60% for VXUS.

Holdings Overlap

0.0%overlap

SCDS and VXUS share 1 holdings out of 8133 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in SCDSWeight in VXUSDifference
CASH0.24%0.00%0.24%

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. On a $10,000 investment, that is $35 per year of difference.

Which performed better, SCDS or VXUS?

Over the past year SCDS returned +43.34% vs +27.82% for VXUS, so SCDS leads on 1-year performance. Over the longest common window we track (2 years), SCDS annualized +24.30% vs +4.86% for VXUS. Past performance does not guarantee future results.

Which is riskier, SCDS or VXUS?

SCDS has been the more volatile fund at 17.9% annualized versus 15.1% for VXUS. Worst drawdown: SCDS -26.7% vs VXUS -39.9%.

Should I hold both SCDS and VXUS?

SCDS and VXUS have a monthly-return correlation of 0.56, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between SCDS and VXUS?

SCDS and VXUS share 1 common holdings with a 0.0% weight overlap. Combined, they hold 8133 unique securities.

Which pays a higher dividend, SCDS or VXUS?

SCDS yields 0.99% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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