SCDS vs VYM
JPMorgan Fundamental Data Science Small Core ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. SCDS delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | SCDS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.04% | |
| AUM | $9M | $79.0B | |
| Dividend Yield | 0.99% | 2.86% | |
| Holdings | 266 | 568 | |
| YTD Return | +27.34% | +16.10% | |
| 1Y Return | +42.28% | +25.99% | |
| 3Y Return (annualized) | - | +18.29% | |
| 5Y Return (annualized) | - | +12.35% | |
| Volatility (annualized) | 17.9% | 14.6% | |
| Max Drawdown | -26.7% | -58.8% | |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Aug 7, 2024 | Nov 10, 2006 |
SCDS vs VYM Performance
JPMorgan Fundamental Data Science Small Core ETF (SCDS) is a ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year SCDS returned +42.28% while VYM returned +25.99%. Year to date, SCDS is up 27.34% versus a gain of 16.10% for VYM.
Risk: Volatility and Drawdowns
SCDS has been the more volatile fund, with annualized monthly volatility of 17.9% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.81. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
SCDS charges 0.40% per year while VYM charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, SCDS currently yields 0.99% against 2.86% for VYM.
Holdings Overlap
SCDS and VYM share 43 holdings out of 788 unique holdings combined, representing a 0.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, SCDS or VYM?
SCDS has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $36 per year of difference.
Which performed better, SCDS or VYM?
Over the past year SCDS returned +42.28% vs +25.99% for VYM, so SCDS leads on 1-year performance. Over the longest common window we track (2 years), SCDS annualized +23.61% vs +7.08% for VYM. Past performance does not guarantee future results.
Which is riskier, SCDS or VYM?
SCDS has been the more volatile fund at 17.9% annualized versus 14.6% for VYM. Worst drawdown: SCDS -26.7% vs VYM -58.8%.
Should I hold both SCDS and VYM?
SCDS and VYM have a monthly-return correlation of 0.81, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between SCDS and VYM?
SCDS and VYM share 43 common holdings with a 0.9% weight overlap. Combined, they hold 788 unique securities.
Which pays a higher dividend, SCDS or VYM?
SCDS yields 0.99% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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