SCDS vs VYM
JPMorgan Fundamental Data Science Small Core ETF vs Vanguard High Dividend Yield ETF
Which is better, SCDS or VYM?
Small Cap Blend against Large Cap Value.
VYM has a lower expense ratio. SCDS led over 1Y and the full window. SCDS is less concentrated, with 12.0% of the fund in its ten largest positions against 26.1%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.40% | 0.04%Best |
| AUM | $10M | $81.6B |
| Dividend Yield | 0.92% | 2.22% |
| Holdings | 280 | 613 |
| YTD Return | +21.34%Best | +12.29% |
| 1Y Return | +25.50%Best | +16.61% |
| 3Y Return (annualized) | - | +17.42% |
| 5Y Return (annualized) | - | +12.12% |
| Volatility (annualized) | 17.8% | 10.3%Best |
| Max Drawdown | -26.7% | -14.5%Best |
| $10,000 over 2.1 years | $14,552Best | $14,046 |
| Top 10 Weight | 12.0%Best | 26.1% |
| Fund Family | J.P. Morgan Asset Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Small Cap Blend | Large Cap Value |
| Inception | Aug 7, 2024 | Nov 10, 2006 |
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 17, 2026 (2.1 years).
SCDS vs VYM 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 VYM Performance
JPMorgan Fundamental Data Science Small Core ETF (SCDS) is an ETF from J.P. Morgan Asset Management and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year SCDS returned +25.50% while VYM returned +16.61%. Year to date, SCDS is up 21.34% versus a gain of 12.29% for VYM.
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 10.3% 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 0.92% against 2.22% for VYM.
Holdings Overlap
15.5% of SCDS's money is in holdings VYM also owns. 1.5% of VYM's money is in holdings SCDS also owns.
SCDS and VYM share little of their money.
36 positions in common, counted across the 274 positions we hold weights for in SCDS and 557 in VYM, against full books of 280 and 613.
What only one of them owns
Our book lists 492 positions for VYM that do not appear in our book for SCDS (95.6% of the fund), and 224 for SCDS that do not appear in VYM (79.8%).
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 VYM | Difference |
|---|---|---|---|
| SLBSchlumberger Nv. | 0.59% | 0.30% | 0.29% |
| SMSm Energy Co | 0.74% | 0.03% | 0.71% |
| FFBCFirst Financial Bank. | 0.75% | 0.01% | 0.74% |
| FIBKFirst Intst Bancsyst Inc Cl A | 0.73% | 0.01% | 0.72% |
| GILDGilead Sciences Inc | 0.00% | 0.66% | 0.66% |
| RDNRadian Group Inc | 0.63% | 0.02% | 0.61% |
| CPKChesapeake Utilities Corp | 0.62% | 0.01% | 0.61% |
| PORPortland General | 0.60% | 0.02% | 0.58% |
| PFSProvident Financial Services Inc | 0.60% | 0.01% | 0.59% |
| BKUBankunited Inc | 0.53% | 0.01% | 0.52% |
You are not choosing between two funds in isolation.
Whichever of SCDS and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
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, by $36 a year on a $10,000 investment.
Which performed better, SCDS or VYM?
Over the past year SCDS returned +25.50% vs +16.61% for VYM, so SCDS leads on 1-year performance. Over the longest common window we track (2 years), SCDS annualized +19.56% vs +17.56% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, SCDS or VYM?
SCDS has been the more volatile fund at 17.8% annualized versus 10.3% for VYM. Worst drawdown: SCDS -26.7% vs VYM -14.5%.
Should I hold both SCDS and VYM?
SCDS and VYM have a monthly-return correlation of 0.81, 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 VYM?
15.5% of SCDS's money is in holdings VYM also owns. 1.5% of VYM's is in holdings SCDS also owns. They hold 36 positions in common, counted across the 274 positions we hold weights for in SCDS and 557 in VYM.
Which pays a higher dividend, SCDS or VYM?
SCDS yields 0.92% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than SCDS?
VYM has a lower expense ratio. SCDS led over 1Y and the full window. SCDS is less concentrated, with 12.0% of the fund in its ten largest positions against 26.1%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.