AESB vs SCDS
Harbor AlphaEdge Small Cap Core ETF vs JPMorgan Fundamental Data Science Small Core ETF
Which is better, AESB or SCDS?
AESB costs less.
AESB has a lower expense ratio. SCDS is less concentrated, with 12.9% of the fund in its ten largest positions against 22.6%.
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 | AESB | SCDS |
|---|---|---|
| Expense Ratio | 0.38%Best | 0.40% |
| AUM | $2M | $9M |
| Dividend Yield | 0.00% | 1.12% |
| Holdings | 331 | 279 |
| YTD Return | -4.24% | +17.38%Best |
| 1Y Return | - | +21.08% |
| Top 10 Weight | 22.6% | 12.9%Best |
| Fund Family | Harbor Funds | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Small Cap Blend | Small Cap Blend |
| Inception | Aug 26, 2026 | Aug 7, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
AESB vs SCDS 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AESB vs SCDS Performance
Harbor AlphaEdge Small Cap Core ETF (AESB) is an ETF from Harbor Funds and JPMorgan Fundamental Data Science Small Core ETF (SCDS) is an ETF from J.P. Morgan Asset Management. Year to date, AESB is down 4.24% versus a gain of 17.38% for SCDS.
Past performance does not guarantee future results.
Fees and Cost Over Time
AESB charges 0.38% per year while SCDS charges 0.40%. On a $10,000 position that is $38 vs $40 annually, a gap of $2 per year that compounds over a long holding period. On income, AESB currently yields 0.00% against 1.12% for SCDS.
Holdings Overlap
24.7% of AESB's money is in holdings SCDS also owns. 16.1% of SCDS's money is in holdings AESB also owns.
AESB and SCDS share little of their money.
40 positions in common, counted across the 167 positions we hold weights for in AESB and 274 in SCDS, against full books of 331 and 279.
What only one of them owns
Our book lists 223 positions for SCDS that do not appear in our book for AESB (80.9% of the fund), and 116 for AESB that do not appear in SCDS (65.7%).
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 AESB | Weight in SCDS | Difference |
|---|---|---|---|
| RAMPLiveramp Holdings Inc | 2.42% | 0.21% | 2.21% |
| TWSTTwist Bioscience Corp. | 0.94% | 1.36% | 0.42% |
| WSFSWsfs Financial Corp Common Stock | 0.97% | 0.91% | 0.06% |
| PTGXProtagonist Therapeutics Inc | 1.17% | 0.69% | 0.48% |
| ENVAEnova International Inc. (usd) | 1.26% | 0.57% | 0.69% |
| MCRIMonarch Casino & Resort Inc | 0.79% | 0.86% | 0.07% |
| ENSEnersys | 1.10% | 0.54% | 0.56% |
| INSWInternational Seaways, Inc. | 1.13% | 0.41% | 0.72% |
| TNKTeekay Tankers Ltd Common Stock Temp Line | 0.93% | 0.44% | 0.49% |
| HNGEHinge Health Inc | 0.91% | 0.43% | 0.48% |
24.7% of AESB is already inside SCDS.
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, AESB or SCDS?
AESB has an expense ratio of 0.38% while SCDS charges 0.40%. AESB is the cheaper option, by $2 a year on a $10,000 investment.
What is the holdings overlap between AESB and SCDS?
24.7% of AESB's money is in holdings SCDS also owns. 16.1% of SCDS's is in holdings AESB also owns. They hold 40 positions in common, counted across the 167 positions we hold weights for in AESB and 274 in SCDS.
Which pays a higher dividend, AESB or SCDS?
AESB yields 0.00% while SCDS yields 1.12%, so SCDS currently pays the higher dividend yield.
Is SCDS better than AESB?
AESB has a lower expense ratio. SCDS is less concentrated, with 12.9% of the fund in its ten largest positions against 22.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.