FSCC vs SCDS
Federated Hermes MDT Small Cap Core ETF vs JPMorgan Fundamental Data Science Small Core ETF
Which is better, FSCC or SCDS?
Nearly the same fund. FSCC costs less.
FSCC has a lower expense ratio. SCDS led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. FSCC is less concentrated, with 11.8% of the fund in its ten largest positions against 12.9%.
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 | FSCC | SCDS |
|---|---|---|
| Expense Ratio | 0.36%Best | 0.40% |
| AUM | $427M | $9M |
| Dividend Yield | 0.24% | 1.12% |
| Holdings | 622 | 279 |
| YTD Return | +10.38% | +17.38%Best |
| 1Y Return | +12.30% | +21.08%Best |
| Volatility (annualized) | 18.8% | 17.7%Best |
| Max Drawdown | -27.2% | -26.7%Best |
| $10,000 over 2.2 years | $14,134 | $14,139Best |
| Top 10 Weight | 11.8%Best | 12.9% |
| Fund Family | Federated Hermes | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Small Cap Blend | Small Cap Blend |
| Inception | Jul 30, 2024 | Aug 7, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Aug 8, 2024 to Oct 14, 2026 (2.2 years).
FSCC 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 covers the 2.2 years both funds cover.
FSCC vs SCDS Performance
Federated Hermes MDT Small Cap Core ETF (FSCC) is an ETF from Federated Hermes and JPMorgan Fundamental Data Science Small Core ETF (SCDS) is an ETF from J.P. Morgan Asset Management. Over the past year FSCC returned +12.30% while SCDS returned +21.08%. Year to date, FSCC is up 10.38% versus a gain of 17.38% for SCDS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FSCC has been the more volatile fund, with annualized monthly volatility of 18.8% compared with 17.7% for SCDS. 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 -27.2% for FSCC and -26.7% for SCDS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
FSCC charges 0.36% per year while SCDS charges 0.40%. On a $10,000 position that is $36 vs $40 annually, a gap of $4 per year that compounds over a long holding period. On income, FSCC currently yields 0.24% against 1.12% for SCDS.
Holdings Overlap
22.6% of FSCC's money is in holdings SCDS also owns. 22.6% of SCDS's money is in holdings FSCC also owns.
SCDS and FSCC share little of their money.
66 positions in common, counted across the 310 positions we hold weights for in FSCC and 274 in SCDS, against full books of 622 and 279.
What only one of them owns
Our book lists 195 positions for SCDS that do not appear in our book for FSCC (73.5% of the fund), and 226 for FSCC that do not appear in SCDS (72.7%).
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 FSCC | Weight in SCDS | Difference |
|---|---|---|---|
| TWSTTwist Bioscience Corp. | 0.53% | 1.36% | 0.83% |
| BKUBankunited Inc | 1.01% | 0.51% | 0.50% |
| WTSWatts Water Technologies Inc | 0.66% | 0.71% | 0.05% |
| MYRGMyrgroupinc. | 0.62% | 0.66% | 0.04% |
| HNGEHinge Health Inc | 0.82% | 0.43% | 0.39% |
| BYByline Bancorp, Inc. | 1.05% | 0.17% | 0.88% |
| PORPortland General Electric Co. | 0.55% | 0.58% | 0.03% |
| CNXCnx Resources Corp | 0.69% | 0.41% | 0.28% |
| FFBCFirst Financial Bank. | 0.25% | 0.76% | 0.51% |
| JXNJackson Financial Inc USD | 0.62% | 0.37% | 0.25% |
22.6% of SCDS is already inside FSCC.
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, FSCC or SCDS?
FSCC has an expense ratio of 0.36% while SCDS charges 0.40%. FSCC is the cheaper option, by $4 a year on a $10,000 investment.
Which performed better, FSCC or SCDS?
Over the past year FSCC returned +12.30% vs +21.08% for SCDS, so SCDS leads on 1-year performance. Over the longest common window we track (2 years), FSCC annualized +17.03% vs +17.05% for SCDS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, FSCC or SCDS?
FSCC has been the more volatile fund at 18.8% annualized versus 17.7% for SCDS. Worst drawdown: FSCC -27.2% vs SCDS -26.7%.
Should I hold both FSCC and SCDS?
FSCC and SCDS have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between FSCC and SCDS?
22.6% of SCDS's money is in holdings FSCC also owns. 22.6% of SCDS's is in holdings FSCC also owns. They hold 66 positions in common, counted across the 310 positions we hold weights for in FSCC and 274 in SCDS.
Which pays a higher dividend, FSCC or SCDS?
FSCC yields 0.24% while SCDS yields 1.12%, so SCDS currently pays the higher dividend yield.
Is SCDS better than FSCC?
FSCC has a lower expense ratio. SCDS led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.96. FSCC is less concentrated, with 11.8% of the fund in its ten largest positions against 12.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.