CVSM vs. SCDS

Last updated Jul 28, 2026

CVSM (CresAlta Small & Mid-Cap ETF) and SCDS (JPMorgan Fundamental Data Science Small Core ETF) are both Small Cap Blend Equities funds. Both are actively managed. Their 0.58 correlation means they have sometimes moved together and sometimes differently. CVSM charges 0.55%/yr vs 0.40%/yr for SCDS.

Performance

CVSM vs. SCDS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in CresAlta Small & Mid-Cap ETF (CVSM) and JPMorgan Fundamental Data Science Small Core ETF (SCDS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

CVSM

• 1D: 0.17%
• 1M: 2.18%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

SCDS

• 1D: 0.58%
• 1M: -0.99%
• 6M: 17.64%
• YTD: 25.82%
• 1Y: 37.07%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 22.98%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
CVSM CresAlta Small & Mid-Cap ETF	$30.96K	$58.28K	$38.43K
SCDS JPMorgan Fundamental Data Science Small Core ETF	$76.60K	$52.51K	$95.18K

CVSM vs. SCDS - Yearly Performance Comparison

	2026 (YTD)
CVSM CresAlta Small & Mid-Cap ETF	5.73%
SCDS JPMorgan Fundamental Data Science Small Core ETF	7.33%

Correlation

The correlation between CVSM and SCDS is 0.58, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 18, 2026	0.58

Return for Risk

CVSM vs. SCDS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CVSM

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

SCDS

SCDS Risk / Return Rank: 88
SCDS Sharpe Ratio Rank: 87
SCDS Sortino Ratio Rank: 88
SCDS Omega Ratio Rank: 82
SCDS Calmar Ratio Rank: 91
SCDS Martin Ratio Rank: 91

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CVSM vs. SCDS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for CresAlta Small & Mid-Cap ETF (CVSM) and JPMorgan Fundamental Data Science Small Core ETF (SCDS). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	CVSM	SCDS	Difference
Sharpe ratio: Return per unit of total volatility	—	2.04	—
Sortino ratio: Return per unit of downside risk	—	2.95	—
Omega ratio: Gain probability vs. loss probability	—	1.35	—
Calmar ratio: Return relative to maximum drawdown	—	4.21	—
Martin ratio: Return relative to average drawdown	—	14.64	—

Drawdowns

CVSM vs. SCDS - Drawdown Comparison

The maximum CVSM drawdown since its inception was -3.36%, smaller than the maximum SCDS drawdown of -26.71%. Use the drawdown chart below to compare losses from any high point for CVSM and SCDS.

Drawdown Indicators

	CVSM	SCDS	Difference
Max Drawdown Largest peak-to-trough decline	-3.36%	-26.71%	+23.35%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.85%	—
Current Drawdown Current decline from peak	0.00%	-1.90%	+1.90%
Average Drawdown Average peak-to-trough decline	-0.94%	-4.98%	+4.04%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.54%	—

Volatility

Volatility by Period

	CVSM	SCDS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	3.27%	—
Volatility (6M) Calculated over the trailing 6-month period	—	13.29%	—
Volatility (1Y) Calculated over the trailing 1-year period	11.20%	18.32%	-7.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.20%	20.89%	-9.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.20%	20.89%	-9.69%

CVSM vs. SCDS - Expense Ratio Comparison

CVSM has a 0.55% expense ratio, which is higher than SCDS's 0.40% expense ratio.

Dividends

CVSM vs. SCDS - Dividend Comparison

CVSM's dividend yield for the trailing twelve months is around 0.23%, less than SCDS's 0.92% yield.

Position	TTM	2025	2024
CVSM CresAlta Small & Mid-Cap ETF	0.23%	0.00%	0.00%
SCDS JPMorgan Fundamental Data Science Small Core ETF	0.92%	1.15%	0.42%

Frequently Asked Questions

Can I hold both CVSM and SCDS in my portfolio?

CVSM and SCDS have a correlation of 0.58, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, CVSM or SCDS?

On fees, SCDS is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, CVSM or SCDS?

SCDS is cheaper with a 0.40% expense ratio, compared with 0.55% for CVSM.

Which ETF pays a higher dividend yield, CVSM or SCDS?

SCDS has the higher dividend yield at 0.92%, compared with 0.23% for CVSM.

What is the main difference between CVSM and SCDS?

They also come from different issuers: CresAlta and JPMorgan. Their fees differ too: 0.55% for CVSM and 0.40% for SCDS.