SCDS vs. EPSB

Last updated Jun 23, 2026

SCDS (JPMorgan Fundamental Data Science Small Core ETF) and EPSB (Harbor SMID Cap Core ETF) are both Small Cap Blend Equities funds. Both are actively managed. Over the past year, SCDS returned 48.53% vs 32.14% for EPSB. Their correlation of 0.88 suggests significant overlap in exposure. SCDS charges 0.40%/yr vs 0.88%/yr for EPSB.

Performance

SCDS vs. EPSB - Performance Comparison

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

Returns By Period

In the year-to-date period, SCDS achieves a 27.90% return, which is significantly higher than EPSB's 21.25% return.

SCDS

• 1D: 1.07%
• 1M: 5.98%
• YTD: 27.90%
• 6M: 24.54%
• 1Y: 48.53%
• 3Y*: —
• 5Y*: —
• 10Y*: —

EPSB

• 1D: 0.14%
• 1M: 3.53%
• YTD: 21.25%
• 6M: 19.22%
• 1Y: 32.14%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SCDS vs. EPSB - Yearly Performance Comparison

	2026 (YTD)	2025
SCDS JPMorgan Fundamental Data Science Small Core ETF	27.90%	23.57%
EPSB Harbor SMID Cap Core ETF	21.25%	14.56%

Correlation

The correlation between SCDS and EPSB is 0.88, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.88
Correlation (All Time) Calculated using the full available price history since May 2, 2025	0.88

The correlation between SCDS and EPSB has been stable across timeframes, ranging from 0.88 to 0.88 - a consistent structural relationship.

SCDS vs. EPSB - Sectors Allocation Comparison

Sectors	SCDS	EPSB
Technology	23.8%	23.3%
Industrials	16.3%	28.8%
Financial Services	15.2%	13.1%
Healthcare	13.8%	7.9%
Consumer Cyclical	10.3%	9.3%
Real Estate	5.4%	5.7%
Energy	4.8%	2.7%
Basic Materials	3.2%	6.4%
Consumer Defensive	2.5%	-
Communication Services	2.4%	-
Utilities	2.3%	2.9%

Return for Risk

SCDS vs. EPSB — Risk / Return Rank

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

SCDS

SCDS Risk / Return Rank: 85
SCDS Sharpe Ratio Rank: 84
SCDS Sortino Ratio Rank: 85
SCDS Omega Ratio Rank: 77
SCDS Calmar Ratio Rank: 91
SCDS Martin Ratio Rank: 89

EPSB

EPSB Risk / Return Rank: 70
EPSB Sharpe Ratio Rank: 67
EPSB Sortino Ratio Rank: 72
EPSB Omega Ratio Rank: 62
EPSB Calmar Ratio Rank: 77
EPSB Martin Ratio Rank: 72

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.

SCDS vs. EPSB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Fundamental Data Science Small Core ETF (SCDS) and Harbor SMID Cap Core ETF (EPSB). 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.

	SCDS	EPSB	Difference
Sharpe ratio: Return per unit of total volatility	2.62	2.11	+0.51
Sortino ratio: Return per unit of downside risk	3.60	3.12	+0.48
Omega ratio: Gain probability vs. loss probability	1.44	1.36	+0.07
Calmar ratio: Return relative to maximum drawdown	5.51	3.82	+1.69
Martin ratio: Return relative to average drawdown	19.13	12.96	+6.18

SCDS vs. EPSB - Sharpe Ratio Comparison

The current SCDS Sharpe Ratio is 2.62, which is comparable to the EPSB Sharpe Ratio of 2.11. The chart below compares the historical Sharpe Ratios of SCDS and EPSB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

SCDS vs. EPSB - Drawdown Comparison

The maximum SCDS drawdown since its inception was -26.71%, which is greater than EPSB's maximum drawdown of -8.46%. Use the drawdown chart below to compare losses from any high point for SCDS and EPSB.

Drawdown Indicators

	SCDS	EPSB	Difference
Max Drawdown Largest peak-to-trough decline	-26.71%	-8.46%	-18.25%
Max Drawdown (1Y) Largest decline over 1 year	-8.85%	-8.46%	-0.39%
Current Drawdown Current decline from peak	0.00%	-0.48%	+0.48%
Average Drawdown Average peak-to-trough decline	-5.16%	-1.53%	-3.63%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.54%	2.49%	+0.05%

Volatility

SCDS vs. EPSB - Volatility Comparison

JPMorgan Fundamental Data Science Small Core ETF (SCDS) has a higher volatility of 6.04% compared to Harbor SMID Cap Core ETF (EPSB) at 4.80%. This indicates that SCDS's price experiences larger fluctuations and is considered to be riskier than EPSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SCDS	EPSB	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.04%	4.80%	+1.24%
Volatility (6M) Calculated over the trailing 6-month period	13.57%	11.31%	+2.26%
Volatility (1Y) Calculated over the trailing 1-year period	18.67%	15.34%	+3.33%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.26%	15.51%	+5.75%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.26%	15.51%	+5.75%

SCDS vs. EPSB - Expense Ratio Comparison

SCDS has a 0.40% expense ratio, which is lower than EPSB's 0.88% expense ratio.

Dividends

SCDS vs. EPSB - Dividend Comparison

SCDS's dividend yield for the trailing twelve months is around 0.88%, less than EPSB's 1.12% yield.

Position	TTM	2025	2024
EPSB Harbor SMID Cap Core ETF	1.12%	1.36%	0.00%
SCDS JPMorgan Fundamental Data Science Small Core ETF	0.88%	1.15%	0.42%

Frequently Asked Questions

Can I hold both SCDS and EPSB in my portfolio?

SCDS and EPSB have a correlation of 0.88, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, SCDS or EPSB?

SCDS has higher volatility (6.04%) compared to EPSB (4.80%). In terms of maximum drawdown, SCDS dropped -26.71% vs EPSB's -8.46%.

Which ETF is better, SCDS or EPSB?

On 1-year performance, SCDS leads with 48.53% vs 32.14% for EPSB. On fees, SCDS is cheaper at 0.40% per year. On volatility, EPSB has been the lower-risk option at 4.80%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SCDS or EPSB?

Over the 1-year period, SCDS has performed better with a 48.53% return vs 32.14%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SCDS or EPSB?

SCDS is cheaper with a 0.40% expense ratio, compared with 0.88% for EPSB.

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

EPSB has the higher dividend yield at 1.12%, compared with 0.88% for SCDS.

What is the main difference between SCDS and EPSB?

They also come from different issuers: JPMorgan and Harbor. Their fees differ too: 0.40% for SCDS and 0.88% for EPSB.

Which has better risk-adjusted returns?

SCDS currently has the higher Sharpe Ratio (2.62 vs 2.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.