SCDS vs. IBID

Last updated Aug 6, 2026

SCDS (JPMorgan Fundamental Data Science Small Core ETF) and IBID (iShares iBonds Oct 2027 Term TIPS ETF) are both exchange-traded funds - SCDS is a Small Cap Blend Equities fund actively managed by JPMorgan, while IBID is a Inflation-Protected Bonds fund tracking the ICE 2027 Maturity US Inflation-Linked Treasury Index. SCDS is actively managed, while IBID is passively managed. Over the past year, SCDS returned 42.04% vs 3.54% for IBID. Their -0.12 correlation means they have often moved in opposite directions in the past. SCDS charges 0.40%/yr vs 0.10%/yr for IBID.

Performance

SCDS vs. IBID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JPMorgan Fundamental Data Science Small Core ETF (SCDS) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SCDS achieves a 28.79% return, which is significantly higher than IBID's 2.35% return.

SCDS

• 1D: -0.33%
• 1M: 1.37%
• 6M: 20.64%
• YTD: 28.79%
• 1Y: 42.04%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 24.11%

IBID

• 1D: 0.00%
• 1M: 0.14%
• 6M: 1.99%
• YTD: 2.35%
• 1Y: 3.54%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 5.34%

*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)
IBID iShares iBonds Oct 2027 Term TIPS ETF	$833.66K	$776.63K	$746.99K
SCDS JPMorgan Fundamental Data Science Small Core ETF	$176.38K	$92.63K	$113.44K

SCDS vs. IBID - Yearly Performance Comparison

	2026 (YTD)	2025	2024
SCDS JPMorgan Fundamental Data Science Small Core ETF	28.79%	11.27%	7.26%
IBID iShares iBonds Oct 2027 Term TIPS ETF	2.35%	5.66%	1.59%

Correlation

The correlation between SCDS and IBID is -0.19, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	-0.19
Correlation (All Time) Calculated using the full available price history since Aug 8, 2024	-0.12

Return for Risk

SCDS vs. IBID — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

SCDS

SCDS Risk / Return Rank: 88
SCDS Sharpe Ratio Rank: 88
SCDS Sortino Ratio Rank: 88
SCDS Omega Ratio Rank: 83
SCDS Calmar Ratio Rank: 93
SCDS Martin Ratio Rank: 91

IBID

IBID Risk / Return Rank: 96
IBID Sharpe Ratio Rank: 96
IBID Sortino Ratio Rank: 97
IBID Omega Ratio Rank: 96
IBID Calmar Ratio Rank: 96
IBID Martin Ratio Rank: 95

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

SCDS vs. IBID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Fundamental Data Science Small Core ETF (SCDS) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). 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	IBID	Difference
Sharpe ratio: Return per unit of total volatility	2.30	3.09	-0.78
Sortino ratio: Return per unit of downside risk	3.29	5.06	-1.77
Omega ratio: Gain probability vs. loss probability	1.39	1.66	-0.27
Calmar ratio: Return relative to maximum drawdown	4.77	6.46	-1.69
Martin ratio: Return relative to average drawdown	16.64	22.66	-6.02

SCDS vs. IBID - Sharpe Ratio Comparison

The current SCDS Sharpe Ratio is 2.30, which is comparable to the IBID Sharpe Ratio of 3.09. The chart below compares the historical Sharpe Ratios of SCDS and IBID, 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. IBID - Drawdown Comparison

The maximum SCDS drawdown since its inception was -26.71%, which is greater than IBID's maximum drawdown of -1.28%. Use the drawdown chart below to compare losses from any high point for SCDS and IBID.

Drawdown Indicators

	SCDS	IBID	Difference
Max Drawdown Largest peak-to-trough decline	-26.71%	-1.28%	-25.43%
Max Drawdown (1Y) Largest decline over 1 year	-8.85%	-0.55%	-8.30%
Current Drawdown Current decline from peak	-0.33%	-0.14%	-0.19%
Average Drawdown Average peak-to-trough decline	-4.93%	-0.22%	-4.71%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.53%	0.16%	+2.37%

Volatility

SCDS vs. IBID - Volatility Comparison

JPMorgan Fundamental Data Science Small Core ETF (SCDS) has a higher volatility of 4.22% compared to iShares iBonds Oct 2027 Term TIPS ETF (IBID) at 0.32%. This indicates that SCDS's price experiences larger fluctuations and is considered to be riskier than IBID based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	SCDS	IBID	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.22%	0.32%	+3.90%
Volatility (6M) Calculated over the trailing 6-month period	13.51%	0.92%	+12.59%
Volatility (1Y) Calculated over the trailing 1-year period	18.33%	1.15%	+17.18%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.86%	2.21%	+18.65%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	20.86%	2.21%	+18.65%

SCDS vs. IBID - Expense Ratio Comparison

SCDS has a 0.40% expense ratio, which is higher than IBID's 0.10% expense ratio.

Dividends

SCDS vs. IBID - Dividend Comparison

SCDS's dividend yield for the trailing twelve months is around 0.89%, less than IBID's 4.90% yield.

Position	TTM	2025	2024	2023
IBID iShares iBonds Oct 2027 Term TIPS ETF	4.90%	4.43%	4.24%	0.81%
SCDS JPMorgan Fundamental Data Science Small Core ETF	0.89%	1.15%	0.42%	0.00%

Frequently Asked Questions

Can I hold both SCDS and IBID in my portfolio?

SCDS and IBID have a correlation of -0.19, 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 IBID?

SCDS has higher volatility (4.22%) compared to IBID (0.32%). In terms of maximum drawdown, SCDS dropped -26.71% vs IBID's -1.28%.

Which ETF is better, SCDS or IBID?

On 1-year performance, SCDS leads with 42.04% vs 3.54% for IBID. On fees, IBID is cheaper at 0.10% per year. On volatility, IBID has been the lower-risk option at 0.32%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, SCDS or IBID?

Over the 1-year period, SCDS has performed better with a 42.04% return vs 3.54%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, SCDS or IBID?

IBID is cheaper with a 0.10% expense ratio, compared with 0.40% for SCDS.

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

IBID has the higher dividend yield at 4.90%, compared with 0.89% for SCDS.

What is the main difference between SCDS and IBID?

SCDS is categorized as Small Cap Blend Equities, while IBID is Inflation-Protected Bonds. They also come from different issuers: JPMorgan and iShares. Their fees differ too: 0.40% for SCDS and 0.10% for IBID.

Which has better risk-adjusted returns?

IBID currently has the higher Sharpe Ratio (3.09 vs 2.30), 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.