SCDS vs. SMCP

Last updated Jun 3, 2026

SCDS (JPMorgan Fundamental Data Science Small Core ETF) and SMCP (AlphaMark Actively Managed Small Cap ETF) are both Small Cap Blend Equities funds. SCDS is actively managed, while SMCP is passively managed. At a 0.24 correlation, their price movements are largely independent. SCDS charges 0.40%/yr vs 0.90%/yr for SMCP.

Performance

SCDS vs. SMCP - Performance Comparison

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

Returns By Period

SCDS

• 1D: 1.17%
• 1M: 6.33%
• YTD: 23.60%
• 6M: 24.35%
• 1Y: 46.17%
• 3Y*: —
• 5Y*: —
• 10Y*: —

SMCP

• 1D: 1.02%
• 1M: -25.77%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

SCDS vs. SMCP - Yearly Performance Comparison

	2026 (YTD)
SCDS JPMorgan Fundamental Data Science Small Core ETF	13.74%
SMCP AlphaMark Actively Managed Small Cap ETF	-25.77%

Correlation

The correlation between SCDS and SMCP is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Feb 9, 2026	0.24

SCDS vs. SMCP - Sectors Allocation Comparison

Sectors	SCDS	SMCP
Technology	20.8%	11.1%
Financial Services	14.7%	98.8%
Industrials	14.6%	13.1%
Healthcare	11.0%	11.0%
Consumer Cyclical	10.7%	7.3%
Real Estate	4.9%	3.1%
Energy	3.9%	7.6%
Basic Materials	3.2%	7.9%
Utilities	2.4%	3.0%
Consumer Defensive	2.2%	8.1%
Communication Services	1.6%	4.0%

Return for Risk

SCDS vs. SMCP — Risk / Return Rank

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

SCDS

SCDS Risk / Return Rank: 79
SCDS Sharpe Ratio Rank: 77
SCDS Sortino Ratio Rank: 77
SCDS Omega Ratio Rank: 69
SCDS Calmar Ratio Rank: 88
SCDS Martin Ratio Rank: 85

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. SMCP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JPMorgan Fundamental Data Science Small Core ETF (SCDS) and AlphaMark Actively Managed Small Cap ETF (SMCP). 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.

	SCDS	SMCP	Difference
Sharpe ratio Return per unit of total volatility	2.55	—	—
Sortino ratio Return per unit of downside risk	3.55	—	—
Omega ratio Gain probability vs. loss probability	1.43	—	—
Calmar ratio Return relative to maximum drawdown	5.25	—	—
Martin ratio Return relative to average drawdown	18.30	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	SCDS	SMCP	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.55	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.14	-1.43	+2.56

Drawdowns

SCDS vs. SMCP - Drawdown Comparison

The maximum SCDS drawdown since its inception was -26.71%, roughly equal to the maximum SMCP drawdown of -27.86%. Use the drawdown chart below to compare losses from any high point for SCDS and SMCP.

Drawdown Indicators

	SCDS	SMCP	Difference
Max Drawdown Largest peak-to-trough decline	-26.71%	-27.86%	+1.15%
Max Drawdown (1Y) Largest decline over 1 year	-8.85%	—	—
Current Drawdown Current decline from peak	0.00%	-25.77%	+25.77%
Average Drawdown Average peak-to-trough decline	-5.29%	-5.07%	-0.22%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.54%	—	—

Volatility

Volatility by Period

	SCDS	SMCP	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.53%	—	—
Volatility (6M) Calculated over the trailing 6-month period	12.97%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	18.18%	43.91%	-25.73%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.22%	43.91%	-22.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.22%	43.91%	-22.69%

SCDS vs. SMCP - Expense Ratio Comparison

SCDS has a 0.40% expense ratio, which is lower than SMCP's 0.90% expense ratio.

Dividends

SCDS vs. SMCP - Dividend Comparison

SCDS's dividend yield for the trailing twelve months is around 0.91%, while SMCP has not paid dividends to shareholders.

Position	TTM	2025	2024
SCDS JPMorgan Fundamental Data Science Small Core ETF	0.91%	1.15%	0.42%
SMCP AlphaMark Actively Managed Small Cap ETF	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SCDS and SMCP in my portfolio?

SCDS and SMCP have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SCDS or SMCP?

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, SCDS or SMCP?

SCDS is cheaper with a 0.40% expense ratio, compared with 0.90% for SMCP.

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

SCDS has the higher dividend yield at 0.91%, compared with 0.00% for SMCP.

What is the main difference between SCDS and SMCP?

They also come from different issuers: JPMorgan and AlphaMark Advisors. Their fees differ too: 0.40% for SCDS and 0.90% for SMCP.