Compare · 2 funds side by side · dividends reinvested

SCDS and SPY

SCDSJ.P. Morgan×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

SCDS and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

JPMorgan Fundamental Data Science Small Core ETFUS Stock Styles · Large cap0.40%1.09%+23.3%+25.1%[…][…]−9.7%17.3%$9M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: SCDS 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

JPMorgan Fundamental Data Science Small Core ETF · $9M[…]

SCDS

SPY

State Street SPDR S&P 500 ETF · $805B$18,060

$10,000 five years ago, dividends reinvested · they hold 0.2% in common

SCDSMeasureSPY

+23.3%Year to dateJan 1 → Nov 4+13.3%

+25.1%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.40%Expense ratio$40 · $9 a year on $10k · lower is better0.09%

1.09%Trailing 12-mo yield$109 · $99 a year on $10k0.99%

−9.7%Worst dropSmaller is better−8.9%

17.3%VolatilityLower is calmer12.9%

SCDSSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SCDS vs SPY: Top 5 Holdings

Today

SCDS

4.9%in top 5

SPY

in top 527.3%

SCDSStockSPY

not top 5NVDA7.7%

not top 5AAPL7.4%

not top 5MSFT5.9%

not top 5AMZN3.8%

not top 5GOOGL2.5%

1.1%RHPnot top 5

1.0%LTHnot top 5

0.9%WSFSnot top 5

0.9%TWSTnot top 5

0.9%MOG-Anot top 5

Held in common0.2%

End-of-day Nov 4, 2026 · share of each fund

SCDS vs SPY Returns, Every Period

J.P. MorganSCDS

+25.1%

past year

SPYSPDR

+13.4%

past year

SCDSSPYFaded: behind in that period

2–0SCDS wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: SCDS vs SPY

YTD

J.P. MorganSCDS

+23.3%

SPYSPDR

+13.3%

+23.3%Year to date+13.3%

−9.7%Worst drop · 1Y−8.9%

17.3%Volatility · 1Y12.9%

1.1%Yield1.0%

$9.5MAssets$805B

2–2level

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SCDS, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

SCDS0.40%$40

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: SCDS, SPY

1.09%highest, SCDS

FundTrailing yieldYield$10k

SCDS1.09%$109

SPY0.99%$99

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

SCDS$109 − $40 = $69

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: SCDS, SPY

Today

0.2%most shared, SCDS and SPY

SCDSSPY

SCDS—0.2%

SPY0.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.1%SCDS, at 17.3% volatility

SPYWorst drop−8.9%12.9% vol

SCDSWorst drop−9.7%17.3% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SCDSSPY

+23.3%Year to date+13.3%

1.1%Yield1.0%

+25.1%Past year+13.4%

0.40%Fee0.09%

3–1SCDS wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026