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SCDSvsIVSSETF Comparison

ETF 1

SCDS

JPMorgan Fundamental Data Science Small Core ETF

This fund is part of

US Small Cap

-0.38%

Full SCDS fund page

VS

ETF 2

IVSS

Applied Finance IVS US SMID ETF

This fund is part of

US Multi-Factor

-0.43%

Full IVSS fund page

JPMorgan Fundamental Data Science Small Core ETF (SCDS) belongs to the US Small Cap segment. Applied Finance IVS US SMID ETF (IVSS) is part of the US Multi-Factor segment. SCDS's top 3 sector exposures are Finance, Healthcare and Technology. In contrast, IVSS's top sector exposures are Finance, Technology and Healthcare. SCDS is less expensive with a Total Expense Ratio (TER) of 0.4%, versus 0.59% for IVSS. SCDS is up 20.04% year-to-date (YTD) with +$752K in YTD flows. IVSS performs better with 20.91% YTD performance, and +$19M in YTD flows. Run a side-by-side ETF comparison of SCDS and IVSS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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SCDS vs IVSS performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 10/23/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	SCDS IVSS	-0.74%+3.87%	-4.33%+0.84%	+20.04%+20.91%	+21.65%n/a	n/an/a	n/an/a
Flows	SCDS IVSS	-+$747K	+$759K+$747K	+$752K+$19M	+$757K-	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	SCDS IVSS	+12.46%+11.97%	+17.07%n/a	n/an/a	n/an/a
Max drawdown	SCDS IVSS	-9.60%-8.58%	-9.60%n/a	n/an/a	n/an/a
Max drawdown duration	SCDS IVSS	68d79d	68dn/a	n/an/a	n/an/a

Trading data

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	SCDS	IVSS
Last sale 10/26/2026 at 1:30 PM	$72.09	$30.45
Previous close 10/23/2026	$71.49	$30.38
Consolidated volume 10/23/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 10/26/2026 at 1:30 PM

Live

Closed

	SCDS	IVSS
Last price	$72.09	$30.45
1D performance	+0.85%	+0.21%
AuM	$9.30 M	$28.94 M
E/R	0.4%	0.59%

Characteristics

	SCDS	IVSS
Management strategy	Active	Active
Provider	J.P. Morgan Asset Management	Applied Finance
Benchmark	-	-
N° of holdings	273	357
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	August 7, 2024	December 3, 2025
ESG	No	No

More SCDS data on Trackinsight

More IVSS data on Trackinsight

Exposure

Countries

SCDS

USA

94.83%

Other

5.17%

IVSS

USA

90.68%

Other

9.32%

Sectors

SCDS

Finance

25.7%

Healthcare

18.63%

Technology

14.36%

Industrials

9.76%

Other

31.55%

IVSS

Finance

19.49%

Technology

17.02%

Healthcare

13.02%

Industrials

9.48%

Energy

8.83%

Other

32.15%

Diversification

SCDS

Total weight of top 15 holdings out of 15

13.14%

IVSS

Total weight of top 15 holdings out of 15

20.58%

Top 15 holdings

Data as of August 31, 2026

SCDS

The Chefs' Warehouse, Inc.

1.12%

Ryman Hospitality Properties, Inc.

1.06%

Twist Bioscience Corp.

1.05%

Life Time Group Holdings, Inc.

0.95%

Moog, Inc.

0.94%

WSFS Financial Corp.

0.93%

Monarch Casino & Resort, Inc.

0.90%

AZZ, Inc.

0.88%

Enova International, Inc.

0.79%

First Financial Bancorp (Ohio)

0.77%

Rush Enterprises, Inc.

0.76%

First Interstate BancSystem, Inc.

0.76%

SM Energy Co.

0.75%

Perimeter Solutions, Inc.

0.74%

Watts Water Technologies, Inc.

0.73%

IVSS

Dave, Inc.

1.78%

InterDigital, Inc.

1.75%

PJT Partners, Inc.

1.67%

HealthEquity, Inc.

1.59%

Sterling Infrastructure, Inc.

1.59%

Sezzle, Inc.

1.46%

BrightSpring Health Services, Inc.

1.36%

Mercury General Corp.

1.24%

ACI Worldwide, Inc.

1.24%

Otter Tail Corp.

1.22%

Amneal Pharmaceuticals, Inc.

1.18%

Coeur Mining, Inc.

1.13%

Lantheus Holdings, Inc.

1.13%

Southwest Gas Holdings, Inc.

1.12%

Qualys, Inc.

1.12%

Frequently asked questions about SCDS and IVSS

How have the SCDS and IVSS ETFs performed in 2026?

As of October 23, 2026, SCDS is up 20.04% year-to-date (YTD), while IVSS has returned 20.91%. That puts IVSS better performer ahead so far this year.

Which ETF is attracting more investor money: SCDS or IVSS?

Year-to-date, the SCDS ETF saw +$752K in flows, compared to +$19M for IVSS.

Which ETF is bigger: SCDS or IVSS?

As of October 23, 2026, SCDS holds $9.30 M in assets under management (AUM), while IVSS manages $28.94 M.

What sectors do the SCDS and IVSS ETFs invest in?

SCDS leans toward sectors like Finance, Healthcare and Technology. Meanwhile, IVSS focuses on Finance, Technology and Healthcare.

What are the top holdings of the SCDS ETF and IVSS ETF?

SCDS top holdings include The Chefs' Warehouse, Inc., Ryman Hospitality Properties, Inc. and Twist Bioscience Corp.. IVSS holds in its top three: Dave, Inc., InterDigital, Inc. and PJT Partners, Inc..

SCDSvsIVSSETF Comparison

JPMorgan Fundamental Data Science Small Core ETF

Applied Finance IVS US SMID ETF

SCDS vs IVSS performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the SCDS and IVSS ETFs performed in 2026?

As of October 23, 2026, SCDS is up 20.04% year-to-date (YTD), while IVSS has returned 20.91%. That puts IVSS better performer ahead so far this year.

Which ETF is attracting more investor money: SCDS or IVSS?

Year-to-date, the SCDS ETF saw +$752K in flows, compared to +$19M for IVSS.

Which ETF is bigger: SCDS or IVSS?

As of October 23, 2026, SCDS holds $9.30 M in assets under management (AUM), while IVSS manages $28.94 M.

What sectors do the SCDS and IVSS ETFs invest in?

SCDS leans toward sectors like Finance, Healthcare and Technology. Meanwhile, IVSS focuses on Finance, Technology and Healthcare.

What are the top holdings of the SCDS ETF and IVSS ETF?

SCDS top holdings include The Chefs' Warehouse, Inc., Ryman Hospitality Properties, Inc. and Twist Bioscience Corp.. IVSS holds in its top three: Dave, Inc., InterDigital, Inc. and PJT Partners, Inc..

Which ETF is more diversified: SCDS or IVSS?

SCDS holds 273 securities with 13.14% of its assets in the top 15. IVSS has 357 securities and a top 15 weight of 20.58%.

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