SCDS

ETFActive

JPMorgan Fundamental Data Science Small Core ETF

Category: US Equity (9,528 funds)

Expense Ratio
0.40%
Annual Cost per $10K
$40.00
30-Year Fee Drag per $10K
$8,090
at 7% annual return
Fund Type
ETF
Active
Trailing 12-Month
+9.01%

Asset Allocation

US Equity
86%
Intl Equity
8%
Cash
6%

Fee Comparison

SCDS
0.40%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

62% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+18.26%16 months
Compare to

Fee Impact Calculator

$
%
SCDS at 0.40%$340,162
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$40,450
Cost vs index fund−$37,262

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
SCDSJPMorgan Fundamental Data Science Small Core ETF0.40%
AICCXInvestment Co of America0.32%
AWSHXWashington Mutual Investors Fund0.31%
AMCFXAMCAP Fund0.43%
AFMFXAmerican Mutual Fund0.57%
FCNKXFidelity Contrafund0.56%
FCTDXStrategic Advisers Fidelity U.S. Total Stock Fund0.28%
DFSVXU.S. SMALL CAP VALUE PORTFOLIO$1M min0.31%
FSMAXFidelity Extended Market Index Fund0.03%
DFFVXU.S. Targeted Value Portfolio$1M min0.29%
PEIYXPutnam Large Cap Value Fund0.63%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
IWRiShares Russell Mid-Cap ETF0.18%
IJHiShares Core S&P Mid-Cap ETF0.05%
IWPiShares Russell Mid-Cap Growth ETF0.23%
DFATDimensional U.S. Targeted Value ETF0.28%
FSSNXFidelity Small Cap Index Fund0.03%
IJRiShares Core S&P Small-Cap ETF0.06%
DFSTXU.S. SMALL CAP PORTFOLIO$1M min0.27%
FLCNXFidelity Contrafund K60.45%
MEIAXMFS Value Fund0.79%
FMAEXFidelity Magellan Fund0.62%
IWNiShares Russell 2000 Value ETF0.24%
VWNAXVANGUARD WINDSOR II FUND0.23%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
FRISXFranklin Rising Dividends Fund0.52%
IJKiShares S&P Mid-Cap 400 Growth ETF0.17%
CALFPacer US Small Cap Cash Cows 100 ETF0.59%
TRZQXT. Rowe Price Equity Income Fund0.53%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
FZANXFidelity Advisor New Insights Fund0.53%
OAZMXOakmark Fund0.63%
FDTRXFranklin Dynatech Fund0.45%
JVMAXDisciplined Value Mid Cap Fund0.74%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
TRUZXT. Rowe Price New Horizons Fund, Inc.0.64%
DFSCXU.S. MICRO CAP PORTFOLIO$1M min0.41%
DFEOXU.S. CORE EQUITY 1 PORTFOLIO$1M min0.15%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
TRTZXT. Rowe Price Mid-Cap Value Fund, Inc.0.05%
FGLGXFidelity Series Large Cap Stock Fund0.00%
BBVLXBridge Builder Large Cap Value Fund0.23%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
FIFRXFranklin Growth Fund0.46%
DFACDimensional U.S. Core Equity 2 ETF0.17%
SPLVInvesco S&P 500 Low Volatility ETF0.25%
DFSVDimensional US Small Cap Value ETF0.31%
VWNEXVANGUARD WINDSOR FUND0.26%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
PMBJXMidCap Fund0.80%
DFASDimensional U.S. Small Cap ETF0.27%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
DFUVDimensional U.S. Marketwide Value ETF0.21%
FVWSXFidelity Series Opportunistic Insights Fund0.00%
FDSSXFidelity Stock Selector Fund0.49%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
XMMOInvesco S&P MidCap Momentum ETF0.35%
XLIThe Industrial Select Sector SPDR Fund0.08%
JHQAXJPMorgan Hedged Equity Fund0.82%
FFDKXFidelity Fund0.42%
MVCKXMFS Mid Cap Value Fund0.62%
RPVInvesco S&P 500 Pure Value ETF0.35%
XMHQInvesco S&P MidCap Quality ETF0.25%
MFRKXMFS Research Fund0.46%
VAFAXInvesco American Franchise Fund0.93%
FFOJXSelect Technology Portfolio0.91%
QVG2QVIP Growth Portfolio0.66%
FZAFXFidelity Advisor Equity Growth Fund0.55%
BBGSXBridge Builder Small/Mid Cap Growth Fund0.34%
ACGIXInvesco Growth and Income Fund0.78%
NBPBXNeuberger Berman Large Cap Value Fund0.03%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
FSLZXFidelity Advisor Stock Selector Mid Cap Fund0.55%
AASRXAmerican Beacon Small Cap Value Fund0.77%
LSITXClearBridge Large Cap Growth Fund0.64%
CCIFXColumbia Seligman Technology and Information Fund0.91%
FGSLXFidelity Growth Strategies Fund0.61%
IHIiShares U.S. Medical Devices ETF0.38%
ACCLXMid Cap Value Fund0.62%
TILCXT. Rowe Price Large-Cap Value Fund0.56%
MCPRXMFS Mid Cap Growth Fund1.02%
IJJiShares S&P Mid-Cap 400 Value ETF0.18%
FDSVXFidelity Growth Discovery Fund0.62%
PMEGXT. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min0.61%
ANODXSmall Cap Growth Fund0.79%
LAFVXLORD ABBETT AFFILIATED FUND INC0.39%
PPAInvesco Aerospace & Defense ETF0.58%
VADAXInvesco Equally-Weighted S&P 500 Fund0.53%
FGIDXFidelity Growth and Income Portfolio0.46%
NICSXNicholas Fund, Inc.0.70%
POGRXPRIMECAP Odyssey Growth Fund0.66%
XFBRXVIP Mid Cap Portfolio0.82%
LGLOXLord Abbett Growth Leaders Fund0.59%
PZHEXT. Rowe Price Hedged Equity Fund0.46%
NOBLProShares S&P 500 Dividend Aristocrats ETF0.35%
ACRSXColumbia Acorn Fund0.82%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
BMGAXBlackRock Mid-Cap Growth Equity Portfolio0.71%
NBGAXNeuberger Berman Genesis Fund0.02%
THLCXTHRIVENT LARGE CAP GROWTH FUND0.76%

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