SCDS vs SIMS

Comparison between JPMORGAN FUNDAMENTAL DATA SCIENCE SMALL CORE ETF (SCDS, ETF) and STATE STREET(R) SPDR(R) S&P KENSHO INTELLIGENT STRUCTURES ETF (SIMS, ETF).

SCDS vs SIMS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCDS(ETF)	SIMS(ETF)
Net Assets	$8.80M	$8.80M
Expense Ratio	0.40%	0.45%
Max Drawdown	27.05%	46.29%
Sharpe Ratio	1.81	1.16
5Y Beta	1.07	1.16
P/E Ratio	49.31	58.78
Forward P/E	16.24	19.67
PEG Ratio	N/A	0.14
5Y Dividends CAGR	N/A	0.81%
5Y EPS CAGR	14.15%	16.55%
Debt to Equity	63.68%	72.87%
P/S Ratio	1.55	1.78
P/B Ratio	2.49	3.13

Net Assets

SCDS

$8.80M

SIMS

$8.80M

Expense Ratio

Winner

SCDS

0.40%

SIMS

0.45%

Max Drawdown

Winner

SCDS

27.05%

SIMS

46.29%

Sharpe Ratio

Winner

SCDS

1.81

SIMS

1.16

5Y Beta

Winner

SCDS

1.07

SIMS

1.16

P/E Ratio

Winner

SCDS

49.31

SIMS

58.78

Forward P/E

Winner

SCDS

16.24

SIMS

19.67

PEG Ratio

SCDS

N/A

SIMS

0.14

5Y Dividends CAGR

SCDS

N/A

SIMS

0.81%

5Y EPS CAGR

SCDS

14.15%

Winner

SIMS

16.55%

Debt to Equity

Winner

SCDS

63.68%

SIMS

72.87%

P/S Ratio

Winner

SCDS

1.55

SIMS

1.78

P/B Ratio

Winner

SCDS

2.49

SIMS

3.13

SCDS vs SIMS - Holdings Comparison

SCDS and SIMS have 7 common holdings. Overlap is 3.09%

SCDS's top 25 holdings weight is 30.72%. SIMS's top 25 holdings weight is 73.78%.

Rank	SCDS	SIMS
#1	JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 4.69%	BLOOM ENERGY CORP CLASS A (BE) - 8.17%
#2	BLOOM ENERGY CORP CLASS A (BE) - 2.33%	GENERAC HOLDINGS INC (GNRC) - 4.67%
#3	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 1.62%	SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 4.28%
#4	DIGITALOCEAN HOLDINGS INC (DOCN) - 1.61%	SILICON LABORATORIES INC (SLAB) - 4.10%
#5	FABRINET (FN) - 1.58%	ON SEMICONDUCTOR CORP (ON) - 3.97%
#6	VICOR CORP (VICR) - 1.49%	SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 3.96%
#7	TTM TECHNOLOGIES INC (TTMI) - 1.47%	JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 3.35%
#8	STERLING INFRASTRUCTURE INC (STRL) - 1.18%	HAWKINS INC (HWKN) - 3.07%
#9	RAMBUS INC (RMBS) - 1.17%	MUELLER WATER PRODUCTS INC CLASS A SHARES (MWA) - 2.78%
#10	MODINE MANUFACTURING CO (MOD) - 1.17%	ARLO TECHNOLOGIES INC (ARLO) - 2.55%
#11	NEXTPOWER INC CLASS A (NXT) - 1.00%	SUNCOR ENERGY INC (SU) - 2.52%
#12	MYR GROUP INC (MYRG) - 0.98%	RESIDEO TECHNOLOGIES INC (REZI) - 2.40%
#13	RYMAN HOSPITALITY PROPERTIES INC (RHP) - 0.93%	ALARM.COM HOLDINGS INC (ALRM) - 2.38%
#14	KNOWLES CORP (KN) - 0.87%	ITRON INC (ITRI) - 2.33%
#15	MOOG INC CLASS A (MOG-A) - 0.87%	VERALTO CORP (VLTO) - 2.31%
#16	MONARCH CASINO & RESORT INC (MCRI) - 0.86%	ADT INC (ADT) - 2.29%
#17	AZZ INC (AZZ) - 0.85%	TETRA TECH INC (TTEK) - 2.19%
#18	VISHAY INTERTECHNOLOGY INC (VSH) - 0.83%	XYLEM INC (XYL) - 2.18%
#19	WSFS FINANCIAL CORP (WSFS) - 0.82%	CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 2.12%
#20	SYNAPTICS INC (SYNA) - 0.81%	HONEYWELL INTERNATIONAL INC (HON) - 2.08%
#21	THE CHEFS' WAREHOUSE INC (CHEF) - 0.77%	BP PLC ADR (BP) - 2.06%
#22	KITE REALTY GROUP TRUST (KRG) - 0.72%	ROKU INC CLASS A (ROKU) - 2.05%
#23	FIRST FINANCIAL BANCORP (FFBC) - 0.70%	SHELL PLC ADR (REPRESENTING ORDINARY SHARES) (SHEL) - 2.03%
#24	FIRST INTERSTATE BANCSYSTEM INC (FIBK) - 0.70%	FLUENCE ENERGY INC CLASS A (FLNC) - 2.00%
#25	PERIMETER SOLUTIONS INC (PRM) - 0.70%	BADGER METER INC (BMI) - 1.94%
Total Holdings	265	44

SCDS vs SIMS - Historical Returns

Returns include dividend reinvestment.

Period	SCDS	SIMS
1 month	+5.27%	+0.48%
3 months	+23.88%	+9.09%
6 months	+22.15%	+5.90%
1 year	+43.42%	+33.05%
5 years(CAGR)	N/A	+0.19%
10 years(CAGR)	N/A	+6.25%
Max(CAGR)	+24.21%	+6.25%

Winner

SCDS

+5.27%

SIMS

+0.48%

Winner

SCDS

+23.88%

SIMS

+9.09%

Winner

SCDS

+22.15%

SIMS

+5.90%

Winner

SCDS

+43.42%

SIMS

+33.05%

5Y(CAGR)

SCDS

N/A

SIMS

+0.19%

10Y(CAGR)

SCDS

N/A

SIMS

+6.25%

Max(CAGR)

Winner

SCDS

+24.21%

SIMS

+6.25%

SCDS vs SIMS - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SCDS	SIMS
2026	+24.15%	+7.73%
2025	+11.20%	+22.96%
2024	+7.26%	+1.45%
2023	N/A	+7.92%
2022	N/A	-27.78%
2021	N/A	+10.25%
2020	N/A	+28.92%
2019	N/A	+33.97%
2018	N/A	-18.44%
2017	N/A	+0.03%

SCDS vs SIMS Drawdown Comparison

The maximum drawdown for SCDS was -26.72%, occurring on Apr 8, 2025. Recovery took 197 trading sessions.

The maximum drawdown for SIMS was -43.97%, occurring on Apr 8, 2025. Recovery took 997 trading sessions.

The current SIMS drawdown is -3.33%.

Rank	SCDS	SIMS
#1	-26.72% Nov 25, 2024 - Sep 11, 2025	-43.97% Nov 8, 2021 - Oct 29, 2025
#2	-8.85% Jan 22, 2026 - Apr 13, 2026	-40.66% Feb 12, 2020 - Aug 12, 2020
#3	-6.78% Oct 27, 2025 - Nov 26, 2025	-25.83% Sep 21, 2018 - Nov 1, 2019
#4	-5.64% Nov 11, 2024 - Nov 25, 2024	-15.79% Oct 29, 2025 - Jun 2, 2026
#5	-5.58% Aug 30, 2024 - Sep 19, 2024	-11.02% Jun 8, 2021 - Nov 3, 2021
#6	-5.48% Sep 18, 2025 - Oct 27, 2025	-10.32% Jan 29, 2018 - Aug 29, 2018
#7	-3.83% Oct 16, 2024 - Nov 6, 2024	-8.19% Sep 2, 2020 - Oct 7, 2020
#8	-3.68% Dec 11, 2025 - Jan 8, 2026	-7.94% Oct 12, 2020 - Nov 5, 2020
#9	-3.49% May 11, 2026 - May 22, 2026	-7.55% Feb 9, 2021 - Apr 5, 2021
#10	-3.29% Sep 19, 2024 - Oct 16, 2024	-7.25% Jan 14, 2021 - Feb 9, 2021
#11	-3.13% Jun 4, 2026 - Jun 12, 2026	-7.17% Jun 2, 2026 - Jun 10, 2026
#12	-1.61% Apr 24, 2026 - Apr 30, 2026	-7.10% Apr 28, 2021 - Jun 1, 2021
#13	-1.40% May 6, 2026 - May 11, 2026	-5.06% Jan 23, 2020 - Feb 12, 2020
#14	-1.34% Sep 11, 2025 - Sep 18, 2025	-3.12% Nov 5, 2019 - Dec 11, 2019
#15	-1.22% Nov 28, 2025 - Dec 3, 2025	-2.93% Dec 8, 2020 - Dec 17, 2020