UTRE vs SCDS
Comparison between F/M US TREASURY 3 YEAR NOTE ETF (UTRE, ETF) and JPMORGAN FUNDAMENTAL DATA SCIENCE SMALL CORE ETF (SCDS, ETF).
UTRE vs SCDS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UTRE
$9.10M
Winner
SCDS
$9.20M
Expense Ratio
Winner
UTRE
0.15%
SCDS
0.40%
Max Drawdown
Winner
UTRE
4.36%
SCDS
27.05%
Sharpe Ratio
UTRE
-0.72
Winner
SCDS
1.71
5Y Beta
Winner
UTRE
-0.02
SCDS
1.06
P/E Ratio
UTRE
N/A
SCDS
53.93
Forward P/E
UTRE
N/A
SCDS
16.22
Debt to Equity
UTRE
N/A
SCDS
71.90%
P/S Ratio
UTRE
N/A
SCDS
1.65
P/B Ratio
UTRE
N/A
SCDS
2.49
UTRE vs SCDS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UTRE
+0.20%
SCDS
-0.55%
3M
UTRE
-0.35%
Winner
SCDS
+11.96%
6M
UTRE
+0.11%
Winner
SCDS
+17.42%
1Y
UTRE
+2.20%
Winner
SCDS
+39.94%
Max(CAGR)
UTRE
+3.23%
Winner
SCDS
+23.88%
UTRE vs SCDS - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | UTRE | SCDS |
|---|---|---|
| 2026 | -0.01% | +26.40% |
| 2025 | +5.76% | +11.20% |
| 2024 | +3.19% | +7.26% |
| 2023 | +2.16% | N/A |
UTRE vs SCDS Drawdown Comparison
The maximum drawdown for UTRE was -2.80%, occurring on Jul 6, 2023. Recovery took 154 trading sessions.
The maximum drawdown for SCDS was -26.72%, occurring on Apr 8, 2025. Recovery took 197 trading sessions.
The current UTRE drawdown is -1.00%. The current SCDS drawdown is -0.82%.
| Rank | UTRE | SCDS |
|---|---|---|
| #1 | -2.80% May 4, 2023 - Dec 13, 2023 | -26.72% Nov 25, 2024 - Sep 11, 2025 |
| #2 | -1.86% Sep 16, 2024 - Feb 26, 2025 | -8.85% Jan 22, 2026 - Apr 13, 2026 |
| #3 | -1.63% Feb 1, 2024 - Jun 13, 2024 | -6.78% Oct 27, 2025 - Nov 26, 2025 |
| #4 | -1.44% Feb 27, 2026 - Mar 26, 2026 | -5.64% Nov 11, 2024 - Nov 25, 2024 |
| #5 | -1.21% Apr 30, 2025 - Jun 25, 2025 | -5.58% Aug 30, 2024 - Sep 19, 2024 |
| #6 | -0.97% Apr 5, 2023 - Apr 25, 2023 | -5.48% Sep 18, 2025 - Oct 27, 2025 |
| #7 | -0.89% Apr 4, 2025 - Apr 28, 2025 | -3.83% Oct 16, 2024 - Nov 6, 2024 |
| #8 | -0.62% Apr 25, 2023 - May 3, 2023 | -3.68% Dec 11, 2025 - Jan 8, 2026 |
| #9 | -0.58% Jan 12, 2024 - Feb 1, 2024 | -3.49% May 11, 2026 - May 22, 2026 |
| #10 | -0.49% Jun 30, 2025 - Aug 1, 2025 | -3.29% Sep 19, 2024 - Oct 16, 2024 |
| #11 | -0.46% Aug 2, 2024 - Aug 21, 2024 | -3.13% Jun 4, 2026 - Jun 12, 2026 |
| #12 | -0.45% Sep 8, 2025 - Oct 10, 2025 | -2.26% Jun 30, 2026 - Jul 20, 2026 |
| #13 | -0.45% Oct 16, 2025 - Nov 21, 2025 | -1.61% Apr 24, 2026 - Apr 30, 2026 |
| #14 | -0.41% Dec 27, 2023 - Jan 11, 2024 | -1.41% Jun 15, 2026 - Jun 18, 2026 |
| #15 | -0.40% Nov 25, 2025 - Dec 16, 2025 | -1.40% May 6, 2026 - May 11, 2026 |
Correlation
Correlation between UTRE and SCDS is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.66
-101
Dividend Comparison (2023 - 2026)
UTRE vs SCDS dividend yield comparison.
| Year | UTRE | SCDS |
|---|---|---|
| 2026 | 1.77% | 0.28% |
| 2025 | 3.60% | 1.15% |
| 2024 | 4.01% | 0.42% |
| 2023 | 3.14% | 0.00% |
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