JPMorgan Fundamental Data Science Small Core ETF (SCDS) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.38: the stock has moved about 38% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerJPMorgan Fundamental Data Science Small Core ETF (SCDS) trades at $72.82. JPMorgan Fundamental Data Science Small Core ETF (SCDS) invests primarily in equity securities of small-cap companies, with a focus on the financials, industrials, and healthcare sectors. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for SCDS: SCDS does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
JPMorgan Fundamental Data Science Small Core ETF (SCDS) Financial Services Profile
JPMorgan Fundamental Data Science Small Core ETF (SCDS) focuses on small-cap equity securities, primarily in the financials, industrials, and healthcare sectors. The fund differentiates itself through a data science-enabled investment approach, blending fundamental research with advanced data analytics and risk management to identify potential opportunities within the small-cap market.
What Is the Investment Thesis for SCDS?
The fund's strategy of blending fundamental research with data science offers a potential edge in identifying undervalued or high-growth companies within the small-cap universe. With a beta of 1.38, SCDS exhibits higher volatility compared to the broader market. The fund's focus on the financials, industrials, and healthcare sectors provides exposure to industries with diverse growth drivers. However, the absence of a dividend yield may deter income-seeking investors. The pending AI analysis could offer further insights into the fund's investment strategy and potential performance, serving as a catalyst for increased investor interest.
Based on FMP financials and quantitative analysis
SCDS Key Highlights
The fund invests at least 80% of its assets in equity securities of small cap companies, providing targeted exposure to this market segment.
- The fund's portfolio is significantly allocated to the financials, industrials, and healthcare sectors, offering diversification within the small-cap space.
- SCDS employs a fundamental data science enabled investment approach, combining traditional research with advanced data analytics.
- The fund has a beta of 1.38, indicating higher volatility compared to the broader market.
- The fund does not offer a dividend yield, which may not appeal to income-focused investors.
Who Are SCDS's Competitors?
SCDS is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| EMDV ProShares - MSCI Emerging Markets Dividend Growers ETF | $45.87 | 0.00% | $6.75M | — |
| ESIX State Street SPDR S&P SmallCap 600 ESG ETF | $34.76 | -1.16% | $7.11M | — |
| ESMV iShares ESG Optimized MSCI USA Min Vol Factor ETF | $30.96 | -0.42% | $7.63M | — |
| EZJ ProShares - Ultra MSCI Japan | $70.93 | +3.15% | $11.2M | — |
| LQAI LG QRAFT AI-Powered U.S. Large Cap Core ETF | $46.53 | +0.36% | $7.87M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | — |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | — |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SCDS's Key Strengths?
Data-driven investment approach
- Exposure to the small-cap equity market
- Diversification across sectors
- Experienced management team
What Are SCDS's Weaknesses?
Higher volatility compared to the broader market (beta of 1.38)
- Absence of a dividend yield
- Reliance on data science models, which may be subject to errors or biases
- Small market cap ($0.01B)
What Are the Key Risks for SCDS?
Market volatility, particularly in the small-cap equity market.
- Underperformance of data science models due to errors or biases.
- Competition from other ETFs and actively managed funds.
- Changes in regulations affecting the asset management industry.
What Are SCDS's Competitive Advantages?
- Data Science Expertise: The fund's ability to leverage data science for investment decision-making provides a potential competitive advantage.
- Established Brand: JPMorgan is a well-known and respected brand in the financial services industry.
- Experienced Management Team: The fund is managed by experienced investment professionals with expertise in both fundamental research and data analytics.
What Does SCDS Do?
JPMorgan Fundamental Data Science Small Core ETF (SCDS) is an exchange-traded fund designed to provide investors with exposure to the small-cap equity market. The fund was created to leverage the power of data science in investment decision-making. It invests at least 80% of its assets in equity securities of small-cap companies, targeting those with the potential for long-term growth. The fund's investment strategy combines traditional fundamental research with advanced data analytics to identify companies that are undervalued or have strong growth prospects. Its portfolio is diversified across various sectors, with a significant allocation to the financials, industrials, and healthcare sectors. By integrating data science into its investment process, SCDS aims to enhance its ability to identify and capitalize on investment opportunities in the small-cap market. The fund's data-driven approach seeks to provide a competitive edge in a market segment often characterized by information asymmetry and inefficiencies. SCDS is managed by experienced investment professionals who combine their expertise with cutting-edge data analytics tools to deliver consistent, risk-adjusted returns to investors.
What Products and Services Does SCDS Offer?
- Invests primarily in equity securities of small-cap companies.
- Focuses on companies in the financials, industrials, and healthcare sectors.
- Employs a fundamental data science-enabled investment approach.
- Combines traditional research with data insights and risk management.
- Seeks to identify undervalued or high-growth companies.
- Provides investors with exposure to the small-cap equity market.
- Aims to deliver consistent, risk-adjusted returns.
How Does SCDS Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by investment performance and net investor inflows.
- Expenses include operational costs, marketing expenses, and administrative fees.
What Industry Does SCDS Operate In?
The asset management industry is characterized by intense competition and evolving investment strategies. ETFs like SCDS are gaining popularity due to their diversification benefits and lower costs compared to traditional mutual funds. The increasing use of data science and AI in investment management is transforming the industry, with funds like SCDS seeking to leverage these technologies for enhanced returns. The small-cap equity market, where SCDS focuses, offers potential for high growth but also carries higher risk. SCDS competes with other small-cap ETFs and actively managed funds, including EMDV, ESIX, ESMV, EZJ, and LQAI, each with its own investment approach and risk profile.
Who Are SCDS's Key Customers?
- Retail investors seeking exposure to the small-cap equity market.
- Institutional investors looking for data-driven investment strategies.
- Financial advisors seeking to diversify client portfolios.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
SCDS Financials
Bull Case vs Bear Case
Bull Case
- Data-driven investment approach
- Exposure to the small-cap equity market
- Diversification across sectors
- Experienced management team
Bear Case
- Higher volatility compared to the broader market (beta of 1.38)
- Absence of a dividend yield
- Reliance on data science models, which may be subject to errors or biases
- Small market cap ($0.01B)
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SCDS Latest News
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SCDS Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for SCDS.
Price Targets
Wall Street price target analysis for SCDS.
SCDS MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for SCDS; grades run from A+ (80-100) to F (below 30).
JPMorgan Fundamental Data Science Small Core ETF Financials Stock: Key Questions Answered
What is JPMorgan Fundamental Data Science Small Core ETF's credit quality and risk management approach?
As an ETF focused on equity securities of small-cap companies, JPMorgan Fundamental Data Science Small Core ETF does not directly engage in lending or credit-related activities. Therefore, credit quality is not a primary concern. However, the fund's risk management approach is crucial.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The fund's performance is subject to market volatility and the inherent risks of investing in small-cap equities.