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SCDS - ETF AI Analysis
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JPMorgan Fundamental Data Science Small Core ETF (SCDS)
Rating:63Neutral
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has shown solid growth over the year, indicating strong overall momentum.
Sector Diversification
The fund is spread across multiple sectors, including Technology, Health Care, and Financials, reducing reliance on any single industry.
Reasonable Expense Ratio
With a 0.4% expense ratio, the ETF offers competitive costs compared to many actively managed funds.
Negative Factors
Over-Concentration in U.S. Market
The ETF has 95% exposure to U.S. companies, limiting diversification across global markets.
Mixed Performance Among Top Holdings
Some top holdings, like Ryman, have underperformed, which could drag on overall returns.
Small Asset Base
With relatively low assets under management, the ETF may face liquidity challenges or higher volatility.
SCDS vs. SPDR S&P 500 ETF (SPY)
AUM7.43M
RegionNorth America
Expense Ratio0.40%
Beta1.07
IssuerJPMorgan
Inception DateAug 07, 2024
Dividend Yield0.96%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume173
30 Day Avg. Volume1,486
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
72.85Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering254
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
SCDS Summary
The JPMorgan Fundamental Data Science Small Core ETF (SCDS) focuses on small-cap companies, which are smaller businesses with high growth potential. It uses advanced data science to select stocks, offering exposure to industries like technology and healthcare. Some of its holdings include Bloom Energy and Credo Technology Group. This ETF is ideal for investors looking to diversify their portfolios and tap into the growth opportunities of smaller companies. However, small-cap stocks can be more volatile than larger companies, meaning their prices may rise or fall quickly.
How much will it cost me?The expense ratio for the JPMorgan Fundamental Data Science Small Core ETF (SCDS) is 0.40%, which means you’ll pay $4 per year for every $1,000 invested. This is slightly higher than average because the fund uses an actively managed, data-driven approach to select small-cap stocks, requiring more research and expertise compared to passively managed ETFs.
What would affect this ETF?The SCDS ETF, focused on U.S. small-cap stocks, could benefit from advancements in technology and healthcare sectors, which are its largest exposures, as well as potential economic growth that supports small businesses. However, it may face challenges from rising interest rates, which can increase borrowing costs for smaller companies, and economic downturns that disproportionately impact small-cap stocks. Regulatory changes or shifts in consumer spending could also influence its performance.
SCDS Top 10 Holdings
The SCDS ETF leans heavily into small-cap stocks with a notable tilt toward technology and healthcare, sectors known for their growth potential but also their volatility. Bloom Energy is rising as a standout performer, buoyed by strong earnings and improved financials, while Credo Technology and Fabrinet show steady gains despite valuation concerns. On the flip side, Ryman and Monarch Casino are lagging, weighed down by bearish trends and operational challenges. With its U.S.-focused portfolio, the fund’s positioning reflects a bet on innovation and agility, though some holdings may need time to regain momentum.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| ― | 4.55% | $340.80K | ― | ― | ― | |
| Fabrinet | 1.54% | $115.14K | $16.87B | 89.98% | 78 Outperform | |
| Credo Technology Group Holding Ltd | 1.30% | $97.47K | $25.99B | 89.48% | 77 Outperform | |
| Bloom Energy | 1.09% | $81.74K | $22.46B | 271.16% | 62 Neutral | |
| Ryman | 0.93% | $69.86K | $6.17B | -13.47% | 66 Neutral | |
| BankUnited | 0.90% | $67.65K | $3.46B | 13.44% | 74 Outperform | |
| Atmus Filtration Technologies, Inc. | 0.89% | $66.47K | $4.30B | 29.49% | 78 Outperform | |
| Rambus | 0.88% | $66.15K | $10.14B | 64.14% | 78 Outperform | |
| Vicor | 0.87% | $64.92K | $4.37B | 79.28% | 73 Outperform | |
| First Interstate Bancsystem | 0.84% | $63.07K | $3.64B | 3.87% | 76 Outperform |
SCDS Technical Analysis
Positive
―
Price Trends
59.28
Positive
58.25
Positive
54.67
Positive
Market Momentum
0.85
Negative
61.28
Neutral
88.37
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For SCDS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 59.64, equal to the 50-day MA of 59.28, and equal to the 200-day MA of 54.67, indicating a bullish trend. The MACD of 0.85 indicates Negative momentum. The RSI at 61.28 is Neutral, neither overbought nor oversold. The STOCH value of 88.37 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for SCDS.
SCDS Peer Comparison
Comparison Results
Performance Comparison
SCDS
JPMorgan Fundamental Data Science Small Core ETF
61.71
4.15
7.21%
AFSM
First Trust Active Factor Small Cap ETF
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―
FSCC
Federated Hermes MDT Small Cap Core ETF
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ALIL
Argent Focused Small Cap ETF
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―
―
SMLL
Harbor Active Small Cap ETF
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AFSC
abrdn Focused U.S. Small Cap Active ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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