IWRvsMCDSETF Comparison
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iShares Russell Mid-Cap ETF (IWR) and JPMorgan Fundamental Data Science Mid Core ETF (MCDS) belong to the same industry segment: US Mid Cap. IWR's top 3 sector exposures are Finance, Technology and Industrials. In contrast, MCDS's top sector exposures are Finance, Industrials and Technology. IWR is less expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.35% for MCDS. IWR is up 14.72% year-to-date (YTD) with +$2.92B in YTD flows. MCDS performs worse with 13.57% YTD performance, and +$1M in YTD flows. Run a side-by-side ETF comparison of IWR and MCDS below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IWR vs MCDS performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWR MCDS | -3.12%-4.43% | +2.22%+2.89% | +14.72%+13.57% | +14.11%+16.02% | +58.41%n/a | +45.60%n/a |
| Flows | IWR MCDS | +$277M+$1M | -$169M+$1M | +$2.92B+$1M | +$4.65B+$1M | +$10.53B- | +$12.32B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWR MCDS | +11.25%+11.39% | +13.66%+13.20% | +15.94%n/a | +18.28%n/a |
| Max drawdown | IWR MCDS | -5.16%-5.98% | -8.16%-7.49% | -21.08%n/a | -26.20%n/a |
| Max drawdown duration | IWR MCDS | 26d25d | 49d46d | 239dn/a | 854dn/a |
Trading data
IWR | MCDS | |
Last sale 9/11/2026 at 1:30 PM | $109.86 | $66.85 |
| Previous close 09/10/2026 | $108.96 | $66.23 |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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MCDS
is actively managed and doesn’t replicate an indexIWR | MCDS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
IWR | MCDS | |
|---|---|---|
| Last price | $109.86 | $66.85 |
| 1D performance | +0.83% | +0.93% |
| AuM | $56.14 B | $9.27 M |
| E/R | 0.18% | 0.35% |
Characteristics
IWR | MCDS | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | Russell Midcap Index | - |
| N° of holdings | 812 | 202 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 17, 2001 | August 7, 2024 |
| ESG | No | No |
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Exposure
Countries
IWR
USA
96.23%
Other
3.77%
MCDS
USA
96.81%
Other
3.19%
Sectors
IWR
Finance
22.01%
Technology
15.73%
Industrials
14.33%
Healthcare
11.14%
Other
36.79%
MCDS
Finance
21.87%
Industrials
16.39%
Technology
16.05%
Healthcare
10.7%
Other
34.99%
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Diversification
IWR
Total weight of top 15 holdings out of 15
8.16%
MCDS
Total weight of top 15 holdings out of 15
15.97%
Top 15 holdings
Data as of July 31, 2026
IWR
Snowflake, Inc.
0.72%
Marathon Petroleum Corp.
0.67%
Cloudflare, Inc.
0.65%
Datadog, Inc.
0.64%
Phillips 66
0.61%
Royal Caribbean Group
0.59%
Simon Property Group, Inc.
0.53%
Digital Realty Trust, Inc.
0.51%
The Allstate Corp.
0.49%
United Rentals, Inc.
0.48%
Robinhood Markets, Inc.
0.48%
Hewlett Packard Enterprise Co.
0.45%
Kinder Morgan, Inc.
0.45%
Warner Bros. Discovery, Inc.
0.44%
Realty Income Corp.
0.44%
MCDS
Marathon Petroleum Corp.
1.39%
Westinghouse Air Brake Technologies Corp.
1.23%
State Street Corp.
1.21%
Hewlett Packard Enterprise Co.
1.17%
Cardinal Health, Inc.
1.15%
M&T Bank Corp.
1.11%
Dover Corp.
0.99%
Raymond James Financial, Inc.
0.99%
Loews Corp.
0.98%
Teradyne, Inc.
0.98%
Arch Capital Group Ltd.
0.97%
Performance Food Group Co.
0.96%
CMS Energy Corp.
0.96%
Entergy Corp.
0.96%
Quest Diagnostics, Inc.
0.94%
Frequently asked questions about IWR and MCDS
How have the IWR and MCDS ETFs performed in 2026?
As of September 11, 2026, IWR is up 14.72% year-to-date (YTD), while MCDS has returned 13.57%. That puts IWR better performer ahead so far this year.
Which ETF is attracting more investor money: IWR or MCDS?
Year-to-date, the IWR ETF saw +$2.92B in flows, compared to +$1M for MCDS.
Which ETF is more volatile: IWR or MCDS?
Over the past year, IWR had a volatility of 13.66%, while MCDS experienced 13.2%.
Which ETF is bigger: IWR or MCDS?
As of September 11, 2026, IWR holds $56.14 B in assets under management (AUM), while MCDS manages $9.27 M.
What sectors do the IWR and MCDS ETFs invest in?
IWR leans toward sectors like Finance, Technology and Industrials. Meanwhile, MCDS focuses on Finance, Industrials and Technology.
What are the top holdings of the IWR ETF and MCDS ETF?
IWR top holdings include Snowflake, Inc., Marathon Petroleum Corp. and Cloudflare, Inc.. MCDS holds in its top three: Marathon Petroleum Corp., Westinghouse Air Brake Technologies Corp. and State Street Corp..
Which ETF is more diversified: IWR or MCDS?
IWR holds 823 securities with 8.16% of its assets in the top 15. MCDS has 202 securities and a top 15 weight of 15.97%.
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