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. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. IWR is less expensive with a Total Expense Ratio (TER) of 0.18%, versus 0.35% for MCDS. IWR is up 6.69% year-to-date (YTD) with +$2.09B in YTD flows. MCDS performs better with 7.52% YTD performance, and - 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 04/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWR MCDS | +8.13%+8.34% | +2.61%+4.15% | +6.69%+7.52% | +23.23%+22.51% | +53.48%n/a | +39.79%n/a |
| Flows | IWR MCDS | +$1.16B- | +$2.51B- | +$2.09B- | +$4.50B+$7K | +$9.82B- | +$11.64B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWR MCDS | +16.33%+15.65% | +13.94%+13.66% | +15.97%n/a | +18.27%n/a |
| Max drawdown | IWR MCDS | -8.16%-7.49% | -8.16%-7.49% | -21.08%n/a | -26.20%n/a |
| Max drawdown duration | IWR MCDS | 49d46d | 49d46d | 239dn/a | 854dn/a |
Trading data
IWR | MCDS | |
Last sale 4/30/2026 at 1:30 PM | $104.38 | $62.87 |
| Previous close 04/29/2026 | $102.47 | $63.26 |
| Consolidated volume 04/29/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of March 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 4/30/2026 at 1:30 PM
Live
Closed
IWR | MCDS | |
|---|---|---|
| Last price | $104.38 | $62.87 |
| 1D performance | +1.86% | -0.61% |
| AuM | $51.53 B | $7.54 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 | 721 | 173 |
| 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
93.69%
Other
6.31%
MCDS
USA
94.4%
Other
5.6%
Sectors
IWR
Industrials
16.54%
Information Techn.
13.04%
Financials
12.07%
Consumer Discreti.
10.57%
Health Care
8.39%
Energy
7.34%
Other
32.04%
MCDS
Industrials
17.46%
Information Techn.
14.2%
Financials
13.29%
Consumer Discreti.
10.66%
Health Care
8.61%
Energy
7.82%
Other
27.95%
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Diversification
IWR
Total weight of top 15 holdings out of 15
9.59%
MCDS
Total weight of top 15 holdings out of 15
19.03%
Top 15 holdings
Data as of March 31, 2026
IWR
CORNING
0.84%
VERTIV HOLDINGS
0.76%
HOWMET AEROSPACE INC
0.73%
WESTERN DIGITAL
0.73%
US80004C2008
0.72%
BANK OF NEW YORK MELLON
0.65%
QUANTA SERVICES
0.64%
VALERO ENERGY
0.60%
CUMMINS
0.59%
MARATHON PETROLEUM
0.58%
PHILLIPS 66
0.58%
ROYAL CARIBBEAN GROUP
0.55%
HILTON INC
0.55%
ROSS STORES
0.55%
KINDER MORGAN
0.52%
MCDS
WESTERN DIGITAL
1.76%
HOWMET AEROSPACE INC
1.64%
TERADYNE
1.47%
MARATHON PETROLEUM
1.31%
HILTON INC
1.25%
ROSS STORES
1.24%
XCEL ENERGY
1.24%
QUANTA SERVICES
1.21%
CARDINAL HEALTH
1.21%
DOVER
1.16%
CMS ENERGY
1.15%
WABTEC
1.15%
STATE STREET
1.09%
ENTERGY
1.08%
CHENIERE ENERGY
1.07%
Frequently asked questions about IWR and MCDS
How have the IWR and MCDS ETFs performed in 2026?
As of April 29, 2026, IWR is up 6.69% year-to-date (YTD), while MCDS has returned 7.52%. That puts MCDS better performer ahead so far this year.
Which ETF is attracting more investor money: IWR or MCDS?
Year-to-date, the IWR ETF saw +$2.09B in flows, compared to - for MCDS.
Which ETF is more volatile: IWR or MCDS?
Over the past year, IWR had a volatility of 13.94%, while MCDS experienced 13.66%.
Which ETF is bigger: IWR or MCDS?
As of April 29, 2026, IWR holds $51.53 B in assets under management (AUM), while MCDS manages $7.54 M.
What sectors do the IWR and MCDS ETFs invest in?
IWR leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, MCDS focuses on Industrials, Information Technology and Financials.
What are the top holdings of the IWR ETF and MCDS ETF?
IWR top holdings include CORNING, VERTIV HOLDINGS and HOWMET AEROSPACE INC. MCDS holds in its top three: WESTERN DIGITAL, HOWMET AEROSPACE INC and TERADYNE.
Which ETF is more diversified: IWR or MCDS?
IWR holds 806 securities with 9.59% of its assets in the top 15. MCDS has 179 securities and a top 15 weight of 19.03%.
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