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 14.15% year-to-date (YTD) with +$2.84B in YTD flows. MCDS performs better with 15.22% YTD performance, and -$4K 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 07/24/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWR MCDS | +0.73%+0.18% | +5.62%+5.72% | +14.15%+15.22% | +16.88%+17.90% | +50.95%n/a | +47.23%n/a |
| Flows | IWR MCDS | -$620M-$4K | +$884M-$4K | +$2.84B-$4K | +$4.96B+$14K | +$10.57B- | +$12.08B- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWR MCDS | +12.80%+12.55% | +13.72%+13.28% | +15.92%n/a | +18.24%n/a |
| Max drawdown | IWR MCDS | -2.88%-3.13% | -8.16%-7.49% | -21.08%n/a | -26.20%n/a |
| Max drawdown duration | IWR MCDS | 16d16d | 49d46d | 239dn/a | 854dn/a |
Trading data
IWR | MCDS | |
Last sale 7/27/2026 at 1:30 PM | $109.98 | $67.63 |
| Previous close 07/24/2026 | $109.36 | $67.15 |
| Consolidated volume 07/24/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of June 30, 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 7/27/2026 at 1:30 PM
Live
Closed
IWR | MCDS | |
|---|---|---|
| Last price | $109.98 | $67.63 |
| 1D performance | +0.57% | +0.72% |
| AuM | $55.78 B | $8.06 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 | 810 | 185 |
| 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
95.61%
Other
4.39%
MCDS
USA
97.18%
Other
2.82%
Sectors
IWR
Finance
21.03%
Technology
16.71%
Industrials
15.2%
Healthcare
10.74%
Other
36.32%
MCDS
Finance
20.78%
Industrials
18.07%
Technology
17.55%
Healthcare
8.96%
Other
34.64%
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Diversification
IWR
Total weight of top 15 holdings out of 15
7.98%
MCDS
Total weight of top 15 holdings out of 15
20.19%
Top 15 holdings
Data as of June 30, 2026
IWR
Datadog, Inc.
0.62%
Snowflake, Inc.
0.61%
Royal Caribbean Group
0.58%
Cloudflare, Inc.
0.56%
Robinhood Markets, Inc.
0.56%
Teradyne, Inc.
0.55%
Marathon Petroleum Corp.
0.54%
Astera Labs, Inc.
0.53%
Simon Property Group, Inc.
0.52%
United Rentals, Inc.
0.51%
Coherent Corp.
0.50%
Comfort Systems USA, Inc.
0.50%
Phillips 66
0.49%
Warner Bros. Discovery, Inc.
0.46%
Digital Realty Trust, Inc.
0.45%
MCDS
Western Digital Corp.
2.94%
Howmet Aerospace, Inc.
1.62%
Teradyne, Inc.
1.60%
Quanta Services, Inc.
1.35%
State Street Corp.
1.29%
Sandisk Corp.
1.26%
Hilton Worldwide Holdings, Inc.
1.24%
Cardinal Health, Inc.
1.18%
Westinghouse Air Brake Technologies Corp.
1.15%
Hewlett Packard Enterprise Co.
1.13%
Marathon Petroleum Corp.
1.13%
Dover Corp.
1.12%
Ross Stores, Inc.
1.08%
M&T Bank Corp.
1.06%
Corning, Inc.
1.04%
Frequently asked questions about IWR and MCDS
How have the IWR and MCDS ETFs performed in 2026?
As of July 24, 2026, IWR is up 14.15% year-to-date (YTD), while MCDS has returned 15.22%. 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 +$2.84B in flows, compared to -$4K for MCDS.
Which ETF is more volatile: IWR or MCDS?
Over the past year, IWR had a volatility of 13.72%, while MCDS experienced 13.28%.
Which ETF is bigger: IWR or MCDS?
As of July 24, 2026, IWR holds $55.78 B in assets under management (AUM), while MCDS manages $8.06 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 Datadog, Inc., Snowflake, Inc. and Royal Caribbean Group. MCDS holds in its top three: Western Digital Corp., Howmet Aerospace, Inc. and Teradyne, Inc..
Which ETF is more diversified: IWR or MCDS?
IWR holds 824 securities with 7.98% of its assets in the top 15. MCDS has 185 securities and a top 15 weight of 20.19%.
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