Keep tabs on your favorite ETFs with a personalized weekly tracker. Create a Watchlist now →
IWRvsMCDSETF Comparison
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 3.02% year-to-date (YTD) with +$231M in YTD flows. MCDS performs worse with 2.73% 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.
IWR vs MCDS performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWR MCDS | -3.00%-3.48% | +1.60%+1.93% | +3.02%+2.73% | +18.58%+16.09% | +52.68%n/a | +44.89%n/a |
| Flows | IWR MCDS | +$588M- | +$665M- | +$231M- | +$4.16B+$32K | +$7.72B- | +$10.08B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWR MCDS | +13.79%+13.23% | +19.11%+19.07% | +16.02%n/a | +18.22%n/a |
| Max drawdown | IWR MCDS | -4.11%-4.24% | -14.39%-14.55% | -21.08%n/a | -26.20%n/a |
| Max drawdown duration | IWR MCDS | 12d12d | 46d46d | 239dn/a | 854dn/a |
IWR | MCDS | |
Last sale 3/11/2026 at 1:30 PM | $98.96 | $59.88 |
| Previous close 03/10/2026 | $99.22 | $60.12 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
IWR | MCDS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IWR | MCDS | |
|---|---|---|
| Last price | $98.96 | $59.88 |
| 1D performance | -0.26% | -0.40% |
| AuM | $48.01 B | $7.22 M |
| E/R | 0.18% | 0.35% |
IWR | MCDS | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | Russell Midcap Index | - |
| N° of holdings | 724 | 174 |
| Asset class | Equities | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | July 17, 2001 | August 7, 2024 |
| ESG | No | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
Top 15 holdings
How have the IWR and MCDS ETFs performed in 2026?
As of March 10, 2026, IWR is up 3.02% year-to-date (YTD), while MCDS has returned 2.73%. 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 +$231M in flows, compared to - for MCDS.
Which ETF is more volatile: IWR or MCDS?
Over the past year, IWR had a volatility of 19.11%, while MCDS experienced 19.07%.
Which ETF is bigger: IWR or MCDS?
As of March 10, 2026, IWR holds $48.01 B in assets under management (AUM), while MCDS manages $7.22 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 WESTERN DIGITAL, ROYAL CARIBBEAN GROUP and BANK OF NEW YORK MELLON. MCDS holds in its top three: WESTERN DIGITAL, HOWMET AEROSPACE INC and CARDINAL HEALTH.
Which ETF is more diversified: IWR or MCDS?
IWR holds 808 securities with 8.71% of its assets in the top 15. MCDS has 180 securities and a top 15 weight of 17.28%.
Calamos Investments Powers the Next Phase of the Autocallable Revolution
Join J.P. Morgan’s Bram Kaplan, Head of Americas Equity Derivatives Strategy and Matt Kaufman from Calamos Investments as they dive into the growing global opportunity in autocallable income—an increasingly dominant strategy within structured products, now available through ETFs.
Accepted for 1 CE Credit
