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IWSvsMCDSETF Comparison
iShares Russell Mid-Cap Value ETF (IWS) belongs to the US Mid Cap Value segment. JPMorgan Fundamental Data Science Mid Core ETF (MCDS) is part of the US Mid Cap segment. IWS's top 3 sector exposures are Industrials, Financials and Information Technology. In contrast, MCDS's top sector exposures are Industrials, Information Technology and Financials. IWS is less expensive with a Total Expense Ratio (TER) of 0.23%, versus 0.35% for MCDS. IWS is up 2.73% year-to-date (YTD) with -$77M in YTD flows. MCDS performs worse with 0.53% YTD performance, and - in YTD flows. Run a side-by-side ETF comparison of IWS 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.
IWS vs MCDS performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IWS MCDS | -4.90%-5.10% | +1.80%-0.35% | +2.73%+0.53% | +20.17%+16.07% | +48.87%n/a | +40.77%n/a |
| Flows | IWS MCDS | +$216M- | -$6M- | -$77M- | -$349M+$32K | -$2.03B- | -$2.24B- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IWS MCDS | +13.55%+13.47% | +18.28%+19.08% | +15.58%n/a | +17.33%n/a |
| Max drawdown | IWS MCDS | -6.15%-6.29% | -13.73%-14.55% | -20.45%n/a | -21.32%n/a |
| Max drawdown duration | IWS MCDS | 11d15d | 46d46d | 269dn/a | 785dn/a |
IWS | MCDS | |
Last sale 3/13/2026 at 1:30 PM | $144.89 | $58.85 |
| Previous close 03/12/2026 | $145.01 | $58.84 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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IWS | MCDS | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
IWS | MCDS | |
|---|---|---|
| Last price | $144.89 | $58.85 |
| 1D performance | -0.08% | +0.02% |
| AuM | $14.65 B | $7.06 M |
| E/R | 0.23% | 0.35% |
IWS | MCDS | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | J.P. Morgan Asset Management |
| Benchmark | Russell Midcap Value Index | - |
| N° of holdings | 641 | 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 IWS and MCDS ETFs performed in 2026?
As of March 13, 2026, IWS is up 2.73% year-to-date (YTD), while MCDS has returned 0.53%. That puts IWS better performer ahead so far this year.
Which ETF is attracting more investor money: IWS or MCDS?
Year-to-date, the IWS ETF saw -$77M in flows, compared to - for MCDS.
Which ETF is more volatile: IWS or MCDS?
Over the past year, IWS had a volatility of 18.28%, while MCDS experienced 19.08%.
Which ETF is bigger: IWS or MCDS?
As of March 13, 2026, IWS holds $14.65 B in assets under management (AUM), while MCDS manages $7.06 M.
What sectors do the IWS and MCDS ETFs invest in?
IWS leans toward sectors like Industrials, Financials and Information Technology. Meanwhile, MCDS focuses on Industrials, Information Technology and Financials.
What are the top holdings of the IWS ETF and MCDS ETF?
IWS top holdings include WESTERN DIGITAL, CORNING and CUMMINS. MCDS holds in its top three: WESTERN DIGITAL, HOWMET AEROSPACE INC and CARDINAL HEALTH.
Which ETF is more diversified: IWS or MCDS?
IWS holds 714 securities with 9.98% of its assets in the top 15. MCDS has 180 securities and a top 15 weight of 17.28%.
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