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MCDSvsCVMCETF Comparison
JPMorgan Fundamental Data Science Mid Core ETF (MCDS) and Calvert US Mid-Cap Core Responsible Index ETF (CVMC) belong to the same industry segment: US Mid Cap. Both ETFs have the same top 3 sector exposures: Industrials, Information Technology and Financials. MCDS is more expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.15% for CVMC. MCDS is up 2.73% year-to-date (YTD) with - in YTD flows. CVMC performs better with 2.92% YTD performance, and -$3M in YTD flows. Run a side-by-side ETF comparison of MCDS and CVMC below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
MCDS vs CVMC performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MCDS CVMC | -3.48%-3.16% | +1.93%+3.43% | +2.73%+2.92% | +16.09%+17.15% | n/a+40.66% | n/an/a |
| Flows | MCDS CVMC | -- | --$55K | --$3M | +$32K+$12M | -+$47M | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MCDS CVMC | +13.23%+13.89% | +19.07%+18.75% | n/a+16.12% | n/an/a |
| Max drawdown | MCDS CVMC | -4.24%-4.90% | -14.55%-13.93% | n/a-21.43% | n/an/a |
| Max drawdown duration | MCDS CVMC | 12d11d | 46d46d | n/a269d | n/an/a |
MCDS | CVMC | |
Last sale 3/10/2026 at 1:30 PM | $60.12 | $65.17 |
| Previous close 03/10/2026 | $60.60 | $65.50 |
| Consolidated volume 03/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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MCDS | CVMC | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
MCDS | CVMC | |
|---|---|---|
| Last price | $60.12 | $65.17 |
| 1D performance | -0.80% | -0.51% |
| AuM | $7.22 M | $85.74 M |
| E/R | 0.35% | 0.15% |
MCDS | CVMC | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | Morgan Stanley |
| Benchmark | - | Calvert US Mid-Cap Core Responsible Index |
| N° of holdings | 174 | 574 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 7, 2024 | February 1, 2023 |
| ESG | No | Yes |
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 MCDS and CVMC ETFs performed in 2026?
As of March 10, 2026, MCDS is up 2.73% year-to-date (YTD), while CVMC has returned 2.92%. That puts CVMC better performer ahead so far this year.
Which ETF is attracting more investor money: MCDS or CVMC?
Year-to-date, the MCDS ETF saw - in flows, compared to -$3M for CVMC.
Which ETF is more volatile: MCDS or CVMC?
Over the past year, MCDS had a volatility of 19.07%, while CVMC experienced 18.75%.
Which ETF is bigger: MCDS or CVMC?
As of March 10, 2026, MCDS holds $7.22 M in assets under management (AUM), while CVMC manages $85.74 M.
What sectors do the MCDS and CVMC ETFs invest in?
MCDS leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, CVMC focuses on Industrials, Information Technology and Financials.
What are the top holdings of the MCDS ETF and CVMC ETF?
MCDS top holdings include WESTERN DIGITAL, HOWMET AEROSPACE INC and CARDINAL HEALTH. CVMC holds in its top three: SEAGATE TECHNOLOGY HOLDINGS PLC, WESTERN DIGITAL and CORNING.
Which ETF is more diversified: MCDS or CVMC?
MCDS holds 180 securities with 17.28% of its assets in the top 15. CVMC has 587 securities and a top 15 weight of 9.54%.
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