MCDSvsIQSMETF Comparison
JPMorgan Fundamental Data Science Mid Core ETF (MCDS) and NYLI Candriam U.S. Mid Cap Equity ETF (IQSM) belong to the same industry segment: US Mid Cap. MCDS's top 3 sector exposures are Industrials, Information Technology and Financials. In contrast, IQSM's top sector exposures are Industrials, Information Technology and Health Care. MCDS is more expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.16% for IQSM. MCDS is up 14.51% year-to-date (YTD) with - in YTD flows. IQSM performs worse with 12.31% YTD performance, and +$129M in YTD flows. Run a side-by-side ETF comparison of MCDS and IQSM 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 IQSM performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MCDS IQSM | +5.70%+4.58% | +13.23%+12.20% | +14.51%+12.31% | +23.98%+24.57% | n/a+44.53% | n/an/a |
| Flows | MCDS IQSM | -+$39M | -+$55M | -+$129M | +$7K+$108M | -+$268M | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MCDS IQSM | +15.08%+17.39% | +13.41%+15.27% | n/a+17.40% | n/an/a |
| Max drawdown | MCDS IQSM | -3.13%-3.58% | -7.49%-8.92% | n/a-23.67% | n/an/a |
| Max drawdown duration | MCDS IQSM | 16d6d | 46d49d | n/a379d | n/an/a |
MCDS | IQSM | |
Last sale 6/18/2026 at 1:30 PM | $66.98 | $38.72 |
| Previous close 06/18/2026 | $66.47 | $38.44 |
| Consolidated volume 06/18/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
MCDS | IQSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
MCDS | IQSM | |
|---|---|---|
| Last price | $66.98 | $38.72 |
| 1D performance | +0.77% | +0.73% |
| AuM | $8.03 M | $366.77 M |
| E/R | 0.35% | 0.16% |
MCDS | IQSM | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | New York Life Investments |
| Benchmark | - | NYLI Candriam U.S. Mid Cap Equity Index |
| N° of holdings | 174 | 221 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 7, 2024 | October 25, 2022 |
| ESG | No | Yes |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
