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MCDSvsIQSMETF Comparison

ETF 1

MCDS

JPMorgan Fundamental Data Science Mid Core ETF

This fund is part of

US Mid Cap

-0.06%

Full MCDS fund page

VS

ETF 2

IQSM

NYLI Candriam U.S. Mid Cap Equity ETF

This fund is part of

US Mid Cap

-0.06%

Full IQSM fund page

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 8.9% year-to-date (YTD) with - in YTD flows. IQSM performs worse with 7.97% YTD performance, and +$90M 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.

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MCDS vs IQSM performance and flow charts

Performance

Cumulative Flows

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Data Services

Historic performance and flows

Data as of 04/27/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	MCDS IQSM	+9.08%+7.60%	+5.30%+2.80%	+8.90%+7.97%	+24.86%+27.58%	n/a+44.48%	n/an/a
Flows	MCDS IQSM	-+$16M	-+$91M	-+$90M	+$7K+$68M	-+$249M	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	MCDS IQSM	+15.54%+18.26%	+13.66%+15.43%	n/a+17.49%	n/an/a
Max drawdown	MCDS IQSM	-7.49%-8.92%	-7.49%-8.92%	n/a-23.67%	n/an/a
Max drawdown duration	MCDS IQSM	46d49d	46d49d	n/a379d	n/an/a

Trading data

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	MCDS	IQSM
Last sale 4/27/2026 at 1:30 PM	$63.70	$37.21
Previous close 04/27/2026	$63.74	$37.31
Consolidated volume 04/27/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Replication quality

Data as of March 31, 2026

1-year trailing difference

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MCDS

is actively managed and doesn’t replicate an index

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	MCDS	IQSM
Tracking error
Tracking difference
1 year cumulative return difference
Best
Worst
Daily return difference
Average
Worst

Main metrics

Last update 4/27/2026 at 1:30 PM

Live

Closed

	MCDS	IQSM
Last price	$63.70	$37.21
1D performance	-0.05%	-0.26%
AuM	$7.64 M	$316.20 M
E/R	0.35%	0.16%

Characteristics

	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	173	221
Asset class	-	Equities
Trailing 12m distribution yield	Join	Join
Inception date	August 7, 2024	October 25, 2022
ESG	No	Yes

More MCDS data on Trackinsight

More IQSM data on Trackinsight

Exposure

Countries

MCDS

USA

94.4%

Other

5.6%

IQSM

USA

87.19%

Other

12.81%

Sectors

MCDS

Industrials

17.46%

Information Techn.

14.2%

Financials

13.29%

Consumer Discreti.

10.66%

Health Care

8.61%

Energy

7.82%

Other

27.95%

IQSM

Industrials

19.3%

Information Techn.

14.71%

Health Care

13.53%

Financials

12.44%

Consumer Discreti.

9.5%

Real Estate

8.8%

Other

21.73%

Diversification

MCDS

Total weight of top 15 holdings out of 15

19.03%

IQSM

Total weight of top 15 holdings out of 15

13.8%

Top 15 holdings

Data as of March 31, 2026

MCDS

WESTERN DIGITAL

1.76%

HOWMET AEROSPACE INC

1.64%

TERADYNE

1.47%

MARATHON PETROLEUM

1.31%

HILTON INC

1.25%

ROSS STORES

1.24%

XCEL ENERGY

1.24%

QUANTA SERVICES

1.21%

CARDINAL HEALTH

1.21%

DOVER

1.16%

CMS ENERGY

1.15%

WABTEC

1.15%

STATE STREET

1.09%

ENTERGY

1.08%

CHENIERE ENERGY

1.07%

IQSM

TECHNIPFMC PLC

1.28%

UTD THERAPEUT

1.17%

XPO LOGISTICS

1.03%

ALBEMARLE

0.96%

MICHAEL STORES

0.95%

FABRINET

0.92%

BURLINGTON STORES

0.91%

US FOODS HOLDING CORP

0.89%

NVENT ELECTRIC PLC

0.87%

CH ROBINSON WW

0.85%

MODERNA INC

0.81%

TWILIO

0.79%

REVOLUTION MEDICINES INC

0.79%

ALCOA CORP

0.78%

YUM CHINA HOLDINGS

0.78%

Frequently asked questions about MCDS and IQSM

How have the MCDS and IQSM ETFs performed in 2026?

As of April 27, 2026, MCDS is up 8.9% year-to-date (YTD), while IQSM has returned 7.97%. That puts MCDS better performer ahead so far this year.

Which ETF is attracting more investor money: MCDS or IQSM?

Year-to-date, the MCDS ETF saw - in flows, compared to +$90M for IQSM.

Which ETF is more volatile: MCDS or IQSM?

Over the past year, MCDS had a volatility of 13.66%, while IQSM experienced 15.43%.

Which ETF is bigger: MCDS or IQSM?

As of April 27, 2026, MCDS holds $7.64 M in assets under management (AUM), while IQSM manages $316.20 M.

What sectors do the MCDS and IQSM ETFs invest in?

MCDS leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, IQSM focuses on Industrials, Information Technology and Health Care.

What are the top holdings of the MCDS ETF and IQSM ETF?

MCDS top holdings include WESTERN DIGITAL, HOWMET AEROSPACE INC and TERADYNE. IQSM holds in its top three: TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS.

MCDSvsIQSMETF Comparison

JPMorgan Fundamental Data Science Mid Core ETF

NYLI Candriam U.S. Mid Cap Equity ETF

MCDS vs IQSM performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

How have the MCDS and IQSM ETFs performed in 2026?

As of April 27, 2026, MCDS is up 8.9% year-to-date (YTD), while IQSM has returned 7.97%. That puts MCDS better performer ahead so far this year.

Which ETF is attracting more investor money: MCDS or IQSM?

Year-to-date, the MCDS ETF saw - in flows, compared to +$90M for IQSM.

Which ETF is more volatile: MCDS or IQSM?

Over the past year, MCDS had a volatility of 13.66%, while IQSM experienced 15.43%.

Which ETF is bigger: MCDS or IQSM?

As of April 27, 2026, MCDS holds $7.64 M in assets under management (AUM), while IQSM manages $316.20 M.

What sectors do the MCDS and IQSM ETFs invest in?

MCDS leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, IQSM focuses on Industrials, Information Technology and Health Care.

What are the top holdings of the MCDS ETF and IQSM ETF?

MCDS top holdings include WESTERN DIGITAL, HOWMET AEROSPACE INC and TERADYNE. IQSM holds in its top three: TECHNIPFMC PLC, UTD THERAPEUT and XPO LOGISTICS.

Which ETF is more diversified: MCDS or IQSM?

MCDS holds 179 securities with 19.03% of its assets in the top 15. IQSM has 227 securities and a top 15 weight of 13.8%.

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