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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 0.53% year-to-date (YTD) with - in YTD flows. IQSM performs better with 1.9% YTD performance, and +$61M 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 | -4.42%-4.41% | -0.26%+0.05% | +0.53%+1.90% | +14.39%+17.13% | n/a+39.89% | n/an/a |
| Flows | MCDS IQSM | -+$45M | -+$60M | -+$61M | +$32K+$44M | -+$219M | -- |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MCDS IQSM | +13.47%+14.56% | +19.14%+20.37% | n/a+17.45% | n/an/a |
| Max drawdown | MCDS IQSM | -6.28%-5.34% | -14.55%-15.27% | n/a-23.67% | n/an/a |
| Max drawdown duration | MCDS IQSM | 14d13d | 46d46d | n/a379d | n/an/a |
MCDS | IQSM | |
Last sale 3/13/2026 at 1:30 PM | $58.85 | $34.49 |
| Previous close 03/12/2026 | $58.84 | $34.57 |
| 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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MCDS | IQSM | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
MCDS | IQSM | |
|---|---|---|
| Last price | $58.85 | $34.49 |
| 1D performance | +0.02% | -0.25% |
| AuM | $7.06 M | $270.02 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 | 219 |
| 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
Top 15 holdings
How have the MCDS and IQSM ETFs performed in 2026?
As of March 12, 2026, MCDS is up 0.53% year-to-date (YTD), while IQSM has returned 1.9%. That puts IQSM 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 +$61M for IQSM.
Which ETF is more volatile: MCDS or IQSM?
Over the past year, MCDS had a volatility of 19.14%, while IQSM experienced 20.37%.
Which ETF is bigger: MCDS or IQSM?
As of March 12, 2026, MCDS holds $7.06 M in assets under management (AUM), while IQSM manages $270.02 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 CARDINAL HEALTH. IQSM holds in its top three: BLOOM ENERGY CORP, LUMENTUM HOLDINGS and TECHNIPFMC PLC.
Which ETF is more diversified: MCDS or IQSM?
MCDS holds 180 securities with 17.28% of its assets in the top 15. IQSM has 225 securities and a top 15 weight of 13.06%.
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