MCDSvsIWRETF Comparison
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JPMorgan Fundamental Data Science Mid Core ETF (MCDS) and iShares Russell Mid-Cap ETF (IWR) 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 0.18% for IWR. MCDS is up 7.52% year-to-date (YTD) with - in YTD flows. IWR performs worse with 6.69% YTD performance, and +$2.09B in YTD flows. Run a side-by-side ETF comparison of MCDS and IWR 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 IWR performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 04/29/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MCDS IWR | +8.34%+8.13% | +4.15%+2.61% | +7.52%+6.69% | +22.51%+23.23% | n/a+53.48% | n/a+39.79% |
| Flows | MCDS IWR | -+$1.16B | -+$2.51B | -+$2.09B | +$7K+$4.50B | -+$9.82B | -+$11.64B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MCDS IWR | +15.65%+16.33% | +13.66%+13.94% | n/a+15.97% | n/a+18.27% |
| Max drawdown | MCDS IWR | -7.49%-8.16% | -7.49%-8.16% | n/a-21.08% | n/a-26.20% |
| Max drawdown duration | MCDS IWR | 46d49d | 46d49d | n/a239d | n/a854d |
Trading data
MCDS | IWR | |
Last sale 4/29/2026 at 1:30 PM | $62.87 | $102.47 |
| Previous close 04/29/2026 | $63.26 | $102.87 |
| Consolidated volume 04/29/2026 | ||
| 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 indexMCDS | IWR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 4/29/2026 at 1:30 PM
Live
Closed
MCDS | IWR | |
|---|---|---|
| Last price | $62.87 | $102.47 |
| 1D performance | -0.61% | -0.39% |
| AuM | $7.54 M | $51.53 B |
| E/R | 0.35% | 0.18% |
Characteristics
MCDS | IWR | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | iShares |
| Benchmark | - | Russell Midcap Index |
| N° of holdings | 173 | 721 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 7, 2024 | July 17, 2001 |
| ESG | No | No |
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Exposure
Countries
MCDS
USA
94.4%
Other
5.6%
IWR
USA
93.69%
Other
6.31%
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%
IWR
Industrials
16.54%
Information Techn.
13.04%
Financials
12.07%
Consumer Discreti.
10.57%
Health Care
8.39%
Energy
7.34%
Other
32.04%
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Diversification
MCDS
Total weight of top 15 holdings out of 15
19.03%
IWR
Total weight of top 15 holdings out of 15
9.59%
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%
IWR
CORNING
0.84%
VERTIV HOLDINGS
0.76%
HOWMET AEROSPACE INC
0.73%
WESTERN DIGITAL
0.73%
US80004C2008
0.72%
BANK OF NEW YORK MELLON
0.65%
QUANTA SERVICES
0.64%
VALERO ENERGY
0.60%
CUMMINS
0.59%
MARATHON PETROLEUM
0.58%
PHILLIPS 66
0.58%
ROYAL CARIBBEAN GROUP
0.55%
HILTON INC
0.55%
ROSS STORES
0.55%
KINDER MORGAN
0.52%
Frequently asked questions about MCDS and IWR
How have the MCDS and IWR ETFs performed in 2026?
As of April 29, 2026, MCDS is up 7.52% year-to-date (YTD), while IWR has returned 6.69%. That puts MCDS better performer ahead so far this year.
Which ETF is attracting more investor money: MCDS or IWR?
Year-to-date, the MCDS ETF saw - in flows, compared to +$2.09B for IWR.
Which ETF is more volatile: MCDS or IWR?
Over the past year, MCDS had a volatility of 13.66%, while IWR experienced 13.94%.
Which ETF is bigger: MCDS or IWR?
As of April 29, 2026, MCDS holds $7.54 M in assets under management (AUM), while IWR manages $51.53 B.
What sectors do the MCDS and IWR ETFs invest in?
MCDS leans toward sectors like Industrials, Information Technology and Financials. Meanwhile, IWR focuses on Industrials, Information Technology and Financials.
What are the top holdings of the MCDS ETF and IWR ETF?
MCDS top holdings include WESTERN DIGITAL, HOWMET AEROSPACE INC and TERADYNE. IWR holds in its top three: CORNING, VERTIV HOLDINGS and HOWMET AEROSPACE INC.
Which ETF is more diversified: MCDS or IWR?
MCDS holds 179 securities with 19.03% of its assets in the top 15. IWR has 806 securities and a top 15 weight of 9.59%.
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