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MCDSvsIWRETF Comparison
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 0.53% year-to-date (YTD) with - in YTD flows. IWR performs better with 0.96% YTD performance, and +$281M 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.
MCDS vs IWR performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MCDS IWR | -4.42%-3.37% | -0.26%-0.19% | +0.53%+0.96% | +14.39%+17.17% | n/a+51.37% | n/a+39.23% |
| Flows | MCDS IWR | -+$566M | -+$729M | -+$281M | +$32K+$4.17B | -+$7.76B | -+$10.09B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MCDS IWR | +13.47%+14.02% | +19.14%+19.18% | n/a+16.03% | n/a+18.23% |
| Max drawdown | MCDS IWR | -6.28%-6.03% | -14.55%-14.39% | n/a-21.08% | n/a-26.20% |
| Max drawdown duration | MCDS IWR | 14d14d | 46d46d | n/a239d | n/a854d |
MCDS | IWR | |
Last sale 3/12/2026 at 1:30 PM | $58.84 | $97.08 |
| Previous close 03/12/2026 | $59.88 | $97.20 |
| Consolidated volume 03/12/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
MCDS | IWR | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
MCDS | IWR | |
|---|---|---|
| Last price | $58.84 | $97.08 |
| 1D performance | -1.74% | -0.12% |
| AuM | $7.06 M | $47.10 B |
| E/R | 0.35% | 0.18% |
MCDS | IWR | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | J.P. Morgan Asset Management | iShares |
| Benchmark | - | Russell Midcap Index |
| N° of holdings | 174 | 724 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | August 7, 2024 | July 17, 2001 |
| ESG | No | No |
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 IWR ETFs performed in 2026?
As of March 12, 2026, MCDS is up 0.53% year-to-date (YTD), while IWR has returned 0.96%. That puts IWR 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 +$281M for IWR.
Which ETF is more volatile: MCDS or IWR?
Over the past year, MCDS had a volatility of 19.14%, while IWR experienced 19.18%.
Which ETF is bigger: MCDS or IWR?
As of March 12, 2026, MCDS holds $7.06 M in assets under management (AUM), while IWR manages $47.10 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 CARDINAL HEALTH. IWR holds in its top three: WESTERN DIGITAL, ROYAL CARIBBEAN GROUP and BANK OF NEW YORK MELLON.
Which ETF is more diversified: MCDS or IWR?
MCDS holds 180 securities with 17.28% of its assets in the top 15. IWR has 808 securities and a top 15 weight of 8.71%.
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