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: Finance, Technology and Industrials. MCDS is more expensive with a Total Expense Ratio (TER) of 0.35%, versus 0.18% for IWR. MCDS is up 15.6% year-to-date (YTD) with +$38K in YTD flows. IWR performs worse with 15.28% YTD performance, and +$4.73B 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 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MCDS IWR | +3.46%+3.17% | -0.35%+0.38% | +15.60%+15.28% | +18.48%+17.19% | n/a+75.52% | n/a+40.90% |
| Flows | MCDS IWR | -$1M+$1.47B | +$43K+$2.26B | +$38K+$4.73B | +$38K+$5.97B | -+$12.22B | -+$14.07B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MCDS IWR | +10.98%+11.61% | +12.97%+13.48% | n/a+15.74% | n/a+18.23% |
| Max drawdown | MCDS IWR | -7.51%-6.83% | -7.51%-8.16% | n/a-21.08% | n/a-26.20% |
| Max drawdown duration | MCDS IWR | 75d75d | 75d49d | n/a239d | n/a854d |
Trading data
MCDS | IWR | |
Last sale 10/30/2026 at 1:30 PM | $67.16 | $110.91 |
| Previous close 10/30/2026 | $67.92 | $110.03 |
| Consolidated volume 10/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 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 10/30/2026 at 1:30 PM
Live
Closed
MCDS | IWR | |
|---|---|---|
| Last price | $67.16 | $110.91 |
| 1D performance | -1.11% | +0.80% |
| AuM | $8.07 M | $58.06 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 | 203 | 813 |
| 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
96.83%
Other
3.17%
IWR
USA
95.79%
Other
4.21%
Sectors
MCDS
Finance
20.88%
Technology
18.32%
Industrials
15.58%
Healthcare
11.98%
Other
33.25%
IWR
Finance
20.74%
Technology
17.64%
Industrials
13.87%
Healthcare
12.44%
Other
35.31%
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Diversification
MCDS
Total weight of top 15 holdings out of 15
17.37%
IWR
Total weight of top 15 holdings out of 15
9.35%
Top 15 holdings
Data as of September 30, 2026
MCDS
Marathon Petroleum Corp.
1.79%
Hewlett Packard Enterprise Co.
1.56%
Natera, Inc.
1.42%
State Street Corp.
1.22%
Westinghouse Air Brake Technologies Corp.
1.20%
Teradyne, Inc.
1.20%
Snowflake, Inc.
1.15%
Cardinal Health, Inc.
1.13%
M&T Bank Corp.
1.01%
Quest Diagnostics, Inc.
0.98%
AMETEK, Inc.
0.97%
TD SYNNEX Corp.
0.96%
Dover Corp.
0.95%
Raymond James Financial, Inc.
0.93%
Arch Capital Group Ltd.
0.90%
IWR
Marathon Petroleum Corp.
0.87%
Snowflake, Inc.
0.85%
Cloudflare, Inc.
0.83%
Phillips 66
0.77%
Datadog, Inc.
0.68%
Robinhood Markets, Inc.
0.65%
Hewlett Packard Enterprise Co.
0.64%
Lumentum Holdings, Inc.
0.56%
Warner Bros. Discovery, Inc.
0.56%
Moderna, Inc.
0.53%
Royal Caribbean Group
0.50%
Digital Realty Trust, Inc.
0.49%
Simon Property Group, Inc.
0.48%
Teradyne, Inc.
0.47%
United Rentals, Inc.
0.47%
Frequently asked questions about MCDS and IWR
How have the MCDS and IWR ETFs performed in 2026?
As of October 30, 2026, MCDS is up 15.6% year-to-date (YTD), while IWR has returned 15.28%. 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 +$38K in flows, compared to +$4.73B for IWR.
Which ETF is more volatile: MCDS or IWR?
Over the past year, MCDS had a volatility of 12.97%, while IWR experienced 13.48%.
Which ETF is bigger: MCDS or IWR?
As of October 30, 2026, MCDS holds $8.07 M in assets under management (AUM), while IWR manages $58.06 B.
What sectors do the MCDS and IWR ETFs invest in?
MCDS leans toward sectors like Finance, Technology and Industrials. Meanwhile, IWR focuses on Finance, Technology and Industrials.
What are the top holdings of the MCDS ETF and IWR ETF?
MCDS top holdings include Marathon Petroleum Corp., Hewlett Packard Enterprise Co. and Natera, Inc.. IWR holds in its top three: Marathon Petroleum Corp., Snowflake, Inc. and Cloudflare, Inc..
Which ETF is more diversified: MCDS or IWR?
MCDS holds 203 securities with 17.37% of its assets in the top 15. IWR has 823 securities and a top 15 weight of 9.35%.
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