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. MCDS's top 3 sector exposures are Finance, Industrials and Technology. In contrast, IWR's top sector exposures are 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 13.2% year-to-date (YTD) with +$1M in YTD flows. IWR performs better with 13.84% YTD performance, and +$2.59B 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 09/17/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MCDS IWR | -5.80%-4.53% | -0.35%+1.44% | +13.20%+13.84% | +15.46%+14.65% | n/a+58.47% | n/a+45.23% |
| Flows | MCDS IWR | +$1M-$54M | +$1M-$708M | +$1M+$2.59B | +$1M+$4.26B | -+$10.14B | -+$12.02B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MCDS IWR | +10.51%+10.90% | +13.18%+13.69% | n/a+15.94% | n/a+18.28% |
| Max drawdown | MCDS IWR | -6.90%-5.82% | -7.49%-8.16% | n/a-21.08% | n/a-26.20% |
| Max drawdown duration | MCDS IWR | 32d32d | 46d49d | n/a239d | n/a854d |
Trading data
MCDS | IWR | |
Last sale 9/18/2026 at 1:30 PM | $65.79 | $108.21 |
| Previous close 09/17/2026 | $66.01 | $108.71 |
| Consolidated volume 09/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 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 9/18/2026 at 1:30 PM
Live
Closed
MCDS | IWR | |
|---|---|---|
| Last price | $65.79 | $108.21 |
| 1D performance | -0.32% | -0.46% |
| AuM | $9.24 M | $55.21 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 | 202 | 812 |
| 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
96.81%
Other
3.19%
IWR
USA
96.23%
Other
3.77%
Sectors
MCDS
Finance
21.87%
Industrials
16.39%
Technology
16.05%
Healthcare
10.7%
Other
34.99%
IWR
Finance
22.01%
Technology
15.73%
Industrials
14.33%
Healthcare
11.14%
Other
36.79%
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Diversification
MCDS
Total weight of top 15 holdings out of 15
15.97%
IWR
Total weight of top 15 holdings out of 15
8.16%
Top 15 holdings
Data as of July 31, 2026
MCDS
Marathon Petroleum Corp.
1.39%
Westinghouse Air Brake Technologies Corp.
1.23%
State Street Corp.
1.21%
Hewlett Packard Enterprise Co.
1.17%
Cardinal Health, Inc.
1.15%
M&T Bank Corp.
1.11%
Dover Corp.
0.99%
Raymond James Financial, Inc.
0.99%
Loews Corp.
0.98%
Teradyne, Inc.
0.98%
Arch Capital Group Ltd.
0.97%
Performance Food Group Co.
0.96%
CMS Energy Corp.
0.96%
Entergy Corp.
0.96%
Quest Diagnostics, Inc.
0.94%
IWR
Snowflake, Inc.
0.72%
Marathon Petroleum Corp.
0.67%
Cloudflare, Inc.
0.65%
Datadog, Inc.
0.64%
Phillips 66
0.61%
Royal Caribbean Group
0.59%
Simon Property Group, Inc.
0.53%
Digital Realty Trust, Inc.
0.51%
The Allstate Corp.
0.49%
United Rentals, Inc.
0.48%
Robinhood Markets, Inc.
0.48%
Hewlett Packard Enterprise Co.
0.45%
Kinder Morgan, Inc.
0.45%
Warner Bros. Discovery, Inc.
0.44%
Realty Income Corp.
0.44%
Frequently asked questions about MCDS and IWR
How have the MCDS and IWR ETFs performed in 2026?
As of September 17, 2026, MCDS is up 13.2% year-to-date (YTD), while IWR has returned 13.84%. 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 +$1M in flows, compared to +$2.59B for IWR.
Which ETF is more volatile: MCDS or IWR?
Over the past year, MCDS had a volatility of 13.18%, while IWR experienced 13.69%.
Which ETF is bigger: MCDS or IWR?
As of September 17, 2026, MCDS holds $9.24 M in assets under management (AUM), while IWR manages $55.21 B.
What sectors do the MCDS and IWR ETFs invest in?
MCDS leans toward sectors like Finance, Industrials and Technology. 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., Westinghouse Air Brake Technologies Corp. and State Street Corp.. IWR holds in its top three: Snowflake, Inc., Marathon Petroleum Corp. and Cloudflare, Inc..
Which ETF is more diversified: MCDS or IWR?
MCDS holds 202 securities with 15.97% of its assets in the top 15. IWR has 823 securities and a top 15 weight of 8.16%.
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