JPMorgan Fundamental Data Science Mid Core ETF (MCDS) belongs to the Mid Cap Blend Equities category. Below you'll find alternative ETFs from the same category, ranked by key criteria, plus funds that investors commonly compare with MCDS. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MCDS
MCDS charges 0.35% annually. There are 30 ETFs in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.03% | 18.27B | Nov 2005 | MCDS vs SPMD | |
| Vanguard Mid-Cap ETF | 0.03% | 224.00B | Jan 2004 | MCDS vs VO | |
| Schwab US Mid-Cap ETF | 0.04% | 14.50B | Jan 2011 | MCDS vs SCHM | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.66B | Jun 2004 | MCDS vs IMCB | |
| Vanguard Extended Market ETF | 0.05% | 97.70B | Dec 2001 | MCDS vs VXF |
Best Risk-Adjusted Alternatives to MCDS
MCDS has a PortfoliosLab risk / return rank of 71. There are 25 ETFs in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Castellan Targeted Equity ETF | 91 | — | Jun 2025 | MCDS vs CTEF | |
| Counterpoint Quantitative Equity ETF | 88 | 377.71M | Nov 2023 | MCDS vs CPAI | |
| LeaderShares AlphaFactor US Core Equity ETF | 88 | 117.99M | Oct 2018 | MCDS vs LSAF | |
| Invesco S&P Spin-Off ETF | 88 | 225.57M | Dec 2006 | MCDS vs CSD | |
| SRH U.S. Quality ETF | 87 | 170.62M | Oct 2022 | MCDS vs SRHQ |
Top Performing MCDS Alternatives (YTD)
MCDS is at 15.90% YTD. There are 24 ETFs in the Mid Cap Blend Equities category with higher YTD returns, going as high as 33.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Castellan Targeted Equity ETF | 33.99% | — | Jun 2025 | MCDS vs CTEF | |
| Invesco S&P Spin-Off ETF | 33.33% | 225.57M | Dec 2006 | MCDS vs CSD | |
| Counterpoint Quantitative Equity ETF | 26.13% | 377.71M | Nov 2023 | MCDS vs CPAI | |
| Optimize Strategy Index ETF | 24.46% | 239.89M | Apr 2024 | MCDS vs OPTZ | |
| GMO Domestic Resilience ETF | 21.60% | 36.00M | Sep 2025 | MCDS vs DRES |
Lowest Volatility Alternatives to MCDS
MCDS has 13.31% 1-year volatility. There are 21 ETFs in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.97%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Bloomberg MVP Multi-factor ETF | 9.97% | 104.10M | May 2003 | MCDS vs BMVP | |
| Invesco Dynamic Market ETF | 9.97% | 95.10M | May 2003 | MCDS vs PWC | |
| ETC 6 Meridian Low Beta Equity Strategy ETF | 10.43% | 185.97M | May 2020 | MCDS vs SIXL | |
| Indexperts Quality Earnings Focused ETF | 11.02% | 34.97M | Dec 2024 | MCDS vs QIDX | |
| Xtrackers Russell US Multifactor ETF | 11.17% | 300.67M | Nov 2015 | MCDS vs DEUS |
Lowest Drawdown Alternatives to MCDS
MCDS has a 1-year max drawdown of -7.47%. There are 14 ETFs in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SRH U.S. Quality ETF | -6.31% | 170.62M | Oct 2022 | MCDS vs SRHQ | |
| Invesco Bloomberg MVP Multi-factor ETF | -6.45% | 104.10M | May 2003 | MCDS vs BMVP | |
| Invesco Dynamic Market ETF | -6.45% | 95.10M | May 2003 | MCDS vs PWC | |
| WisdomTree US Multifactor Fund | -6.47% | 297.46M | Jun 2017 | MCDS vs USMF | |
| ETC 6 Meridian Low Beta Equity Strategy ETF | -6.52% | 185.97M | May 2020 | MCDS vs SIXL |
Other ETFs from JPMorgan
The 10 most viewed JPMorgan ETFs shown here include JEPQ, JEPI, JPST and span 12 categories. AUM among these funds goes as high as $46B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Nasdaq Equity Premium Income ETF | Nasdaq-100, Derivative Income | 55 | 6.05% | 39.88B | May 2022 | MCDS vs JEPQ | |
| JPMorgan Equity Premium Income ETF | Dividend, Derivative Income | 48 | 4.52% | 45.80B | May 2020 | MCDS vs JEPI | |
| JPMorgan Ultra-Short Income ETF | Ultrashort Bond | 99 | 1.95% | 40.48B | May 2017 | MCDS vs JPST | |
| JPMorgan Income ETF | Multisector Bonds | 95 | 1.77% | 10.22B | Oct 2021 | MCDS vs JPIE | |
| JPMorgan U.S. Quality Factor ETF | Quality Factor, Large Cap Blend Equities | 79 | 14.93% | 8.22B | Nov 2017 | MCDS vs JQUA | |
| JPMorgan Hedged Equity Laddered Overlay ETF | Options Trading | 53 | 3.32% | 4.62B | Sep 2023 | MCDS vs HELO | |
| JPMorgan U.S. Tech Leaders ETF | Technology Equities, Actively Managed | 20 | 4.84% | 4.11B | Oct 2023 | MCDS vs JTEK | |
| JPMorgan U.S. Momentum Factor ETF | Momentum, Large Cap Blend Equities | 75 | 19.05% | 2.50B | Nov 2017 | MCDS vs JMOM | |
| JPMorgan Limited Duration Bond ETF | Short-Term Bond | 94 | 1.57% | 3.95B | Feb 1993 | MCDS vs JPLD | |
| JPMorgan BetaBuilders U.S. Equity ETF | Large Cap Blend Equities | 63 | 9.70% | 8.89B | Mar 2019 | MCDS vs BBUS |
Often Compared With MCDS
Investors most often compare MCDS with IBID, EPU, DBC. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare MCDS with Any Fund or Stock
Compare MCDS with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MCDS with funds that move differently
JPMorgan Fundamental Data Science Mid Core ETF alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MCDS.
Explore MCDS Diversifiers