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 27 ETFs in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap ETF | 0.03% | 213.90B | Jan 2004 | MCDS vs VO | |
| iShares Morningstar Mid-Cap ETF | 0.04% | 1.58B | Jun 2004 | MCDS vs IMCB | |
| iShares Core S&P Mid-Cap ETF | 0.05% | 119.17B | May 2000 | MCDS vs IJH | |
| Vanguard Extended Market ETF | 0.05% | 89.90B | Dec 2001 | MCDS vs VXF | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 0.05% | 17.47B | Nov 2005 | MCDS vs SPMD |
Best Risk-Adjusted Alternatives to MCDS
MCDS has a PortfoliosLab risk / return rank of 55. There are 30 ETFs in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Optimize Strategy Index ETF | 92 | 239.89M | Apr 2024 | MCDS vs OPTZ | |
| Invesco S&P Spin-Off ETF | 89 | 193.13M | Dec 2006 | MCDS vs CSD | |
| Pacer US Export Leaders ETF | 86 | 51.69M | Jul 2018 | MCDS vs PEXL | |
| Counterpoint Quantitative Equity ETF | 80 | 319.02M | Nov 2023 | MCDS vs CPAI | |
| Leuthold Select Industries ETF | 76 | 49.38M | Jan 2025 | MCDS vs LST |
Top Performing MCDS Alternatives (YTD)
MCDS is at 13.38% YTD. There are 34 ETFs in the Mid Cap Blend Equities category with higher YTD returns, going as high as 40.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco S&P Spin-Off ETF | 40.17% | 193.13M | Dec 2006 | MCDS vs CSD | |
| Tema American Reshoring ETF | 34.10% | 274.07M | May 2023 | MCDS vs RSHO | |
| Optimize Strategy Index ETF | 31.19% | 239.89M | Apr 2024 | MCDS vs OPTZ | |
| Castellan Targeted Equity ETF | 29.80% | — | Jun 2025 | MCDS vs CTEF | |
| Counterpoint Quantitative Equity ETF | 28.83% | 319.02M | Nov 2023 | MCDS vs CPAI |
Lowest Volatility Alternatives to MCDS
MCDS has 13.21% 1-year volatility. There are 23 ETFs in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 8.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | 8.80% | 421.80M | Feb 2018 | MCDS vs VFMV | |
| ETC 6 Meridian Low Beta Equity Strategy ETF | 9.53% | 185.97M | May 2020 | MCDS vs SIXL | |
| Invesco Bloomberg MVP Multi-factor ETF | 9.77% | 101.26M | May 2003 | MCDS vs BMVP | |
| Invesco Dynamic Market ETF | 9.77% | 95.10M | May 2003 | MCDS vs PWC | |
| WisdomTree US Multifactor Fund | 10.79% | 352.83M | Jun 2017 | MCDS vs USMF |
Lowest Drawdown Alternatives to MCDS
MCDS has a 1-year max drawdown of -7.47%. There are 16 ETFs in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard U.S. Minimum Volatility ETF | -6.00% | 421.80M | Feb 2018 | MCDS vs VFMV | |
| RiverNorth Patriot ETF | -6.25% | 3.96M | Feb 2022 | MCDS vs FLDZ | |
| SRH U.S. Quality ETF | -6.31% | 170.62M | Oct 2022 | MCDS vs SRHQ | |
| Invesco Bloomberg MVP Multi-factor ETF | -6.45% | 101.26M | May 2003 | MCDS vs BMVP | |
| Invesco Dynamic Market ETF | -6.45% | 95.10M | May 2003 | MCDS vs PWC |
Other ETFs from JPMorgan
The 10 most viewed JPMorgan ETFs shown here include JEPQ, JEPI, JPST and span 11 categories. AUM among these funds goes as high as $45B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| JPMorgan Nasdaq Equity Premium Income ETF | Nasdaq-100, Derivative Income | 76 | 9.42% | 39.63B | May 2022 | MCDS vs JEPQ | |
| JPMorgan Equity Premium Income ETF | Dividend, Derivative Income | 29 | 0.69% | 44.59B | May 2020 | MCDS vs JEPI | |
| JPMorgan Ultra-Short Income ETF | Ultrashort Bond | 99 | 1.38% | 38.40B | May 2017 | MCDS vs JPST | |
| JPMorgan Income ETF | Multisector Bonds | 94 | 1.51% | 9.10B | Oct 2021 | MCDS vs JPIE | |
| JPMorgan Hedged Equity Laddered Overlay ETF | Options Trading | 51 | 2.26% | 4.13B | Sep 2023 | MCDS vs HELO | |
| JPMorgan U.S. Quality Factor ETF | Large Cap Growth Equities | 64 | 14.16% | 8.13B | Nov 2017 | MCDS vs JQUA | |
| JPMorgan U.S. Tech Leaders ETF | Technology Equities | 40 | 21.18% | 4.26B | Oct 2023 | MCDS vs JTEK | |
| J P Morgan Exchange-Traded Fund Trust - Limited Du... | Short-Term Bond | 91 | 1.12% | 3.83B | Feb 1993 | MCDS vs JPLD | |
| JPMorgan U.S. Momentum Factor ETF | Momentum, Large Cap Growth Equities | 82 | 22.57% | 2.40B | Nov 2017 | MCDS vs JMOM | |
| JPMorgan Core Plus Bond ETF | Intermediate Core-Plus Bond | 43 | 0.71% | 12.44B | Jan 2019 | MCDS vs JCPB |
Often Compared With MCDS
Investors most often compare MCDS with IBID, EPU, BNO. These 19 comparison targets span 8 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