AEMC vs MCDS
Harbor AlphaEdge Mid Cap Core ETF vs JPMorgan Fundamental Data Science Mid Core ETF
Which is better, AEMC or MCDS?
AEMC and MCDS are close on what we can measure.
MCDS is less concentrated, with 14.3% of the fund in its ten largest positions against 27.0%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AEMC | MCDS |
|---|---|---|
| Expense Ratio | 0.35%Tie | 0.35%Tie |
| AUM | $2M | $8M |
| Dividend Yield | 0.00% | 1.05% |
| Holdings | 198 | 208 |
| YTD Return | -1.35% | +12.25%Best |
| 1Y Return | - | +15.68% |
| Top 10 Weight | 27.0% | 14.3%Best |
| Fund Family | Harbor Funds | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Aug 26, 2026 | Aug 7, 2024 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.
AEMC vs MCDS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
AEMC vs MCDS Performance
Harbor AlphaEdge Mid Cap Core ETF (AEMC) is an ETF from Harbor Funds and JPMorgan Fundamental Data Science Mid Core ETF (MCDS) is an ETF from J.P. Morgan Asset Management. Year to date, AEMC is down 1.35% versus a gain of 12.25% for MCDS.
Past performance does not guarantee future results.
Fees and Cost Over Time
AEMC charges 0.35% per year while MCDS charges 0.35%. On a $10,000 position that is $35 vs $35 annually. On income, AEMC currently yields 0.00% against 1.05% for MCDS.
Holdings Overlap
36.8% of AEMC's money is in holdings MCDS also owns. 19.6% of MCDS's money is in holdings AEMC also owns.
The two portfolios partly overlap.
33 positions in common, counted across the 111 positions we hold weights for in AEMC and 204 in MCDS, against full books of 198 and 208.
What only one of them owns
Our book lists 165 positions for MCDS that do not appear in our book for AEMC (77.8% of the fund), and 76 for AEMC that do not appear in MCDS (62.3%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in AEMC | Weight in MCDS | Difference |
|---|---|---|---|
| MPCMarathon Petroleum Corp | 4.08% | 1.72% | 2.36% |
| FIXComfort Systems USA Inc. | 3.13% | 0.73% | 2.40% |
| STTState Street Corp. | 2.58% | 1.20% | 1.38% |
| IEXIdex Corp Common Stock Usd 0.01 | 2.79% | 0.58% | 2.21% |
| AMEAmetek Inc | 2.17% | 0.86% | 1.31% |
| GRMNGarminltd. | 1.82% | 0.80% | 1.02% |
| TERTeradyne Inc - Common | 1.47% | 0.94% | 0.53% |
| HPEHewlett Packard Enterprise Co | 0.96% | 1.31% | 0.35% |
| 0RMV:LNTechnipfmc Plc Ordinary Shares | 1.32% | 0.87% | 0.45% |
| MANHManhattan Associates Inc | 1.82% | 0.36% | 1.46% |
36.8% of AEMC is already inside MCDS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AEMC or MCDS?
AEMC has an expense ratio of 0.35% while MCDS charges 0.35%. At the precision these are quoted to, they cost the same.
What is the holdings overlap between AEMC and MCDS?
36.8% of AEMC's money is in holdings MCDS also owns. 19.6% of MCDS's is in holdings AEMC also owns. They hold 33 positions in common, counted across the 111 positions we hold weights for in AEMC and 204 in MCDS.
Which pays a higher dividend, AEMC or MCDS?
AEMC yields 0.00% while MCDS yields 1.05%, so MCDS currently pays the higher dividend yield.
Is MCDS better than AEMC?
MCDS is less concentrated, with 14.3% of the fund in its ten largest positions against 27.0%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.