MCDS vs MMID
JPMorgan Fundamental Data Science Mid Core ETF vs MFS Active Mid Cap ETF
Which is better, MCDS or MMID?
MCDS has been ahead.
MCDS has a lower expense ratio. MCDS led over 1Y and the full window. MCDS is less concentrated, with 14.3% of the fund in its ten largest positions against 16.2%.
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 | MCDS | MMID |
|---|---|---|
| Expense Ratio | 0.35%Best | 0.59% |
| AUM | $8M | $36M |
| Dividend Yield | 1.05% | 0.99% |
| Holdings | 208 | 106 |
| YTD Return | +12.25%Best | +5.51% |
| 1Y Return | +15.68%Best | +6.40% |
| Volatility (annualized) | 11.5% | 10.5%Best |
| Max Drawdown | -7.5%Best | -7.9% |
| $10,000 over 1.1 years | $11,625Best | $10,724 |
| Top 10 Weight | 14.3%Best | 16.2% |
| Fund Family | J.P. Morgan Asset Management | MFS Investment Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Aug 7, 2024 | Sep 24, 2025 |
Not shown on this pair: 3Y Return (annualized), 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 1.1 years row, are measured over the window both funds cover: Sep 24, 2025 to Oct 14, 2026 (1.1 years).
MCDS vs MMID 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 covers the 1.1 years both funds cover.
MCDS vs MMID Performance
JPMorgan Fundamental Data Science Mid Core ETF (MCDS) is an ETF from J.P. Morgan Asset Management and MFS Active Mid Cap ETF (MMID) is an ETF from MFS Investment Management. Over the past year MCDS returned +15.68% while MMID returned +6.40%. Year to date, MCDS is up 12.25% versus a gain of 5.51% for MMID.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
MCDS has been the more volatile fund, with annualized monthly volatility of 11.5% compared with 10.5% for MMID. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -7.5% for MCDS and -7.9% for MMID. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.87. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
MCDS charges 0.35% per year while MMID charges 0.59%. On a $10,000 position that is $35 vs $59 annually, a gap of $24 per year that compounds over a long holding period. On income, MCDS currently yields 1.05% against 0.99% for MMID.
Holdings Overlap
18.1% of MCDS's money is in holdings MMID also owns. 34.7% of MMID's money is in holdings MCDS also owns.
The two portfolios partly overlap.
33 positions in common, counted across the 204 positions we hold weights for in MCDS and 104 in MMID, against full books of 208 and 106.
What only one of them owns
Our book lists 62 positions for MMID that do not appear in our book for MCDS (56.4% of the fund), and 164 for MCDS that do not appear in MMID (78.5%).
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 MCDS | Weight in MMID | Difference |
|---|---|---|---|
| HPEHewlett Packard Enterprise Co | 1.31% | 1.36% | 0.05% |
| WABWestinghouse Air Brake Technologies Corp. | 1.11% | 1.48% | 0.37% |
| LNGCheniere Energy Inc. | 0.83% | 1.70% | 0.87% |
| MTBM&T Bank Corp | 1.04% | 1.25% | 0.21% |
| FANGDiamondback Energy Inc - Common | 0.62% | 1.61% | 0.99% |
| GWWWw Grainger Inc. | 0.64% | 1.45% | 0.81% |
| RJFRaymond James Financial Inc. | 0.95% | 1.09% | 0.14% |
| AEEAmeren Corporation Utilities | 0.74% | 1.13% | 0.39% |
| ENTGEntegris Inc Common Stock Usd 0.01 | 0.56% | 1.28% | 0.72% |
| HIGHartford Financial Services Group Inc. | 0.84% | 0.89% | 0.05% |
34.7% of MMID 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, MCDS or MMID?
MCDS has an expense ratio of 0.35% while MMID charges 0.59%. MCDS is the cheaper option, by $24 a year on a $10,000 investment.
Which performed better, MCDS or MMID?
Over the past year MCDS returned +15.68% vs +6.40% for MMID, so MCDS leads on 1-year performance. Over the longest common window we track (1 years), MCDS annualized +14.67% vs +6.56% for MMID. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, MCDS or MMID?
MCDS has been the more volatile fund at 11.5% annualized versus 10.5% for MMID. Worst drawdown: MCDS -7.5% vs MMID -7.9%.
Should I hold both MCDS and MMID?
MCDS and MMID have a monthly-return correlation of 0.87, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between MCDS and MMID?
34.7% of MMID's money is in holdings MCDS also owns. 34.7% of MMID's is in holdings MCDS also owns. They hold 33 positions in common, counted across the 204 positions we hold weights for in MCDS and 104 in MMID.
Which pays a higher dividend, MCDS or MMID?
MCDS yields 1.05% while MMID yields 0.99%, so MCDS currently pays the higher dividend yield.
Is MMID better than MCDS?
MCDS has a lower expense ratio. MCDS led over 1Y and the full window. MCDS is less concentrated, with 14.3% of the fund in its ten largest positions against 16.2%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.