MCDS vs OCFS
JPMorgan Fundamental Data Science Mid Core ETF vs Otter Creek Focus Strategy ETF
Which is better, MCDS or OCFS?
Each has led over a different period.
MCDS has a lower expense ratio. MCDS led over 1Y, OCFS over the full window.
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 | OCFS |
|---|---|---|
| Expense Ratio | 0.35%Best | 0.85% |
| AUM | $8M | $6M |
| Dividend Yield | 1.05% | 0.00% |
| Holdings | 208 | 32 |
| Volatility (annualized) | 14.1%Best | 16.2% |
| Max Drawdown | -22.5%Best | -24.6% |
| $10,000 over 1.2 years | $11,424 | $11,639Best |
| Fund Family | J.P. Morgan Asset Management | Otter Creek Advisors |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Aug 7, 2024 | May 17, 2024 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 350 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. MCDS has data through Oct 14, 2026 and OCFS through Oct 29, 2025.
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Aug 8, 2024 to Oct 29, 2025 (1.2 years).
Risk: Volatility and Drawdowns
OCFS has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 14.1% for MCDS. 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 -22.5% for MCDS and -24.6% for OCFS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
MCDS charges 0.35% per year while OCFS charges 0.85%. On a $10,000 position that is $35 vs $85 annually, a gap of $50 per year that compounds over a long holding period. On income, MCDS currently yields 1.05% against 0.00% for OCFS.
You are not choosing between two funds in isolation.
Whichever of MCDS and OCFS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, MCDS or OCFS?
MCDS has an expense ratio of 0.35% while OCFS charges 0.85%. MCDS is the cheaper option, by $50 a year on a $10,000 investment.
Which is riskier, MCDS or OCFS?
OCFS has been the more volatile fund at 16.2% annualized versus 14.1% for MCDS. Worst drawdown: MCDS -22.5% vs OCFS -24.6%.
Should I hold both MCDS and OCFS?
MCDS and OCFS have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, MCDS or OCFS?
MCDS yields 1.05% while OCFS yields 0.00%, so MCDS currently pays the higher dividend yield.
Is OCFS better than MCDS?
MCDS has a lower expense ratio. MCDS led over 1Y, OCFS over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.