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JIRE vs MCDS
JPMorgan International Research Enhanced Equity ETF vs JPMorgan Fundamental Data Science Mid Core ETF
Key differences
- JIRE costs 0.11% less per year.
- JIRE is significantly larger than MCDS — larger funds tend to be more liquid and less likely to close.
- JIRE covers global markets; MCDS covers north america.
- JIRE follows a active selection strategy; MCDS uses index tracking.
- JIRE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JIRE | MCDS | |
|---|---|---|
| Annual cost (TER) | 0.24% | 0.35% |
| Fund size (AUM) | $10.6B | $8M |
| Since | 1992 | 2024 |
| Dividend yield | 2.81% | 1.10% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +21.3% | +20.9% |
| CAGR 3Y | +16.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.81 | N/A |
| Volatility 1Y | 15.65% | 13.36% |
| Max drawdown | -16.11% | -20.53% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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