ANEW vs MCDS
Comparison between PROSHARES MSCI TRANSFORMATIONAL CHANGES ETF (ANEW, ETF) and JPMORGAN FUNDAMENTAL DATA SCIENCE MID CORE ETF (MCDS, ETF).
ANEW vs MCDS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ANEW
$7.70M
Winner
MCDS
$7.80M
Expense Ratio
ANEW
0.45%
Winner
MCDS
0.35%
Max Drawdown
ANEW
39.94%
Winner
MCDS
23.00%
Sharpe Ratio
ANEW
-0.00
Winner
MCDS
1.17
5Y Beta
ANEW
0.92
Winner
MCDS
0.90
P/E Ratio
ANEW
N/A
MCDS
25.87
Forward P/E
ANEW
N/A
MCDS
18.35
PEG Ratio
ANEW
N/A
MCDS
0.08
5Y Dividends CAGR
ANEW
76.84%
MCDS
N/A
5Y EPS CAGR
ANEW
N/A
MCDS
14.81%
Debt to Equity
ANEW
N/A
MCDS
37.67%
P/S Ratio
ANEW
N/A
MCDS
1.78
P/B Ratio
ANEW
N/A
MCDS
3.40
ANEW vs MCDS - Holdings Comparison
ANEW and MCDS have 8 common holdings. Overlap is 1.09%
ANEW's top 25 holdings weight is 41.46%. MCDS's top 25 holdings weight is 30.93%.
| Rank | ANEW | MCDS |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 2.24% | JPMORGAN PRIME MONEY MARKET IM (JIMXX) - 4.12% |
| #2 | NASPERS LTD CLASS N (n/a) - 2.05% | WESTERN DIGITAL CORP (WDC) - 2.37% |
| #3 | MICROSOFT CORP (MSFT) - 2.03% | HOWMET AEROSPACE INC (HWM) - 1.55% |
| #4 | APPLE INC (AAPL) - 2.02% | QUANTA SERVICES INC (PWR) - 1.40% |
| #5 | DANAHER CORP (DHR) - 2.02% | TERADYNE INC (TER) - 1.31% |
| #6 | TENCENT HOLDINGS LTD (n/a) - 2.02% | STATE STREET CORP (STT) - 1.20% |
| #7 | ELI LILLY AND CO (LLY) - 2.01% | ROSS STORES INC (ROST) - 1.18% |
| #8 | DEERE & CO (DE) - 2.00% | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.17% |
| #9 | ADOBE INC (ADBE) - 1.97% | MARATHON PETROLEUM CORP (MPC) - 1.10% |
| #10 | SYMRISE AG (n/a) - 1.96% | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP (WAB) - 1.06% |
| #11 | GIVAUDAN SA (n/a) - 1.95% | DOVER CORP (DOV) - 1.04% |
| #12 | INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) - 1.95% | ON SEMICONDUCTOR CORP (ON) - 1.03% |
| #13 | DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.94% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.02% |
| #14 | NVIDIA CORP (NVDA) - 1.94% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.01% |
| #15 | ABBVIE INC (ABBV) - 1.93% | JB HUNT TRANSPORT SERVICES INC (JBHT) - 1.01% |
| #16 | META PLATFORMS INC CLASS A (META) - 1.91% | CARDINAL HEALTH INC (CAH) - 1.00% |
| #17 | AMAZON.COM INC (AMZN) - 1.89% | M&T BANK CORP (MTB) - 0.96% |
| #18 | n/a (n/a) - 1.89% | CMS ENERGY CORP (CMS) - 0.96% |
| #19 | ABBOTT LABORATORIES (ABT) - 1.88% | CIENA CORP (CIEN) - 0.96% |
| #20 | EDWARDS LIFESCIENCES CORP (EW) - 1.88% | ENTERGY CORP (ETR) - 0.94% |
| #21 | SNAP INC CLASS A (SNAP) - 0.41% | XCEL ENERGY INC (XEL) - 0.93% |
| #22 | KAKAO CORP (n/a) - 0.40% | TD SYNNEX CORP (SNX) - 0.91% |
| #23 | n/a (n/a) - 0.40% | NORTHERN TRUST CORP (NTRS) - 0.90% |
| #24 | KONAMI GROUP CORP (n/a) - 0.39% | LOEWS CORP (L) - 0.90% |
| #25 | REA GROUP LTD (n/a) - 0.38% | CORNING INC (GLW) - 0.90% |
| Total Holdings | 125 | 189 |
ANEW vs MCDS - Historical Returns
Returns include dividend reinvestment.
1M
ANEW
+1.10%
Winner
MCDS
+3.69%
3M
ANEW
+6.59%
Winner
MCDS
+13.17%
6M
ANEW
-0.25%
Winner
MCDS
+12.87%
1Y
ANEW
+2.56%
Winner
MCDS
+21.80%
5Y(CAGR)
ANEW
+3.07%
MCDS
N/A
Max(CAGR)
ANEW
+4.86%
Winner
MCDS
+16.73%
ANEW vs MCDS - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | ANEW | MCDS |
|---|---|---|
| 2026 | -0.37% | +12.67% |
| 2025 | +12.15% | +6.80% |
| 2024 | +20.74% | +9.82% |
| 2023 | +22.57% | N/A |
| 2022 | -29.53% | N/A |
| 2021 | +7.67% | N/A |
| 2020 | +5.77% | N/A |
ANEW vs MCDS Drawdown Comparison
The maximum drawdown for ANEW was -39.87%, occurring on Oct 14, 2022. Recovery took 815 trading sessions.
The maximum drawdown for MCDS was -22.51%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.
The current ANEW drawdown is -4.88%.
| Rank | ANEW | MCDS |
|---|---|---|
| #1 | -39.87% Sep 7, 2021 - Dec 3, 2024 | -22.51% Nov 25, 2024 - Dec 11, 2025 |
| #2 | -20.26% Feb 19, 2025 - Jun 26, 2025 | -7.47% Feb 26, 2026 - Apr 14, 2026 |
| #3 | -16.12% Oct 27, 2025 - Mar 30, 2026 | -3.57% Aug 30, 2024 - Sep 17, 2024 |
| #4 | -13.59% Feb 12, 2021 - Aug 25, 2021 | -3.20% May 6, 2026 - May 26, 2026 |
| #5 | -7.44% Oct 16, 2020 - Nov 5, 2020 | -2.61% Jun 4, 2026 - Jun 12, 2026 |
| #6 | -4.56% Dec 9, 2024 - Jan 22, 2025 | -2.24% Nov 11, 2024 - Nov 21, 2024 |
| #7 | -3.55% Nov 5, 2020 - Nov 27, 2020 | -2.17% Jan 15, 2026 - Feb 6, 2026 |
| #8 | -3.46% Oct 8, 2025 - Oct 27, 2025 | -2.09% Oct 18, 2024 - Nov 6, 2024 |
| #9 | -3.45% Jul 25, 2025 - Aug 22, 2025 | -1.81% Dec 11, 2025 - Jan 5, 2026 |
| #10 | -3.03% Jan 25, 2021 - Feb 2, 2021 | -1.72% Apr 20, 2026 - Apr 30, 2026 |
| #11 | -2.01% Sep 22, 2025 - Oct 2, 2025 | -1.49% Feb 20, 2026 - Feb 26, 2026 |
| #12 | -1.68% Aug 22, 2025 - Sep 8, 2025 | -1.28% Sep 30, 2024 - Oct 11, 2024 |
| #13 | -1.32% Dec 8, 2020 - Dec 15, 2020 | -1.18% Feb 10, 2026 - Feb 18, 2026 |
| #14 | -1.25% Jan 8, 2021 - Jan 19, 2021 | -1.05% Jan 6, 2026 - Jan 14, 2026 |
| #15 | -1.24% Jul 3, 2025 - Jul 22, 2025 | -0.67% Sep 24, 2024 - Sep 27, 2024 |
Correlation
Correlation between ANEW and MCDS is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.58
-101
Dividend Comparison (2020 - 2026)
ANEW vs MCDS dividend yield comparison.
| Year | ANEW | MCDS |
|---|---|---|
| 2026 | 0.09% | 0.11% |
| 2025 | 0.54% | 1.23% |
| 2024 | 1.08% | 0.64% |
| 2023 | 0.87% | 0.00% |
| 2022 | 1.05% | 0.00% |
| 2021 | 0.24% | 0.00% |
| 2020 | 0.04% | 0.00% |
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