AFMC vs. IMCG ETF Comparison
Comparison of Active Factor Mid Cap ETF (AFMC) to iShares Morningstar Mid-Cap Growth ETF (IMCG)
AFMC
Active Factor Mid Cap ETF
AFMC Description
The investment seeks to provide capital appreciation. Under normal market conditions, the fund will invest at least 80% of its net assets (including investment borrowings) in U.S.-listed equity securities issued by mid capitalization companies. The manager defines mid capitalization companies as those that, at the time of investment, have a market capitalization between the minimum and maximum market capitalization of a widely recognized index of mid capitalization companies based upon the composition of the index at the time of investment. It is non-diversified.
Grade (RS Rating)
Last Trade
$32.03
Average Daily Volume
15,161
Number of Holdings
*
242
* may have additional holdings in another (foreign) market
IMCG
iShares Morningstar Mid-Cap Growth ETF
IMCG Description
The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Growth IndexSM composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.Grade (RS Rating)
Last Trade
$72.53
Average Daily Volume
96,603
Number of Holdings
*
299
* may have additional holdings in another (foreign) market
Performance
| Period | AFMC | IMCG |
|---|---|---|
| 30 Days | 1.23% | 1.83% |
| 60 Days | 6.74% | 8.48% |
| 90 Days | 9.84% | 6.80% |
| 12 Months | 36.13% | 28.17% |
37 Overlapping Holdings
| Symbol | Grade | Weight in AFMC | Weight in IMCG | Overlap | |
|---|---|---|---|---|---|
| AOS | B | 0.12% | 0.13% | 0.12% | |
| BLD | C | 0.16% | 0.14% | 0.14% | |
| BLDR | B | 0.67% | 0.21% | 0.21% | |
| CASY | D | 0.13% | 0.18% | 0.13% | |
| CNM | F | 0.76% | 0.15% | 0.15% | |
| CPT | C | 0.1% | 0.11% | 0.1% | |
| CSL | A | 0.85% | 0.38% | 0.38% | |
| DECK | C | 0.48% | 0.43% | 0.43% | |
| DKS | D | 0.34% | 0.1% | 0.1% | |
| DVA | B | 0.06% | 0.07% | 0.06% | |
| EME | C | 1.15% | 0.38% | 0.38% | |
| ERIE | A | 0.87% | 0.24% | 0.24% | |
| FFIV | C | 0.55% | 0.1% | 0.1% | |
| FICO | C | 0.56% | 0.89% | 0.56% | |
| FIX | B | 0.91% | 0.26% | 0.26% | |
| GDDY | D | 1.02% | 0.4% | 0.4% | |
| INCY | B | 0.28% | 0.11% | 0.11% | |
| JBL | D | 0.69% | 0.13% | 0.13% | |
| LECO | F | 0.08% | 0.2% | 0.08% | |
| LII | C | 0.76% | 0.36% | 0.36% | |
| MANH | C | 0.3% | 0.31% | 0.3% | |
| MEDP | F | 0.45% | 0.17% | 0.17% | |
| MOH | D | 0.4% | 0.21% | 0.21% | |
| NBIX | F | 0.21% | 0.22% | 0.21% | |
| NRG | A | 0.99% | 0.12% | 0.12% | |
| NTAP | D | 0.64% | 0.25% | 0.25% | |
| NVT | D | 0.26% | 0.22% | 0.22% | |
| PHM | A | 0.64% | 0.24% | 0.24% | |
| RPM | C | 0.4% | 0.2% | 0.2% | |
| SNA | B | 0.39% | 0.09% | 0.09% | |
| TOL | A | 1.51% | 0.11% | 0.11% | |
| TPL | B | 0.58% | 0.34% | 0.34% | |
| TTEK | B | 0.31% | 0.23% | 0.23% | |
| UHS | D | 0.57% | 0.12% | 0.12% | |
| VST | A | 1.2% | 0.41% | 0.41% | |
| WSM | C | 0.88% | 0.22% | 0.22% | |
| WSO | B | 0.37% | 0.32% | 0.32% |
AFMC Overweight 205 Positions Relative to IMCG
| Symbol | Grade | Weight | |
|---|---|---|---|
| UTHR | B | 1.58% | |
| SFM | A | 1.55% | |
| THC | C | 1.27% | |
| KBH | C | 1.22% | |
| MTG | B | 1.17% | |
| ORI | A | 1.14% | |
| AYI | A | 1.03% | |
| ALSN | A | 0.98% | |
| ACT | C | 0.96% | |
| ESNT | C | 0.95% | |
| MLI | B | 0.94% | |
| COKE | B | 0.93% | |
| INGR | A | 0.9% | |
| HIW | C | 0.83% | |
| TMHC | B | 0.81% | |
| RDN | D | 0.81% | |
| UNM | A | 0.8% | |
| IBOC | D | 0.75% | |
| IDCC | A | 0.75% | |
| GLPI | B | 0.75% | |
| WPC | C | 0.75% | |
| OC | B | 0.74% | |
| CW | A | 0.73% | |
| CACI | A | 0.7% | |
| TXRH | B | 0.69% | |
| CVLT | C | 0.65% | |
| SF | A | 0.63% | |
| FHI | C | 0.63% | |
| NXST | D | 0.63% | |
| AMG | C | 0.62% | |
| JXN | B | 0.62% | |
| OHI | C | 0.61% | |
| BERY | C | 0.61% | |
| ONTO | C | 0.6% | |
| G | A | 0.6% | |
| SNX | C | 0.59% | |
| CRUS | D | 0.59% | |
| MUSA | D | 0.59% | |
| HRB | C | 0.58% | |
| WBS | D | 0.58% | |
| CMC | C | 0.57% | |
| PRI | A | 0.56% | |
| NFG | A | 0.56% | |
| CHRD | F | 0.55% | |
| TPR | B | 0.55% | |
| MTH | B | 0.55% | |
| CUZ | C | 0.55% | |
| NYT | B | 0.55% | |
| EXP | C | 0.55% | |
| ENS | C | 0.54% | |
| SBRA | C | 0.53% | |
| DINO | F | 0.53% | |
| BRBR | B | 0.53% | |
| PSN | A | 0.52% | |
| DBX | C | 0.52% | |
| HALO | D | 0.51% | |
| CRS | B | 0.49% | |
| BCC | B | 0.48% | |
| TGNA | B | 0.48% | |
| ACIW | A | 0.48% | |
| CHE | B | 0.47% | |
| JLL | B | 0.47% | |
| AGCO | D | 0.47% | |
| MAN | D | 0.47% | |
| SANM | D | 0.46% | |
| NVST | D | 0.46% | |
| PPC | A | 0.46% | |
| AMR | F | 0.46% | |
| PK | D | 0.46% | |
| CBSH | D | 0.45% | |
| KMT | C | 0.45% | |
| RGLD | C | 0.44% | |
| HNI | B | 0.44% | |
| BTU | B | 0.44% | |
| LAMR | C | 0.43% | |
| NTCT | C | 0.43% | |
| DDS | D | 0.42% | |
| GMED | D | 0.42% | |
| PINC | F | 0.41% | |
| ARW | C | 0.41% | |
| GHC | B | 0.41% | |
| PVH | F | 0.41% | |
| ASO | D | 0.4% | |
| GEF | C | 0.39% | |
| WFRD | F | 0.39% | |
| AIZ | A | 0.38% | |
| TEX | F | 0.38% | |
| ANF | D | 0.38% | |
| LNTH | C | 0.36% | |
| EPR | C | 0.36% | |
| JAZZ | F | 0.36% | |
| UFPI | B | 0.35% | |
| SAIC | B | 0.35% | |
| RS | D | 0.34% | |
| ADC | B | 0.34% | |
| STLD | C | 0.33% | |
| BYD | C | 0.33% | |
| FSS | B | 0.32% | |
| APPF | C | 0.32% | |
| GAP | F | 0.32% | |
| HOG | C | 0.31% | |
| IBP | C | 0.31% | |
| CSWI | B | 0.31% | |
| COLB | C | 0.3% | |
| NSA | C | 0.3% | |
| OLN | D | 0.3% | |
| EXEL | C | 0.3% | |
| PBF | F | 0.3% | |
| HWC | D | 0.3% | |
| AN | B | 0.29% | |
| AVT | B | 0.29% | |
| BDC | B | 0.29% | |
| CR | C | 0.28% | |
| CTRE | B | 0.28% | |
| CHRW | A | 0.28% | |
| SSB | C | 0.28% | |
| RL | B | 0.27% | |
| EHC | B | 0.27% | |
| ATKR | F | 0.26% | |
| CROX | C | 0.26% | |
| CNA | D | 0.26% | |
| LEA | F | 0.26% | |
| WWD | B | 0.26% | |
| MSM | D | 0.26% | |
| GPI | C | 0.25% | |
| CRI | D | 0.25% | |
| TDC | D | 0.25% | |
| FHN | D | 0.25% | |
| LPX | A | 0.24% | |
| HST | D | 0.24% | |
| LOPE | D | 0.24% | |
| ENSG | D | 0.24% | |
| WCC | C | 0.23% | |
| JHG | C | 0.23% | |
| BWA | C | 0.23% | |
| CATY | D | 0.22% | |
| ZD | D | 0.22% | |
| ESAB | C | 0.21% | |
| NAVI | D | 0.21% | |
| ADNT | D | 0.21% | |
| L | D | 0.21% | |
| VMI | B | 0.21% | |
| CLF | D | 0.2% | |
| NEU | F | 0.2% | |
| SJM | B | 0.2% | |
| JWN | D | 0.2% | |
| CRVL | C | 0.2% | |
| OZK | F | 0.19% | |
| AIT | A | 0.19% | |
| HPP | F | 0.19% | |
| HOMB | D | 0.18% | |
| NUS | F | 0.18% | |
| PRGO | F | 0.18% | |
| ABG | D | 0.17% | |
| APLE | D | 0.17% | |
| VSH | F | 0.17% | |
| DXC | D | 0.17% | |
| OPCH | D | 0.17% | |
| M | F | 0.16% | |
| NSIT | C | 0.15% | |
| ATR | A | 0.15% | |
| AEO | C | 0.15% | |
| AMN | F | 0.15% | |
| SM | F | 0.15% | |
| ZION | D | 0.14% | |
| CNXC | F | 0.12% | |
| CAH | B | 0.12% | |
| TPH | B | 0.12% | |
| OGN | D | 0.11% | |
| BOX | C | 0.11% | |
| CUBE | C | 0.11% | |
| BPMC | F | 0.1% | |
| ELF | F | 0.1% | |
| SKX | C | 0.09% | |
| HSIC | C | 0.09% | |
| VNT | F | 0.09% | |
| EQH | C | 0.09% | |
| APA | F | 0.09% | |
| OSCR | C | 0.09% | |
| ITT | B | 0.09% | |
| BRX | B | 0.08% | |
| ITRI | C | 0.08% | |
| HLI | B | 0.08% | |
| WU | D | 0.08% | |
| ASGN | D | 0.08% | |
| DCI | B | 0.08% | |
| UGI | C | 0.07% | |
| PDCO | F | 0.07% | |
| ZETA | B | 0.07% | |
| ACLS | F | 0.07% | |
| TAP | D | 0.07% | |
| HAE | D | 0.07% | |
| MMSI | C | 0.06% | |
| DOCS | B | 0.06% | |
| CACC | F | 0.05% | |
| AWI | A | 0.05% | |
| SPSC | D | 0.05% | |
| SMAR | A | 0.05% | |
| PBH | D | 0.05% | |
| LEVI | B | 0.04% | |
| BMI | A | 0.04% | |
| IART | F | 0.02% | |
| NNN | A | 0.0% | |
| VRNS | C | 0.0% | |
| PI | B | 0.0% |
AFMC Underweight 262 Positions Relative to IMCG
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | C | -1.38% | |
| ADSK | C | -1.06% | |
| HLT | B | -1.02% | |
| WDAY | D | -0.98% | |
| AZO | D | -0.96% | |
| ROST | C | -0.94% | |
| FTNT | C | -0.93% | |
| TTD | C | -0.91% | |
| GWW | A | -0.86% | |
| CPRT | B | -0.84% | |
| MSCI | B | -0.81% | |
| DASH | B | -0.8% | |
| PAYX | A | -0.8% | |
| PWR | B | -0.79% | |
| IDXX | D | -0.78% | |
| MPWR | C | -0.77% | |
| A | B | -0.76% | |
| EW | F | -0.75% | |
| FAST | C | -0.75% | |
| HWM | A | -0.74% | |
| IR | B | -0.73% | |
| CARR | C | -0.73% | |
| IT | C | -0.73% | |
| AME | D | -0.73% | |
| HES | D | -0.7% | |
| SYY | B | -0.7% | |
| DLR | C | -0.7% | |
| VRSK | D | -0.7% | |
| ODFL | D | -0.69% | |
| SQ | D | -0.69% | |
| YUM | B | -0.68% | |
| EFX | D | -0.68% | |
| RMD | C | -0.67% | |
| NEM | C | -0.66% | |
| GEV | A | -0.65% | |
| VRT | B | -0.64% | |
| ALNY | B | -0.64% | |
| MLM | D | -0.63% | |
| DDOG | D | -0.63% | |
| VMC | D | -0.62% | |
| COIN | F | -0.62% | |
| XYL | B | -0.6% | |
| WAB | A | -0.59% | |
| CSGP | F | -0.59% | |
| VEEV | C | -0.59% | |
| AMP | A | -0.57% | |
| ROK | D | -0.56% | |
| MTD | B | -0.56% | |
| CDW | D | -0.56% | |
| ARES | B | -0.54% | |
| JCI | B | -0.54% | |
| LULU | D | -0.54% | |
| CMI | B | -0.53% | |
| RCL | C | -0.53% | |
| ANSS | D | -0.52% | |
| DXCM | F | -0.52% | |
| AXON | A | -0.52% | |
| IQV | F | -0.52% | |
| PSA | C | -0.51% | |
| HUBS | D | -0.5% | |
| APP | B | -0.49% | |
| TEAM | D | -0.48% | |
| SBAC | B | -0.48% | |
| CHD | B | -0.47% | |
| FSLR | C | -0.46% | |
| BRO | A | -0.46% | |
| NET | D | -0.46% | |
| URI | B | -0.46% | |
| TEL | D | -0.45% | |
| RBLX | C | -0.45% | |
| EA | D | -0.45% | |
| TYL | C | -0.45% | |
| TTWO | F | -0.45% | |
| BR | B | -0.45% | |
| FCNCA | D | -0.45% | |
| STE | D | -0.44% | |
| TRV | C | -0.44% | |
| OTIS | A | -0.43% | |
| WST | D | -0.42% | |
| CBRE | A | -0.42% | |
| HUBB | A | -0.42% | |
| SMCI | F | -0.42% | |
| STZ | B | -0.4% | |
| ILMN | C | -0.39% | |
| ALL | C | -0.39% | |
| PTC | D | -0.39% | |
| COR | F | -0.39% | |
| D | A | -0.39% | |
| TSCO | A | -0.39% | |
| DFS | C | -0.38% | |
| TRU | C | -0.38% | |
| INVH | D | -0.38% | |
| EL | D | -0.37% | |
| MDB | D | -0.37% | |
| CPNG | C | -0.36% | |
| FTV | B | -0.35% | |
| CTVA | B | -0.34% | |
| DOV | C | -0.34% | |
| BKR | B | -0.34% | |
| FDS | C | -0.33% | |
| O | A | -0.33% | |
| PCG | B | -0.33% | |
| GRMN | D | -0.32% | |
| LVS | B | -0.32% | |
| IRM | B | -0.32% | |
| BURL | D | -0.32% | |
| SUI | C | -0.32% | |
| MCHP | F | -0.32% | |
| PODD | C | -0.31% | |
| KMB | B | -0.31% | |
| ZS | F | -0.3% | |
| HSY | D | -0.3% | |
| HEI | C | -0.3% | |
| CPAY | A | -0.3% | |
| AVB | C | -0.3% | |
| GEHC | B | -0.3% | |
| LPLA | D | -0.3% | |
| FWONK | D | -0.3% | |
| DD | B | -0.3% | |
| DOW | B | -0.29% | |
| VLTO | C | -0.29% | |
| LYV | A | -0.29% | |
| MSTR | C | -0.29% | |
| BAH | A | -0.29% | |
| PSTG | F | -0.29% | |
| NTRA | B | -0.29% | |
| VRSN | C | -0.29% | |
| COO | C | -0.29% | |
| ENPH | D | -0.29% | |
| IEX | D | -0.29% | |
| NTNX | D | -0.28% | |
| AWK | C | -0.27% | |
| DPZ | D | -0.27% | |
| KDP | C | -0.27% | |
| WTW | A | -0.27% | |
| ROL | B | -0.27% | |
| TW | A | -0.26% | |
| TRGP | C | -0.26% | |
| HAL | F | -0.26% | |
| IBKR | A | -0.26% | |
| DT | C | -0.26% | |
| RJF | B | -0.26% | |
| GGG | B | -0.26% | |
| ZBRA | C | -0.26% | |
| BMRN | F | -0.25% | |
| EXR | C | -0.25% | |
| DELL | D | -0.25% | |
| ACGL | A | -0.25% | |
| DAL | B | -0.25% | |
| JKHY | A | -0.24% | |
| AMH | D | -0.24% | |
| WAT | B | -0.24% | |
| FND | B | -0.24% | |
| EQT | C | -0.24% | |
| CLX | B | -0.24% | |
| EXAS | C | -0.24% | |
| NDSN | B | -0.24% | |
| OKTA | F | -0.23% | |
| ALGN | D | -0.23% | |
| WING | B | -0.23% | |
| TECH | B | -0.23% | |
| J | D | -0.23% | |
| LNG | D | -0.23% | |
| MKL | B | -0.23% | |
| CLH | C | -0.23% | |
| SRPT | F | -0.22% | |
| HOOD | C | -0.22% | |
| EBAY | A | -0.22% | |
| DOCU | B | -0.22% | |
| PPG | D | -0.22% | |
| PFGC | B | -0.22% | |
| KEYS | C | -0.22% | |
| BALL | B | -0.22% | |
| MKC | B | -0.21% | |
| GPN | F | -0.21% | |
| HEI | C | -0.21% | |
| KIM | C | -0.21% | |
| PNR | A | -0.21% | |
| NDAQ | C | -0.21% | |
| SAIA | D | -0.21% | |
| EQR | C | -0.2% | |
| TWLO | C | -0.2% | |
| AVTR | D | -0.2% | |
| WMS | D | -0.2% | |
| SNAP | D | -0.2% | |
| ON | F | -0.2% | |
| TDY | B | -0.2% | |
| ZBH | F | -0.2% | |
| PINS | D | -0.19% | |
| ENTG | D | -0.19% | |
| DRI | C | -0.19% | |
| DKNG | D | -0.19% | |
| WRB | B | -0.19% | |
| LW | D | -0.18% | |
| MRNA | F | -0.18% | |
| TRMB | B | -0.18% | |
| CHDN | D | -0.18% | |
| TER | D | -0.18% | |
| DAY | C | -0.17% | |
| ESS | C | -0.17% | |
| ULTA | D | -0.17% | |
| EXPE | B | -0.17% | |
| TSN | D | -0.16% | |
| ACM | B | -0.16% | |
| UDR | C | -0.16% | |
| MORN | C | -0.16% | |
| LDOS | A | -0.16% | |
| JBHT | D | -0.16% | |
| AVY | B | -0.16% | |
| PAYC | D | -0.16% | |
| XPO | F | -0.16% | |
| VTR | B | -0.16% | |
| MAS | A | -0.15% | |
| GEN | A | -0.15% | |
| CINF | A | -0.15% | |
| ELS | D | -0.15% | |
| TXT | D | -0.15% | |
| GPC | D | -0.15% | |
| APTV | D | -0.15% | |
| CMS | A | -0.14% | |
| ALLE | A | -0.14% | |
| LUV | C | -0.14% | |
| SWK | A | -0.14% | |
| WYNN | B | -0.14% | |
| CE | D | -0.14% | |
| AKAM | D | -0.13% | |
| MAA | C | -0.13% | |
| CTRA | D | -0.13% | |
| USFD | C | -0.13% | |
| SCI | C | -0.12% | |
| RRX | C | -0.12% | |
| AZPN | C | -0.12% | |
| BRKR | D | -0.12% | |
| KMX | D | -0.12% | |
| RVTY | C | -0.12% | |
| HII | D | -0.12% | |
| DLTR | F | -0.12% | |
| POOL | B | -0.12% | |
| BSY | D | -0.12% | |
| CRL | F | -0.12% | |
| QRVO | F | -0.11% | |
| EPAM | F | -0.11% | |
| U | D | -0.11% | |
| PCOR | D | -0.1% | |
| CELH | F | -0.1% | |
| ALB | D | -0.1% | |
| ARE | D | -0.1% | |
| REG | B | -0.09% | |
| CCK | A | -0.08% | |
| TFX | B | -0.08% | |
| FLEX | B | -0.08% | |
| BJ | D | -0.08% | |
| AFG | B | -0.07% | |
| MGM | D | -0.07% | |
| HRL | F | -0.06% | |
| UHAL | A | -0.06% | |
| WTRG | D | -0.06% | |
| COTY | F | -0.05% | |
| WLK | B | -0.04% | |
| FWONA | D | -0.03% | |
| ALAB | D | -0.02% | |
| UHAL | A | -0.0% |
AFMC: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Software - Application
Biotechnology
Building Materials
Medical Care
Electronic Components
Residential Construction
Software - Infrastructure
Information Technology Services
Apparel Manufacturing
Asset Management
Auto Parts
Industrial Distribution
Medical Distribution
Metal Fabrication
Oil & Gas E&P
Packaged Foods
REIT - Diversified
REIT - Retail
IMCG: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Diagnostics & Research
Business Services
REIT - Residential
Specialty Retail
Biotechnology
Engineering & Construction
Software - Infrastructure
Capital Markets
Insurance - Property & Casualty
Building Materials
Household & Personal Products
Medical Instruments & Supplies
Scientific & Technical Instruments
Semiconductors
Specialty Chemicals
Aerospace & Defense
Information Technology Services
Internet Content & Information
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