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      ESGU vs. IMCB ETF Comparison

      Comparison of iShares MSCI USA ESG Optimized ETF (ESGU) to iShares Morningstar Mid-Cap ETF (IMCB)
      ESGU

      iShares MSCI USA ESG Optimized ETF

      ESGU Description

      The iShares MSCI USA ESG Optimized ETF seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider while exhibiting risk and return characteristics similar to those of the parent index.

      Grade (RS Rating)

      Last Trade

      $129.37

      Average Daily Volume

      468,063

      Number of Holdings *

      284

      * may have additional holdings in another (foreign) market
      IMCB

      iShares Morningstar Mid-Cap ETF

      IMCB Description IMCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Core Index under the ticker JKG.

      Grade (RS Rating)

      Last Trade

      $79.21

      Average Daily Volume

      27,915

      Number of Holdings *

      447

      * may have additional holdings in another (foreign) market
      Performance
      Period ESGU IMCB
      30 Days 1.19% 2.00%
      60 Days 3.97% 5.04%
      90 Days 5.82% 7.94%
      12 Months 31.78% 29.37%
      158 Overlapping Holdings
      Symbol Grade Weight in ESGU Weight in IMCB Overlap
      A F 0.11% 0.34% 0.11%
      ACGL D 0.12% 0.33% 0.12%
      ADM D 0.09% 0.22% 0.09%
      ADSK B 0.37% 0.58% 0.37%
      AFL C 0.12% 0.49% 0.12%
      AKAM F 0.09% 0.12% 0.09%
      ALNY D 0.08% 0.28% 0.08%
      ANSS B 0.21% 0.26% 0.21%
      AVTR F 0.08% 0.13% 0.08%
      AXON A 0.22% 0.38% 0.22%
      BALL D 0.09% 0.17% 0.09%
      BBY D 0.16% 0.16% 0.16%
      BG D 0.18% 0.11% 0.11%
      BIIB F 0.07% 0.21% 0.07%
      BK B 0.42% 0.5% 0.42%
      BKR B 0.15% 0.38% 0.15%
      BR B 0.45% 0.23% 0.23%
      CAH B 0.15% 0.26% 0.15%
      CARR D 0.17% 0.55% 0.17%
      CBRE B 0.18% 0.35% 0.18%
      CCI C 0.31% 0.39% 0.31%
      CHD A 0.21% 0.23% 0.21%
      CLX A 0.26% 0.18% 0.18%
      CMI A 0.46% 0.44% 0.44%
      CMS C 0.18% 0.18% 0.18%
      CNC F 0.07% 0.27% 0.07%
      CNH C 0.12% 0.09% 0.09%
      COF B 0.12% 0.61% 0.12%
      COO D 0.17% 0.17% 0.17%
      COR B 0.22% 0.37% 0.22%
      CPB D 0.08% 0.08% 0.08%
      D C 0.15% 0.41% 0.15%
      DAL A 0.23% 0.37% 0.23%
      DECK A 0.2% 0.24% 0.2%
      DELL B 0.11% 0.31% 0.11%
      DFS B 0.24% 0.38% 0.24%
      DGX A 0.14% 0.15% 0.14%
      DHI D 0.09% 0.43% 0.09%
      DLR A 0.23% 0.51% 0.23%
      DLTR F 0.06% 0.12% 0.06%
      DVA C 0.1% 0.07% 0.07%
      DXCM C 0.1% 0.26% 0.1%
      EA A 0.17% 0.35% 0.17%
      ED C 0.09% 0.29% 0.09%
      EIX C 0.11% 0.28% 0.11%
      EME A 0.13% 0.21% 0.13%
      EQT A 0.12% 0.21% 0.12%
      ES C 0.1% 0.19% 0.1%
      EW C 0.25% 0.35% 0.25%
      EXC C 0.16% 0.33% 0.16%
      EXPD D 0.25% 0.15% 0.15%
      FANG D 0.09% 0.28% 0.09%
      FDS B 0.16% 0.17% 0.16%
      FERG C 0.2% 0.36% 0.2%
      FICO B 0.12% 0.5% 0.12%
      FIS C 0.13% 0.44% 0.13%
      FOX A 0.11% 0.05% 0.05%
      FSLR F 0.08% 0.17% 0.08%
      FTV D 0.14% 0.23% 0.14%
      GDDY A 0.11% 0.22% 0.11%
      GEV A 0.17% 0.79% 0.17%
      GIS F 0.35% 0.32% 0.32%
      GWW B 0.37% 0.46% 0.37%
      HBAN B 0.17% 0.22% 0.17%
      HES B 0.32% 0.36% 0.32%
      HIG B 0.26% 0.3% 0.26%
      HII F 0.07% 0.07% 0.07%
      HLT A 0.11% 0.54% 0.11%
      HOLX D 0.1% 0.16% 0.1%
      HPE B 0.17% 0.24% 0.17%
      HPQ B 0.1% 0.32% 0.1%
      HRL D 0.09% 0.08% 0.08%
      HUBB B 0.11% 0.21% 0.11%
      HUBS B 0.13% 0.31% 0.13%
      HWM A 0.11% 0.41% 0.11%
      IDXX F 0.23% 0.31% 0.23%
      IEX B 0.11% 0.15% 0.11%
      IFF D 0.08% 0.2% 0.08%
      IP A 0.11% 0.17% 0.11%
      IPG F 0.08% 0.1% 0.08%
      IQV F 0.12% 0.33% 0.12%
      IR B 0.11% 0.37% 0.11%
      IRM C 0.15% 0.29% 0.15%
      IT C 0.16% 0.36% 0.16%
      J D 0.13% 0.16% 0.13%
      JBHT C 0.1% 0.14% 0.1%
      JCI B 0.18% 0.5% 0.18%
      JNPR D 0.1% 0.11% 0.1%
      K B 0.48% 0.19% 0.19%
      KDP D 0.09% 0.32% 0.09%
      KEYS C 0.2% 0.24% 0.2%
      KHC F 0.16% 0.25% 0.16%
      KMB C 0.15% 0.39% 0.15%
      KMI A 0.32% 0.46% 0.32%
      KR B 0.22% 0.35% 0.22%
      LDOS C 0.1% 0.2% 0.1%
      LH B 0.1% 0.18% 0.1%
      LII A 0.13% 0.17% 0.13%
      LKQ F 0.23% 0.09% 0.09%
      LNG A 0.2% 0.42% 0.2%
      LULU C 0.12% 0.32% 0.12%
      MDB C 0.1% 0.18% 0.1%
      MKC D 0.1% 0.17% 0.1%
      MOH F 0.08% 0.16% 0.08%
      MRNA F 0.04% 0.12% 0.04%
      MRO A 0.1% 0.14% 0.1%
      MTD F 0.08% 0.23% 0.08%
      NDAQ A 0.2% 0.27% 0.2%
      NEM D 0.15% 0.41% 0.15%
      NI A 0.38% 0.14% 0.14%
      NTAP C 0.08% 0.21% 0.08%
      NTRS A 0.12% 0.19% 0.12%
      NUE D 0.12% 0.31% 0.12%
      OC A 0.11% 0.15% 0.11%
      ODFL B 0.1% 0.37% 0.1%
      OKE A 0.39% 0.55% 0.39%
      OVV C 0.14% 0.11% 0.11%
      PAYX B 0.11% 0.42% 0.11%
      PEG C 0.48% 0.38% 0.38%
      PFG C 0.11% 0.18% 0.11%
      PHM D 0.1% 0.24% 0.1%
      PNR B 0.32% 0.15% 0.15%
      POOL D 0.1% 0.12% 0.1%
      PPG F 0.21% 0.26% 0.21%
      PRU B 0.54% 0.4% 0.4%
      PTC B 0.15% 0.2% 0.15%
      PWR A 0.11% 0.42% 0.11%
      RCL A 0.14% 0.48% 0.14%
      SBAC D 0.13% 0.21% 0.13%
      STE D 0.15% 0.19% 0.15%
      STLD B 0.11% 0.18% 0.11%
      STX D 0.09% 0.17% 0.09%
      SYF B 0.22% 0.23% 0.22%
      SYY D 0.09% 0.33% 0.09%
      TAP B 0.19% 0.1% 0.1%
      TEAM A 0.15% 0.35% 0.15%
      TFC A 0.13% 0.54% 0.13%
      TFX F 0.08% 0.08% 0.08%
      TRGP A 0.28% 0.37% 0.28%
      TRMB B 0.12% 0.15% 0.12%
      TRV A 0.21% 0.52% 0.21%
      TSCO D 0.14% 0.26% 0.14%
      TWLO A 0.15% 0.14% 0.14%
      ULTA F 0.09% 0.16% 0.09%
      URI B 0.13% 0.5% 0.13%
      VEEV C 0.11% 0.3% 0.11%
      VLO C 0.09% 0.39% 0.09%
      VLTO C 0.19% 0.21% 0.19%
      WAT C 0.17% 0.2% 0.17%
      WDAY C 0.17% 0.51% 0.17%
      WDC F 0.09% 0.18% 0.09%
      WSM D 0.13% 0.14% 0.13%
      WST D 0.1% 0.22% 0.1%
      WTRG B 0.09% 0.08% 0.08%
      WTW B 0.11% 0.29% 0.11%
      WY D 0.1% 0.2% 0.1%
      XYL D 0.22% 0.26% 0.22%
      ZBH C 0.1% 0.2% 0.1%
      ESGU Overweight 126 Positions Relative to IMCB
      Symbol Grade Weight
      NVDA A 6.91%
      AAPL C 6.22%
      MSFT D 5.77%
      AMZN B 3.61%
      GOOG B 2.34%
      META C 2.19%
      TSLA A 1.78%
      AVGO C 1.37%
      JPM A 1.34%
      LLY F 1.21%
      GOOGL B 1.19%
      V A 1.05%
      HD A 1.02%
      MA B 0.95%
      UNH C 0.95%
      KO D 0.85%
      COST A 0.79%
      CRM B 0.72%
      TXN C 0.7%
      ADP B 0.69%
      PG C 0.69%
      NOW B 0.66%
      BAC A 0.65%
      JNJ D 0.62%
      INTU B 0.61%
      CVX A 0.61%
      NFLX A 0.6%
      ORCL A 0.59%
      XOM B 0.58%
      ADBE D 0.56%
      MS A 0.54%
      IBM C 0.52%
      GILD C 0.48%
      MRK F 0.47%
      TT A 0.47%
      DIS B 0.47%
      SPGI D 0.47%
      CSCO B 0.47%
      AMAT F 0.46%
      GE D 0.45%
      AXP B 0.44%
      AMD F 0.44%
      ACN C 0.43%
      PGR B 0.42%
      RTX D 0.42%
      BRK.A B 0.41%
      ABBV F 0.41%
      NEE C 0.41%
      ECL D 0.4%
      GS B 0.4%
      LOW C 0.39%
      CRH B 0.39%
      HON B 0.39%
      PEP F 0.38%
      AMGN D 0.37%
      VZ C 0.37%
      COP B 0.36%
      PNC B 0.36%
      ZTS D 0.34%
      ELV F 0.34%
      BKNG A 0.34%
      C B 0.34%
      LIN D 0.34%
      ISRG A 0.33%
      EQIX A 0.33%
      MCK A 0.32%
      VRTX D 0.32%
      CAT C 0.32%
      MMM D 0.32%
      MCD D 0.31%
      MET A 0.31%
      AMT D 0.31%
      DHR D 0.31%
      MCO D 0.3%
      LRCX F 0.29%
      INTC C 0.29%
      UNP D 0.29%
      CI D 0.28%
      QCOM F 0.28%
      PANW B 0.27%
      NXPI F 0.26%
      FLUT A 0.25%
      SBUX A 0.24%
      WELL A 0.24%
      PFE F 0.24%
      TGT B 0.23%
      UBER F 0.23%
      DE C 0.22%
      CDNS B 0.22%
      SNPS C 0.21%
      SCHW A 0.2%
      CMCSA B 0.2%
      TMO F 0.2%
      ANET C 0.2%
      CHRW B 0.2%
      ETN B 0.19%
      NOC D 0.19%
      MU D 0.18%
      MELI D 0.17%
      MMC D 0.17%
      USB B 0.17%
      BMY A 0.17%
      UPS C 0.16%
      MRVL B 0.16%
      T A 0.16%
      REGN F 0.15%
      PYPL B 0.14%
      WFC A 0.13%
      CMG C 0.13%
      PLD D 0.13%
      HCA F 0.13%
      PSX C 0.13%
      BLK B 0.12%
      AIZ A 0.12%
      ADI D 0.12%
      FI A 0.12%
      KKR A 0.12%
      FDX B 0.11%
      SYK A 0.11%
      AJG B 0.11%
      CEG C 0.11%
      FBIN F 0.1%
      SLB C 0.1%
      CL D 0.09%
      SNOW C 0.09%
      PARA D 0.09%
      ESGU Underweight 289 Positions Relative to IMCB
      Symbol Grade Weight
      PLTR A -1.04%
      WMB A -0.59%
      GM B -0.57%
      FTNT B -0.54%
      NSC B -0.53%
      APP A -0.52%
      PCAR C -0.52%
      SRE A -0.5%
      MSTR A -0.5%
      AMP A -0.49%
      TTD B -0.49%
      SPG A -0.48%
      COIN A -0.48%
      DASH A -0.47%
      AZO C -0.47%
      PSA C -0.46%
      ALL A -0.45%
      AEP C -0.44%
      CPRT B -0.44%
      O C -0.43%
      AIG C -0.43%
      MSCI B -0.42%
      SQ A -0.41%
      ROST D -0.41%
      TEL C -0.41%
      LHX B -0.41%
      FAST B -0.41%
      VST A -0.4%
      VRT A -0.39%
      AME A -0.39%
      PCG A -0.39%
      F C -0.38%
      OTIS C -0.36%
      CTSH C -0.36%
      VRSK B -0.36%
      KVUE A -0.36%
      STZ D -0.35%
      CTVA C -0.35%
      LEN D -0.35%
      XEL A -0.34%
      YUM D -0.34%
      DDOG A -0.34%
      CHTR B -0.34%
      VMC B -0.33%
      MLM B -0.32%
      GLW B -0.32%
      DD D -0.31%
      MCHP F -0.31%
      MTB A -0.31%
      HUM D -0.3%
      RMD C -0.3%
      EXR C -0.3%
      WAB B -0.3%
      VICI C -0.29%
      GRMN B -0.29%
      GEHC D -0.29%
      ROK B -0.29%
      DOW F -0.28%
      ARES A -0.28%
      EBAY D -0.28%
      FITB B -0.28%
      EFX F -0.28%
      AVB B -0.28%
      RJF A -0.27%
      WEC A -0.27%
      CPNG D -0.27%
      CSGP F -0.27%
      ETR A -0.27%
      GPN C -0.26%
      TTWO A -0.26%
      UAL A -0.26%
      STT B -0.25%
      ON F -0.25%
      MPWR F -0.24%
      BRO B -0.24%
      FCNCA A -0.24%
      RBLX B -0.24%
      NET B -0.24%
      NVR D -0.24%
      DOV B -0.24%
      VTR B -0.23%
      CPAY A -0.23%
      AWK C -0.23%
      TYL B -0.23%
      TPL A -0.23%
      HSY F -0.23%
      TROW B -0.23%
      HAL C -0.23%
      PPL A -0.22%
      DTE C -0.22%
      DVN F -0.22%
      EQR C -0.22%
      SW A -0.22%
      LPLA A -0.21%
      AEE A -0.21%
      RF A -0.21%
      CDW F -0.21%
      CCL A -0.21%
      TDY B -0.2%
      ILMN C -0.2%
      EXPE B -0.2%
      CINF A -0.2%
      PKG B -0.19%
      CFG B -0.19%
      LYB F -0.19%
      ATO A -0.19%
      MKL A -0.19%
      BLDR D -0.19%
      WBD B -0.19%
      ZBRA B -0.18%
      DRI C -0.18%
      OMC C -0.18%
      FE C -0.18%
      CSL C -0.18%
      SNA B -0.17%
      IBKR A -0.17%
      CTRA B -0.17%
      EXE A -0.17%
      NRG B -0.17%
      ZS B -0.17%
      LYV A -0.17%
      INVH D -0.17%
      CNP A -0.17%
      LUV B -0.17%
      TRU D -0.17%
      ESS A -0.17%
      DKNG B -0.17%
      LVS B -0.17%
      ZM B -0.17%
      BAH D -0.17%
      FWONK B -0.16%
      KEY B -0.16%
      TSN B -0.16%
      PODD B -0.16%
      WSO A -0.16%
      MAA A -0.16%
      WRB B -0.16%
      NTRA A -0.16%
      HOOD A -0.15%
      HEI A -0.15%
      ALGN D -0.15%
      KIM A -0.15%
      TER F -0.15%
      DG F -0.15%
      ARE F -0.15%
      BURL A -0.15%
      MANH D -0.15%
      XPO B -0.15%
      GEN B -0.15%
      RS B -0.15%
      GPC F -0.15%
      NTNX B -0.15%
      MAS D -0.15%
      PINS F -0.15%
      RPM B -0.15%
      FLEX B -0.14%
      SUI C -0.14%
      L A -0.14%
      CF A -0.14%
      FNF A -0.14%
      FIX A -0.14%
      THC C -0.14%
      TOL B -0.14%
      EG D -0.14%
      VRSN F -0.14%
      AVY D -0.14%
      SSNC C -0.14%
      BAX F -0.14%
      TXT D -0.14%
      DOCU B -0.14%
      JBL C -0.13%
      FFIV B -0.13%
      RVTY D -0.13%
      EVRG A -0.13%
      SAIA C -0.13%
      AMCR D -0.13%
      ACM B -0.13%
      UTHR C -0.13%
      ROL B -0.13%
      DT C -0.13%
      TW A -0.13%
      EL F -0.13%
      DOC D -0.13%
      GGG B -0.13%
      DPZ C -0.13%
      USFD A -0.13%
      CASY A -0.13%
      RGA B -0.13%
      LNT A -0.13%
      VTRS A -0.13%
      ENTG F -0.13%
      PSTG F -0.13%
      SWK F -0.12%
      CAG F -0.12%
      NDSN D -0.12%
      RNR C -0.12%
      PFGC B -0.12%
      UDR C -0.12%
      SWKS F -0.12%
      EPAM C -0.12%
      EQH B -0.12%
      LECO C -0.11%
      EMN D -0.11%
      UHS D -0.11%
      DAY B -0.11%
      UNM A -0.11%
      ALB B -0.11%
      AMH C -0.11%
      HST D -0.11%
      SCI A -0.11%
      NVT C -0.11%
      NBIX C -0.11%
      BMRN F -0.11%
      REG A -0.11%
      BXP D -0.11%
      KMX C -0.11%
      OKTA D -0.11%
      ALLE D -0.11%
      JKHY D -0.11%
      GLPI C -0.11%
      CLH C -0.11%
      INCY C -0.11%
      CPT C -0.11%
      ELS B -0.11%
      APTV F -0.11%
      TTEK F -0.1%
      CCK D -0.1%
      FND F -0.1%
      NWSA B -0.1%
      FOXA B -0.1%
      CG B -0.1%
      PAYC B -0.1%
      DKS D -0.1%
      BLD F -0.1%
      RRX B -0.1%
      TECH F -0.1%
      SNAP D -0.1%
      LW C -0.1%
      SJM D -0.1%
      HEI A -0.1%
      WPC C -0.1%
      WING D -0.09%
      ALLY C -0.09%
      SRPT F -0.09%
      CHDN C -0.09%
      AES F -0.09%
      CRL D -0.09%
      ERIE F -0.09%
      RPRX F -0.09%
      AFG A -0.09%
      BJ B -0.09%
      MOS D -0.08%
      ENPH F -0.08%
      AOS F -0.08%
      SMCI F -0.08%
      AR B -0.08%
      WYNN D -0.08%
      MGM D -0.08%
      WMS F -0.08%
      MORN B -0.08%
      EXAS D -0.08%
      SOLV F -0.08%
      ACI C -0.07%
      CNM C -0.07%
      CE F -0.07%
      APA F -0.07%
      MEDP D -0.07%
      PCOR C -0.06%
      UHAL D -0.06%
      QRVO F -0.06%
      WBA F -0.06%
      BSY D -0.06%
      SIRI D -0.06%
      AZPN A -0.06%
      DINO D -0.06%
      BRKR F -0.05%
      U F -0.05%
      SNX D -0.05%
      BEN C -0.05%
      CELH F -0.04%
      WLK F -0.04%
      COTY F -0.03%
      NWS A -0.03%
      PAG B -0.03%
      FWONA B -0.02%
      ALAB B -0.02%
      AGR A -0.02%
      LEN D -0.01%
      UHAL D -0.0%

      ESGU: Top Represented Industries & Keywords

      Industries: Software - Application Diagnostics & Research Drug Manufacturers - Major Semiconductors Diversified Industrials Credit Services Business Services Capital Markets Medical Instruments & Supplies Oil & Gas E&P Packaged Foods Specialty Retail Health Care Plans Household & Personal Products Integrated Shipping & Logistics Specialty Chemicals Utilities - Regulated Electric Aerospace & Defense Asset Management Banks - Global
      Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Natural Gas Insurance Telecommunications Bank Cloud Computing Electronics Medicine Banking Chemical Electricity Work From Home IBD 50 Aerospace Disability Petroleum Industry Cloud Infrastructure

      IMCB: Top Represented Industries & Keywords

      Industries: Software - Application Diagnostics & Research Business Services Diversified Industrials Utilities - Regulated Electric Oil & Gas E&P REIT - Residential Biotechnology Packaged Foods Specialty Retail Asset Management Banks - Regional - US Software - Infrastructure Engineering & Construction Insurance - Property & Casualty Medical Instruments & Supplies Specialty Chemicals Utilities - Diversified Broadcasting - TV Building Materials
      Keywords: S&P 500 Nasdaq 100 Computing Natural Gas Insurance Electricity Real Estate Investment Trust Aerospace Electronics Chemical Beverage Telecommunications Cloud Computing Insurance Products Medicine Mining Bank Biotechnology Building Materials IBD 50
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