ESMV vs. IMCV ETF Comparison
Comparison of iShares ESG MSCI USA Min Vol Factor ETF (ESMV) to iShares Morningstar Mid-Cap Value ETF (IMCV)
ESMV
iShares ESG MSCI USA Min Vol Factor ETF
ESMV Description
iShares ESG MSCI USA Min Vol Factor ETF is an exchange traded fund launched by BlackRock, Inc. The fund is managed by BlackRock Fund Advisors. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in less volatile stocks of companies across diversified market capitalization. The fund invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It seeks to track the performance of the MSCI USA Minimum Volatility Extended ESG Reduced Carbon Target Index, by using representative sampling technique. iShares ESG MSCI USA Min Vol Factor ETF is domiciled in the United States
Grade (RS Rating)
Last Trade
$28.72
Average Daily Volume
1,932
Number of Holdings
*
150
* may have additional holdings in another (foreign) market
IMCV
iShares Morningstar Mid-Cap Value ETF
IMCV Description
The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Value IndexSM composed of mid-capitalization U.S. equities that exhibit value 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 âvalueâ characteristics as determined by Morningstar, Inc. (Morningstar or the index providerâ) proprietary index methodology.Grade (RS Rating)
Last Trade
$76.68
Average Daily Volume
20,014
Number of Holdings
*
303
* may have additional holdings in another (foreign) market
Performance
| Period | ESMV | IMCV |
|---|---|---|
| 30 Days | 2.75% | 4.21% |
| 60 Days | 6.47% | 5.29% |
| 90 Days | 8.29% | 8.97% |
| 12 Months | 23.54% | 24.05% |
51 Overlapping Holdings
| Symbol | Grade | Weight in ESMV | Weight in IMCV | Overlap | |
|---|---|---|---|---|---|
| AKAM | D | 0.34% | 0.15% | 0.15% | |
| AMCR | B | 0.39% | 0.3% | 0.3% | |
| AWK | B | 0.24% | 0.27% | 0.24% | |
| CAH | C | 0.08% | 0.51% | 0.08% | |
| CBRE | A | 0.47% | 0.26% | 0.26% | |
| CLX | C | 0.34% | 0.14% | 0.14% | |
| CMS | C | 0.6% | 0.25% | 0.25% | |
| CNH | D | 0.29% | 0.18% | 0.18% | |
| COR | D | 0.78% | 0.36% | 0.36% | |
| CPB | C | 0.39% | 0.19% | 0.19% | |
| CTSH | C | 0.3% | 0.72% | 0.3% | |
| DGX | B | 0.68% | 0.32% | 0.32% | |
| EA | D | 1.16% | 0.19% | 0.19% | |
| ED | C | 1.38% | 0.67% | 0.67% | |
| ES | C | 0.44% | 0.44% | 0.44% | |
| EXC | C | 0.05% | 0.75% | 0.05% | |
| FERG | D | 1.27% | 0.73% | 0.73% | |
| FFIV | B | 0.11% | 0.13% | 0.11% | |
| GEN | B | 0.35% | 0.14% | 0.14% | |
| GIS | B | 1.45% | 0.78% | 0.78% | |
| HII | D | 0.08% | 0.08% | 0.08% | |
| HOLX | B | 0.54% | 0.35% | 0.35% | |
| HPE | D | 0.6% | 0.42% | 0.42% | |
| HRL | C | 0.38% | 0.12% | 0.12% | |
| HUM | F | 0.36% | 0.72% | 0.36% | |
| INCY | C | 0.24% | 0.09% | 0.09% | |
| JCI | B | 0.21% | 0.38% | 0.21% | |
| JNPR | B | 0.5% | 0.23% | 0.23% | |
| K | B | 0.88% | 0.4% | 0.4% | |
| KDP | B | 0.19% | 0.49% | 0.19% | |
| KEYS | C | 0.83% | 0.27% | 0.27% | |
| KHC | C | 0.4% | 0.59% | 0.4% | |
| KMB | D | 0.59% | 0.58% | 0.58% | |
| KR | C | 1.06% | 0.71% | 0.71% | |
| LDOS | B | 0.11% | 0.23% | 0.11% | |
| LKQ | F | 0.33% | 0.2% | 0.2% | |
| MKC | C | 0.14% | 0.18% | 0.14% | |
| NEM | B | 1.25% | 0.5% | 0.5% | |
| NTAP | D | 0.15% | 0.22% | 0.15% | |
| OKE | B | 1.02% | 1.0% | 1.0% | |
| OTIS | C | 0.2% | 0.28% | 0.2% | |
| PEG | B | 1.56% | 0.78% | 0.78% | |
| SOLV | C | 0.12% | 0.18% | 0.12% | |
| SRE | C | 0.48% | 0.98% | 0.48% | |
| STX | C | 0.38% | 0.39% | 0.38% | |
| TRGP | B | 0.61% | 0.36% | 0.36% | |
| TRV | C | 1.53% | 0.58% | 0.58% | |
| TSCO | C | 0.28% | 0.16% | 0.16% | |
| ULTA | D | 0.19% | 0.17% | 0.17% | |
| VLTO | C | 1.08% | 0.2% | 0.2% | |
| WTW | C | 0.16% | 0.28% | 0.16% |
ESMV Overweight 99 Positions Relative to IMCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| IBM | B | 1.72% | |
| MSI | B | 1.66% | |
| LLY | C | 1.6% | |
| VRTX | D | 1.53% | |
| NOC | B | 1.53% | |
| VZ | B | 1.47% | |
| MMC | C | 1.47% | |
| TMUS | C | 1.46% | |
| GWW | B | 1.45% | |
| AMGN | B | 1.45% | |
| UNH | C | 1.41% | |
| MSFT | C | 1.4% | |
| TXN | C | 1.4% | |
| WM | D | 1.39% | |
| NVDA | D | 1.39% | |
| CL | D | 1.38% | |
| ADP | B | 1.36% | |
| PGR | B | 1.36% | |
| ROP | C | 1.34% | |
| ACN | C | 1.33% | |
| HD | B | 1.32% | |
| CSCO | C | 1.31% | |
| GILD | B | 1.24% | |
| MRK | D | 1.23% | |
| MCK | F | 1.18% | |
| HES | F | 1.16% | |
| PEP | C | 1.16% | |
| SPGI | B | 1.12% | |
| PG | C | 1.1% | |
| TT | B | 1.1% | |
| JNJ | C | 1.07% | |
| V | C | 1.06% | |
| MCD | B | 1.05% | |
| ORCL | C | 1.04% | |
| ADBE | F | 1.02% | |
| CDNS | D | 1.01% | |
| REGN | C | 1.01% | |
| MA | B | 0.93% | |
| KO | C | 0.91% | |
| LOW | B | 0.89% | |
| WDAY | D | 0.75% | |
| ELV | C | 0.72% | |
| IT | B | 0.72% | |
| PTC | D | 0.72% | |
| EQIX | C | 0.71% | |
| ZTS | C | 0.7% | |
| CRH | B | 0.67% | |
| HON | D | 0.62% | |
| CRM | D | 0.59% | |
| HUBS | D | 0.56% | |
| NEE | C | 0.55% | |
| AAPL | C | 0.52% | |
| MELI | B | 0.5% | |
| CI | C | 0.5% | |
| CHRW | B | 0.46% | |
| UBER | C | 0.45% | |
| FICO | B | 0.45% | |
| RTX | C | 0.44% | |
| CME | C | 0.42% | |
| AZO | D | 0.41% | |
| YUM | D | 0.4% | |
| ICE | C | 0.4% | |
| T | C | 0.39% | |
| CHD | D | 0.39% | |
| DECK | C | 0.36% | |
| ODFL | D | 0.36% | |
| VRSN | D | 0.34% | |
| NXPI | F | 0.34% | |
| ALNY | C | 0.33% | |
| ECL | B | 0.33% | |
| PSX | F | 0.32% | |
| CVX | D | 0.31% | |
| SNPS | D | 0.31% | |
| BR | D | 0.3% | |
| FI | A | 0.28% | |
| INTC | F | 0.28% | |
| XYL | C | 0.27% | |
| AJG | D | 0.25% | |
| BMY | C | 0.24% | |
| FSLR | C | 0.23% | |
| ADSK | C | 0.2% | |
| FCNCA | D | 0.2% | |
| INTU | C | 0.19% | |
| AIZ | B | 0.17% | |
| RSG | D | 0.17% | |
| GDDY | C | 0.16% | |
| AZPN | B | 0.16% | |
| NOW | B | 0.15% | |
| JKHY | B | 0.14% | |
| UPS | D | 0.14% | |
| DPZ | F | 0.12% | |
| LIN | B | 0.11% | |
| TEAM | D | 0.1% | |
| MPC | F | 0.1% | |
| CMCSA | D | 0.08% | |
| KNX | C | 0.07% | |
| FAST | C | 0.07% | |
| AON | B | 0.06% | |
| TJX | B | 0.06% |
ESMV Underweight 252 Positions Relative to IMCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| DHI | B | -1.11% | |
| AFL | C | -1.05% | |
| NSC | C | -1.04% | |
| TFC | C | -1.04% | |
| AEP | C | -1.02% | |
| WMB | B | -1.02% | |
| GM | C | -0.99% | |
| COF | B | -0.99% | |
| BK | B | -0.96% | |
| CCI | C | -0.96% | |
| SPG | B | -0.94% | |
| PCAR | D | -0.92% | |
| AIG | D | -0.91% | |
| FIS | B | -0.88% | |
| LEN | B | -0.83% | |
| VLO | F | -0.82% | |
| LHX | C | -0.81% | |
| PRU | C | -0.79% | |
| F | F | -0.79% | |
| KMI | B | -0.78% | |
| KVUE | C | -0.76% | |
| CNC | D | -0.75% | |
| O | C | -0.68% | |
| VICI | C | -0.66% | |
| XEL | B | -0.66% | |
| HIG | B | -0.64% | |
| NUE | F | -0.64% | |
| CHTR | D | -0.63% | |
| EIX | C | -0.61% | |
| HPQ | D | -0.61% | |
| GLW | C | -0.61% | |
| ADM | D | -0.56% | |
| GEV | B | -0.56% | |
| FANG | D | -0.56% | |
| WEC | C | -0.56% | |
| PSA | B | -0.55% | |
| FITB | B | -0.54% | |
| ALL | B | -0.54% | |
| MTB | B | -0.53% | |
| NVR | B | -0.53% | |
| BIIB | F | -0.53% | |
| ACGL | C | -0.53% | |
| LNG | C | -0.53% | |
| D | C | -0.51% | |
| IFF | B | -0.5% | |
| CARR | B | -0.5% | |
| ETR | B | -0.5% | |
| DTE | C | -0.49% | |
| URI | B | -0.48% | |
| DVN | F | -0.47% | |
| STT | A | -0.47% | |
| PCG | C | -0.46% | |
| PPL | C | -0.45% | |
| LYB | D | -0.45% | |
| EXR | B | -0.45% | |
| WY | C | -0.44% | |
| MCHP | F | -0.44% | |
| TROW | D | -0.43% | |
| AEE | C | -0.42% | |
| SW | B | -0.42% | |
| FE | C | -0.42% | |
| CTVA | B | -0.41% | |
| ATO | B | -0.39% | |
| HBAN | B | -0.39% | |
| TEL | D | -0.39% | |
| WDC | D | -0.39% | |
| BAX | C | -0.38% | |
| DOW | D | -0.38% | |
| RF | B | -0.38% | |
| EBAY | B | -0.38% | |
| OMC | B | -0.37% | |
| ON | D | -0.37% | |
| SYF | C | -0.36% | |
| PFG | B | -0.36% | |
| BBY | C | -0.36% | |
| DG | F | -0.35% | |
| GEHC | C | -0.35% | |
| LH | C | -0.35% | |
| PKG | B | -0.35% | |
| WBD | D | -0.35% | |
| STZ | D | -0.35% | |
| DD | B | -0.34% | |
| PPG | D | -0.34% | |
| NTRS | A | -0.34% | |
| CFG | C | -0.34% | |
| CNP | C | -0.33% | |
| AVB | B | -0.32% | |
| GPN | D | -0.32% | |
| EXPD | C | -0.32% | |
| BKR | C | -0.32% | |
| IRM | C | -0.32% | |
| NDAQ | A | -0.32% | |
| VTR | C | -0.32% | |
| DELL | D | -0.32% | |
| CCL | C | -0.32% | |
| SWKS | D | -0.31% | |
| UAL | C | -0.31% | |
| STLD | F | -0.31% | |
| EG | C | -0.31% | |
| IP | B | -0.31% | |
| PHM | B | -0.31% | |
| THC | A | -0.3% | |
| FNF | B | -0.3% | |
| DOC | C | -0.3% | |
| RS | D | -0.3% | |
| EQR | B | -0.3% | |
| DAL | C | -0.3% | |
| SSNC | B | -0.3% | |
| ZM | C | -0.3% | |
| CAG | C | -0.29% | |
| IQV | C | -0.29% | |
| MRO | C | -0.28% | |
| LNT | B | -0.28% | |
| KEY | B | -0.28% | |
| NI | B | -0.28% | |
| DFS | B | -0.27% | |
| CF | C | -0.27% | |
| AMP | A | -0.27% | |
| OC | D | -0.27% | |
| L | C | -0.27% | |
| WPC | C | -0.26% | |
| BG | D | -0.26% | |
| EVRG | B | -0.26% | |
| DLR | B | -0.26% | |
| VTRS | D | -0.26% | |
| RGA | C | -0.26% | |
| AES | C | -0.25% | |
| CMI | C | -0.25% | |
| HSY | C | -0.25% | |
| RNR | C | -0.25% | |
| GLPI | C | -0.25% | |
| ARE | C | -0.25% | |
| BXP | B | -0.24% | |
| SJM | C | -0.24% | |
| UTHR | C | -0.24% | |
| MRNA | F | -0.24% | |
| CINF | B | -0.24% | |
| MAA | B | -0.23% | |
| HST | C | -0.23% | |
| RCL | B | -0.23% | |
| EMN | B | -0.23% | |
| EQH | C | -0.23% | |
| IPG | C | -0.22% | |
| BLDR | C | -0.22% | |
| NRG | C | -0.21% | |
| GPC | D | -0.21% | |
| RPRX | C | -0.21% | |
| HAL | F | -0.21% | |
| VST | C | -0.2% | |
| TER | D | -0.2% | |
| ESS | B | -0.2% | |
| ZBH | F | -0.2% | |
| MAS | B | -0.19% | |
| NWSA | D | -0.19% | |
| CPNG | B | -0.19% | |
| CTRA | D | -0.19% | |
| OVV | F | -0.19% | |
| LUV | C | -0.18% | |
| TAP | D | -0.18% | |
| DRI | B | -0.18% | |
| SNA | C | -0.18% | |
| UNM | B | -0.18% | |
| TOL | B | -0.18% | |
| BALL | C | -0.17% | |
| APA | F | -0.17% | |
| RJF | C | -0.17% | |
| ALLY | F | -0.17% | |
| MOH | D | -0.17% | |
| TDY | B | -0.17% | |
| FOXA | B | -0.17% | |
| GRMN | D | -0.17% | |
| EXPE | C | -0.16% | |
| MOS | F | -0.16% | |
| MSTR | D | -0.16% | |
| APTV | D | -0.16% | |
| RVTY | B | -0.16% | |
| AVY | C | -0.16% | |
| CG | D | -0.16% | |
| TXT | D | -0.16% | |
| TSN | C | -0.16% | |
| AR | F | -0.15% | |
| DLTR | F | -0.15% | |
| DKNG | C | -0.15% | |
| FLEX | C | -0.15% | |
| SWK | B | -0.15% | |
| CPT | B | -0.14% | |
| ACI | F | -0.14% | |
| AVTR | B | -0.14% | |
| MKL | C | -0.14% | |
| DINO | F | -0.14% | |
| PINS | F | -0.14% | |
| WRB | C | -0.14% | |
| UHS | B | -0.14% | |
| REG | C | -0.14% | |
| DOV | B | -0.14% | |
| FTV | C | -0.14% | |
| CHK | D | -0.14% | |
| USFD | B | -0.13% | |
| DKS | D | -0.13% | |
| POOL | C | -0.13% | |
| CCK | A | -0.13% | |
| WAT | C | -0.13% | |
| TFX | C | -0.13% | |
| WSM | D | -0.12% | |
| COO | B | -0.12% | |
| AFG | B | -0.12% | |
| ALGN | D | -0.12% | |
| ENTG | F | -0.12% | |
| WBA | F | -0.12% | |
| WTRG | D | -0.12% | |
| EQT | D | -0.12% | |
| SNX | D | -0.11% | |
| BEN | F | -0.11% | |
| KMX | D | -0.11% | |
| SIRI | C | -0.11% | |
| CE | F | -0.11% | |
| J | C | -0.11% | |
| ALLE | B | -0.1% | |
| ACM | B | -0.1% | |
| BLD | D | -0.1% | |
| RPM | B | -0.1% | |
| ELS | C | -0.1% | |
| CPAY | B | -0.1% | |
| SCI | B | -0.1% | |
| UDR | C | -0.1% | |
| EPAM | F | -0.1% | |
| JBHT | D | -0.1% | |
| JBL | D | -0.1% | |
| BJ | D | -0.1% | |
| TRMB | C | -0.09% | |
| ALB | D | -0.09% | |
| BAH | C | -0.09% | |
| MGM | F | -0.09% | |
| FOX | B | -0.09% | |
| PNR | B | -0.08% | |
| ZBRA | B | -0.08% | |
| XPO | D | -0.08% | |
| DVA | B | -0.08% | |
| QRVO | F | -0.08% | |
| CASY | D | -0.08% | |
| RRX | C | -0.08% | |
| KIM | C | -0.08% | |
| CRL | F | -0.07% | |
| UHAL | A | -0.07% | |
| PAG | D | -0.06% | |
| AGR | B | -0.05% | |
| AOS | D | -0.05% | |
| WLK | D | -0.05% | |
| NWS | D | -0.05% | |
| LEN | B | -0.03% | |
| COTY | F | -0.02% | |
| UHAL | A | -0.01% |
ESMV: Top Represented Industries & Keywords
Industries:
Software - Application
Drug Manufacturers - Major
Packaged Foods
Household & Personal Products
Information Technology Services
Biotechnology
Business Services
Communication Equipment
Health Care Plans
Insurance Brokers
Semiconductors
Software - Infrastructure
Specialty Retail
Utilities - Regulated Electric
Aerospace & Defense
Beverages - Soft Drinks
Diversified Industrials
Industrial Distribution
Medical Distribution
Restaurants
IMCV: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Oil & Gas E&P
Packaged Foods
Specialty Retail
Asset Management
Banks - Regional - US
Insurance - Property & Casualty
REIT - Residential
Specialty Chemicals
Utilities - Diversified
Business Services
Diagnostics & Research
Diversified Industrials
Packaging & Containers
Oil & Gas Midstream
Residential Construction
Scientific & Technical Instruments
Biotechnology
Broadcasting - TV
Building Materials
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