IMCB vs. CGGR ETF Comparison

Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to Capital Group Growth ETF (CGGR)
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

$75.77

Average Daily Volume

31,453

Number of Holdings *

447

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

Capital Group Growth ETF

CGGR Description Capital Group Growth ETF is an exchange traded fund launched and managed by Capital Research and Management Company. The fund invests in public equity markets. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It employs fundamental analysis to create its portfolio. Capital Group Growth ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$34.43

Average Daily Volume

1,111,425

Number of Holdings *

86

* may have additional holdings in another (foreign) market
Performance
Period IMCB CGGR
30 Days 4.12% 2.56%
60 Days 5.48% 4.84%
90 Days 7.69% 5.08%
12 Months 24.89% 38.29%
30 Overlapping Holdings
Symbol Grade Weight in IMCB Weight in CGGR Overlap
ALNY C 1.0% 1.25% 1.0%
CARR B 1.0% 1.13% 1.0%
CHTR D 1.0% 0.84% 0.84%
DASH C 1.0% 0.97% 0.97%
DAY D 1.0% 0.33% 0.33%
DELL D 1.0% 0.27% 0.27%
DG F 1.0% 0.43% 0.43%
DHI B 1.0% 0.55% 0.55%
EFX B 1.0% 0.66% 0.66%
FND C 1.0% 0.29% 0.29%
HAL F 1.0% 0.93% 0.93%
IR C 1.0% 0.64% 0.64%
J C 1.0% 0.68% 0.68%
MOH D 1.0% 0.27% 0.27%
MRNA F 1.0% 0.25% 0.25%
MSTR D 1.0% 0.7% 0.7%
MTD D 1.0% 0.29% 0.29%
NET D 1.0% 1.01% 1.0%
ODFL D 1.0% 0.29% 0.29%
PCG C 1.0% 0.56% 0.56%
PFGC B 1.0% 0.71% 0.71%
PINS F 1.0% 0.17% 0.17%
PWR B 1.0% 0.47% 0.47%
RCL B 1.0% 0.97% 0.97%
SNAP F 1.0% 0.33% 0.33%
SQ D 1.0% 0.28% 0.28%
SRPT D 1.0% 0.24% 0.24%
TSCO C 1.0% 0.54% 0.54%
UAL C 1.0% 0.3% 0.3%
URI B 1.0% 0.52% 0.52%
IMCB Overweight 417 Positions Relative to CGGR
Symbol Grade Weight
UHAL A 1.0%
ALAB D 1.0%
FWONA C 1.0%
LEN B 1.0%
AGR B 1.0%
NWS D 1.0%
PAG D 1.0%
COTY F 1.0%
WLK D 1.0%
FOX B 1.0%
PCOR F 1.0%
CELH F 1.0%
SNX D 1.0%
BEN F 1.0%
U D 1.0%
AZPN B 1.0%
SIRI C 1.0%
BRKR D 1.0%
WBA F 1.0%
BSY D 1.0%
UHAL A 1.0%
CNM F 1.0%
DINO F 1.0%
WYNN D 1.0%
ACI F 1.0%
CHK D 1.0%
DVA B 1.0%
AR F 1.0%
UNM B 1.0%
MOS F 1.0%
MORN C 1.0%
CG D 1.0%
PAYC D 1.0%
MEDP F 1.0%
MGM F 1.0%
APA F 1.0%
ALLY F 1.0%
FOXA B 1.0%
CNH D 1.0%
HRL C 1.0%
LW D 1.0%
SOLV C 1.0%
TAP D 1.0%
AOS D 1.0%
WTRG D 1.0%
NWSA D 1.0%
BJ D 1.0%
CPB C 1.0%
RRX C 1.0%
CHDN C 1.0%
TWLO D 1.0%
CRL F 1.0%
AFG B 1.0%
QRVO F 1.0%
LECO F 1.0%
WMS D 1.0%
OVV F 1.0%
HII D 1.0%
ALB D 1.0%
INCY C 1.0%
LKQ F 1.0%
NVT D 1.0%
HEI B 1.0%
CCK A 1.0%
RPRX C 1.0%
EQH C 1.0%
HOOD C 1.0%
SAIA D 1.0%
EPAM F 1.0%
TFX C 1.0%
IPG C 1.0%
DOCU C 1.0%
SCI B 1.0%
TECH C 1.0%
WING B 1.0%
BLD D 1.0%
OKTA F 1.0%
EMN B 1.0%
FIX B 1.0%
FFIV B 1.0%
FLEX C 1.0%
HST C 1.0%
KMX D 1.0%
NBIX F 1.0%
DKS D 1.0%
TTEK C 1.0%
ALLE B 1.0%
CLH A 1.0%
BXP B 1.0%
JBL D 1.0%
EXAS C 1.0%
XPO D 1.0%
REG C 1.0%
JNPR B 1.0%
SJM C 1.0%
NDSN C 1.0%
AES C 1.0%
UTHR C 1.0%
JKHY B 1.0%
ERIE B 1.0%
AMH C 1.0%
ACM B 1.0%
CE F 1.0%
POOL C 1.0%
CPT B 1.0%
RNR C 1.0%
IBKR B 1.0%
TW B 1.0%
TRMB C 1.0%
ELS C 1.0%
GLPI C 1.0%
WPC C 1.0%
BG D 1.0%
USFD B 1.0%
UHS B 1.0%
GGG C 1.0%
EVRG B 1.0%
DLTR F 1.0%
FNF B 1.0%
DT C 1.0%
UDR C 1.0%
DPZ F 1.0%
JBHT D 1.0%
OC D 1.0%
CF C 1.0%
RGA C 1.0%
VTRS D 1.0%
CASY D 1.0%
LYV B 1.0%
ENPH D 1.0%
MRO D 1.0%
SNA C 1.0%
L C 1.0%
AKAM D 1.0%
ROL C 1.0%
RVTY B 1.0%
PSTG F 1.0%
NTNX C 1.0%
SWK B 1.0%
IEX D 1.0%
TOL B 1.0%
PNR B 1.0%
LNT B 1.0%
GEN B 1.0%
CAG C 1.0%
NI B 1.0%
ZS F 1.0%
NTRA C 1.0%
KEY B 1.0%
THC A 1.0%
RPM B 1.0%
TPL B 1.0%
LPLA D 1.0%
HEI B 1.0%
VRSN D 1.0%
AMCR B 1.0%
RS D 1.0%
DOC C 1.0%
SSNC B 1.0%
BMRN F 1.0%
KIM C 1.0%
ZM C 1.0%
LVS D 1.0%
SWKS D 1.0%
APTV D 1.0%
PODD B 1.0%
MANH B 1.0%
ENTG F 1.0%
STLD F 1.0%
FWONK C 1.0%
WSO C 1.0%
IP B 1.0%
WSM D 1.0%
EG C 1.0%
TXT D 1.0%
NRG C 1.0%
EXPE C 1.0%
FDS C 1.0%
CCL C 1.0%
EXPD C 1.0%
CTRA F 1.0%
ALGN D 1.0%
LUV C 1.0%
WBD D 1.0%
DGX B 1.0%
ZBRA B 1.0%
TSN C 1.0%
MAS B 1.0%
BURL B 1.0%
AVY C 1.0%
CNP C 1.0%
ULTA D 1.0%
NTRS A 1.0%
AVTR B 1.0%
WRB C 1.0%
SUI B 1.0%
EME B 1.0%
CFG C 1.0%
LII B 1.0%
DKNG C 1.0%
EQT D 1.0%
PKG B 1.0%
HOLX C 1.0%
LH C 1.0%
SYF C 1.0%
PFG B 1.0%
ARE C 1.0%
TRU B 1.0%
WAT C 1.0%
GPC D 1.0%
DRI B 1.0%
BBY C 1.0%
MAA B 1.0%
OMC B 1.0%
CSL B 1.0%
EL F 1.0%
BAH C 1.0%
ESS B 1.0%
BAX C 1.0%
TER D 1.0%
TDY B 1.0%
MKL C 1.0%
ILMN C 1.0%
ATO B 1.0%
STX C 1.0%
RF B 1.0%
CLX C 1.0%
WDC D 1.0%
GDDY C 1.0%
PTC D 1.0%
CMS C 1.0%
BALL C 1.0%
LDOS B 1.0%
HBAN B 1.0%
INVH C 1.0%
MKC C 1.0%
MDB D 1.0%
CINF C 1.0%
K B 1.0%
HUBB B 1.0%
CPAY B 1.0%
BLDR C 1.0%
COO B 1.0%
ZBH F 1.0%
WST D 1.0%
HPE D 1.0%
APP C 1.0%
SMCI F 1.0%
SW B 1.0%
RJF C 1.0%
AEE C 1.0%
FE C 1.0%
FCNCA D 1.0%
WY C 1.0%
TROW D 1.0%
PPL C 1.0%
DECK C 1.0%
ES C 1.0%
RBLX B 1.0%
FSLR C 1.0%
NTAP D 1.0%
TTWO C 1.0%
STE C 1.0%
LYB D 1.0%
TYL C 1.0%
BR D 1.0%
STT B 1.0%
HUBS D 1.0%
BRO C 1.0%
DVN F 1.0%
CHD D 1.0%
DTE C 1.0%
DOV B 1.0%
KEYS C 1.0%
FTV C 1.0%
SBAC C 1.0%
VLTO C 1.0%
VST C 1.0%
TEAM D 1.0%
VTR C 1.0%
ETR B 1.0%
IFF B 1.0%
EQR B 1.0%
ARES B 1.0%
DXCM F 1.0%
CAH C 1.0%
AXON B 1.0%
MTB B 1.0%
ANSS D 1.0%
NVR B 1.0%
GPN D 1.0%
NDAQ A 1.0%
GRMN D 1.0%
FITB B 1.0%
CPNG B 1.0%
DAL C 1.0%
PHM B 1.0%
AWK B 1.0%
BIIB F 1.0%
LULU D 1.0%
CDW D 1.0%
HSY C 1.0%
ADM D 1.0%
WAB A 1.0%
FANG D 1.0%
ROK D 1.0%
PPG D 1.0%
ON D 1.0%
WEC C 1.0%
WTW C 1.0%
VRT C 1.0%
VMC D 1.0%
KHC C 1.0%
XYL D 1.0%
CSGP D 1.0%
MLM D 1.0%
EBAY B 1.0%
COIN F 1.0%
DDOG D 1.0%
DFS C 1.0%
GLW C 1.0%
VEEV C 1.0%
EIX C 1.0%
TRGP B 1.0%
HPQ D 1.0%
AVB B 1.0%
DD B 1.0%
BKR C 1.0%
NUE F 1.0%
HIG B 1.0%
IRM C 1.0%
GEHC C 1.0%
VICI C 1.0%
XEL B 1.0%
DOW D 1.0%
EA D 1.0%
HES F 1.0%
CBRE A 1.0%
ED C 1.0%
RMD C 1.0%
KR C 1.0%
EXR B 1.0%
YUM D 1.0%
OTIS C 1.0%
CTSH C 1.0%
SYY D 1.0%
HWM B 1.0%
AME C 1.0%
VRSK D 1.0%
FERG D 1.0%
IT B 1.0%
CTVA B 1.0%
HUM F 1.0%
EXC C 1.0%
A C 1.0%
FAST C 1.0%
KVUE C 1.0%
CNC D 1.0%
KDP B 1.0%
MCHP F 1.0%
CMI C 1.0%
LNG C 1.0%
STZ D 1.0%
IDXX C 1.0%
EW F 1.0%
COR D 1.0%
KMI B 1.0%
ACGL C 1.0%
GIS B 1.0%
PEG C 1.0%
MPWR C 1.0%
F F 1.0%
PRU C 1.0%
CPRT D 1.0%
LHX C 1.0%
AMP A 1.0%
LEN B 1.0%
PAYX C 1.0%
IQV C 1.0%
VLO F 1.0%
TEL D 1.0%
MSCI C 1.0%
GWW B 1.0%
FICO B 1.0%
TTD B 1.0%
FIS B 1.0%
D C 1.0%
KMB D 1.0%
FTNT C 1.0%
JCI B 1.0%
AIG D 1.0%
ALL B 1.0%
PCAR D 1.0%
SPG B 1.0%
ROST C 1.0%
SRE C 1.0%
CCI C 1.0%
BK B 1.0%
DLR B 1.0%
COF B 1.0%
GM C 1.0%
OKE B 1.0%
HLT B 1.0%
WDAY D 1.0%
TRV C 1.0%
AZO D 1.0%
AEP C 1.0%
O C 1.0%
WMB B 1.0%
ADSK C 1.0%
TFC C 1.0%
AFL C 1.0%
PSA B 1.0%
NSC C 1.0%
GEV B 1.0%
NEM B 1.0%
PLTR B 1.0%
IMCB Underweight 56 Positions Relative to CGGR
Symbol Grade Weight
META B -8.81%
MSFT C -5.29%
NFLX B -4.86%
TSLA C -3.81%
AVGO C -2.97%
NVDA D -2.94%
REGN C -2.47%
ISRG B -2.46%
GOOG D -2.41%
AAPL C -2.36%
V C -2.22%
UNH C -1.86%
GOOGL D -1.79%
VRTX D -1.6%
AMZN C -1.59%
LLY C -1.54%
CRM D -1.49%
TDG B -1.48%
SHOP C -1.43%
GE B -1.14%
UBER C -1.09%
BAC D -1.04%
TSM C -0.97%
MA B -0.93%
TMO B -0.78%
KKR B -0.76%
SLB F -0.74%
SNPS F -0.67%
HD B -0.67%
COST B -0.65%
CEG C -0.61%
HCA B -0.59%
BSX B -0.56%
EOG D -0.56%
MSI B -0.55%
CAT B -0.55%
ASML F -0.54%
APO C -0.51%
ABNB D -0.49%
CMG C -0.49%
AMAT D -0.48%
ADBE F -0.44%
TGT C -0.44%
MU F -0.43%
ATI D -0.43%
ETN C -0.43%
ARMK B -0.41%
TOST C -0.4%
ABT C -0.39%
DHR B -0.38%
G C -0.37%
FYBR C -0.37%
BX B -0.34%
NCLH C -0.31%
BA F -0.27%
NVCR D -0.1%
Compare ETFs