IMCB vs. EXI ETF Comparison
Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to iShares Global Industrials ETF (EXI)
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
$74.83
Average Daily Volume
31,431
Number of Holdings
*
447
* may have additional holdings in another (foreign) market
EXI
iShares Global Industrials ETF
EXI Description
The investment seeks to track the investment results of an index composed of global equities in the industrials sector. 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. It seeks to track the investment results of the S&P Global 1200 Industrials Sector IndexTM (the "underlying index"), which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), a subsidiary of McGraw Hill Financial, Inc., deems to be part of the industrials sector of the economy and that S&P believes are important to global markets.Grade (RS Rating)
Last Trade
$144.40
Average Daily Volume
40,867
Number of Holdings
*
79
* may have additional holdings in another (foreign) market
Performance
| Period | IMCB | EXI |
|---|---|---|
| 30 Days | 2.38% | 2.59% |
| 60 Days | 4.18% | 4.54% |
| 90 Days | 6.48% | 6.22% |
| 12 Months | 22.89% | 25.56% |
50 Overlapping Holdings
| Symbol | Grade | Weight in IMCB | Weight in EXI | Overlap | |
|---|---|---|---|---|---|
| ALLE | B | 1.0% | 1.0% | 1.0% | |
| AME | C | 1.0% | 1.0% | 1.0% | |
| AOS | C | 1.0% | 1.0% | 1.0% | |
| AXON | B | 1.0% | 1.0% | 1.0% | |
| BLDR | C | 1.0% | 1.0% | 1.0% | |
| BR | D | 1.0% | 1.0% | 1.0% | |
| CARR | B | 1.0% | 1.0% | 1.0% | |
| CMI | C | 1.0% | 1.0% | 1.0% | |
| CPRT | D | 1.0% | 1.0% | 1.0% | |
| DAL | C | 1.0% | 1.0% | 1.0% | |
| DAY | D | 1.0% | 1.0% | 1.0% | |
| DOV | B | 1.0% | 1.0% | 1.0% | |
| EFX | C | 1.0% | 1.0% | 1.0% | |
| EXPD | B | 1.0% | 1.0% | 1.0% | |
| FAST | C | 1.0% | 1.0% | 1.0% | |
| FTV | C | 1.0% | 1.0% | 1.0% | |
| GEV | B | 1.0% | 1.0% | 1.0% | |
| GWW | B | 1.0% | 1.0% | 1.0% | |
| HII | C | 1.0% | 1.0% | 1.0% | |
| HUBB | B | 1.0% | 1.0% | 1.0% | |
| HWM | B | 1.0% | 1.0% | 1.0% | |
| IEX | D | 1.0% | 1.0% | 1.0% | |
| IR | C | 1.0% | 1.0% | 1.0% | |
| J | D | 1.0% | 1.0% | 1.0% | |
| JBHT | D | 1.0% | 1.0% | 1.0% | |
| JCI | B | 1.0% | 1.0% | 1.0% | |
| LDOS | C | 1.0% | 1.0% | 1.0% | |
| LHX | D | 1.0% | 1.0% | 1.0% | |
| LUV | C | 1.0% | 1.0% | 1.0% | |
| MAS | B | 1.0% | 1.0% | 1.0% | |
| NDSN | C | 1.0% | 1.0% | 1.0% | |
| NSC | C | 1.0% | 1.0% | 1.0% | |
| ODFL | C | 1.0% | 1.0% | 1.0% | |
| OTIS | D | 1.0% | 1.0% | 1.0% | |
| PAYC | D | 1.0% | 1.0% | 1.0% | |
| PAYX | C | 1.0% | 1.0% | 1.0% | |
| PCAR | D | 1.0% | 1.0% | 1.0% | |
| PNR | B | 1.0% | 1.0% | 1.0% | |
| PWR | B | 1.0% | 1.0% | 1.0% | |
| ROK | D | 1.0% | 1.0% | 1.0% | |
| ROL | C | 1.0% | 1.0% | 1.0% | |
| SNA | B | 1.0% | 1.0% | 1.0% | |
| SWK | B | 1.0% | 1.0% | 1.0% | |
| TXT | D | 1.0% | 1.0% | 1.0% | |
| UAL | B | 1.0% | 1.0% | 1.0% | |
| URI | B | 1.0% | 1.0% | 1.0% | |
| VLTO | C | 1.0% | 1.0% | 1.0% | |
| VRSK | D | 1.0% | 1.0% | 1.0% | |
| WAB | A | 1.0% | 1.0% | 1.0% | |
| XYL | D | 1.0% | 1.0% | 1.0% |
IMCB Overweight 397 Positions Relative to EXI
| Symbol | Grade | Weight | |
|---|---|---|---|
| UHAL | B | 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 | A | 1.0% | |
| SIRI | C | 1.0% | |
| BRKR | D | 1.0% | |
| WBA | F | 1.0% | |
| BSY | D | 1.0% | |
| UHAL | B | 1.0% | |
| CNM | F | 1.0% | |
| DINO | D | 1.0% | |
| WYNN | D | 1.0% | |
| ACI | F | 1.0% | |
| CHK | D | 1.0% | |
| DVA | B | 1.0% | |
| AR | D | 1.0% | |
| UNM | B | 1.0% | |
| MOS | F | 1.0% | |
| MORN | C | 1.0% | |
| CG | C | 1.0% | |
| MEDP | D | 1.0% | |
| MGM | D | 1.0% | |
| APA | F | 1.0% | |
| ALLY | F | 1.0% | |
| FOXA | B | 1.0% | |
| CNH | C | 1.0% | |
| HRL | C | 1.0% | |
| LW | D | 1.0% | |
| SOLV | C | 1.0% | |
| TAP | C | 1.0% | |
| WTRG | D | 1.0% | |
| NWSA | D | 1.0% | |
| BJ | D | 1.0% | |
| CPB | B | 1.0% | |
| RRX | C | 1.0% | |
| CHDN | C | 1.0% | |
| TWLO | D | 1.0% | |
| CRL | D | 1.0% | |
| AFG | B | 1.0% | |
| QRVO | F | 1.0% | |
| SNAP | F | 1.0% | |
| LECO | F | 1.0% | |
| WMS | D | 1.0% | |
| OVV | D | 1.0% | |
| ALB | F | 1.0% | |
| INCY | C | 1.0% | |
| LKQ | D | 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 | D | 1.0% | |
| PFGC | B | 1.0% | |
| SRPT | F | 1.0% | |
| TFX | C | 1.0% | |
| IPG | C | 1.0% | |
| DOCU | C | 1.0% | |
| SCI | B | 1.0% | |
| TECH | C | 1.0% | |
| FND | C | 1.0% | |
| WING | B | 1.0% | |
| BLD | D | 1.0% | |
| OKTA | F | 1.0% | |
| EMN | B | 1.0% | |
| FIX | B | 1.0% | |
| FFIV | A | 1.0% | |
| FLEX | C | 1.0% | |
| HST | D | 1.0% | |
| KMX | D | 1.0% | |
| NBIX | F | 1.0% | |
| DKS | D | 1.0% | |
| TTEK | C | 1.0% | |
| CLH | B | 1.0% | |
| BXP | B | 1.0% | |
| JBL | D | 1.0% | |
| EXAS | C | 1.0% | |
| XPO | D | 1.0% | |
| REG | C | 1.0% | |
| JNPR | A | 1.0% | |
| SJM | C | 1.0% | |
| AES | C | 1.0% | |
| UTHR | C | 1.0% | |
| JKHY | B | 1.0% | |
| ERIE | A | 1.0% | |
| AMH | C | 1.0% | |
| ACM | B | 1.0% | |
| CE | D | 1.0% | |
| POOL | C | 1.0% | |
| CPT | B | 1.0% | |
| RNR | B | 1.0% | |
| IBKR | B | 1.0% | |
| TW | A | 1.0% | |
| TRMB | C | 1.0% | |
| ELS | C | 1.0% | |
| GLPI | B | 1.0% | |
| WPC | B | 1.0% | |
| BG | D | 1.0% | |
| USFD | B | 1.0% | |
| UHS | B | 1.0% | |
| GGG | C | 1.0% | |
| EVRG | A | 1.0% | |
| DLTR | F | 1.0% | |
| FNF | A | 1.0% | |
| DT | C | 1.0% | |
| UDR | B | 1.0% | |
| DPZ | F | 1.0% | |
| OC | C | 1.0% | |
| CF | B | 1.0% | |
| RGA | B | 1.0% | |
| VTRS | C | 1.0% | |
| CASY | D | 1.0% | |
| LYV | B | 1.0% | |
| ENPH | C | 1.0% | |
| MRO | D | 1.0% | |
| L | B | 1.0% | |
| AKAM | D | 1.0% | |
| RVTY | B | 1.0% | |
| PSTG | F | 1.0% | |
| NTNX | C | 1.0% | |
| TOL | B | 1.0% | |
| LNT | A | 1.0% | |
| GEN | A | 1.0% | |
| CAG | B | 1.0% | |
| NI | B | 1.0% | |
| ZS | F | 1.0% | |
| NTRA | B | 1.0% | |
| KEY | B | 1.0% | |
| THC | B | 1.0% | |
| RPM | B | 1.0% | |
| TPL | C | 1.0% | |
| LPLA | D | 1.0% | |
| HEI | B | 1.0% | |
| VRSN | D | 1.0% | |
| AMCR | C | 1.0% | |
| RS | D | 1.0% | |
| DOC | C | 1.0% | |
| SSNC | B | 1.0% | |
| BMRN | F | 1.0% | |
| KIM | B | 1.0% | |
| ZM | C | 1.0% | |
| LVS | D | 1.0% | |
| SWKS | F | 1.0% | |
| APTV | D | 1.0% | |
| PODD | B | 1.0% | |
| MANH | B | 1.0% | |
| ENTG | D | 1.0% | |
| STLD | D | 1.0% | |
| FWONK | D | 1.0% | |
| WSO | C | 1.0% | |
| IP | B | 1.0% | |
| WSM | C | 1.0% | |
| EG | B | 1.0% | |
| NRG | C | 1.0% | |
| EXPE | C | 1.0% | |
| FDS | C | 1.0% | |
| CCL | C | 1.0% | |
| CTRA | F | 1.0% | |
| ALGN | D | 1.0% | |
| WBD | D | 1.0% | |
| DGX | B | 1.0% | |
| ZBRA | B | 1.0% | |
| TSN | C | 1.0% | |
| PINS | F | 1.0% | |
| BURL | B | 1.0% | |
| AVY | D | 1.0% | |
| CNP | C | 1.0% | |
| ULTA | D | 1.0% | |
| NTRS | B | 1.0% | |
| AVTR | B | 1.0% | |
| WRB | C | 1.0% | |
| SUI | B | 1.0% | |
| DG | F | 1.0% | |
| EME | B | 1.0% | |
| CFG | D | 1.0% | |
| LII | B | 1.0% | |
| DKNG | D | 1.0% | |
| EQT | D | 1.0% | |
| PKG | B | 1.0% | |
| HOLX | B | 1.0% | |
| LH | B | 1.0% | |
| SYF | C | 1.0% | |
| PFG | B | 1.0% | |
| ARE | B | 1.0% | |
| TRU | B | 1.0% | |
| WAT | C | 1.0% | |
| GPC | D | 1.0% | |
| DRI | C | 1.0% | |
| BBY | B | 1.0% | |
| MAA | B | 1.0% | |
| OMC | A | 1.0% | |
| CSL | C | 1.0% | |
| EL | F | 1.0% | |
| BAH | B | 1.0% | |
| ESS | B | 1.0% | |
| MSTR | D | 1.0% | |
| BAX | C | 1.0% | |
| TER | D | 1.0% | |
| TDY | C | 1.0% | |
| MKL | C | 1.0% | |
| ILMN | C | 1.0% | |
| ATO | B | 1.0% | |
| STX | D | 1.0% | |
| RF | B | 1.0% | |
| CLX | C | 1.0% | |
| MOH | C | 1.0% | |
| WDC | D | 1.0% | |
| GDDY | C | 1.0% | |
| PTC | D | 1.0% | |
| CMS | A | 1.0% | |
| BALL | C | 1.0% | |
| HBAN | B | 1.0% | |
| INVH | C | 1.0% | |
| MKC | B | 1.0% | |
| MDB | D | 1.0% | |
| CINF | B | 1.0% | |
| K | A | 1.0% | |
| CPAY | B | 1.0% | |
| COO | B | 1.0% | |
| ZBH | F | 1.0% | |
| WST | D | 1.0% | |
| HPE | D | 1.0% | |
| APP | B | 1.0% | |
| SMCI | F | 1.0% | |
| SW | B | 1.0% | |
| RJF | C | 1.0% | |
| AEE | B | 1.0% | |
| FE | C | 1.0% | |
| FCNCA | D | 1.0% | |
| WY | C | 1.0% | |
| TROW | D | 1.0% | |
| MRNA | F | 1.0% | |
| PPL | C | 1.0% | |
| DECK | C | 1.0% | |
| ES | C | 1.0% | |
| RBLX | B | 1.0% | |
| NET | F | 1.0% | |
| FSLR | C | 1.0% | |
| NTAP | D | 1.0% | |
| TTWO | D | 1.0% | |
| STE | C | 1.0% | |
| LYB | F | 1.0% | |
| TYL | C | 1.0% | |
| STT | A | 1.0% | |
| HAL | F | 1.0% | |
| HUBS | D | 1.0% | |
| BRO | C | 1.0% | |
| DVN | F | 1.0% | |
| CHD | C | 1.0% | |
| DTE | B | 1.0% | |
| KEYS | C | 1.0% | |
| SBAC | C | 1.0% | |
| VST | C | 1.0% | |
| TEAM | F | 1.0% | |
| VTR | C | 1.0% | |
| ETR | A | 1.0% | |
| IFF | B | 1.0% | |
| EQR | B | 1.0% | |
| ARES | B | 1.0% | |
| DXCM | F | 1.0% | |
| CAH | C | 1.0% | |
| MTB | B | 1.0% | |
| ANSS | F | 1.0% | |
| NVR | B | 1.0% | |
| GPN | D | 1.0% | |
| NDAQ | B | 1.0% | |
| GRMN | D | 1.0% | |
| FITB | B | 1.0% | |
| CPNG | B | 1.0% | |
| PHM | B | 1.0% | |
| AWK | A | 1.0% | |
| BIIB | F | 1.0% | |
| LULU | D | 1.0% | |
| CDW | D | 1.0% | |
| HSY | C | 1.0% | |
| ADM | D | 1.0% | |
| MTD | D | 1.0% | |
| FANG | D | 1.0% | |
| DELL | D | 1.0% | |
| PPG | C | 1.0% | |
| ON | D | 1.0% | |
| WEC | B | 1.0% | |
| WTW | B | 1.0% | |
| TSCO | C | 1.0% | |
| VRT | C | 1.0% | |
| VMC | D | 1.0% | |
| KHC | C | 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 | B | 1.0% | |
| VEEV | C | 1.0% | |
| EIX | C | 1.0% | |
| TRGP | B | 1.0% | |
| HPQ | D | 1.0% | |
| AVB | B | 1.0% | |
| ALNY | B | 1.0% | |
| CHTR | D | 1.0% | |
| DD | B | 1.0% | |
| BKR | D | 1.0% | |
| NUE | F | 1.0% | |
| HIG | A | 1.0% | |
| IRM | B | 1.0% | |
| GEHC | C | 1.0% | |
| VICI | C | 1.0% | |
| XEL | A | 1.0% | |
| DOW | D | 1.0% | |
| EA | D | 1.0% | |
| SQ | D | 1.0% | |
| HES | D | 1.0% | |
| CBRE | A | 1.0% | |
| ED | C | 1.0% | |
| RMD | C | 1.0% | |
| KR | B | 1.0% | |
| EXR | B | 1.0% | |
| YUM | D | 1.0% | |
| CTSH | C | 1.0% | |
| SYY | D | 1.0% | |
| FERG | C | 1.0% | |
| IT | B | 1.0% | |
| CTVA | B | 1.0% | |
| RCL | B | 1.0% | |
| HUM | F | 1.0% | |
| EXC | B | 1.0% | |
| A | C | 1.0% | |
| DASH | C | 1.0% | |
| KVUE | B | 1.0% | |
| CNC | C | 1.0% | |
| KDP | A | 1.0% | |
| MCHP | D | 1.0% | |
| LNG | D | 1.0% | |
| STZ | C | 1.0% | |
| IDXX | C | 1.0% | |
| EW | F | 1.0% | |
| COR | D | 1.0% | |
| KMI | A | 1.0% | |
| ACGL | B | 1.0% | |
| GIS | B | 1.0% | |
| PEG | B | 1.0% | |
| MPWR | C | 1.0% | |
| F | D | 1.0% | |
| PRU | C | 1.0% | |
| PCG | C | 1.0% | |
| AMP | B | 1.0% | |
| LEN | B | 1.0% | |
| IQV | C | 1.0% | |
| VLO | D | 1.0% | |
| TEL | D | 1.0% | |
| MSCI | C | 1.0% | |
| FICO | A | 1.0% | |
| TTD | B | 1.0% | |
| FIS | B | 1.0% | |
| D | C | 1.0% | |
| KMB | D | 1.0% | |
| FTNT | C | 1.0% | |
| AIG | D | 1.0% | |
| ALL | A | 1.0% | |
| SPG | B | 1.0% | |
| ROST | C | 1.0% | |
| SRE | B | 1.0% | |
| CCI | B | 1.0% | |
| BK | A | 1.0% | |
| DLR | B | 1.0% | |
| COF | C | 1.0% | |
| GM | B | 1.0% | |
| OKE | B | 1.0% | |
| HLT | B | 1.0% | |
| WDAY | D | 1.0% | |
| TRV | B | 1.0% | |
| AZO | D | 1.0% | |
| AEP | B | 1.0% | |
| O | B | 1.0% | |
| WMB | B | 1.0% | |
| ADSK | B | 1.0% | |
| TFC | D | 1.0% | |
| AFL | B | 1.0% | |
| PSA | B | 1.0% | |
| DHI | B | 1.0% | |
| NEM | B | 1.0% | |
| PLTR | B | 1.0% |
IMCB Underweight 29 Positions Relative to EXI
| Symbol | Grade | Weight | |
|---|---|---|---|
| CSX | D | -1.0% | |
| FDX | C | -1.0% | |
| EMR | D | -1.0% | |
| WCN | D | -1.0% | |
| ITW | B | -1.0% | |
| RSG | D | -1.0% | |
| CAT | C | -1.0% | |
| RTX | C | -1.0% | |
| UNP | B | -1.0% | |
| UBER | C | -1.0% | |
| HON | D | -1.0% | |
| LMT | C | -1.0% | |
| ETN | C | -1.0% | |
| ADP | B | -1.0% | |
| DE | B | -1.0% | |
| BA | F | -1.0% | |
| TT | B | -1.0% | |
| WM | D | -1.0% | |
| PH | B | -1.0% | |
| TDG | B | -1.0% | |
| NOC | B | -1.0% | |
| MMM | B | -1.0% | |
| CTAS | C | -1.0% | |
| GD | B | -1.0% | |
| UPS | D | -1.0% | |
| CHRW | B | -1.0% | |
| GNRC | D | -1.0% | |
| AAL | D | -1.0% | |
| GE | B | -1.0% |
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
EXI: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Aerospace & Defense
Business Services
Integrated Shipping & Logistics
Specialty Industrial Machinery
Airlines
Railroads
Engineering & Construction
Software - Application
Waste Management
Building Materials
Farm & Construction Equipment
Industrial Distribution
Tools & Accessories
Auto & Truck Dealerships
Building Products & Equipment
Communication Equipment
Electronic Components
Information Technology Services
Pollution & Treatment Controls
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