IMCB vs. IWLG ETF Comparison

Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to IQ MacKay Municipal Insured ETF (IWLG)
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

$75.86

Average Daily Volume

32,014

Number of Holdings *

447

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

IQ MacKay Municipal Insured ETF

IWLG Description IQ MacKay Municipal Insured ETF seek long-term growth of capital by employing a bottom-up investment process while investing in companies that have the potential for above-average future earnings and cash flow growth. IQ MacKay Municipal Insured ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$45.38

Average Daily Volume

8,930

Number of Holdings *

41

* may have additional holdings in another (foreign) market
Performance
Period IMCB IWLG
30 Days 3.46% 6.34%
60 Days 10.27% 12.91%
90 Days 8.52% -0.94%
12 Months 30.58% 48.83%
5 Overlapping Holdings
Symbol Grade Weight in IMCB Weight in IWLG Overlap
AME C 0.36% 0.96% 0.36%
FICO C 0.43% 1.49% 0.43%
HLT A 0.53% 0.96% 0.53%
VMC D 0.3% 0.33% 0.3%
WDAY D 0.47% 1.48% 0.47%
IMCB Overweight 442 Positions Relative to IWLG
Symbol Grade Weight
PLTR A 0.67%
GEV A 0.63%
CARR A 0.62%
NEM C 0.57%
ADSK B 0.53%
PSA C 0.52%
TFC D 0.52%
DHI C 0.52%
COF A 0.52%
NSC C 0.51%
AFL A 0.51%
URI C 0.5%
AEP C 0.5%
AZO D 0.5%
O C 0.5%
WMB A 0.5%
TRV B 0.49%
GM D 0.48%
DLR C 0.48%
SRE C 0.48%
OKE A 0.48%
BK A 0.48%
SPG A 0.47%
JCI C 0.47%
FTNT A 0.46%
PCAR D 0.46%
CCI D 0.46%
TTD A 0.45%
ALL A 0.45%
ROST D 0.45%
AIG C 0.44%
D A 0.44%
KMB D 0.44%
AMP A 0.43%
FIS A 0.43%
CPRT B 0.42%
MSCI B 0.42%
GWW B 0.42%
TEL D 0.42%
LEN C 0.41%
CMI A 0.41%
LHX A 0.41%
PAYX B 0.4%
PWR A 0.4%
A B 0.4%
VLO F 0.4%
PRU B 0.4%
DASH A 0.4%
PEG A 0.4%
IDXX D 0.39%
OTIS A 0.39%
PCG C 0.39%
F D 0.39%
ACGL A 0.39%
MCHP F 0.39%
KMI A 0.39%
IQV F 0.39%
MPWR B 0.39%
LNG A 0.38%
FERG F 0.38%
GIS C 0.38%
RCL B 0.38%
STZ D 0.38%
EW F 0.37%
EXC C 0.37%
KVUE C 0.37%
HWM A 0.37%
KDP C 0.37%
CTVA A 0.37%
FAST C 0.37%
IT A 0.36%
CNC F 0.36%
YUM C 0.36%
IR A 0.36%
VRSK D 0.35%
COIN F 0.35%
KR C 0.35%
VST A 0.35%
COR F 0.35%
HUM F 0.35%
CTSH B 0.35%
DOW B 0.35%
SYY D 0.35%
SQ D 0.34%
HES D 0.34%
ODFL F 0.34%
DD C 0.34%
EXR D 0.34%
CBRE C 0.34%
VRT B 0.33%
XEL C 0.33%
EFX D 0.33%
NUE D 0.33%
ED C 0.33%
GEHC C 0.33%
BKR B 0.33%
HIG A 0.32%
ALNY C 0.32%
GLW C 0.32%
DFS A 0.32%
HPQ B 0.32%
RMD C 0.32%
EA D 0.32%
MLM F 0.31%
EIX C 0.31%
DDOG B 0.31%
IRM B 0.31%
VICI C 0.31%
CHTR D 0.3%
XYL C 0.3%
EBAY A 0.3%
TRGP A 0.3%
DAL C 0.3%
VEEV C 0.29%
KHC F 0.29%
MTD C 0.29%
DELL C 0.29%
PPG D 0.29%
AVB C 0.29%
WAB A 0.29%
ON F 0.29%
WEC B 0.28%
PHM C 0.28%
WTW C 0.28%
CDW D 0.28%
CSGP F 0.28%
MSTR B 0.28%
TSCO A 0.28%
LULU D 0.28%
ROK D 0.28%
ARES A 0.27%
MTB A 0.27%
FITB C 0.27%
NVR C 0.27%
FANG D 0.27%
CPNG C 0.27%
FTV C 0.26%
NDAQ C 0.26%
BIIB F 0.26%
ANSS D 0.26%
AWK D 0.26%
AXON A 0.26%
HSY D 0.26%
ADM F 0.26%
DXCM F 0.25%
GRMN D 0.25%
CAH B 0.25%
IFF D 0.25%
HUBS D 0.25%
KEYS B 0.25%
ETR A 0.25%
GPN F 0.24%
VTR C 0.24%
SBAC C 0.24%
CHD D 0.24%
FSLR C 0.24%
VLTO A 0.24%
HPE B 0.24%
DTE B 0.24%
DOV C 0.24%
APP A 0.24%
STT A 0.24%
WY C 0.23%
DECK B 0.23%
NET D 0.23%
DVN F 0.23%
BR B 0.23%
LYB B 0.23%
TTWO D 0.23%
SW C 0.23%
NTAP D 0.23%
BRO A 0.23%
HAL D 0.23%
EQR C 0.23%
TEAM D 0.23%
BLDR C 0.22%
STE D 0.22%
ES D 0.22%
TYL D 0.22%
PPL C 0.22%
TROW D 0.22%
FE C 0.21%
WDC C 0.21%
WST D 0.21%
HUBB A 0.21%
FCNCA D 0.21%
AEE A 0.21%
RBLX D 0.21%
RJF B 0.21%
EL D 0.21%
K B 0.2%
BALL C 0.2%
LDOS A 0.2%
CPAY A 0.2%
PTC B 0.2%
COO C 0.2%
STX C 0.2%
MRNA F 0.2%
ZBH F 0.2%
PFG A 0.19%
CLX C 0.19%
TDY A 0.19%
CSL A 0.19%
ILMN B 0.19%
EQT C 0.19%
ATO A 0.19%
LVS B 0.19%
BAH C 0.19%
GDDY B 0.19%
MKC C 0.19%
SMCI F 0.19%
CINF A 0.19%
CMS A 0.19%
TER C 0.19%
HBAN B 0.19%
RF B 0.19%
WAT B 0.19%
MDB D 0.18%
DG F 0.18%
DKNG C 0.18%
PKG B 0.18%
LII C 0.18%
ULTA D 0.18%
PINS D 0.18%
J F 0.18%
MOH F 0.18%
GPC D 0.18%
BAX D 0.18%
SYF A 0.18%
INVH D 0.18%
BBY C 0.18%
EME B 0.18%
TRU C 0.18%
DRI C 0.18%
MKL B 0.18%
OMC C 0.18%
EXPD D 0.17%
NTRS B 0.17%
MAS C 0.17%
MAA D 0.17%
CCL C 0.17%
STLD C 0.17%
CFG C 0.17%
CNP B 0.17%
WBD F 0.17%
WSM C 0.17%
HOLX D 0.17%
ZBRA B 0.17%
EXPE B 0.17%
LH D 0.17%
ARE D 0.17%
ESS D 0.17%
UAL A 0.17%
NRG A 0.17%
ALGN D 0.17%
SUI D 0.16%
TPL A 0.16%
EG A 0.16%
DGX D 0.16%
MANH A 0.16%
LPLA D 0.16%
ENTG D 0.16%
WSO C 0.16%
WRB C 0.16%
AVTR D 0.16%
FDS C 0.16%
LUV B 0.16%
CTRA D 0.16%
AVY D 0.16%
APTV D 0.16%
SWKS F 0.15%
GEN A 0.15%
RPM A 0.15%
THC D 0.15%
PNR C 0.15%
SSNC C 0.15%
DOC C 0.15%
TOL C 0.15%
LYV A 0.15%
RS D 0.15%
PODD C 0.15%
IEX D 0.15%
AMCR C 0.15%
FWONK D 0.15%
VRSN C 0.15%
TXT F 0.15%
ZM B 0.15%
SWK C 0.15%
TSN D 0.15%
IP C 0.15%
BURL C 0.15%
ROL C 0.14%
GGG C 0.14%
DPZ D 0.14%
MRO B 0.14%
TRMB B 0.14%
DLTR F 0.14%
OC C 0.14%
FNF C 0.14%
CE D 0.14%
SNA C 0.14%
PSTG F 0.14%
NI A 0.14%
NTRA A 0.14%
KIM C 0.14%
AKAM D 0.14%
CAG D 0.14%
LNT B 0.14%
RVTY C 0.14%
CF A 0.14%
KEY B 0.14%
HEI C 0.14%
ZS F 0.14%
ENPH F 0.14%
ERIE A 0.13%
WPC C 0.13%
UTHR C 0.13%
UHS D 0.13%
FLEX B 0.13%
USFD C 0.13%
BG F 0.13%
RNR A 0.13%
FIX A 0.13%
CASY D 0.13%
VTRS D 0.13%
ACM A 0.13%
POOL D 0.13%
TW A 0.13%
RGA B 0.13%
EVRG C 0.13%
AES C 0.13%
JBHT D 0.13%
NTNX C 0.13%
DT B 0.13%
IBKR A 0.13%
L C 0.13%
TECH D 0.12%
DOCU A 0.12%
JNPR C 0.12%
BXP B 0.12%
HST D 0.12%
ALLE A 0.12%
ELS D 0.12%
SJM D 0.12%
JKHY A 0.12%
FFIV B 0.12%
XPO F 0.12%
BLD D 0.12%
FND C 0.12%
GLPI C 0.12%
CPT C 0.12%
BMRN F 0.12%
EMN C 0.12%
UDR C 0.12%
NDSN C 0.12%
JBL C 0.12%
CCK C 0.11%
NBIX F 0.11%
SAIA D 0.11%
TFX C 0.11%
SNAP D 0.11%
NVT C 0.11%
IPG D 0.11%
OKTA F 0.11%
EQH B 0.11%
REG C 0.11%
WING C 0.11%
DKS D 0.11%
PFGC A 0.11%
EXAS C 0.11%
CLH B 0.11%
HOOD B 0.11%
KMX F 0.11%
AMH D 0.11%
TTEK A 0.11%
HII F 0.1%
LKQ F 0.1%
INCY B 0.1%
AOS C 0.1%
TWLO B 0.1%
HEI C 0.1%
LECO D 0.1%
RRX B 0.1%
EPAM F 0.1%
WMS D 0.1%
SRPT F 0.1%
ALB D 0.1%
SCI D 0.1%
RPRX D 0.1%
HRL F 0.09%
SOLV C 0.09%
DAY C 0.09%
CG B 0.09%
ALLY F 0.09%
WYNN B 0.09%
CHDN C 0.09%
WTRG D 0.09%
MGM D 0.09%
LW D 0.09%
FOXA B 0.09%
CPB D 0.09%
QRVO F 0.09%
AFG A 0.09%
TAP D 0.09%
NWSA D 0.09%
BJ B 0.09%
OVV D 0.09%
CRL F 0.09%
CNH C 0.09%
MEDP F 0.08%
CNM F 0.08%
PAYC D 0.08%
MORN B 0.08%
AR C 0.08%
UNM A 0.08%
CHK C 0.08%
MOS F 0.08%
APA F 0.08%
ACI F 0.07%
UHAL C 0.07%
DINO F 0.07%
DVA C 0.07%
AZPN A 0.06%
WBA F 0.06%
BRKR D 0.06%
BSY D 0.06%
U D 0.06%
FOX B 0.05%
WLK C 0.05%
CELH F 0.05%
PCOR D 0.05%
SIRI C 0.05%
SNX C 0.05%
BEN F 0.05%
NWS D 0.03%
PAG D 0.03%
COTY F 0.03%
FWONA C 0.02%
LEN C 0.02%
AGR C 0.02%
UHAL C 0.01%
ALAB C 0.01%
IMCB Underweight 36 Positions Relative to IWLG
Symbol Grade Weight
MSFT D -11.19%
AMZN C -8.63%
NVDA B -8.58%
AAPL C -8.05%
META A -4.1%
GOOGL B -3.78%
AVGO B -3.77%
GOOG B -3.2%
SPOT C -2.43%
INTU F -2.42%
ISRG C -2.28%
KKR A -2.16%
ADBE F -2.05%
LLY D -1.81%
CMG C -1.79%
GE B -1.69%
TT A -1.67%
LRCX D -1.66%
NOW B -1.65%
MELI D -1.52%
UBER C -1.44%
V B -1.43%
MA A -1.38%
ETN B -1.37%
SNPS F -1.23%
ASML F -1.21%
ORLY A -1.19%
UNH B -1.16%
ABT C -1.13%
SYK C -1.12%
HD A -1.07%
WCN D -1.06%
NFLX A -1.01%
BSX A -0.98%
AMD C -0.48%
BKNG B -0.48%
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