IMCB vs. JXI ETF Comparison
Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to iShares Global Utilities ETF (JXI)
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
$75.42
Average Daily Volume
31,453
447
JXI
iShares Global Utilities ETF
JXI Description
The investment seeks to track the investment results of an index composed of global equities in the utilities 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 Utilities Sector IndexTM, 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 utilities sector of the economy and that S&P believes are important to global markets. The fund is non-diversified.Grade (RS Rating)
Last Trade
$69.51
Average Daily Volume
12,710
32
Performance
Period | IMCB | JXI |
---|---|---|
30 Days | 4.12% | 4.16% |
60 Days | 5.48% | 10.56% |
90 Days | 7.69% | 12.92% |
12 Months | 24.89% | 21.26% |
26 Overlapping Holdings
Symbol | Grade | Weight in IMCB | Weight in JXI | Overlap | |
---|---|---|---|---|---|
AEE | C | 1.0% | 1.0% | 1.0% | |
AEP | C | 1.0% | 1.0% | 1.0% | |
AES | C | 1.0% | 1.0% | 1.0% | |
ATO | B | 1.0% | 1.0% | 1.0% | |
AWK | B | 1.0% | 1.0% | 1.0% | |
CMS | C | 1.0% | 1.0% | 1.0% | |
CNP | C | 1.0% | 1.0% | 1.0% | |
D | C | 1.0% | 1.0% | 1.0% | |
DTE | C | 1.0% | 1.0% | 1.0% | |
ED | C | 1.0% | 1.0% | 1.0% | |
EIX | C | 1.0% | 1.0% | 1.0% | |
ES | C | 1.0% | 1.0% | 1.0% | |
ETR | B | 1.0% | 1.0% | 1.0% | |
EVRG | B | 1.0% | 1.0% | 1.0% | |
EXC | C | 1.0% | 1.0% | 1.0% | |
FE | C | 1.0% | 1.0% | 1.0% | |
LNT | B | 1.0% | 1.0% | 1.0% | |
NI | B | 1.0% | 1.0% | 1.0% | |
NRG | C | 1.0% | 1.0% | 1.0% | |
PCG | C | 1.0% | 1.0% | 1.0% | |
PEG | B | 1.0% | 1.0% | 1.0% | |
PPL | C | 1.0% | 1.0% | 1.0% | |
SRE | C | 1.0% | 1.0% | 1.0% | |
VST | C | 1.0% | 1.0% | 1.0% | |
WEC | C | 1.0% | 1.0% | 1.0% | |
XEL | B | 1.0% | 1.0% | 1.0% |
IMCB Overweight 421 Positions Relative to JXI
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% | |
DAY | 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% | |
SNAP | 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% | |
PFGC | B | 1.0% | |
SRPT | D | 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 | 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% | |
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% | |
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 | C | 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% | |
GEN | B | 1.0% | |
CAG | C | 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% | |
UAL | C | 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% | |
EXPE | C | 1.0% | |
FDS | C | 1.0% | |
CCL | C | 1.0% | |
EXPD | C | 1.0% | |
CTRA | D | 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% | |
PINS | F | 1.0% | |
BURL | B | 1.0% | |
AVY | C | 1.0% | |
ULTA | D | 1.0% | |
NTRS | A | 1.0% | |
AVTR | B | 1.0% | |
J | C | 1.0% | |
WRB | C | 1.0% | |
SUI | B | 1.0% | |
DG | F | 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 | B | 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% | |
MSTR | D | 1.0% | |
BAX | C | 1.0% | |
TER | D | 1.0% | |
TDY | B | 1.0% | |
MKL | C | 1.0% | |
ILMN | C | 1.0% | |
STX | C | 1.0% | |
RF | B | 1.0% | |
CLX | C | 1.0% | |
MOH | D | 1.0% | |
WDC | D | 1.0% | |
GDDY | C | 1.0% | |
PTC | D | 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 | B | 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% | |
FCNCA | D | 1.0% | |
WY | C | 1.0% | |
TROW | D | 1.0% | |
MRNA | F | 1.0% | |
DECK | C | 1.0% | |
RBLX | B | 1.0% | |
NET | D | 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 | A | 1.0% | |
HAL | F | 1.0% | |
HUBS | D | 1.0% | |
BRO | C | 1.0% | |
DVN | F | 1.0% | |
CHD | D | 1.0% | |
DOV | B | 1.0% | |
KEYS | C | 1.0% | |
FTV | C | 1.0% | |
SBAC | C | 1.0% | |
VLTO | C | 1.0% | |
TEAM | D | 1.0% | |
VTR | C | 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% | |
BIIB | F | 1.0% | |
LULU | D | 1.0% | |
CDW | D | 1.0% | |
HSY | C | 1.0% | |
ADM | D | 1.0% | |
MTD | D | 1.0% | |
WAB | B | 1.0% | |
FANG | D | 1.0% | |
DELL | D | 1.0% | |
ROK | D | 1.0% | |
PPG | D | 1.0% | |
ON | D | 1.0% | |
WTW | C | 1.0% | |
TSCO | C | 1.0% | |
VRT | C | 1.0% | |
VMC | D | 1.0% | |
KHC | C | 1.0% | |
XYL | C | 1.0% | |
CSGP | D | 1.0% | |
MLM | D | 1.0% | |
EBAY | B | 1.0% | |
COIN | F | 1.0% | |
DDOG | D | 1.0% | |
DFS | B | 1.0% | |
GLW | C | 1.0% | |
VEEV | C | 1.0% | |
TRGP | B | 1.0% | |
HPQ | D | 1.0% | |
AVB | B | 1.0% | |
ALNY | C | 1.0% | |
CHTR | D | 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% | |
DOW | D | 1.0% | |
EA | D | 1.0% | |
SQ | D | 1.0% | |
HES | F | 1.0% | |
CBRE | A | 1.0% | |
IR | C | 1.0% | |
ODFL | D | 1.0% | |
EFX | B | 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% | |
RCL | B | 1.0% | |
HUM | F | 1.0% | |
PWR | B | 1.0% | |
A | C | 1.0% | |
FAST | C | 1.0% | |
DASH | 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% | |
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% | |
URI | B | 1.0% | |
FIS | B | 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% | |
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% | |
O | C | 1.0% | |
WMB | B | 1.0% | |
ADSK | C | 1.0% | |
TFC | C | 1.0% | |
AFL | C | 1.0% | |
PSA | B | 1.0% | |
DHI | B | 1.0% | |
NSC | C | 1.0% | |
GEV | B | 1.0% | |
NEM | B | 1.0% | |
CARR | B | 1.0% | |
PLTR | B | 1.0% |
IMCB: Top Represented Industries & Keywords
JXI: Top Represented Industries & Keywords