IMCB vs. NANC ETF Comparison
Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to Series Portfolios Trust Unusual Whales Subversive Democratic Trading ETF (NANC)
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
$81.50
Average Daily Volume
28,342
447
NANC
Series Portfolios Trust Unusual Whales Subversive Democratic Trading ETF
NANC Description
The fund is an actively managed diversified exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing primarily in equity securities of publicly traded companies that sitting Democratic members of United States Congress and/or their families also have reported to have invested in through public disclosure filings made by such Congresspersons pursuant to the Stop Trading on Congressional Knowledge Act ("STOCK Act").Grade (RS Rating)
Last Trade
$39.61
Average Daily Volume
51,977
164
Performance
Period | IMCB | NANC |
---|---|---|
30 Days | 6.60% | 3.96% |
60 Days | 7.43% | 6.77% |
90 Days | 9.78% | 7.46% |
12 Months | 32.75% | 36.64% |
43 Overlapping Holdings
Symbol | Grade | Weight in IMCB | Weight in NANC | Overlap | |
---|---|---|---|---|---|
AFL | B | 0.49% | 0.1% | 0.1% | |
ALL | A | 0.45% | 0.19% | 0.19% | |
ALLY | C | 0.09% | 0.06% | 0.06% | |
AME | A | 0.39% | 0.1% | 0.1% | |
AMP | A | 0.49% | 0.12% | 0.12% | |
BALL | D | 0.17% | 0.29% | 0.17% | |
BAX | D | 0.14% | 0.11% | 0.11% | |
BK | A | 0.5% | 0.16% | 0.16% | |
BR | A | 0.23% | 0.1% | 0.1% | |
COF | B | 0.61% | 0.13% | 0.13% | |
CPRT | A | 0.44% | 0.08% | 0.08% | |
CTVA | C | 0.35% | 0.11% | 0.11% | |
D | C | 0.41% | 0.08% | 0.08% | |
DD | D | 0.31% | 0.22% | 0.22% | |
DELL | C | 0.31% | 0.25% | 0.25% | |
DFS | B | 0.38% | 0.18% | 0.18% | |
DHI | D | 0.43% | 2.12% | 0.43% | |
DLTR | F | 0.12% | 0.05% | 0.05% | |
DPZ | C | 0.13% | 0.19% | 0.13% | |
F | C | 0.38% | 0.2% | 0.2% | |
FITB | A | 0.28% | 0.12% | 0.12% | |
GLW | B | 0.32% | 0.16% | 0.16% | |
HBAN | A | 0.22% | 0.11% | 0.11% | |
HPE | B | 0.24% | 0.09% | 0.09% | |
HPQ | B | 0.32% | 0.12% | 0.12% | |
IT | C | 0.36% | 0.23% | 0.23% | |
KMX | B | 0.11% | 0.18% | 0.11% | |
MCHP | D | 0.31% | 0.17% | 0.17% | |
MGM | D | 0.08% | 0.08% | 0.08% | |
NDAQ | A | 0.27% | 0.33% | 0.27% | |
ODFL | B | 0.37% | 0.09% | 0.09% | |
ON | D | 0.25% | 0.08% | 0.08% | |
PPG | F | 0.26% | 0.09% | 0.09% | |
PRU | A | 0.4% | 0.11% | 0.11% | |
PWR | A | 0.42% | 0.17% | 0.17% | |
ROST | C | 0.41% | 0.08% | 0.08% | |
SSNC | B | 0.14% | 2.29% | 0.14% | |
STX | D | 0.17% | 0.17% | 0.17% | |
SYY | B | 0.33% | 0.2% | 0.2% | |
URI | B | 0.5% | 0.72% | 0.5% | |
VMC | B | 0.33% | 2.44% | 0.33% | |
VRT | B | 0.39% | 0.18% | 0.18% | |
ZBH | C | 0.2% | 0.16% | 0.16% |
IMCB Overweight 404 Positions Relative to NANC
Symbol | Grade | Weight | |
---|---|---|---|
PLTR | B | 1.04% | |
GEV | B | 0.79% | |
WMB | A | 0.59% | |
ADSK | A | 0.58% | |
GM | B | 0.57% | |
OKE | A | 0.55% | |
CARR | D | 0.55% | |
HLT | A | 0.54% | |
FTNT | C | 0.54% | |
TFC | A | 0.54% | |
NSC | B | 0.53% | |
TRV | B | 0.52% | |
APP | B | 0.52% | |
PCAR | B | 0.52% | |
WDAY | B | 0.51% | |
DLR | B | 0.51% | |
JCI | C | 0.5% | |
SRE | A | 0.5% | |
FICO | B | 0.5% | |
MSTR | C | 0.5% | |
TTD | B | 0.49% | |
SPG | B | 0.48% | |
RCL | A | 0.48% | |
COIN | C | 0.48% | |
DASH | A | 0.47% | |
AZO | C | 0.47% | |
GWW | B | 0.46% | |
PSA | D | 0.46% | |
KMI | A | 0.46% | |
CMI | A | 0.44% | |
FIS | C | 0.44% | |
AEP | D | 0.44% | |
O | D | 0.43% | |
AIG | B | 0.43% | |
PAYX | C | 0.42% | |
MSCI | C | 0.42% | |
LNG | B | 0.42% | |
HWM | A | 0.41% | |
SQ | B | 0.41% | |
NEM | D | 0.41% | |
TEL | B | 0.41% | |
LHX | C | 0.41% | |
FAST | B | 0.41% | |
VST | B | 0.4% | |
KMB | D | 0.39% | |
CCI | D | 0.39% | |
VLO | C | 0.39% | |
PCG | A | 0.39% | |
AXON | A | 0.38% | |
PEG | A | 0.38% | |
BKR | B | 0.38% | |
COR | B | 0.37% | |
IR | B | 0.37% | |
DAL | C | 0.37% | |
TRGP | B | 0.37% | |
OTIS | C | 0.36% | |
HES | B | 0.36% | |
CTSH | B | 0.36% | |
VRSK | A | 0.36% | |
KVUE | A | 0.36% | |
FERG | B | 0.36% | |
STZ | D | 0.35% | |
TEAM | A | 0.35% | |
EW | C | 0.35% | |
KR | B | 0.35% | |
EA | A | 0.35% | |
LEN | D | 0.35% | |
CBRE | B | 0.35% | |
XEL | A | 0.34% | |
A | D | 0.34% | |
YUM | B | 0.34% | |
DDOG | A | 0.34% | |
CHTR | C | 0.34% | |
IQV | D | 0.33% | |
ACGL | D | 0.33% | |
EXC | C | 0.33% | |
GIS | D | 0.32% | |
KDP | D | 0.32% | |
MLM | B | 0.32% | |
LULU | C | 0.32% | |
IDXX | F | 0.31% | |
NUE | C | 0.31% | |
MTB | A | 0.31% | |
HUBS | A | 0.31% | |
VEEV | C | 0.3% | |
HUM | C | 0.3% | |
RMD | C | 0.3% | |
HIG | B | 0.3% | |
EXR | D | 0.3% | |
WAB | B | 0.3% | |
VICI | C | 0.29% | |
WTW | B | 0.29% | |
GRMN | B | 0.29% | |
GEHC | F | 0.29% | |
ROK | B | 0.29% | |
ED | D | 0.29% | |
IRM | D | 0.29% | |
DOW | F | 0.28% | |
ARES | A | 0.28% | |
EIX | B | 0.28% | |
FANG | D | 0.28% | |
EBAY | D | 0.28% | |
EFX | F | 0.28% | |
ALNY | D | 0.28% | |
AVB | B | 0.28% | |
RJF | A | 0.27% | |
WEC | A | 0.27% | |
CPNG | D | 0.27% | |
CSGP | D | 0.27% | |
CNC | D | 0.27% | |
ETR | B | 0.27% | |
XYL | D | 0.26% | |
ANSS | B | 0.26% | |
GPN | B | 0.26% | |
TTWO | A | 0.26% | |
CAH | B | 0.26% | |
DXCM | D | 0.26% | |
UAL | A | 0.26% | |
TSCO | D | 0.26% | |
KHC | F | 0.25% | |
STT | A | 0.25% | |
KEYS | A | 0.24% | |
MPWR | F | 0.24% | |
BRO | B | 0.24% | |
FCNCA | A | 0.24% | |
DECK | A | 0.24% | |
PHM | D | 0.24% | |
RBLX | C | 0.24% | |
NET | B | 0.24% | |
NVR | D | 0.24% | |
DOV | A | 0.24% | |
VTR | C | 0.23% | |
CPAY | A | 0.23% | |
AWK | D | 0.23% | |
TYL | B | 0.23% | |
SYF | B | 0.23% | |
TPL | A | 0.23% | |
HSY | F | 0.23% | |
MTD | D | 0.23% | |
CHD | B | 0.23% | |
TROW | B | 0.23% | |
FTV | C | 0.23% | |
HAL | C | 0.23% | |
PPL | B | 0.22% | |
DTE | C | 0.22% | |
WST | C | 0.22% | |
GDDY | A | 0.22% | |
DVN | F | 0.22% | |
ADM | D | 0.22% | |
EQR | B | 0.22% | |
SW | A | 0.22% | |
EME | C | 0.21% | |
LPLA | A | 0.21% | |
HUBB | B | 0.21% | |
SBAC | D | 0.21% | |
BIIB | F | 0.21% | |
AEE | A | 0.21% | |
RF | A | 0.21% | |
EQT | B | 0.21% | |
CDW | F | 0.21% | |
CCL | B | 0.21% | |
NTAP | C | 0.21% | |
VLTO | D | 0.21% | |
WAT | B | 0.2% | |
TDY | B | 0.2% | |
WY | D | 0.2% | |
ILMN | D | 0.2% | |
LDOS | C | 0.2% | |
PTC | A | 0.2% | |
IFF | D | 0.2% | |
EXPE | B | 0.2% | |
CINF | A | 0.2% | |
PKG | A | 0.19% | |
CFG | B | 0.19% | |
K | A | 0.19% | |
LYB | F | 0.19% | |
ES | D | 0.19% | |
NTRS | A | 0.19% | |
ATO | A | 0.19% | |
STE | F | 0.19% | |
MKL | A | 0.19% | |
BLDR | D | 0.19% | |
WBD | C | 0.19% | |
CMS | C | 0.18% | |
ZBRA | B | 0.18% | |
PFG | D | 0.18% | |
LH | C | 0.18% | |
STLD | B | 0.18% | |
DRI | B | 0.18% | |
WDC | D | 0.18% | |
CLX | B | 0.18% | |
OMC | C | 0.18% | |
MDB | C | 0.18% | |
FE | C | 0.18% | |
CSL | C | 0.18% | |
SNA | A | 0.17% | |
MKC | D | 0.17% | |
FDS | B | 0.17% | |
IBKR | A | 0.17% | |
CTRA | B | 0.17% | |
EXE | B | 0.17% | |
NRG | B | 0.17% | |
ZS | C | 0.17% | |
LYV | A | 0.17% | |
INVH | D | 0.17% | |
CNP | B | 0.17% | |
LUV | C | 0.17% | |
TRU | D | 0.17% | |
ESS | B | 0.17% | |
IP | B | 0.17% | |
DKNG | B | 0.17% | |
LII | A | 0.17% | |
LVS | C | 0.17% | |
COO | D | 0.17% | |
ZM | B | 0.17% | |
BAH | F | 0.17% | |
FSLR | F | 0.17% | |
MOH | F | 0.16% | |
J | F | 0.16% | |
FWONK | B | 0.16% | |
BBY | D | 0.16% | |
KEY | B | 0.16% | |
TSN | B | 0.16% | |
HOLX | D | 0.16% | |
PODD | C | 0.16% | |
ULTA | F | 0.16% | |
WSO | A | 0.16% | |
MAA | B | 0.16% | |
WRB | A | 0.16% | |
NTRA | B | 0.16% | |
HOOD | B | 0.15% | |
HEI | B | 0.15% | |
ALGN | D | 0.15% | |
KIM | A | 0.15% | |
TER | D | 0.15% | |
OC | A | 0.15% | |
DG | F | 0.15% | |
ARE | D | 0.15% | |
EXPD | D | 0.15% | |
BURL | A | 0.15% | |
MANH | D | 0.15% | |
TRMB | B | 0.15% | |
XPO | B | 0.15% | |
GEN | B | 0.15% | |
RS | B | 0.15% | |
GPC | D | 0.15% | |
NTNX | A | 0.15% | |
IEX | B | 0.15% | |
MAS | D | 0.15% | |
DGX | A | 0.15% | |
PNR | A | 0.15% | |
PINS | D | 0.15% | |
RPM | A | 0.15% | |
JBHT | C | 0.14% | |
FLEX | A | 0.14% | |
SUI | D | 0.14% | |
L | A | 0.14% | |
CF | B | 0.14% | |
FNF | B | 0.14% | |
FIX | A | 0.14% | |
THC | D | 0.14% | |
TOL | B | 0.14% | |
WSM | B | 0.14% | |
EG | C | 0.14% | |
VRSN | F | 0.14% | |
AVY | D | 0.14% | |
NI | A | 0.14% | |
MRO | B | 0.14% | |
TXT | D | 0.14% | |
DOCU | A | 0.14% | |
TWLO | A | 0.14% | |
JBL | B | 0.13% | |
FFIV | B | 0.13% | |
AVTR | F | 0.13% | |
RVTY | F | 0.13% | |
EVRG | A | 0.13% | |
SAIA | B | 0.13% | |
AMCR | D | 0.13% | |
ACM | A | 0.13% | |
UTHR | C | 0.13% | |
ROL | B | 0.13% | |
DT | C | 0.13% | |
TW | A | 0.13% | |
EL | F | 0.13% | |
DOC | D | 0.13% | |
GGG | B | 0.13% | |
USFD | A | 0.13% | |
CASY | A | 0.13% | |
RGA | A | 0.13% | |
LNT | A | 0.13% | |
VTRS | A | 0.13% | |
ENTG | D | 0.13% | |
PSTG | D | 0.13% | |
SWK | D | 0.12% | |
CAG | D | 0.12% | |
NDSN | B | 0.12% | |
RNR | C | 0.12% | |
PFGC | B | 0.12% | |
MRNA | F | 0.12% | |
UDR | B | 0.12% | |
SWKS | F | 0.12% | |
AKAM | D | 0.12% | |
POOL | C | 0.12% | |
EPAM | C | 0.12% | |
EQH | B | 0.12% | |
OVV | B | 0.11% | |
LECO | B | 0.11% | |
EMN | D | 0.11% | |
UHS | D | 0.11% | |
DAY | B | 0.11% | |
UNM | A | 0.11% | |
ALB | C | 0.11% | |
AMH | D | 0.11% | |
HST | C | 0.11% | |
SCI | B | 0.11% | |
NVT | B | 0.11% | |
NBIX | C | 0.11% | |
BMRN | D | 0.11% | |
REG | B | 0.11% | |
BXP | D | 0.11% | |
JNPR | F | 0.11% | |
OKTA | C | 0.11% | |
BG | F | 0.11% | |
ALLE | D | 0.11% | |
JKHY | D | 0.11% | |
GLPI | C | 0.11% | |
CLH | B | 0.11% | |
INCY | C | 0.11% | |
CPT | B | 0.11% | |
ELS | C | 0.11% | |
APTV | D | 0.11% | |
TTEK | F | 0.1% | |
CCK | C | 0.1% | |
FND | C | 0.1% | |
IPG | D | 0.1% | |
TAP | C | 0.1% | |
NWSA | B | 0.1% | |
FOXA | B | 0.1% | |
CG | A | 0.1% | |
PAYC | B | 0.1% | |
DKS | C | 0.1% | |
BLD | D | 0.1% | |
RRX | B | 0.1% | |
TECH | D | 0.1% | |
SNAP | C | 0.1% | |
LW | C | 0.1% | |
SJM | D | 0.1% | |
HEI | B | 0.1% | |
WPC | D | 0.1% | |
CNH | C | 0.09% | |
WING | D | 0.09% | |
SRPT | D | 0.09% | |
CHDN | B | 0.09% | |
AES | F | 0.09% | |
CRL | C | 0.09% | |
ERIE | D | 0.09% | |
RPRX | D | 0.09% | |
LKQ | D | 0.09% | |
AFG | A | 0.09% | |
BJ | A | 0.09% | |
MOS | F | 0.08% | |
ENPH | F | 0.08% | |
AOS | F | 0.08% | |
CPB | D | 0.08% | |
HRL | D | 0.08% | |
TFX | F | 0.08% | |
SMCI | F | 0.08% | |
AR | B | 0.08% | |
WYNN | D | 0.08% | |
WMS | D | 0.08% | |
MORN | B | 0.08% | |
EXAS | D | 0.08% | |
SOLV | C | 0.08% | |
WTRG | B | 0.08% | |
ACI | C | 0.07% | |
CNM | D | 0.07% | |
DVA | B | 0.07% | |
HII | D | 0.07% | |
CE | F | 0.07% | |
APA | D | 0.07% | |
MEDP | D | 0.07% | |
PCOR | B | 0.06% | |
UHAL | D | 0.06% | |
QRVO | F | 0.06% | |
WBA | F | 0.06% | |
BSY | D | 0.06% | |
SIRI | C | 0.06% | |
AZPN | A | 0.06% | |
DINO | D | 0.06% | |
BRKR | D | 0.05% | |
U | C | 0.05% | |
SNX | C | 0.05% | |
FOX | A | 0.05% | |
BEN | C | 0.05% | |
CELH | F | 0.04% | |
WLK | D | 0.04% | |
COTY | F | 0.03% | |
NWS | B | 0.03% | |
PAG | B | 0.03% | |
FWONA | B | 0.02% | |
ALAB | B | 0.02% | |
AGR | B | 0.02% | |
LEN | D | 0.01% | |
UHAL | D | 0.0% |
IMCB Underweight 121 Positions Relative to NANC
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | C | -13.28% | |
MSFT | F | -7.84% | |
AMZN | C | -4.9% | |
CRM | B | -4.76% | |
AAPL | C | -3.97% | |
GOOG | C | -3.63% | |
AXP | A | -2.99% | |
COST | B | -2.88% | |
PM | B | -2.67% | |
NFLX | A | -2.6% | |
META | D | -2.5% | |
AORT | B | -2.28% | |
LLY | F | -2.24% | |
AMAT | F | -2.14% | |
CRWD | B | -1.99% | |
DIS | B | -1.52% | |
ABT | B | -1.12% | |
JNJ | D | -1.08% | |
NOW | A | -1.01% | |
APG | B | -0.84% | |
KKR | A | -0.69% | |
TSLA | B | -0.57% | |
CVS | D | -0.56% | |
MS | A | -0.54% | |
ARMK | B | -0.48% | |
PGR | A | -0.45% | |
WFC | A | -0.42% | |
IBM | C | -0.41% | |
HD | A | -0.4% | |
ACN | C | -0.37% | |
PH | A | -0.37% | |
SGBX | F | -0.36% | |
MU | D | -0.32% | |
SBUX | A | -0.31% | |
PG | A | -0.3% | |
HCA | F | -0.29% | |
WMT | A | -0.29% | |
TMUS | B | -0.28% | |
CSCO | B | -0.28% | |
KO | D | -0.28% | |
MAR | B | -0.27% | |
V | A | -0.26% | |
AMGN | D | -0.25% | |
LRCX | F | -0.25% | |
ABBV | D | -0.25% | |
BLK | C | -0.23% | |
ST | F | -0.23% | |
BAC | A | -0.23% | |
C | A | -0.22% | |
TCMD | A | -0.22% | |
INTC | D | -0.22% | |
MHK | D | -0.22% | |
INTU | C | -0.22% | |
BX | A | -0.21% | |
OSK | B | -0.21% | |
SCHW | B | -0.2% | |
ELAN | D | -0.2% | |
JPM | A | -0.2% | |
MMC | B | -0.19% | |
BERY | B | -0.19% | |
UNH | C | -0.19% | |
MO | A | -0.19% | |
PEP | F | -0.18% | |
LOW | D | -0.18% | |
TJX | A | -0.18% | |
DHR | F | -0.18% | |
TGT | F | -0.18% | |
CL | D | -0.18% | |
CMCSA | B | -0.17% | |
PENN | C | -0.17% | |
MRK | F | -0.17% | |
UPS | C | -0.17% | |
MA | C | -0.17% | |
CI | F | -0.17% | |
MDT | D | -0.17% | |
TT | A | -0.17% | |
PFE | D | -0.16% | |
VRTX | F | -0.16% | |
VZ | C | -0.16% | |
ANET | C | -0.16% | |
AMD | F | -0.15% | |
TXN | C | -0.15% | |
MCD | D | -0.14% | |
PANW | C | -0.13% | |
BBWI | D | -0.12% | |
ISRG | A | -0.12% | |
ROP | B | -0.12% | |
QCOM | F | -0.12% | |
SYK | C | -0.12% | |
CAT | B | -0.12% | |
PNC | B | -0.11% | |
NKE | D | -0.11% | |
ITW | B | -0.11% | |
ETN | A | -0.11% | |
ADP | B | -0.1% | |
LIN | D | -0.1% | |
NVS | D | -0.1% | |
ORCL | B | -0.1% | |
UNP | C | -0.1% | |
APD | A | -0.1% | |
MODG | F | -0.1% | |
FHN | A | -0.1% | |
ECL | D | -0.1% | |
MSI | B | -0.1% | |
RSG | A | -0.09% | |
CTAS | B | -0.09% | |
UBER | D | -0.09% | |
BSX | B | -0.09% | |
AJG | B | -0.09% | |
GD | F | -0.09% | |
CHX | C | -0.09% | |
VAC | B | -0.08% | |
EMR | A | -0.08% | |
INFN | C | -0.08% | |
MDLZ | F | -0.08% | |
REGN | F | -0.08% | |
DE | A | -0.08% | |
MMM | D | -0.08% | |
KLAC | D | -0.07% | |
NXPI | D | -0.07% | |
ASML | F | -0.05% |
IMCB: Top Represented Industries & Keywords
NANC: Top Represented Industries & Keywords