IMCB vs. PFF ETF Comparison

Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to iShares US Preferred Stock ETF (PFF)
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

$79.21

Average Daily Volume

27,915

Number of Holdings *

447

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

iShares US Preferred Stock ETF

PFF Description The investment seeks to track the investment results of an index composed of U.S. preferred stocks. 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 U.S. Preferred Stock IndexTM (the "underlying index"), which measures the performance of a select group of preferred stocks listed on the New York Stock Exchange (" NYSE"), NYSE Arca, Inc. ("NYSE Arca"), NYSE Amex, NASDAQ Global Select Market, NASDAQ Select Market or NASDAQ Capital Market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$32.51

Average Daily Volume

3,728,729

Number of Holdings *

227

* may have additional holdings in another (foreign) market
Performance
Period IMCB PFF
30 Days 2.00% -2.41%
60 Days 5.04% -1.92%
90 Days 7.94% 2.47%
12 Months 29.37% 14.11%
34 Overlapping Holdings
Symbol Grade Weight in IMCB Weight in PFF Overlap
ALB B 0.11% 1.35% 0.11%
ALL A 0.45% 0.16% 0.16%
AMH C 0.11% 0.07% 0.07%
ARES A 0.28% 1.0% 0.28%
CFG B 0.19% 0.24% 0.19%
CG B 0.1% 0.24% 0.1%
CMS C 0.18% 0.11% 0.11%
COF B 0.61% 0.06% 0.06%
CTVA C 0.35% 0.08% 0.08%
DLR A 0.51% 0.11% 0.11%
DTE C 0.22% 0.11% 0.11%
EIX C 0.28% 0.12% 0.12%
EQH B 0.12% 0.14% 0.12%
F C 0.38% 0.37% 0.37%
FCNCA A 0.24% 0.2% 0.2%
FITB B 0.28% 0.12% 0.12%
HBAN B 0.22% 0.1% 0.1%
HIG B 0.3% 0.22% 0.22%
HPE B 0.24% 1.13% 0.24%
KEY B 0.16% 0.25% 0.16%
KIM A 0.15% 0.12% 0.12%
KMI A 0.46% 0.13% 0.13%
MTB A 0.31% 0.16% 0.16%
NTRS A 0.19% 0.22% 0.19%
PCG A 0.39% 0.07% 0.07%
PRU B 0.4% 0.19% 0.19%
PSA C 0.46% 0.07% 0.07%
REG A 0.11% 0.07% 0.07%
RF A 0.21% 0.19% 0.19%
RNR C 0.12% 0.15% 0.12%
STT B 0.25% 0.31% 0.25%
SYF B 0.23% 0.33% 0.23%
TFC A 0.54% 0.1% 0.1%
WRB B 0.16% 0.12% 0.12%
IMCB Overweight 413 Positions Relative to PFF
Symbol Grade Weight
PLTR A 1.04%
GEV A 0.79%
WMB A 0.59%
ADSK B 0.58%
GM B 0.57%
OKE A 0.55%
CARR D 0.55%
HLT A 0.54%
FTNT B 0.54%
NSC B 0.53%
TRV A 0.52%
APP A 0.52%
PCAR C 0.52%
WDAY C 0.51%
URI B 0.5%
JCI B 0.5%
SRE A 0.5%
FICO B 0.5%
BK B 0.5%
MSTR A 0.5%
AFL C 0.49%
AMP A 0.49%
TTD B 0.49%
SPG A 0.48%
RCL A 0.48%
COIN A 0.48%
DASH A 0.47%
AZO C 0.47%
GWW B 0.46%
CMI A 0.44%
FIS C 0.44%
AEP C 0.44%
CPRT B 0.44%
DHI D 0.43%
O C 0.43%
AIG C 0.43%
PWR A 0.42%
PAYX B 0.42%
MSCI B 0.42%
LNG A 0.42%
HWM A 0.41%
SQ A 0.41%
ROST D 0.41%
NEM D 0.41%
TEL C 0.41%
LHX B 0.41%
FAST B 0.41%
D C 0.41%
VST A 0.4%
VRT A 0.39%
KMB C 0.39%
CCI C 0.39%
AME A 0.39%
VLO C 0.39%
AXON A 0.38%
PEG C 0.38%
DFS B 0.38%
BKR B 0.38%
COR B 0.37%
IR B 0.37%
DAL A 0.37%
TRGP A 0.37%
ODFL B 0.37%
OTIS C 0.36%
HES B 0.36%
CTSH C 0.36%
VRSK B 0.36%
KVUE A 0.36%
IT C 0.36%
FERG C 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 F 0.34%
YUM D 0.34%
DDOG A 0.34%
CHTR B 0.34%
IQV F 0.33%
SYY D 0.33%
ACGL D 0.33%
VMC B 0.33%
EXC C 0.33%
GIS F 0.32%
HPQ B 0.32%
KDP D 0.32%
MLM B 0.32%
GLW B 0.32%
LULU C 0.32%
DD D 0.31%
MCHP F 0.31%
IDXX F 0.31%
NUE D 0.31%
DELL B 0.31%
HUBS B 0.31%
VEEV C 0.3%
HUM D 0.3%
RMD C 0.3%
EXR C 0.3%
WAB B 0.3%
VICI C 0.29%
WTW B 0.29%
GRMN B 0.29%
GEHC D 0.29%
ROK B 0.29%
ED C 0.29%
IRM C 0.29%
DOW F 0.28%
FANG D 0.28%
EBAY D 0.28%
EFX F 0.28%
ALNY D 0.28%
AVB B 0.28%
NDAQ A 0.27%
RJF A 0.27%
WEC A 0.27%
CPNG D 0.27%
CSGP F 0.27%
CNC F 0.27%
ETR A 0.27%
PPG F 0.26%
XYL D 0.26%
ANSS B 0.26%
GPN C 0.26%
TTWO A 0.26%
CAH B 0.26%
DXCM C 0.26%
UAL A 0.26%
TSCO D 0.26%
KHC F 0.25%
ON F 0.25%
KEYS C 0.24%
MPWR F 0.24%
BRO B 0.24%
DECK A 0.24%
PHM D 0.24%
RBLX B 0.24%
NET B 0.24%
NVR D 0.24%
DOV B 0.24%
VTR B 0.23%
CPAY A 0.23%
AWK C 0.23%
TYL B 0.23%
TPL A 0.23%
HSY F 0.23%
MTD F 0.23%
CHD A 0.23%
TROW B 0.23%
FTV D 0.23%
HAL C 0.23%
BR B 0.23%
PPL A 0.22%
WST D 0.22%
GDDY A 0.22%
DVN F 0.22%
ADM D 0.22%
EQR C 0.22%
SW A 0.22%
EME A 0.21%
LPLA A 0.21%
HUBB B 0.21%
SBAC D 0.21%
BIIB F 0.21%
AEE A 0.21%
EQT A 0.21%
CDW F 0.21%
CCL A 0.21%
NTAP C 0.21%
VLTO C 0.21%
WAT C 0.2%
TDY B 0.2%
ZBH C 0.2%
WY D 0.2%
ILMN C 0.2%
LDOS C 0.2%
PTC B 0.2%
IFF D 0.2%
EXPE B 0.2%
CINF A 0.2%
PKG B 0.19%
K B 0.19%
LYB F 0.19%
ES C 0.19%
ATO A 0.19%
STE D 0.19%
MKL A 0.19%
BLDR D 0.19%
WBD B 0.19%
ZBRA B 0.18%
PFG C 0.18%
LH B 0.18%
STLD B 0.18%
DRI C 0.18%
WDC F 0.18%
CLX A 0.18%
OMC C 0.18%
MDB C 0.18%
FE C 0.18%
CSL C 0.18%
SNA B 0.17%
MKC D 0.17%
FDS B 0.17%
IBKR A 0.17%
CTRA B 0.17%
EXE A 0.17%
NRG B 0.17%
ZS B 0.17%
LYV A 0.17%
INVH D 0.17%
CNP A 0.17%
LUV B 0.17%
TRU D 0.17%
ESS A 0.17%
IP A 0.17%
BALL D 0.17%
DKNG B 0.17%
STX D 0.17%
LII A 0.17%
LVS B 0.17%
COO D 0.17%
ZM B 0.17%
BAH D 0.17%
FSLR F 0.17%
MOH F 0.16%
J D 0.16%
FWONK B 0.16%
BBY D 0.16%
TSN B 0.16%
HOLX D 0.16%
PODD B 0.16%
ULTA F 0.16%
WSO A 0.16%
MAA A 0.16%
NTRA A 0.16%
HOOD A 0.15%
HEI A 0.15%
ALGN D 0.15%
TER F 0.15%
OC A 0.15%
DG F 0.15%
ARE F 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 F 0.15%
NTNX B 0.15%
IEX B 0.15%
MAS D 0.15%
DGX A 0.15%
PNR B 0.15%
PINS F 0.15%
RPM B 0.15%
JBHT C 0.14%
FLEX B 0.14%
SUI C 0.14%
L A 0.14%
CF A 0.14%
FNF A 0.14%
FIX A 0.14%
THC C 0.14%
TOL B 0.14%
WSM D 0.14%
EG D 0.14%
VRSN F 0.14%
AVY D 0.14%
SSNC C 0.14%
NI A 0.14%
BAX F 0.14%
MRO A 0.14%
TXT D 0.14%
DOCU B 0.14%
TWLO A 0.14%
JBL C 0.13%
FFIV B 0.13%
AVTR F 0.13%
RVTY D 0.13%
EVRG A 0.13%
SAIA C 0.13%
AMCR D 0.13%
ACM B 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%
DPZ C 0.13%
USFD A 0.13%
CASY A 0.13%
RGA B 0.13%
LNT A 0.13%
VTRS A 0.13%
ENTG F 0.13%
PSTG F 0.13%
SWK F 0.12%
CAG F 0.12%
NDSN D 0.12%
PFGC B 0.12%
MRNA F 0.12%
UDR C 0.12%
SWKS F 0.12%
AKAM F 0.12%
DLTR F 0.12%
POOL D 0.12%
EPAM C 0.12%
OVV C 0.11%
LECO C 0.11%
EMN D 0.11%
UHS D 0.11%
DAY B 0.11%
UNM A 0.11%
HST D 0.11%
SCI A 0.11%
NVT C 0.11%
NBIX C 0.11%
BMRN F 0.11%
BXP D 0.11%
KMX C 0.11%
JNPR D 0.11%
OKTA D 0.11%
BG D 0.11%
ALLE D 0.11%
JKHY D 0.11%
GLPI C 0.11%
CLH C 0.11%
INCY C 0.11%
CPT C 0.11%
ELS B 0.11%
APTV F 0.11%
TTEK F 0.1%
CCK D 0.1%
FND F 0.1%
IPG F 0.1%
TAP B 0.1%
NWSA B 0.1%
FOXA B 0.1%
PAYC B 0.1%
DKS D 0.1%
BLD F 0.1%
RRX B 0.1%
TECH F 0.1%
SNAP D 0.1%
LW C 0.1%
SJM D 0.1%
HEI A 0.1%
WPC C 0.1%
CNH C 0.09%
WING D 0.09%
ALLY C 0.09%
SRPT F 0.09%
CHDN C 0.09%
AES F 0.09%
CRL D 0.09%
ERIE F 0.09%
RPRX F 0.09%
LKQ F 0.09%
AFG A 0.09%
BJ B 0.09%
MOS D 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%
MGM D 0.08%
WMS F 0.08%
MORN B 0.08%
EXAS D 0.08%
SOLV F 0.08%
WTRG B 0.08%
ACI C 0.07%
CNM C 0.07%
DVA C 0.07%
HII F 0.07%
CE F 0.07%
APA F 0.07%
MEDP D 0.07%
PCOR C 0.06%
UHAL D 0.06%
QRVO F 0.06%
WBA F 0.06%
BSY D 0.06%
SIRI D 0.06%
AZPN A 0.06%
DINO D 0.06%
BRKR F 0.05%
U F 0.05%
SNX D 0.05%
FOX A 0.05%
BEN C 0.05%
CELH F 0.04%
WLK F 0.04%
COTY F 0.03%
NWS A 0.03%
PAG B 0.03%
FWONA B 0.02%
ALAB B 0.02%
AGR A 0.02%
LEN D 0.01%
UHAL D 0.0%
IMCB Underweight 193 Positions Relative to PFF
Symbol Grade Weight
C B -1.68%
NEE C -1.08%
T A -0.88%
TBB D -0.79%
T A -0.64%
DUK C -0.62%
SOJD D -0.55%
TBC C -0.51%
SREA D -0.46%
RZC C -0.46%
NEE C -0.42%
JPM A -0.41%
APO A -0.4%
CMSD C -0.38%
MET A -0.37%
JXN C -0.37%
SO C -0.37%
CHSCO B -0.36%
LNC B -0.35%
PRS C -0.35%
WCC B -0.35%
BTSG B -0.35%
CHSCL B -0.33%
BANC B -0.32%
GTLS A -0.32%
QRTEP F -0.32%
CTDD A -0.31%
DUKB D -0.31%
CHSCM D -0.31%
AXS A -0.31%
SCHW A -0.31%
WFC A -0.31%
UZE A -0.29%
USM B -0.29%
FITBI B -0.29%
BAC A -0.28%
BPYPM D -0.28%
NLY C -0.27%
CHSCN D -0.27%
SOJC D -0.27%
TPG A -0.26%
PFH D -0.25%
RZB C -0.25%
MS A -0.25%
KKR A -0.24%
TDS B -0.23%
PBI B -0.23%
DTW D -0.23%
FG B -0.23%
CHSCP F -0.22%
EAI D -0.22%
AGNCN A -0.21%
USB B -0.21%
RLJ C -0.2%
ESGRP D -0.2%
UNMA D -0.19%
ATHS C -0.19%
ACGLO D -0.19%
VOYA B -0.19%
UMH A -0.18%
MGR D -0.18%
WTFCP A -0.18%
NGL D -0.18%
KREF D -0.17%
CMSC C -0.17%
TCBI B -0.16%
WAL B -0.16%
TVC D -0.15%
ELC D -0.15%
BHF C -0.15%
NRUC D -0.15%
NAVI F -0.15%
SR A -0.15%
GPJA D -0.15%
OZKAP D -0.15%
WAFD B -0.14%
FBRT C -0.14%
GL C -0.14%
AIZN D -0.14%
HPP F -0.14%
EMP D -0.14%
PNFP B -0.14%
AGNC C -0.14%
DBRG F -0.13%
SNV B -0.13%
DDT A -0.13%
NSA C -0.13%
TVE C -0.12%
SLMBP C -0.12%
VNO C -0.12%
GS B -0.12%
SLG B -0.12%
CMSA C -0.12%
FCNCO D -0.12%
SFB D -0.12%
SITC D -0.11%
LBRDP D -0.11%
AUB B -0.11%
HWC B -0.11%
AFGC D -0.11%
NYMTM A -0.11%
SIGI B -0.1%
WSBC B -0.1%
TRTX B -0.1%
SPLP D -0.1%
FULT B -0.1%
AFGE D -0.1%
RITM D -0.1%
VLY B -0.1%
DHC F -0.1%
SF B -0.1%
CIM D -0.09%
AMG C -0.09%
KMPR A -0.09%
GPMT B -0.09%
CADE B -0.09%
ZIONO C -0.09%
ARR D -0.09%
AGNCL A -0.09%
AFGD A -0.09%
CION D -0.09%
AHH D -0.09%
BNRE.A A -0.09%
BOH B -0.08%
CFR B -0.08%
QVCD D -0.08%
ATLC A -0.08%
TWO D -0.08%
GAIN A -0.08%
AFGB C -0.08%
LANDO C -0.08%
BC D -0.08%
NYMTL A -0.08%
ARGD D -0.08%
CNO B -0.08%
FRT B -0.08%
WTFCM A -0.08%
MBIN F -0.08%
WBS A -0.08%
NYMTN D -0.08%
ADC A -0.08%
RILY F -0.07%
ACR A -0.07%
ENO D -0.07%
BPOPM C -0.07%
CLDT C -0.07%
IVR D -0.07%
FCRX B -0.07%
ABR B -0.07%
CTO B -0.07%
MHNC C -0.07%
FTAI A -0.07%
ONB B -0.07%
PMT D -0.07%
VLYPP A -0.07%
NEWT B -0.07%
MFA D -0.07%
HTLF B -0.07%
NMFC D -0.07%
MSBI B -0.07%
DRH B -0.07%
EQC A -0.07%
TRIN A -0.07%
FHN A -0.07%
SNCR F -0.07%
DX A -0.07%
RILYN F -0.06%
BFS C -0.06%
PEB F -0.06%
LXP D -0.06%
CNOB B -0.06%
PSEC D -0.06%
CODI B -0.06%
VLYPO A -0.06%
EFC C -0.06%
EPR D -0.06%
GNL D -0.06%
BW C -0.06%
SAR A -0.06%
BAC A -0.06%
DCOMP D -0.06%
FATBP F -0.05%
MHLA B -0.05%
CIO F -0.05%
INN D -0.05%
SHO D -0.05%
FOSL C -0.05%
ASB B -0.05%
RC D -0.05%
SLNHP B -0.04%
OPI F -0.04%
BHR C -0.03%
XELAP F -0.0%
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