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      IMCB vs. REVS ETF Comparison

      Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to Columbia Research Enhanced Value ETF (REVS)
      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
      REVS

      Columbia Research Enhanced Value ETF

      REVS Description The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Value Index. The fund invests at least 80% of its assets in the securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the Russell 1000® Value Index, designed to achieve stronger total return when compared to the Russell 1000® Value Index, which is a broad measure of the performance of U.S. large- and mid-cap value companies.

      Grade (RS Rating)

      Last Trade

      $26.17

      Average Daily Volume

      10,352

      Number of Holdings *

      303

      * may have additional holdings in another (foreign) market
      Performance
      Period IMCB REVS
      30 Days 2.00% 0.76%
      60 Days 5.04% 4.40%
      90 Days 7.94% 6.65%
      12 Months 29.37% 29.21%
      146 Overlapping Holdings
      Symbol Grade Weight in IMCB Weight in REVS Overlap
      ACI C 0.07% 0.1% 0.07%
      ACM B 0.13% 0.16% 0.13%
      ADM D 0.22% 0.3% 0.22%
      AEE A 0.21% 0.41% 0.21%
      AES F 0.09% 0.17% 0.09%
      ALL A 0.45% 0.41% 0.41%
      ALNY D 0.28% 0.01% 0.01%
      AMH C 0.11% 0.16% 0.11%
      AOS F 0.08% 0.1% 0.08%
      ARE F 0.15% 0.25% 0.15%
      AVTR F 0.13% 0.18% 0.13%
      AZO C 0.47% 0.06% 0.06%
      BAX F 0.14% 0.22% 0.14%
      BEN C 0.05% 0.06% 0.05%
      BG D 0.11% 0.14% 0.11%
      BIIB F 0.21% 0.1% 0.1%
      BK B 0.5% 0.54% 0.5%
      BLD F 0.1% 0.13% 0.1%
      BLDR D 0.19% 0.22% 0.19%
      BMRN F 0.11% 0.05% 0.05%
      BR B 0.23% 0.02% 0.02%
      CAG F 0.12% 0.16% 0.12%
      CAH B 0.26% 0.15% 0.15%
      CCL A 0.21% 0.29% 0.21%
      CE F 0.07% 0.09% 0.07%
      CF A 0.14% 0.22% 0.14%
      CMI A 0.44% 0.53% 0.44%
      CNC F 0.27% 0.4% 0.27%
      CNM C 0.07% 0.03% 0.03%
      CSGP F 0.27% 0.4% 0.27%
      CSL C 0.18% 0.2% 0.18%
      CTRA B 0.17% 0.11% 0.11%
      DAL A 0.37% 0.44% 0.37%
      DELL B 0.31% 0.48% 0.31%
      DHI D 0.43% 0.58% 0.43%
      DINO D 0.06% 0.04% 0.04%
      DKS D 0.1% 0.12% 0.1%
      DTE C 0.22% 0.41% 0.22%
      EA A 0.35% 0.28% 0.28%
      EBAY D 0.28% 0.37% 0.28%
      EG D 0.14% 0.12% 0.12%
      EIX C 0.28% 0.53% 0.28%
      EME A 0.21% 0.16% 0.16%
      EPAM C 0.12% 0.18% 0.12%
      ETR A 0.27% 0.53% 0.27%
      EVRG A 0.13% 0.23% 0.13%
      EXAS D 0.08% 0.02% 0.02%
      EXC C 0.33% 0.64% 0.33%
      EXPD D 0.15% 0.15% 0.15%
      FANG D 0.28% 0.19% 0.19%
      FCNCA A 0.24% 0.24% 0.24%
      FFIV B 0.13% 0.21% 0.13%
      FITB B 0.28% 0.3% 0.28%
      FOX A 0.05% 0.04% 0.04%
      FOXA B 0.1% 0.07% 0.07%
      FTNT B 0.54% 0.16% 0.16%
      FTV D 0.23% 0.29% 0.23%
      GEN B 0.15% 0.24% 0.15%
      GIS F 0.32% 0.43% 0.32%
      GLPI C 0.11% 0.17% 0.11%
      GPN C 0.26% 0.27% 0.26%
      HLT A 0.54% 0.36% 0.36%
      HOLX D 0.16% 0.22% 0.16%
      HPE B 0.24% 0.43% 0.24%
      HPQ B 0.32% 0.41% 0.32%
      HST D 0.11% 0.16% 0.11%
      INCY C 0.11% 0.05% 0.05%
      INVH D 0.17% 0.27% 0.17%
      JNPR D 0.11% 0.19% 0.11%
      K B 0.19% 0.26% 0.19%
      KHC F 0.25% 0.34% 0.25%
      KMB C 0.39% 0.32% 0.32%
      KR B 0.35% 0.48% 0.35%
      L A 0.14% 0.14% 0.14%
      LDOS C 0.2% 0.29% 0.2%
      LECO C 0.11% 0.09% 0.09%
      LEN D 0.35% 0.47% 0.35%
      LEN D 0.35% 0.02% 0.02%
      LEN D 0.01% 0.02% 0.01%
      LEN D 0.01% 0.47% 0.01%
      LYB F 0.19% 0.31% 0.19%
      MAS D 0.15% 0.19% 0.15%
      MGM D 0.08% 0.1% 0.08%
      MOS D 0.08% 0.13% 0.08%
      MRNA F 0.12% 0.05% 0.05%
      MRO A 0.14% 0.09% 0.09%
      MTD F 0.23% 0.33% 0.23%
      NI A 0.14% 0.27% 0.14%
      NTAP C 0.21% 0.2% 0.2%
      NTNX B 0.15% 0.18% 0.15%
      NUE D 0.31% 0.53% 0.31%
      NVR D 0.24% 0.31% 0.24%
      NWS A 0.03% 0.02% 0.02%
      NWSA B 0.1% 0.07% 0.07%
      OC A 0.15% 0.18% 0.15%
      OKTA D 0.11% 0.1% 0.1%
      OTIS C 0.36% 0.44% 0.36%
      PAYX B 0.42% 0.33% 0.33%
      PCAR C 0.52% 0.65% 0.52%
      PCG A 0.39% 0.75% 0.39%
      PHM D 0.24% 0.32% 0.24%
      PKG B 0.19% 0.3% 0.19%
      PPG F 0.26% 0.41% 0.26%
      PRU B 0.4% 0.41% 0.4%
      PSTG F 0.13% 0.03% 0.03%
      QRVO F 0.06% 0.1% 0.06%
      RGA B 0.13% 0.14% 0.13%
      RJF A 0.27% 0.28% 0.27%
      ROST D 0.41% 0.42% 0.41%
      RPM B 0.15% 0.19% 0.15%
      RPRX F 0.09% 0.13% 0.09%
      RS B 0.15% 0.26% 0.15%
      SBAC D 0.21% 0.3% 0.21%
      SIRI D 0.06% 0.05% 0.05%
      SNA B 0.17% 0.2% 0.17%
      SNX D 0.05% 0.14% 0.05%
      SOLV F 0.08% 0.13% 0.08%
      SPG A 0.48% 0.57% 0.48%
      SSNC C 0.14% 0.17% 0.14%
      STLD B 0.18% 0.3% 0.18%
      STT B 0.25% 0.27% 0.25%
      SW A 0.22% 0.39% 0.22%
      SWK F 0.12% 0.15% 0.12%
      SWKS F 0.12% 0.21% 0.12%
      SYF B 0.23% 0.24% 0.23%
      TAP B 0.1% 0.13% 0.1%
      TER F 0.15% 0.02% 0.02%
      THC C 0.14% 0.2% 0.14%
      TOL B 0.14% 0.19% 0.14%
      TROW B 0.23% 0.24% 0.23%
      TWLO A 0.14% 0.19% 0.14%
      UAL A 0.26% 0.32% 0.26%
      UNM A 0.11% 0.12% 0.11%
      UTHR C 0.13% 0.07% 0.07%
      VLO C 0.39% 0.26% 0.26%
      VRSN F 0.14% 0.21% 0.14%
      VTRS A 0.13% 0.19% 0.13%
      WAB B 0.3% 0.38% 0.3%
      WLK F 0.04% 0.06% 0.04%
      WPC C 0.1% 0.16% 0.1%
      WSM D 0.14% 0.08% 0.08%
      WTW B 0.29% 0.29% 0.29%
      WY D 0.2% 0.29% 0.2%
      WYNN D 0.08% 0.1% 0.08%
      XEL A 0.34% 0.63% 0.34%
      ZM B 0.17% 0.33% 0.17%
      IMCB Overweight 303 Positions Relative to REVS
      Symbol Grade Weight
      PLTR A 1.04%
      GEV A 0.79%
      COF B 0.61%
      WMB A 0.59%
      ADSK B 0.58%
      GM B 0.57%
      OKE A 0.55%
      CARR D 0.55%
      TFC A 0.54%
      NSC B 0.53%
      TRV A 0.52%
      APP A 0.52%
      WDAY C 0.51%
      DLR A 0.51%
      URI B 0.5%
      JCI B 0.5%
      SRE A 0.5%
      FICO B 0.5%
      MSTR A 0.5%
      AFL C 0.49%
      AMP A 0.49%
      TTD B 0.49%
      RCL A 0.48%
      COIN A 0.48%
      DASH A 0.47%
      GWW B 0.46%
      PSA C 0.46%
      KMI A 0.46%
      FIS C 0.44%
      AEP C 0.44%
      CPRT B 0.44%
      O C 0.43%
      AIG C 0.43%
      PWR A 0.42%
      MSCI B 0.42%
      LNG A 0.42%
      HWM A 0.41%
      SQ A 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%
      CCI C 0.39%
      AME A 0.39%
      AXON A 0.38%
      PEG C 0.38%
      DFS B 0.38%
      BKR B 0.38%
      F C 0.38%
      COR B 0.37%
      IR B 0.37%
      TRGP A 0.37%
      ODFL B 0.37%
      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%
      CTVA C 0.35%
      CBRE B 0.35%
      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%
      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%
      MTB A 0.31%
      HUBS B 0.31%
      VEEV C 0.3%
      HUM D 0.3%
      RMD C 0.3%
      HIG B 0.3%
      EXR C 0.3%
      VICI C 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%
      ARES A 0.28%
      EFX F 0.28%
      AVB B 0.28%
      NDAQ A 0.27%
      WEC A 0.27%
      CPNG D 0.27%
      XYL D 0.26%
      ANSS B 0.26%
      TTWO A 0.26%
      DXCM C 0.26%
      TSCO D 0.26%
      ON F 0.25%
      KEYS C 0.24%
      MPWR F 0.24%
      BRO B 0.24%
      DECK A 0.24%
      RBLX B 0.24%
      NET B 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%
      CHD A 0.23%
      HAL C 0.23%
      PPL A 0.22%
      WST D 0.22%
      GDDY A 0.22%
      DVN F 0.22%
      EQR C 0.22%
      HBAN B 0.22%
      LPLA A 0.21%
      HUBB B 0.21%
      RF A 0.21%
      EQT A 0.21%
      CDW F 0.21%
      VLTO C 0.21%
      WAT C 0.2%
      TDY B 0.2%
      ZBH C 0.2%
      ILMN C 0.2%
      PTC B 0.2%
      IFF D 0.2%
      EXPE B 0.2%
      CINF A 0.2%
      CFG B 0.19%
      ES C 0.19%
      NTRS A 0.19%
      ATO A 0.19%
      STE D 0.19%
      MKL A 0.19%
      WBD B 0.19%
      CMS C 0.18%
      ZBRA B 0.18%
      PFG C 0.18%
      LH 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%
      MKC D 0.17%
      FDS B 0.17%
      IBKR A 0.17%
      EXE A 0.17%
      NRG B 0.17%
      ZS B 0.17%
      LYV A 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%
      BAH D 0.17%
      FSLR F 0.17%
      MOH F 0.16%
      J D 0.16%
      FWONK B 0.16%
      BBY D 0.16%
      KEY B 0.16%
      TSN B 0.16%
      PODD B 0.16%
      ULTA F 0.16%
      WSO A 0.16%
      MAA A 0.16%
      WRB B 0.16%
      NTRA A 0.16%
      HOOD A 0.15%
      HEI A 0.15%
      ALGN D 0.15%
      KIM A 0.15%
      DG F 0.15%
      BURL A 0.15%
      MANH D 0.15%
      TRMB B 0.15%
      XPO B 0.15%
      GPC F 0.15%
      IEX B 0.15%
      DGX A 0.15%
      PNR B 0.15%
      PINS F 0.15%
      JBHT C 0.14%
      FLEX B 0.14%
      SUI C 0.14%
      FNF A 0.14%
      FIX A 0.14%
      AVY D 0.14%
      TXT D 0.14%
      DOCU B 0.14%
      JBL C 0.13%
      RVTY D 0.13%
      SAIA C 0.13%
      AMCR D 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%
      LNT A 0.13%
      ENTG F 0.13%
      NDSN D 0.12%
      RNR C 0.12%
      PFGC B 0.12%
      UDR C 0.12%
      AKAM F 0.12%
      DLTR F 0.12%
      POOL D 0.12%
      EQH B 0.12%
      OVV C 0.11%
      EMN D 0.11%
      UHS D 0.11%
      DAY B 0.11%
      ALB B 0.11%
      SCI A 0.11%
      NVT C 0.11%
      NBIX C 0.11%
      REG A 0.11%
      BXP D 0.11%
      KMX C 0.11%
      ALLE D 0.11%
      JKHY D 0.11%
      CLH 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%
      CG B 0.1%
      PAYC B 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%
      CNH C 0.09%
      WING D 0.09%
      ALLY C 0.09%
      SRPT F 0.09%
      CHDN C 0.09%
      CRL D 0.09%
      ERIE F 0.09%
      LKQ F 0.09%
      AFG A 0.09%
      BJ B 0.09%
      ENPH F 0.08%
      CPB D 0.08%
      HRL D 0.08%
      TFX F 0.08%
      SMCI F 0.08%
      AR B 0.08%
      WMS F 0.08%
      MORN B 0.08%
      WTRG B 0.08%
      DVA C 0.07%
      HII F 0.07%
      APA F 0.07%
      MEDP D 0.07%
      PCOR C 0.06%
      UHAL D 0.06%
      WBA F 0.06%
      BSY D 0.06%
      AZPN A 0.06%
      BRKR F 0.05%
      U F 0.05%
      CELH F 0.04%
      COTY F 0.03%
      PAG B 0.03%
      FWONA B 0.02%
      ALAB B 0.02%
      AGR A 0.02%
      UHAL D 0.0%
      IMCB Underweight 159 Positions Relative to REVS
      Symbol Grade Weight
      JPM A -5.33%
      JNJ D -4.64%
      CSCO B -3.47%
      XOM B -3.11%
      BAC A -2.92%
      WFC A -2.38%
      PM A -2.36%
      CAT C -1.8%
      CVX A -1.55%
      BMY A -1.48%
      MDT D -1.39%
      C B -1.25%
      DIS B -1.23%
      CMCSA B -1.12%
      MO A -1.11%
      CI D -1.08%
      EQIX A -1.06%
      T A -1.05%
      UPS C -1.03%
      LMT D -0.89%
      MMC D -0.88%
      TGT B -0.84%
      UNP D -0.82%
      CME A -0.77%
      CSX C -0.77%
      CRM B -0.71%
      FDX B -0.7%
      TT A -0.67%
      ABBV F -0.67%
      MMM D -0.64%
      TJX A -0.64%
      MSI B -0.63%
      HCA F -0.63%
      MCK A -0.57%
      GILD C -0.45%
      EOG A -0.44%
      MET A -0.44%
      CL D -0.4%
      MPC D -0.32%
      REGN F -0.3%
      PSX C -0.3%
      VRTX D -0.25%
      OXY F -0.2%
      CVNA A -0.2%
      AMAT F -0.19%
      CBOE C -0.19%
      QCOM F -0.17%
      CW B -0.16%
      AMGN D -0.15%
      CIEN B -0.15%
      TPR B -0.14%
      BKNG A -0.13%
      CACI C -0.13%
      EWBC A -0.13%
      JLL D -0.12%
      INGR B -0.12%
      ARMK C -0.12%
      SF B -0.11%
      BRX A -0.11%
      BRBR A -0.11%
      ALSN B -0.11%
      AYI B -0.11%
      BILL B -0.1%
      ADP B -0.1%
      JAZZ C -0.1%
      WCC B -0.1%
      DCI B -0.1%
      FHN A -0.1%
      NNN C -0.1%
      AIZ A -0.1%
      RL C -0.1%
      SKX F -0.09%
      FLS A -0.09%
      G B -0.09%
      STAG D -0.09%
      MHK D -0.09%
      GL C -0.09%
      SEIC B -0.08%
      R B -0.08%
      WTFC B -0.08%
      WH B -0.08%
      MIDD D -0.08%
      ZION B -0.08%
      HRB D -0.08%
      ESAB C -0.08%
      KEX B -0.08%
      CRUS F -0.08%
      COKE C -0.08%
      SAIC F -0.08%
      UGI C -0.08%
      PVH C -0.07%
      DBX C -0.07%
      MSA D -0.07%
      THO C -0.07%
      FTI A -0.07%
      SON F -0.07%
      OLN F -0.07%
      CRBG B -0.07%
      LNC B -0.06%
      RYN D -0.06%
      NYT D -0.06%
      MTG D -0.06%
      OLED F -0.06%
      XP F -0.06%
      CROX F -0.06%
      AXS A -0.06%
      COLB B -0.06%
      KRC C -0.06%
      GNRC B -0.06%
      LEA F -0.06%
      HIW D -0.05%
      AMKR F -0.05%
      GTES A -0.05%
      SLM B -0.05%
      OZK B -0.05%
      M D -0.05%
      OGN F -0.05%
      NEU D -0.05%
      AMG C -0.05%
      MTCH F -0.05%
      JHG B -0.05%
      GAP D -0.05%
      CLF F -0.05%
      ROKU D -0.05%
      ASH F -0.05%
      EXP B -0.04%
      ALGM F -0.04%
      CWEN C -0.04%
      PK D -0.04%
      EEFT C -0.04%
      TNL B -0.04%
      SMG C -0.04%
      CTAS B -0.04%
      EPR D -0.04%
      XRAY D -0.04%
      PRGO C -0.04%
      SAM C -0.03%
      WU F -0.03%
      VIRT A -0.03%
      PINC B -0.03%
      AZTA F -0.03%
      LPX B -0.03%
      COLM B -0.03%
      CWEN C -0.02%
      REYN D -0.02%
      ROIV D -0.02%
      CIVI D -0.02%
      CRI F -0.02%
      INFA D -0.02%
      PPC B -0.02%
      ADTN A -0.02%
      EXEL B -0.01%
      SEB F -0.01%
      CNA C -0.01%
      PATH C -0.01%
      LSCC D -0.01%
      DDS B -0.01%
      IONS F -0.0%
      PLTK B -0.0%

      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
      Keywords: S&P 500 Nasdaq 100 Computing Natural Gas Insurance Electricity Real Estate Investment Trust Aerospace Electronics Chemical Beverage Telecommunications Cloud Computing Insurance Products Medicine Mining Bank Biotechnology Building Materials IBD 50

      REVS: Top Represented Industries & Keywords

      Industries: Biotechnology Diversified Industrials Asset Management Business Services Banks - Regional - US Packaged Foods Semiconductors Software - Infrastructure Specialty Chemicals Utilities - Regulated Electric Building Materials Communication Equipment Drug Manufacturers - Major Oil & Gas E&P Banks - Global Insurance - Life Residential Construction Software - Application Specialty Retail Apparel Manufacturing
      Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Bank Insurance Banking Electricity Mining Biotechnology Electronics Real Estate Investment Trust Telecommunications Chemical Clothing Life Insurance Medicine Building Materials Plastic Aerospace
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