IMCB vs. SDVD ETF Comparison

Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to FT Cboe Vest SMID Rising Dividend Achievers Target Income ETF (SDVD)
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

$75.41

Average Daily Volume

31,516

Number of Holdings *

447

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

FT Cboe Vest SMID Rising Dividend Achievers Target Income ETF

SDVD Description Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying securities and/or investments that provide exposure to dividend-paying securities of small and/or mid-capitalization companies. The fund also seeks a secondary objective of generating capital appreciation. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$22.01

Average Daily Volume

57,241

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period IMCB SDVD
30 Days 2.76% 2.90%
60 Days 3.90% 1.40%
90 Days 7.19% 7.14%
12 Months 26.66% 28.22%
3 Overlapping Holdings
Symbol Grade Weight in IMCB Weight in SDVD Overlap
CFG C 1.0% 1.13% 1.0%
RF B 1.0% 1.13% 1.0%
TOL B 1.0% 1.12% 1.0%
IMCB Overweight 444 Positions Relative to SDVD
Symbol Grade Weight
UHAL B 1.0%
ALAB D 1.0%
FWONA C 1.0%
LEN C 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 B 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 D 1.0%
UNM B 1.0%
MOS F 1.0%
MORN B 1.0%
CG D 1.0%
PAYC D 1.0%
MEDP D 1.0%
MGM D 1.0%
APA F 1.0%
ALLY D 1.0%
FOXA B 1.0%
CNH D 1.0%
DAY D 1.0%
HRL D 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 B 1.0%
RRX C 1.0%
CHDN D 1.0%
TWLO C 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 F 1.0%
INCY C 1.0%
LKQ F 1.0%
NVT D 1.0%
HEI A 1.0%
CCK A 1.0%
RPRX D 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 C 1.0%
TECH D 1.0%
FND C 1.0%
WING B 1.0%
BLD D 1.0%
OKTA F 1.0%
EMN B 1.0%
FIX A 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 C 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 A 1.0%
SJM C 1.0%
NDSN C 1.0%
AES C 1.0%
UTHR C 1.0%
JKHY C 1.0%
ERIE B 1.0%
AMH C 1.0%
ACM B 1.0%
CE F 1.0%
POOL D 1.0%
CPT B 1.0%
RNR B 1.0%
IBKR A 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%
EVRG B 1.0%
DLTR F 1.0%
FNF B 1.0%
DT C 1.0%
UDR C 1.0%
DPZ D 1.0%
JBHT D 1.0%
OC D 1.0%
CF C 1.0%
RGA B 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 D 1.0%
AKAM D 1.0%
ROL C 1.0%
RVTY C 1.0%
PSTG F 1.0%
NTNX C 1.0%
SWK B 1.0%
IEX D 1.0%
PNR B 1.0%
LNT B 1.0%
GEN B 1.0%
CAG C 1.0%
NI B 1.0%
ZS F 1.0%
NTRA B 1.0%
KEY B 1.0%
THC B 1.0%
RPM B 1.0%
TPL A 1.0%
LPLA F 1.0%
HEI A 1.0%
VRSN D 1.0%
AMCR C 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 F 1.0%
APTV D 1.0%
PODD B 1.0%
MANH A 1.0%
UAL C 1.0%
ENTG D 1.0%
STLD D 1.0%
FWONK C 1.0%
WSO C 1.0%
IP C 1.0%
WSM D 1.0%
EG C 1.0%
TXT D 1.0%
NRG A 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 C 1.0%
ZBRA B 1.0%
TSN D 1.0%
MAS B 1.0%
PINS F 1.0%
BURL C 1.0%
AVY D 1.0%
CNP D 1.0%
ULTA D 1.0%
NTRS B 1.0%
AVTR C 1.0%
J C 1.0%
WRB C 1.0%
SUI C 1.0%
DG F 1.0%
EME A 1.0%
LII B 1.0%
DKNG C 1.0%
EQT D 1.0%
PKG B 1.0%
HOLX C 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 C 1.0%
OMC B 1.0%
CSL B 1.0%
EL F 1.0%
BAH B 1.0%
ESS C 1.0%
MSTR D 1.0%
BAX C 1.0%
TER D 1.0%
TDY C 1.0%
MKL C 1.0%
ILMN C 1.0%
ATO B 1.0%
STX C 1.0%
CLX C 1.0%
MOH D 1.0%
WDC D 1.0%
GDDY C 1.0%
PTC D 1.0%
CMS B 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 C 1.0%
K A 1.0%
HUBB A 1.0%
CPAY C 1.0%
BLDR C 1.0%
COO B 1.0%
ZBH F 1.0%
WST D 1.0%
HPE D 1.0%
APP B 1.0%
SMCI F 1.0%
SW C 1.0%
RJF C 1.0%
AEE A 1.0%
FE C 1.0%
FCNCA D 1.0%
WY C 1.0%
TROW D 1.0%
MRNA F 1.0%
PPL B 1.0%
DECK D 1.0%
ES C 1.0%
RBLX B 1.0%
NET D 1.0%
FSLR C 1.0%
NTAP D 1.0%
TTWO D 1.0%
STE C 1.0%
LYB F 1.0%
TYL C 1.0%
BR D 1.0%
STT B 1.0%
HAL F 1.0%
HUBS D 1.0%
BRO C 1.0%
DVN D 1.0%
CHD C 1.0%
DTE B 1.0%
DOV B 1.0%
KEYS C 1.0%
FTV C 1.0%
SBAC C 1.0%
VLTO B 1.0%
VST A 1.0%
TEAM D 1.0%
VTR C 1.0%
ETR A 1.0%
IFF C 1.0%
EQR C 1.0%
ARES A 1.0%
DXCM F 1.0%
CAH C 1.0%
AXON A 1.0%
MTB A 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 A 1.0%
DAL C 1.0%
PHM B 1.0%
AWK C 1.0%
BIIB F 1.0%
LULU D 1.0%
CDW D 1.0%
HSY D 1.0%
ADM D 1.0%
MTD D 1.0%
WAB A 1.0%
FANG D 1.0%
DELL C 1.0%
ROK F 1.0%
PPG D 1.0%
ON F 1.0%
WEC B 1.0%
WTW C 1.0%
TSCO C 1.0%
VRT C 1.0%
VMC D 1.0%
KHC C 1.0%
XYL D 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 B 1.0%
VEEV C 1.0%
EIX C 1.0%
TRGP B 1.0%
HPQ D 1.0%
AVB C 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 B 1.0%
GEHC C 1.0%
VICI C 1.0%
XEL B 1.0%
DOW D 1.0%
EA D 1.0%
SQ D 1.0%
HES D 1.0%
CBRE A 1.0%
ED C 1.0%
IR C 1.0%
ODFL D 1.0%
EFX C 1.0%
RMD C 1.0%
KR C 1.0%
EXR B 1.0%
YUM F 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 A 1.0%
CTVA B 1.0%
RCL A 1.0%
HUM F 1.0%
PWR B 1.0%
EXC B 1.0%
A C 1.0%
FAST C 1.0%
DASH B 1.0%
KVUE C 1.0%
CNC C 1.0%
KDP B 1.0%
MCHP D 1.0%
CMI C 1.0%
LNG C 1.0%
STZ D 1.0%
IDXX D 1.0%
EW F 1.0%
COR D 1.0%
KMI A 1.0%
ACGL B 1.0%
GIS B 1.0%
PEG A 1.0%
MPWR C 1.0%
F F 1.0%
PRU C 1.0%
PCG B 1.0%
CPRT D 1.0%
LHX C 1.0%
AMP B 1.0%
LEN C 1.0%
PAYX C 1.0%
IQV D 1.0%
VLO F 1.0%
TEL D 1.0%
MSCI C 1.0%
GWW A 1.0%
FICO B 1.0%
TTD B 1.0%
URI B 1.0%
FIS B 1.0%
D B 1.0%
KMB D 1.0%
FTNT B 1.0%
JCI B 1.0%
AIG D 1.0%
ALL B 1.0%
PCAR D 1.0%
SPG A 1.0%
ROST C 1.0%
SRE B 1.0%
CCI C 1.0%
BK A 1.0%
DLR B 1.0%
COF A 1.0%
GM B 1.0%
OKE B 1.0%
HLT B 1.0%
WDAY D 1.0%
TRV B 1.0%
AZO D 1.0%
AEP C 1.0%
O C 1.0%
WMB B 1.0%
ADSK C 1.0%
TFC D 1.0%
AFL C 1.0%
PSA B 1.0%
DHI C 1.0%
NSC C 1.0%
GEV B 1.0%
NEM B 1.0%
CARR B 1.0%
PLTR A 1.0%
IMCB Underweight 7 Positions Relative to SDVD
Symbol Grade Weight
EBC B -1.19%
MLI B -1.18%
CCS C -1.15%
SNV C -1.14%
MTH C -1.14%
CALM A -1.14%
G C -1.13%
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