IMCB vs. SYLD ETF Comparison
Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to Cambria Shareholder Yield ETF (SYLD)
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
$75.77
Average Daily Volume
31,453
Number of Holdings
*
447
* may have additional holdings in another (foreign) market
SYLD
Cambria Shareholder Yield ETF
SYLD Description
The investment seeks income and capital appreciation with an emphasis on income from investments in the U.S. equity market. The fund invests primarily in equity securities that provide a high "shareholder yield." Cambria views equity securities as providing a high shareholder yield if they exhibit strong cash flows, as reflected by their payment of dividends to shareholders and their return of capital to shareholders in other forms. It will invest primarily in equity securities, including the common stock, of U.S. companies, though the fund may obtain a limited amount of foreign and emerging markets exposure through investments in ADRs.Grade (RS Rating)
Last Trade
$72.15
Average Daily Volume
64,656
Number of Holdings
*
99
* may have additional holdings in another (foreign) market
Performance
| Period | IMCB | SYLD |
|---|---|---|
| 30 Days | 4.12% | 4.14% |
| 60 Days | 5.48% | 2.38% |
| 90 Days | 7.69% | 5.93% |
| 12 Months | 24.89% | 18.51% |
31 Overlapping Holdings
| Symbol | Grade | Weight in IMCB | Weight in SYLD | Overlap | |
|---|---|---|---|---|---|
| AFG | B | 1.0% | 1.05% | 1.0% | |
| AFL | C | 1.0% | 1.32% | 1.0% | |
| AMP | A | 1.0% | 1.06% | 1.0% | |
| BLDR | C | 1.0% | 0.96% | 0.96% | |
| CF | C | 1.0% | 0.99% | 0.99% | |
| CHK | D | 1.0% | 0.89% | 0.89% | |
| CTRA | F | 1.0% | 0.86% | 0.86% | |
| DD | B | 1.0% | 1.12% | 1.0% | |
| DOW | D | 1.0% | 0.98% | 0.98% | |
| DVN | F | 1.0% | 0.83% | 0.83% | |
| EMN | B | 1.0% | 1.08% | 1.0% | |
| FOXA | B | 1.0% | 1.32% | 1.0% | |
| KHC | C | 1.0% | 1.03% | 1.0% | |
| LEN | B | 1.0% | 1.21% | 1.0% | |
| LEN | B | 1.0% | 1.21% | 1.0% | |
| LYB | D | 1.0% | 0.98% | 0.98% | |
| MOS | F | 1.0% | 0.76% | 0.76% | |
| MRO | D | 1.0% | 0.94% | 0.94% | |
| NUE | F | 1.0% | 0.78% | 0.78% | |
| OC | D | 1.0% | 1.05% | 1.0% | |
| PAG | D | 1.0% | 0.97% | 0.97% | |
| PFG | B | 1.0% | 0.96% | 0.96% | |
| PHM | B | 1.0% | 1.22% | 1.0% | |
| SNX | D | 1.0% | 1.18% | 1.0% | |
| STLD | F | 1.0% | 0.81% | 0.81% | |
| SYF | C | 1.0% | 1.09% | 1.0% | |
| TOL | B | 1.0% | 1.2% | 1.0% | |
| TXT | D | 1.0% | 0.97% | 0.97% | |
| UHS | B | 1.0% | 1.37% | 1.0% | |
| VLO | F | 1.0% | 0.82% | 0.82% | |
| VTRS | D | 1.0% | 1.02% | 1.0% |
IMCB Overweight 416 Positions Relative to SYLD
| Symbol | Grade | Weight | |
|---|---|---|---|
| UHAL | A | 1.0% | |
| ALAB | D | 1.0% | |
| FWONA | C | 1.0% | |
| AGR | B | 1.0% | |
| NWS | D | 1.0% | |
| COTY | F | 1.0% | |
| WLK | D | 1.0% | |
| FOX | B | 1.0% | |
| PCOR | F | 1.0% | |
| CELH | F | 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% | |
| DVA | B | 1.0% | |
| AR | F | 1.0% | |
| UNM | B | 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% | |
| 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% | |
| 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% | |
| 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% | |
| AES | 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% | |
| 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 | F | 1.0% | |
| JBHT | D | 1.0% | |
| RGA | C | 1.0% | |
| CASY | D | 1.0% | |
| LYV | B | 1.0% | |
| ENPH | D | 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% | |
| 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 | 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% | |
| FWONK | C | 1.0% | |
| WSO | C | 1.0% | |
| IP | B | 1.0% | |
| WSM | D | 1.0% | |
| EG | C | 1.0% | |
| NRG | C | 1.0% | |
| EXPE | C | 1.0% | |
| FDS | C | 1.0% | |
| CCL | C | 1.0% | |
| EXPD | C | 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% | |
| CNP | 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 | C | 1.0% | |
| LH | C | 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% | |
| ATO | B | 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% | |
| CMS | C | 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 | B | 1.0% | |
| HUBB | B | 1.0% | |
| CPAY | B | 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% | |
| AEE | C | 1.0% | |
| FE | C | 1.0% | |
| FCNCA | D | 1.0% | |
| WY | C | 1.0% | |
| TROW | D | 1.0% | |
| MRNA | F | 1.0% | |
| PPL | C | 1.0% | |
| DECK | C | 1.0% | |
| ES | 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% | |
| TYL | C | 1.0% | |
| BR | D | 1.0% | |
| STT | B | 1.0% | |
| HAL | F | 1.0% | |
| HUBS | D | 1.0% | |
| BRO | C | 1.0% | |
| CHD | D | 1.0% | |
| DTE | C | 1.0% | |
| DOV | B | 1.0% | |
| KEYS | C | 1.0% | |
| FTV | C | 1.0% | |
| SBAC | C | 1.0% | |
| VLTO | C | 1.0% | |
| VST | C | 1.0% | |
| TEAM | D | 1.0% | |
| VTR | C | 1.0% | |
| ETR | B | 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% | |
| AWK | 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 | A | 1.0% | |
| FANG | D | 1.0% | |
| DELL | D | 1.0% | |
| ROK | D | 1.0% | |
| PPG | D | 1.0% | |
| ON | D | 1.0% | |
| WEC | C | 1.0% | |
| WTW | C | 1.0% | |
| TSCO | C | 1.0% | |
| VRT | C | 1.0% | |
| VMC | D | 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 | C | 1.0% | |
| GLW | C | 1.0% | |
| VEEV | C | 1.0% | |
| EIX | C | 1.0% | |
| TRGP | B | 1.0% | |
| HPQ | D | 1.0% | |
| AVB | B | 1.0% | |
| ALNY | C | 1.0% | |
| CHTR | D | 1.0% | |
| BKR | C | 1.0% | |
| HIG | B | 1.0% | |
| IRM | C | 1.0% | |
| GEHC | C | 1.0% | |
| VICI | C | 1.0% | |
| XEL | B | 1.0% | |
| EA | D | 1.0% | |
| SQ | D | 1.0% | |
| HES | F | 1.0% | |
| CBRE | A | 1.0% | |
| ED | C | 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% | |
| EXC | C | 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% | |
| PEG | C | 1.0% | |
| MPWR | C | 1.0% | |
| F | F | 1.0% | |
| PRU | C | 1.0% | |
| PCG | C | 1.0% | |
| CPRT | D | 1.0% | |
| LHX | C | 1.0% | |
| PAYX | C | 1.0% | |
| IQV | C | 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% | |
| D | C | 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% | |
| SRE | 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% | |
| AEP | C | 1.0% | |
| O | C | 1.0% | |
| WMB | B | 1.0% | |
| ADSK | C | 1.0% | |
| TFC | 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 Underweight 69 Positions Relative to SYLD
| Symbol | Grade | Weight | |
|---|---|---|---|
| REVG | D | -1.44% | |
| ATGE | D | -1.43% | |
| PRG | A | -1.39% | |
| JEF | B | -1.34% | |
| BRC | C | -1.32% | |
| SLVM | B | -1.32% | |
| VCTR | B | -1.27% | |
| T | C | -1.25% | |
| COOP | C | -1.24% | |
| CNX | B | -1.22% | |
| CALM | A | -1.22% | |
| KBH | A | -1.21% | |
| HRB | C | -1.2% | |
| PYPL | B | -1.19% | |
| BERY | B | -1.17% | |
| R | A | -1.15% | |
| CEIX | D | -1.13% | |
| AN | D | -1.12% | |
| MATX | B | -1.12% | |
| ARW | C | -1.09% | |
| VZ | B | -1.08% | |
| UGI | C | -1.05% | |
| MET | B | -1.05% | |
| PAGP | C | -1.04% | |
| DXC | C | -1.02% | |
| AMG | C | -1.0% | |
| FHI | A | -0.99% | |
| BWA | D | -0.98% | |
| SLM | D | -0.98% | |
| MAN | C | -0.97% | |
| BTU | D | -0.96% | |
| AGO | C | -0.95% | |
| BCC | C | -0.94% | |
| CMCSA | D | -0.94% | |
| EOG | D | -0.94% | |
| GEF | D | -0.94% | |
| LNC | D | -0.93% | |
| ETH | D | -0.93% | |
| MGY | C | -0.93% | |
| CRC | C | -0.92% | |
| TNL | D | -0.92% | |
| WU | F | -0.91% | |
| CVX | D | -0.91% | |
| HVT | D | -0.91% | |
| HUN | D | -0.9% | |
| BC | C | -0.89% | |
| HP | F | -0.89% | |
| WHR | D | -0.89% | |
| CRI | D | -0.88% | |
| ARCH | F | -0.85% | |
| MPC | F | -0.84% | |
| MUR | F | -0.84% | |
| COP | D | -0.82% | |
| KSS | F | -0.81% | |
| PSX | F | -0.81% | |
| SM | F | -0.79% | |
| CLF | F | -0.78% | |
| OLN | D | -0.78% | |
| DDS | F | -0.77% | |
| CHRD | F | -0.77% | |
| PVH | F | -0.73% | |
| WNC | F | -0.69% | |
| XRX | D | -0.67% | |
| AMR | F | -0.67% | |
| CVI | F | -0.65% | |
| RYI | D | -0.61% | |
| ODP | F | -0.58% | |
| PBF | F | -0.57% | |
| ATKR | F | -0.49% |
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
SYLD: Top Represented Industries & Keywords
Industries:
Oil & Gas E&P
Asset Management
Oil & Gas Refining & Marketing
Chemicals
Coal
Credit Services
Insurance - Life
Residential Construction
Agricultural Inputs
Apparel Manufacturing
Auto & Truck Dealerships
Building Materials
Department Stores
Information Technology Services
Packaged Foods
Packaging & Containers
Rental & Leasing Services
Specialty Chemicals
Steel
Telecom Services
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