IMCB vs. SZNE ETF Comparison
Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF (SZNE)
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
SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
SZNE Description
The investment seeks to track the total return performance, before fees and expenses, of the Pacer CFRA-Stovall Equal Weight Seasonal Rotation Index. The fund invests at least 80% of its total assets (exclusive of collateral held from securities lending) in the component securities of its underlying index or in one or more ETFs that track the performance of all or a portion of such component securities in the same approximate proportion as in its underlying index. The index uses an objective, rules-based methodology to track the performance of a semi-annual rotation of certain sectors within the S&P 500 Equal Weight Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$38.91
Average Daily Volume
3,448
223
Performance
Period | IMCB | SZNE |
---|---|---|
30 Days | 6.60% | 2.64% |
60 Days | 7.43% | 0.15% |
90 Days | 9.78% | 0.62% |
12 Months | 32.75% | 17.34% |
141 Overlapping Holdings
Symbol | Grade | Weight in IMCB | Weight in SZNE | Overlap | |
---|---|---|---|---|---|
ADSK | A | 0.58% | 0.4% | 0.4% | |
AKAM | D | 0.12% | 0.31% | 0.12% | |
ALB | C | 0.11% | 1.09% | 0.11% | |
ALLE | D | 0.11% | 0.3% | 0.11% | |
AMCR | D | 0.13% | 0.82% | 0.13% | |
AME | A | 0.39% | 0.35% | 0.35% | |
ANSS | B | 0.26% | 0.37% | 0.26% | |
AOS | F | 0.08% | 0.27% | 0.08% | |
APTV | D | 0.11% | 0.36% | 0.11% | |
AVY | D | 0.14% | 0.78% | 0.14% | |
AXON | A | 0.38% | 0.48% | 0.38% | |
AZO | C | 0.47% | 0.46% | 0.46% | |
BALL | D | 0.17% | 0.79% | 0.17% | |
BBY | D | 0.16% | 0.42% | 0.16% | |
BLDR | D | 0.19% | 0.29% | 0.19% | |
BR | A | 0.23% | 0.32% | 0.23% | |
CARR | D | 0.55% | 0.29% | 0.29% | |
CCL | B | 0.21% | 0.69% | 0.21% | |
CDW | F | 0.21% | 0.27% | 0.21% | |
CE | F | 0.07% | 0.51% | 0.07% | |
CF | B | 0.14% | 0.99% | 0.14% | |
CMI | A | 0.44% | 0.36% | 0.36% | |
CPRT | A | 0.44% | 0.33% | 0.33% | |
CTSH | B | 0.36% | 0.34% | 0.34% | |
CTVA | C | 0.35% | 0.9% | 0.35% | |
DAL | C | 0.37% | 0.43% | 0.37% | |
DAY | B | 0.11% | 0.39% | 0.11% | |
DD | D | 0.31% | 0.87% | 0.31% | |
DECK | A | 0.24% | 0.54% | 0.24% | |
DELL | C | 0.31% | 0.4% | 0.31% | |
DHI | D | 0.43% | 0.4% | 0.4% | |
DOV | A | 0.24% | 0.32% | 0.24% | |
DOW | F | 0.28% | 0.76% | 0.28% | |
DPZ | C | 0.13% | 0.51% | 0.13% | |
DRI | B | 0.18% | 0.48% | 0.18% | |
EBAY | D | 0.28% | 0.46% | 0.28% | |
EFX | F | 0.28% | 0.25% | 0.25% | |
EMN | D | 0.11% | 0.85% | 0.11% | |
ENPH | F | 0.08% | 0.2% | 0.08% | |
EPAM | C | 0.12% | 0.4% | 0.12% | |
EXPD | D | 0.15% | 0.3% | 0.15% | |
EXPE | B | 0.2% | 0.63% | 0.2% | |
F | C | 0.38% | 0.48% | 0.38% | |
FAST | B | 0.41% | 0.35% | 0.35% | |
FFIV | B | 0.13% | 0.4% | 0.13% | |
FICO | B | 0.5% | 0.43% | 0.43% | |
FSLR | F | 0.17% | 0.28% | 0.17% | |
FTNT | C | 0.54% | 0.42% | 0.42% | |
FTV | C | 0.23% | 0.31% | 0.23% | |
GDDY | A | 0.22% | 0.43% | 0.22% | |
GEN | B | 0.15% | 0.38% | 0.15% | |
GEV | B | 0.79% | 0.46% | 0.46% | |
GLW | B | 0.32% | 0.38% | 0.32% | |
GM | B | 0.57% | 0.56% | 0.56% | |
GPC | D | 0.15% | 0.42% | 0.15% | |
GRMN | B | 0.29% | 0.57% | 0.29% | |
GWW | B | 0.46% | 0.36% | 0.36% | |
HII | D | 0.07% | 0.22% | 0.07% | |
HLT | A | 0.54% | 0.55% | 0.54% | |
HPE | B | 0.24% | 0.42% | 0.24% | |
HPQ | B | 0.32% | 0.38% | 0.32% | |
HUBB | B | 0.21% | 0.34% | 0.21% | |
HWM | A | 0.41% | 0.37% | 0.37% | |
IEX | B | 0.15% | 0.34% | 0.15% | |
IFF | D | 0.2% | 0.74% | 0.2% | |
IP | B | 0.17% | 1.05% | 0.17% | |
IR | B | 0.37% | 0.34% | 0.34% | |
IT | C | 0.36% | 0.35% | 0.35% | |
J | F | 0.16% | 0.34% | 0.16% | |
JBHT | C | 0.14% | 0.32% | 0.14% | |
JBL | B | 0.13% | 0.41% | 0.13% | |
JCI | C | 0.5% | 0.34% | 0.34% | |
JNPR | F | 0.11% | 0.32% | 0.11% | |
KEYS | A | 0.24% | 0.38% | 0.24% | |
KMX | B | 0.11% | 0.46% | 0.11% | |
LDOS | C | 0.2% | 0.31% | 0.2% | |
LEN | D | 0.01% | 0.43% | 0.01% | |
LEN | D | 0.35% | 0.43% | 0.35% | |
LHX | C | 0.41% | 0.32% | 0.32% | |
LKQ | D | 0.09% | 0.43% | 0.09% | |
LULU | C | 0.32% | 0.55% | 0.32% | |
LUV | C | 0.17% | 0.33% | 0.17% | |
LVS | C | 0.17% | 0.59% | 0.17% | |
LYB | F | 0.19% | 0.77% | 0.19% | |
MAS | D | 0.15% | 0.29% | 0.15% | |
MCHP | D | 0.31% | 0.29% | 0.29% | |
MGM | D | 0.08% | 0.49% | 0.08% | |
MLM | B | 0.32% | 0.98% | 0.32% | |
MOS | F | 0.08% | 0.84% | 0.08% | |
MPWR | F | 0.24% | 0.21% | 0.21% | |
NDSN | B | 0.12% | 0.3% | 0.12% | |
NEM | D | 0.41% | 0.69% | 0.41% | |
NSC | B | 0.53% | 0.32% | 0.32% | |
NTAP | C | 0.21% | 0.36% | 0.21% | |
NUE | C | 0.31% | 0.9% | 0.31% | |
NVR | D | 0.24% | 0.45% | 0.24% | |
ODFL | B | 0.37% | 0.34% | 0.34% | |
ON | D | 0.25% | 0.32% | 0.25% | |
OTIS | C | 0.36% | 0.32% | 0.32% | |
PAYC | B | 0.1% | 0.39% | 0.1% | |
PAYX | C | 0.42% | 0.32% | 0.32% | |
PCAR | B | 0.52% | 0.35% | 0.35% | |
PHM | D | 0.24% | 0.43% | 0.24% | |
PKG | A | 0.19% | 1.01% | 0.19% | |
PLTR | B | 1.04% | 0.6% | 0.6% | |
PNR | A | 0.15% | 0.34% | 0.15% | |
POOL | C | 0.12% | 0.49% | 0.12% | |
PPG | F | 0.26% | 0.83% | 0.26% | |
PTC | A | 0.2% | 0.37% | 0.2% | |
PWR | A | 0.42% | 0.37% | 0.37% | |
QRVO | F | 0.06% | 0.21% | 0.06% | |
RCL | A | 0.48% | 0.67% | 0.48% | |
ROK | B | 0.29% | 0.32% | 0.29% | |
ROL | B | 0.13% | 0.3% | 0.13% | |
ROST | C | 0.41% | 0.43% | 0.41% | |
SMCI | F | 0.08% | 0.19% | 0.08% | |
SNA | A | 0.17% | 0.39% | 0.17% | |
STLD | B | 0.18% | 1.11% | 0.18% | |
STX | D | 0.17% | 0.33% | 0.17% | |
SW | A | 0.22% | 1.08% | 0.22% | |
SWK | D | 0.12% | 0.25% | 0.12% | |
SWKS | F | 0.12% | 0.28% | 0.12% | |
TDY | B | 0.2% | 0.38% | 0.2% | |
TER | D | 0.15% | 0.27% | 0.15% | |
TRMB | B | 0.15% | 0.43% | 0.15% | |
TSCO | D | 0.26% | 0.45% | 0.26% | |
TXT | D | 0.14% | 0.28% | 0.14% | |
TYL | B | 0.23% | 0.35% | 0.23% | |
UAL | A | 0.26% | 0.57% | 0.26% | |
ULTA | F | 0.16% | 0.43% | 0.16% | |
URI | B | 0.5% | 0.34% | 0.34% | |
VLTO | D | 0.21% | 0.29% | 0.21% | |
VMC | B | 0.33% | 1.02% | 0.33% | |
VRSK | A | 0.36% | 0.32% | 0.32% | |
VRSN | F | 0.14% | 0.34% | 0.14% | |
WAB | B | 0.3% | 0.35% | 0.3% | |
WDC | D | 0.18% | 0.34% | 0.18% | |
WYNN | D | 0.08% | 0.55% | 0.08% | |
XYL | D | 0.26% | 0.28% | 0.26% | |
YUM | B | 0.34% | 0.47% | 0.34% | |
ZBRA | B | 0.18% | 0.39% | 0.18% |
IMCB Overweight 306 Positions Relative to SZNE
Symbol | Grade | Weight | |
---|---|---|---|
COF | B | 0.61% | |
WMB | A | 0.59% | |
OKE | A | 0.55% | |
TFC | A | 0.54% | |
TRV | B | 0.52% | |
APP | B | 0.52% | |
WDAY | B | 0.51% | |
DLR | B | 0.51% | |
SRE | A | 0.5% | |
BK | A | 0.5% | |
MSTR | C | 0.5% | |
AFL | B | 0.49% | |
AMP | A | 0.49% | |
TTD | B | 0.49% | |
SPG | B | 0.48% | |
COIN | C | 0.48% | |
DASH | A | 0.47% | |
PSA | D | 0.46% | |
KMI | A | 0.46% | |
ALL | A | 0.45% | |
FIS | C | 0.44% | |
AEP | D | 0.44% | |
O | D | 0.43% | |
AIG | B | 0.43% | |
MSCI | C | 0.42% | |
LNG | B | 0.42% | |
SQ | B | 0.41% | |
TEL | B | 0.41% | |
D | C | 0.41% | |
VST | B | 0.4% | |
PRU | A | 0.4% | |
VRT | B | 0.39% | |
KMB | D | 0.39% | |
CCI | D | 0.39% | |
VLO | C | 0.39% | |
PCG | A | 0.39% | |
PEG | A | 0.38% | |
DFS | B | 0.38% | |
BKR | B | 0.38% | |
COR | B | 0.37% | |
TRGP | B | 0.37% | |
HES | B | 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% | |
CBRE | B | 0.35% | |
XEL | A | 0.34% | |
A | D | 0.34% | |
DDOG | A | 0.34% | |
CHTR | C | 0.34% | |
IQV | D | 0.33% | |
SYY | B | 0.33% | |
ACGL | D | 0.33% | |
EXC | C | 0.33% | |
GIS | D | 0.32% | |
KDP | D | 0.32% | |
IDXX | F | 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% | |
VICI | C | 0.29% | |
WTW | B | 0.29% | |
GEHC | F | 0.29% | |
ED | D | 0.29% | |
IRM | D | 0.29% | |
ARES | A | 0.28% | |
EIX | B | 0.28% | |
FANG | D | 0.28% | |
FITB | A | 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 | D | 0.27% | |
CNC | D | 0.27% | |
ETR | B | 0.27% | |
GPN | B | 0.26% | |
TTWO | A | 0.26% | |
CAH | B | 0.26% | |
DXCM | D | 0.26% | |
KHC | F | 0.25% | |
STT | A | 0.25% | |
BRO | B | 0.24% | |
FCNCA | A | 0.24% | |
RBLX | C | 0.24% | |
NET | B | 0.24% | |
VTR | C | 0.23% | |
CPAY | A | 0.23% | |
AWK | D | 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% | |
HAL | C | 0.23% | |
PPL | B | 0.22% | |
DTE | C | 0.22% | |
WST | C | 0.22% | |
DVN | F | 0.22% | |
ADM | D | 0.22% | |
EQR | B | 0.22% | |
HBAN | A | 0.22% | |
EME | C | 0.21% | |
LPLA | A | 0.21% | |
SBAC | D | 0.21% | |
BIIB | F | 0.21% | |
AEE | A | 0.21% | |
RF | A | 0.21% | |
EQT | B | 0.21% | |
WAT | B | 0.2% | |
ZBH | C | 0.2% | |
WY | D | 0.2% | |
ILMN | D | 0.2% | |
CINF | A | 0.2% | |
CFG | B | 0.19% | |
K | A | 0.19% | |
ES | D | 0.19% | |
NTRS | A | 0.19% | |
ATO | A | 0.19% | |
STE | F | 0.19% | |
MKL | A | 0.19% | |
WBD | C | 0.19% | |
CMS | C | 0.18% | |
PFG | D | 0.18% | |
LH | C | 0.18% | |
CLX | B | 0.18% | |
OMC | C | 0.18% | |
MDB | C | 0.18% | |
FE | C | 0.18% | |
CSL | C | 0.18% | |
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% | |
TRU | D | 0.17% | |
ESS | B | 0.17% | |
DKNG | B | 0.17% | |
LII | A | 0.17% | |
COO | D | 0.17% | |
ZM | B | 0.17% | |
BAH | F | 0.17% | |
MOH | F | 0.16% | |
FWONK | B | 0.16% | |
KEY | B | 0.16% | |
TSN | B | 0.16% | |
HOLX | D | 0.16% | |
PODD | C | 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% | |
OC | A | 0.15% | |
DG | F | 0.15% | |
ARE | D | 0.15% | |
BURL | A | 0.15% | |
MANH | D | 0.15% | |
XPO | B | 0.15% | |
RS | B | 0.15% | |
NTNX | A | 0.15% | |
DGX | A | 0.15% | |
PINS | D | 0.15% | |
RPM | A | 0.15% | |
FLEX | A | 0.14% | |
SUI | D | 0.14% | |
L | A | 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% | |
SSNC | B | 0.14% | |
NI | A | 0.14% | |
BAX | D | 0.14% | |
MRO | B | 0.14% | |
DOCU | A | 0.14% | |
TWLO | A | 0.14% | |
AVTR | F | 0.13% | |
RVTY | F | 0.13% | |
EVRG | A | 0.13% | |
SAIA | B | 0.13% | |
ACM | A | 0.13% | |
UTHR | C | 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% | |
CAG | D | 0.12% | |
RNR | C | 0.12% | |
PFGC | B | 0.12% | |
MRNA | F | 0.12% | |
UDR | B | 0.12% | |
DLTR | F | 0.12% | |
EQH | B | 0.12% | |
OVV | B | 0.11% | |
LECO | B | 0.11% | |
UHS | D | 0.11% | |
UNM | A | 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% | |
OKTA | C | 0.11% | |
BG | F | 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% | |
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% | |
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% | |
ALLY | C | 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% | |
AFG | A | 0.09% | |
BJ | A | 0.09% | |
CPB | D | 0.08% | |
HRL | D | 0.08% | |
TFX | F | 0.08% | |
AR | B | 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% | |
APA | D | 0.07% | |
MEDP | D | 0.07% | |
PCOR | B | 0.06% | |
UHAL | D | 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% | |
UHAL | D | 0.0% |
IMCB Underweight 83 Positions Relative to SZNE
Symbol | Grade | Weight | |
---|---|---|---|
APD | A | -1.0% | |
FCX | D | -0.89% | |
SHW | A | -0.86% | |
ECL | D | -0.83% | |
LIN | D | -0.83% | |
FMC | D | -0.78% | |
TSLA | B | -0.7% | |
NCLH | B | -0.64% | |
TPR | B | -0.61% | |
BKNG | A | -0.6% | |
MAR | B | -0.57% | |
ABNB | C | -0.55% | |
RL | B | -0.54% | |
AMZN | C | -0.52% | |
CMG | B | -0.5% | |
ORLY | B | -0.5% | |
HD | A | -0.5% | |
BWA | D | -0.49% | |
LOW | D | -0.49% | |
MCD | D | -0.47% | |
TJX | A | -0.47% | |
SBUX | A | -0.47% | |
CZR | F | -0.46% | |
CRWD | B | -0.46% | |
CRM | B | -0.44% | |
NKE | D | -0.44% | |
HAS | D | -0.43% | |
INTC | D | -0.42% | |
NVDA | C | -0.42% | |
MHK | D | -0.41% | |
CSCO | B | -0.4% | |
NOW | A | -0.4% | |
ORCL | B | -0.4% | |
MSI | B | -0.39% | |
GNRC | B | -0.39% | |
PANW | C | -0.39% | |
CDNS | B | -0.39% | |
SNPS | B | -0.38% | |
EMR | A | -0.38% | |
APH | A | -0.38% | |
MU | D | -0.37% | |
ANET | C | -0.37% | |
ACN | C | -0.36% | |
ETN | A | -0.36% | |
PH | A | -0.36% | |
IBM | C | -0.35% | |
AAPL | C | -0.35% | |
TT | A | -0.34% | |
ROP | B | -0.34% | |
HON | B | -0.34% | |
TXN | C | -0.34% | |
INTU | C | -0.34% | |
MSFT | F | -0.33% | |
CHRW | C | -0.33% | |
NXPI | D | -0.33% | |
AVGO | D | -0.33% | |
CAT | B | -0.33% | |
QCOM | F | -0.32% | |
ITW | B | -0.32% | |
CTAS | B | -0.32% | |
WM | A | -0.32% | |
ADI | D | -0.32% | |
ADBE | C | -0.32% | |
ADP | B | -0.32% | |
DE | A | -0.31% | |
AMAT | F | -0.31% | |
AMD | F | -0.31% | |
RSG | A | -0.31% | |
LRCX | F | -0.31% | |
CSX | B | -0.31% | |
UPS | C | -0.31% | |
GE | D | -0.3% | |
RTX | C | -0.3% | |
FDX | B | -0.3% | |
UNP | C | -0.29% | |
TDG | D | -0.29% | |
NOC | D | -0.29% | |
KLAC | D | -0.29% | |
UBER | D | -0.29% | |
MMM | D | -0.29% | |
GD | F | -0.28% | |
LMT | D | -0.28% | |
BA | F | -0.28% |
IMCB: Top Represented Industries & Keywords
SZNE: Top Represented Industries & Keywords