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      IMCB vs. VO ETF Comparison

      Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to Vanguard Mid-Cap ETF - DNQ (VO)
      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
      VO

      Vanguard Mid-Cap ETF - DNQ

      VO Description The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Index, a broadly diversified index of stocks of mid-size U.S. companies. It attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

      Grade (RS Rating)

      Last Trade

      $274.60

      Average Daily Volume

      542,231

      Number of Holdings *

      306

      * may have additional holdings in another (foreign) market
      Performance
      Period IMCB VO
      30 Days 2.00% 1.58%
      60 Days 5.04% 5.34%
      90 Days 7.94% 8.40%
      12 Months 29.37% 29.85%
      294 Overlapping Holdings
      Symbol Grade Weight in IMCB Weight in VO Overlap
      A F 0.34% 0.52% 0.34%
      ACGL D 0.33% 0.48% 0.33%
      ADM D 0.22% 0.34% 0.22%
      AEE A 0.21% 0.28% 0.21%
      AGR A 0.02% 0.03% 0.02%
      AIG C 0.43% 0.28% 0.28%
      AKAM F 0.12% 0.18% 0.12%
      ALB B 0.11% 0.07% 0.07%
      ALGN D 0.15% 0.22% 0.15%
      ALL A 0.45% 0.6% 0.45%
      ALNY D 0.28% 0.43% 0.28%
      AME A 0.39% 0.48% 0.39%
      AMP A 0.49% 0.56% 0.49%
      ANSS B 0.26% 0.34% 0.26%
      APP A 0.52% 0.18% 0.18%
      APTV F 0.11% 0.23% 0.11%
      ARE F 0.15% 0.25% 0.15%
      ARES A 0.28% 0.33% 0.28%
      AVB B 0.28% 0.39% 0.28%
      AVTR F 0.13% 0.2% 0.13%
      AVY D 0.14% 0.21% 0.14%
      AWK C 0.23% 0.34% 0.23%
      AZO C 0.47% 0.32% 0.32%
      BALL D 0.17% 0.25% 0.17%
      BAX F 0.14% 0.23% 0.14%
      BBY D 0.16% 0.24% 0.16%
      BEN C 0.05% 0.04% 0.04%
      BIIB F 0.21% 0.34% 0.21%
      BKR B 0.38% 0.43% 0.38%
      BMRN F 0.11% 0.16% 0.11%
      BR B 0.23% 0.3% 0.23%
      BRO B 0.24% 0.29% 0.24%
      BSY D 0.06% 0.1% 0.06%
      BURL A 0.15% 0.2% 0.15%
      CAG F 0.12% 0.19% 0.12%
      CAH B 0.26% 0.32% 0.26%
      CARR D 0.55% 0.83% 0.55%
      CBRE B 0.35% 0.46% 0.35%
      CCL A 0.21% 0.21% 0.21%
      CDW F 0.21% 0.36% 0.21%
      CE F 0.07% 0.18% 0.07%
      CF A 0.14% 0.19% 0.14%
      CFG B 0.19% 0.21% 0.19%
      CHD A 0.23% 0.31% 0.23%
      CINF A 0.2% 0.26% 0.2%
      CLX A 0.18% 0.24% 0.18%
      CMI A 0.44% 0.53% 0.44%
      CMS C 0.18% 0.25% 0.18%
      CNC F 0.27% 0.48% 0.27%
      CNP A 0.17% 0.23% 0.17%
      COIN A 0.48% 0.37% 0.37%
      COR B 0.37% 0.48% 0.37%
      CPAY A 0.23% 0.25% 0.23%
      CPB D 0.08% 0.11% 0.08%
      CPRT B 0.44% 0.55% 0.44%
      CSGP F 0.27% 0.37% 0.27%
      CTRA B 0.17% 0.2% 0.17%
      CTSH C 0.36% 0.46% 0.36%
      CTVA C 0.35% 0.49% 0.35%
      D C 0.41% 0.29% 0.29%
      DAL A 0.37% 0.4% 0.37%
      DASH A 0.47% 0.56% 0.47%
      DD D 0.31% 0.4% 0.31%
      DDOG A 0.34% 0.41% 0.34%
      DFS B 0.38% 0.42% 0.38%
      DG F 0.15% 0.22% 0.15%
      DGX A 0.15% 0.21% 0.15%
      DHI D 0.43% 0.67% 0.43%
      DLR A 0.51% 0.64% 0.51%
      DLTR F 0.12% 0.17% 0.12%
      DOC D 0.13% 0.1% 0.1%
      DOV B 0.24% 0.32% 0.24%
      DOW F 0.28% 0.46% 0.28%
      DPZ C 0.13% 0.18% 0.13%
      DRI C 0.18% 0.23% 0.18%
      DTE C 0.22% 0.27% 0.22%
      DVN F 0.22% 0.3% 0.22%
      DXCM C 0.26% 0.32% 0.26%
      EA A 0.35% 0.46% 0.35%
      EBAY D 0.28% 0.38% 0.28%
      ED C 0.29% 0.43% 0.29%
      EFX F 0.28% 0.44% 0.28%
      EG D 0.14% 0.2% 0.14%
      EIX C 0.28% 0.4% 0.28%
      EL F 0.13% 0.13% 0.13%
      ENPH F 0.08% 0.18% 0.08%
      EQR C 0.22% 0.32% 0.22%
      EQT A 0.21% 0.13% 0.13%
      ES C 0.19% 0.29% 0.19%
      ESS A 0.17% 0.23% 0.17%
      ETR A 0.27% 0.34% 0.27%
      EVRG A 0.13% 0.08% 0.08%
      EW C 0.35% 0.24% 0.24%
      EXC C 0.33% 0.49% 0.33%
      EXPD D 0.15% 0.22% 0.15%
      EXPE B 0.2% 0.22% 0.2%
      EXR C 0.3% 0.46% 0.3%
      FANG D 0.28% 0.4% 0.28%
      FAST B 0.41% 0.49% 0.41%
      FDS B 0.17% 0.21% 0.17%
      FE C 0.18% 0.29% 0.18%
      FICO B 0.5% 0.55% 0.5%
      FIS C 0.44% 0.55% 0.44%
      FITB B 0.28% 0.35% 0.28%
      FNF A 0.14% 0.19% 0.14%
      FOX A 0.05% 0.05% 0.05%
      FOXA B 0.1% 0.12% 0.1%
      FSLR F 0.17% 0.31% 0.17%
      FTNT B 0.54% 0.29% 0.29%
      FTV D 0.23% 0.33% 0.23%
      GDDY A 0.22% 0.27% 0.22%
      GEHC D 0.29% 0.49% 0.29%
      GEN B 0.15% 0.17% 0.15%
      GEV A 0.79% 0.42% 0.42%
      GIS F 0.32% 0.5% 0.32%
      GLW B 0.32% 0.42% 0.32%
      GPC F 0.15% 0.23% 0.15%
      GPN C 0.26% 0.25% 0.25%
      GRMN B 0.29% 0.33% 0.29%
      GWW B 0.46% 0.55% 0.46%
      HAL C 0.23% 0.28% 0.23%
      HBAN B 0.22% 0.26% 0.22%
      HEI A 0.1% 0.13% 0.1%
      HEI A 0.1% 0.19% 0.1%
      HEI A 0.15% 0.19% 0.15%
      HEI A 0.15% 0.13% 0.13%
      HES B 0.36% 0.45% 0.36%
      HIG B 0.3% 0.42% 0.3%
      HLT A 0.54% 0.34% 0.34%
      HOLX D 0.16% 0.23% 0.16%
      HPE B 0.24% 0.32% 0.24%
      HPQ B 0.32% 0.42% 0.32%
      HRL D 0.08% 0.12% 0.08%
      HSY F 0.23% 0.34% 0.23%
      HUBB B 0.21% 0.14% 0.14%
      HUBS B 0.31% 0.31% 0.31%
      HWM A 0.41% 0.49% 0.41%
      IBKR A 0.17% 0.17% 0.17%
      IDXX F 0.31% 0.5% 0.31%
      IFF D 0.2% 0.32% 0.2%
      ILMN C 0.2% 0.25% 0.2%
      INCY C 0.11% 0.07% 0.07%
      INVH D 0.17% 0.25% 0.17%
      IP A 0.17% 0.2% 0.17%
      IQV F 0.33% 0.49% 0.33%
      IR B 0.37% 0.48% 0.37%
      IRM C 0.29% 0.42% 0.29%
      IT C 0.36% 0.45% 0.36%
      J D 0.16% 0.2% 0.16%
      JBHT C 0.14% 0.17% 0.14%
      JCI B 0.5% 0.31% 0.31%
      K B 0.19% 0.27% 0.19%
      KEY B 0.16% 0.19% 0.16%
      KEYS C 0.24% 0.33% 0.24%
      KMI A 0.46% 0.25% 0.25%
      KR B 0.35% 0.45% 0.35%
      KVUE A 0.36% 0.53% 0.36%
      L A 0.14% 0.18% 0.14%
      LDOS C 0.2% 0.13% 0.13%
      LEN D 0.01% 0.55% 0.01%
      LEN D 0.01% 0.02% 0.01%
      LEN D 0.35% 0.02% 0.02%
      LEN D 0.35% 0.55% 0.35%
      LH B 0.18% 0.23% 0.18%
      LHX B 0.41% 0.54% 0.41%
      LNG A 0.42% 0.47% 0.42%
      LNT A 0.13% 0.19% 0.13%
      LPLA A 0.21% 0.21% 0.21%
      LULU C 0.32% 0.37% 0.32%
      LUV B 0.17% 0.21% 0.17%
      LVS B 0.17% 0.22% 0.17%
      LYB F 0.19% 0.3% 0.19%
      LYV A 0.17% 0.21% 0.17%
      MAA A 0.16% 0.22% 0.16%
      MAS D 0.15% 0.22% 0.15%
      MCHP F 0.31% 0.52% 0.31%
      MDB C 0.18% 0.23% 0.18%
      MGM D 0.08% 0.05% 0.05%
      MKC D 0.17% 0.25% 0.17%
      MKL A 0.19% 0.23% 0.19%
      MLM B 0.32% 0.4% 0.32%
      MOH F 0.16% 0.23% 0.16%
      MPWR F 0.24% 0.52% 0.24%
      MRNA F 0.12% 0.28% 0.12%
      MRO A 0.14% 0.18% 0.14%
      MSCI B 0.42% 0.53% 0.42%
      MSTR A 0.5% 0.18% 0.18%
      MTB A 0.31% 0.36% 0.31%
      MTD F 0.23% 0.39% 0.23%
      NDAQ A 0.27% 0.41% 0.27%
      NEM D 0.41% 0.74% 0.41%
      NET B 0.24% 0.28% 0.24%
      NI A 0.14% 0.09% 0.09%
      NTAP C 0.21% 0.3% 0.21%
      NTRS A 0.19% 0.21% 0.19%
      NUE D 0.31% 0.43% 0.31%
      NVR D 0.24% 0.35% 0.24%
      NWS A 0.03% 0.01% 0.01%
      NWSA B 0.1% 0.15% 0.1%
      O C 0.43% 0.67% 0.43%
      ODFL B 0.37% 0.46% 0.37%
      OKE A 0.55% 0.64% 0.55%
      OKTA D 0.11% 0.14% 0.11%
      OMC C 0.18% 0.24% 0.18%
      ON F 0.25% 0.37% 0.25%
      OTIS C 0.36% 0.5% 0.36%
      PCAR C 0.52% 0.62% 0.52%
      PCG A 0.39% 0.5% 0.39%
      PEG C 0.38% 0.54% 0.38%
      PFG C 0.18% 0.24% 0.18%
      PHM D 0.24% 0.36% 0.24%
      PINS F 0.15% 0.24% 0.15%
      PKG B 0.19% 0.23% 0.19%
      PLTR A 1.04% 0.91% 0.91%
      PODD B 0.16% 0.1% 0.1%
      POOL D 0.12% 0.08% 0.08%
      PPG F 0.26% 0.37% 0.26%
      PPL A 0.22% 0.28% 0.22%
      PRU B 0.4% 0.52% 0.4%
      PWR A 0.42% 0.53% 0.42%
      RBLX B 0.24% 0.29% 0.24%
      RCL A 0.48% 0.47% 0.47%
      RF A 0.21% 0.26% 0.21%
      RJF A 0.27% 0.27% 0.27%
      RMD C 0.3% 0.43% 0.3%
      ROK B 0.29% 0.37% 0.29%
      ROL B 0.13% 0.18% 0.13%
      RPRX F 0.09% 0.13% 0.09%
      RVTY D 0.13% 0.19% 0.13%
      SBAC D 0.21% 0.31% 0.21%
      SMCI F 0.08% 0.25% 0.08%
      SNA B 0.17% 0.18% 0.17%
      SNAP D 0.1% 0.14% 0.1%
      SPG A 0.48% 0.32% 0.32%
      SQ A 0.41% 0.45% 0.41%
      SSNC C 0.14% 0.19% 0.14%
      STE D 0.19% 0.29% 0.19%
      STLD B 0.18% 0.11% 0.11%
      STT B 0.25% 0.3% 0.25%
      STX D 0.17% 0.28% 0.17%
      SUI C 0.14% 0.2% 0.14%
      SWK F 0.12% 0.2% 0.12%
      SWKS F 0.12% 0.19% 0.12%
      SYF B 0.23% 0.24% 0.23%
      SYY D 0.33% 0.46% 0.33%
      TDY B 0.2% 0.25% 0.2%
      TEAM A 0.35% 0.31% 0.31%
      TER F 0.15% 0.26% 0.15%
      TPL A 0.23% 0.1% 0.1%
      TRGP A 0.37% 0.2% 0.2%
      TRMB B 0.15% 0.18% 0.15%
      TROW B 0.23% 0.29% 0.23%
      TRU D 0.17% 0.25% 0.17%
      TSCO D 0.26% 0.38% 0.26%
      TSN B 0.16% 0.21% 0.16%
      TTD B 0.49% 0.57% 0.49%
      TTWO A 0.26% 0.31% 0.26%
      TW A 0.13% 0.17% 0.13%
      TXT D 0.14% 0.2% 0.14%
      TYL B 0.23% 0.3% 0.23%
      UAL A 0.26% 0.23% 0.23%
      UDR C 0.12% 0.09% 0.09%
      ULTA F 0.16% 0.22% 0.16%
      URI B 0.5% 0.65% 0.5%
      VEEV C 0.3% 0.37% 0.3%
      VICI C 0.29% 0.38% 0.29%
      VLTO C 0.21% 0.32% 0.21%
      VMC B 0.33% 0.4% 0.33%
      VRSK B 0.36% 0.46% 0.36%
      VRSN F 0.14% 0.19% 0.14%
      VRT A 0.39% 0.43% 0.39%
      VST A 0.4% 0.49% 0.4%
      VTR B 0.23% 0.32% 0.23%
      VTRS A 0.13% 0.17% 0.13%
      WAB B 0.3% 0.38% 0.3%
      WAT C 0.2% 0.26% 0.2%
      WBA F 0.06% 0.04% 0.04%
      WBD B 0.19% 0.22% 0.19%
      WDC F 0.18% 0.28% 0.18%
      WEC A 0.27% 0.37% 0.27%
      WLK F 0.04% 0.03% 0.03%
      WMB A 0.59% 0.34% 0.34%
      WPC C 0.1% 0.16% 0.1%
      WRB B 0.16% 0.2% 0.16%
      WST D 0.22% 0.26% 0.22%
      WTW B 0.29% 0.36% 0.29%
      WY D 0.2% 0.3% 0.2%
      XEL A 0.34% 0.44% 0.34%
      XYL D 0.26% 0.4% 0.26%
      YUM D 0.34% 0.47% 0.34%
      ZBH C 0.2% 0.27% 0.2%
      ZBRA B 0.18% 0.23% 0.18%
      ZM B 0.17% 0.2% 0.17%
      ZS B 0.17% 0.19% 0.17%
      IMCB Overweight 157 Positions Relative to VO
      Symbol Grade Weight
      COF B 0.61%
      ADSK B 0.58%
      GM B 0.57%
      TFC A 0.54%
      NSC B 0.53%
      TRV A 0.52%
      WDAY C 0.51%
      SRE A 0.5%
      BK B 0.5%
      AFL C 0.49%
      PSA C 0.46%
      AEP C 0.44%
      PAYX B 0.42%
      ROST D 0.41%
      TEL C 0.41%
      KMB C 0.39%
      CCI C 0.39%
      VLO C 0.39%
      AXON A 0.38%
      F C 0.38%
      FERG C 0.36%
      STZ D 0.35%
      CHTR B 0.34%
      KDP D 0.32%
      DELL B 0.31%
      HUM D 0.3%
      CPNG D 0.27%
      KHC F 0.25%
      FCNCA A 0.24%
      DECK A 0.24%
      SW A 0.22%
      EME A 0.21%
      PTC B 0.2%
      ATO A 0.19%
      BLDR D 0.19%
      CSL C 0.18%
      EXE A 0.17%
      NRG B 0.17%
      DKNG B 0.17%
      LII A 0.17%
      COO D 0.17%
      BAH D 0.17%
      FWONK B 0.16%
      WSO A 0.16%
      NTRA A 0.16%
      HOOD A 0.15%
      KIM A 0.15%
      OC A 0.15%
      MANH D 0.15%
      XPO B 0.15%
      RS B 0.15%
      NTNX B 0.15%
      IEX B 0.15%
      PNR B 0.15%
      RPM B 0.15%
      FLEX B 0.14%
      FIX A 0.14%
      THC C 0.14%
      TOL B 0.14%
      WSM D 0.14%
      DOCU B 0.14%
      TWLO A 0.14%
      JBL C 0.13%
      FFIV B 0.13%
      SAIA C 0.13%
      AMCR D 0.13%
      ACM B 0.13%
      UTHR C 0.13%
      DT C 0.13%
      GGG B 0.13%
      USFD A 0.13%
      CASY A 0.13%
      RGA B 0.13%
      ENTG F 0.13%
      PSTG F 0.13%
      NDSN D 0.12%
      RNR C 0.12%
      PFGC B 0.12%
      EPAM C 0.12%
      EQH B 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%
      AMH C 0.11%
      HST D 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%
      JNPR D 0.11%
      BG D 0.11%
      ALLE D 0.11%
      JKHY D 0.11%
      GLPI C 0.11%
      CLH C 0.11%
      CPT C 0.11%
      ELS B 0.11%
      TTEK F 0.1%
      CCK D 0.1%
      FND F 0.1%
      IPG F 0.1%
      TAP B 0.1%
      CG B 0.1%
      PAYC B 0.1%
      DKS D 0.1%
      BLD F 0.1%
      RRX B 0.1%
      TECH F 0.1%
      LW C 0.1%
      SJM D 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%
      LKQ F 0.09%
      AFG A 0.09%
      BJ B 0.09%
      MOS D 0.08%
      AOS F 0.08%
      TFX F 0.08%
      AR B 0.08%
      WYNN 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%
      APA F 0.07%
      MEDP D 0.07%
      PCOR C 0.06%
      UHAL D 0.06%
      QRVO F 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%
      CELH F 0.04%
      COTY F 0.03%
      PAG B 0.03%
      FWONA B 0.02%
      ALAB B 0.02%
      UHAL D 0.0%
      IMCB Underweight 16 Positions Relative to VO
      Symbol Grade Weight
      CEG C -0.99%
      APH B -0.95%
      WELL A -0.94%
      TDG D -0.92%
      MSI B -0.9%
      CTAS B -0.85%
      AJG B -0.74%
      APO A -0.6%
      WCN A -0.56%
      MRVL B -0.38%
      CBOE C -0.26%
      SNOW C -0.21%
      CVNA A -0.12%
      CRBG B -0.07%
      WMG C -0.05%
      RKT F -0.03%

      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

      VO: Top Represented Industries & Keywords

      Industries: Software - Application Utilities - Regulated Electric Business Services Diagnostics & Research Asset Management Diversified Industrials REIT - Residential Specialty Retail Banks - Regional - US Capital Markets Oil & Gas E&P Packaged Foods Specialty Chemicals Biotechnology Insurance - Property & Casualty Medical Instruments & Supplies Oil & Gas Midstream Scientific & Technical Instruments Semiconductors Software - Infrastructure
      Keywords: S&P 500 Nasdaq 100 Natural Gas Computing Electricity Insurance Real Estate Investment Trust Aerospace Electronics Insurance Products Chemical Medicine Bank Banking Cloud Computing Disability Oil And Gas Telecommunications Acid Laser
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