IMCG vs. EVUS ETF Comparison
Comparison of iShares Morningstar Mid-Cap Growth ETF (IMCG) to iShares ESG Aware MSCI USA Value ETF (EVUS)
IMCG
iShares Morningstar Mid-Cap Growth ETF
IMCG Description
The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Growth IndexSM composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.
Grade (RS Rating)
Last Trade
$78.87
Average Daily Volume
131,085
Number of Holdings
*
299
* may have additional holdings in another (foreign) market
EVUS
iShares ESG Aware MSCI USA Value ETF
EVUS Description
EVUS tracks an index of large- and mid-cap US value stocks perceived to have positive ESG characteristics. The parent index, MSCI USA Value Index, identifies value stocks through book value-to-price ratio, 12-month forward earnings-to-price ratio, and dividend yield. Securities are then screened to exclude companies involved in controversial businesses and issues (e.g., weapons, tobacco, climate change issues). All selected securities are assigned an ESG score that evaluates a companys exposure to key ESG issues based on the companys business segment and geographic risk, as well as their strategies and programs to manage these risks and opportunities. Using a sector-specific weighting model, companies are rated and ranked against industry peers. The quantitative process leans toward higher-rated stocks while also considering market-cap and constraints based on the parent index. The fund may engage in securities lending. The index is reviewed and rebalanced quarterly.Grade (RS Rating)
Last Trade
$30.51
Average Daily Volume
1,875
Number of Holdings
*
234
* may have additional holdings in another (foreign) market
Performance
| Period | IMCG | EVUS |
|---|---|---|
| 30 Days | 6.52% | 1.48% |
| 60 Days | 9.36% | 3.12% |
| 90 Days | 11.15% | 5.28% |
| 12 Months | 33.38% | 28.52% |
75 Overlapping Holdings
| Symbol | Grade | Weight in IMCG | Weight in EVUS | Overlap | |
|---|---|---|---|---|---|
| A | D | 0.65% | 0.19% | 0.19% | |
| ACGL | C | 0.21% | 0.16% | 0.16% | |
| AKAM | D | 0.1% | 0.12% | 0.1% | |
| ALLE | C | 0.13% | 0.15% | 0.13% | |
| ANSS | B | 0.5% | 0.35% | 0.35% | |
| AVTR | F | 0.14% | 0.09% | 0.09% | |
| AVY | F | 0.14% | 0.09% | 0.09% | |
| AZPN | A | 0.12% | 0.11% | 0.11% | |
| BALL | F | 0.19% | 0.1% | 0.1% | |
| BKR | A | 0.38% | 0.31% | 0.31% | |
| BR | A | 0.47% | 0.73% | 0.47% | |
| CARR | C | 0.64% | 0.4% | 0.4% | |
| CBRE | B | 0.43% | 0.35% | 0.35% | |
| CCK | D | 0.07% | 0.1% | 0.07% | |
| CHD | A | 0.47% | 0.29% | 0.29% | |
| CLX | A | 0.23% | 0.43% | 0.23% | |
| CMI | A | 0.58% | 0.78% | 0.58% | |
| CMS | C | 0.12% | 0.38% | 0.12% | |
| COO | D | 0.25% | 0.3% | 0.25% | |
| COR | B | 0.39% | 0.49% | 0.39% | |
| D | C | 0.37% | 0.28% | 0.28% | |
| DAL | B | 0.32% | 0.3% | 0.3% | |
| DD | C | 0.28% | 0.1% | 0.1% | |
| DFS | B | 0.44% | 0.45% | 0.44% | |
| DLR | B | 0.74% | 0.47% | 0.47% | |
| DLTR | F | 0.1% | 0.06% | 0.06% | |
| DOV | A | 0.34% | 0.1% | 0.1% | |
| DOW | F | 0.23% | 0.1% | 0.1% | |
| EA | A | 0.49% | 0.41% | 0.41% | |
| EQT | B | 0.27% | 0.16% | 0.16% | |
| FDS | B | 0.32% | 0.19% | 0.19% | |
| FSLR | F | 0.34% | 0.1% | 0.1% | |
| FTV | C | 0.32% | 0.27% | 0.27% | |
| GEHC | D | 0.25% | 0.09% | 0.09% | |
| GEN | B | 0.16% | 0.11% | 0.11% | |
| GEV | B | 0.82% | 0.23% | 0.23% | |
| HII | F | 0.08% | 0.12% | 0.08% | |
| HRL | D | 0.05% | 0.12% | 0.05% | |
| HUBB | B | 0.41% | 0.14% | 0.14% | |
| IEX | C | 0.3% | 0.17% | 0.17% | |
| IR | B | 0.72% | 0.15% | 0.15% | |
| IRM | C | 0.3% | 0.34% | 0.3% | |
| J | D | 0.2% | 0.21% | 0.2% | |
| JBHT | C | 0.16% | 0.16% | 0.16% | |
| JCI | B | 0.58% | 0.38% | 0.38% | |
| KDP | F | 0.21% | 0.21% | 0.21% | |
| KEYS | A | 0.21% | 0.35% | 0.21% | |
| KMB | C | 0.28% | 0.36% | 0.28% | |
| KMX | B | 0.12% | 0.09% | 0.09% | |
| LDOS | C | 0.15% | 0.11% | 0.11% | |
| MKC | C | 0.17% | 0.14% | 0.14% | |
| NDAQ | A | 0.21% | 0.38% | 0.21% | |
| NEM | D | 0.47% | 0.28% | 0.28% | |
| NTAP | C | 0.22% | 0.1% | 0.1% | |
| PAYX | B | 0.81% | 0.12% | 0.12% | |
| PHM | D | 0.2% | 0.13% | 0.13% | |
| PNR | A | 0.22% | 0.63% | 0.22% | |
| PPG | F | 0.2% | 0.34% | 0.2% | |
| PSA | C | 0.44% | 0.11% | 0.11% | |
| RMD | C | 0.6% | 0.1% | 0.1% | |
| ROK | C | 0.57% | 0.13% | 0.13% | |
| STE | D | 0.38% | 0.3% | 0.3% | |
| STZ | D | 0.36% | 0.09% | 0.09% | |
| SYY | D | 0.65% | 0.09% | 0.09% | |
| TFX | F | 0.06% | 0.15% | 0.06% | |
| TRMB | B | 0.2% | 0.2% | 0.2% | |
| TRV | B | 0.45% | 0.46% | 0.45% | |
| TSCO | D | 0.37% | 0.23% | 0.23% | |
| TWLO | A | 0.28% | 0.15% | 0.15% | |
| ULTA | F | 0.15% | 0.09% | 0.09% | |
| URI | C | 0.46% | 0.27% | 0.27% | |
| WTRG | B | 0.05% | 0.21% | 0.05% | |
| WTW | B | 0.28% | 0.14% | 0.14% | |
| XYL | D | 0.51% | 0.41% | 0.41% | |
| ZBH | C | 0.2% | 0.23% | 0.2% |
IMCG Overweight 224 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | 2.29% | |
| ADSK | A | 1.12% | |
| FTNT | C | 1.07% | |
| HLT | A | 1.06% | |
| COIN | C | 1.05% | |
| APP | B | 1.05% | |
| FICO | B | 0.97% | |
| WDAY | B | 0.96% | |
| GWW | B | 0.92% | |
| TTD | B | 0.92% | |
| AZO | C | 0.92% | |
| DASH | B | 0.91% | |
| CPRT | B | 0.86% | |
| FAST | B | 0.82% | |
| MSCI | C | 0.82% | |
| PWR | A | 0.82% | |
| SQ | A | 0.81% | |
| HWM | A | 0.8% | |
| ROST | D | 0.8% | |
| AME | A | 0.78% | |
| VRT | B | 0.76% | |
| AXON | A | 0.75% | |
| ODFL | C | 0.72% | |
| HES | B | 0.71% | |
| EW | C | 0.71% | |
| IT | C | 0.7% | |
| VRSK | A | 0.7% | |
| RCL | A | 0.66% | |
| TEAM | A | 0.66% | |
| VMC | B | 0.65% | |
| DDOG | A | 0.65% | |
| AMP | A | 0.65% | |
| YUM | D | 0.65% | |
| MLM | C | 0.63% | |
| MSTR | B | 0.63% | |
| LULU | C | 0.62% | |
| IDXX | F | 0.61% | |
| WAB | B | 0.6% | |
| HUBS | A | 0.6% | |
| VEEV | C | 0.55% | |
| ARES | A | 0.54% | |
| DXCM | C | 0.53% | |
| EFX | F | 0.53% | |
| ALNY | D | 0.52% | |
| TTWO | A | 0.51% | |
| CSGP | D | 0.51% | |
| VST | A | 0.5% | |
| FCNCA | A | 0.48% | |
| MPWR | F | 0.47% | |
| BRO | B | 0.47% | |
| NET | B | 0.47% | |
| DECK | A | 0.47% | |
| TPL | A | 0.46% | |
| RBLX | C | 0.46% | |
| TYL | B | 0.44% | |
| MTD | F | 0.44% | |
| GDDY | A | 0.43% | |
| CDW | F | 0.42% | |
| SBAC | D | 0.42% | |
| TEL | B | 0.42% | |
| OTIS | C | 0.42% | |
| LPLA | A | 0.41% | |
| EME | A | 0.41% | |
| PTC | B | 0.4% | |
| WST | C | 0.4% | |
| IQV | F | 0.39% | |
| ALL | A | 0.38% | |
| ILMN | C | 0.37% | |
| CSL | C | 0.36% | |
| GRMN | B | 0.36% | |
| MDB | B | 0.35% | |
| INVH | D | 0.34% | |
| LII | A | 0.34% | |
| LVS | B | 0.34% | |
| PCG | A | 0.33% | |
| CPAY | A | 0.33% | |
| LYV | A | 0.33% | |
| CPNG | D | 0.33% | |
| IBKR | A | 0.33% | |
| TRGP | A | 0.32% | |
| WSO | A | 0.32% | |
| PODD | C | 0.32% | |
| RJF | A | 0.32% | |
| ZS | B | 0.32% | |
| TRU | D | 0.32% | |
| NTRA | A | 0.31% | |
| NTNX | B | 0.3% | |
| BURL | B | 0.3% | |
| FWONK | A | 0.3% | |
| CTVA | C | 0.3% | |
| O | C | 0.29% | |
| HOOD | B | 0.29% | |
| MANH | D | 0.29% | |
| FIX | A | 0.28% | |
| AVB | B | 0.28% | |
| DOCU | B | 0.28% | |
| HEI | A | 0.28% | |
| SUI | C | 0.27% | |
| VRSN | C | 0.27% | |
| BAH | F | 0.26% | |
| ROL | B | 0.26% | |
| LNG | A | 0.26% | |
| EL | F | 0.26% | |
| PSTG | D | 0.26% | |
| TW | A | 0.26% | |
| DPZ | C | 0.26% | |
| ZBRA | B | 0.26% | |
| DELL | B | 0.26% | |
| GGG | B | 0.26% | |
| HAL | C | 0.25% | |
| MCHP | F | 0.25% | |
| VLTO | C | 0.25% | |
| DT | D | 0.25% | |
| WAT | C | 0.24% | |
| MKL | A | 0.24% | |
| SAIA | B | 0.24% | |
| HSY | F | 0.24% | |
| PFGC | B | 0.23% | |
| AWK | C | 0.23% | |
| NDSN | B | 0.23% | |
| CLH | C | 0.22% | |
| JKHY | D | 0.22% | |
| EXPE | B | 0.21% | |
| GPN | B | 0.21% | |
| NBIX | C | 0.21% | |
| LECO | C | 0.21% | |
| OKTA | C | 0.21% | |
| BMRN | F | 0.21% | |
| TDY | B | 0.21% | |
| NVT | B | 0.21% | |
| AMH | C | 0.21% | |
| KIM | A | 0.21% | |
| EXR | C | 0.21% | |
| XPO | B | 0.2% | |
| SNAP | D | 0.2% | |
| EBAY | D | 0.2% | |
| HEI | A | 0.2% | |
| RPM | A | 0.2% | |
| DAY | B | 0.2% | |
| TECH | F | 0.19% | |
| ALGN | D | 0.19% | |
| LW | C | 0.19% | |
| FND | D | 0.19% | |
| TTEK | F | 0.19% | |
| WRB | A | 0.19% | |
| PAYC | B | 0.19% | |
| ON | D | 0.18% | |
| EQR | C | 0.18% | |
| BLDR | D | 0.18% | |
| ERIE | D | 0.18% | |
| WSM | C | 0.18% | |
| CASY | A | 0.18% | |
| DKNG | B | 0.18% | |
| SRPT | F | 0.17% | |
| MOH | F | 0.17% | |
| CHDN | B | 0.17% | |
| DRI | B | 0.17% | |
| ACM | B | 0.16% | |
| TSN | B | 0.16% | |
| VTR | B | 0.16% | |
| ENTG | D | 0.16% | |
| MORN | B | 0.16% | |
| CINF | A | 0.16% | |
| EXAS | D | 0.16% | |
| ESS | B | 0.16% | |
| WMS | F | 0.16% | |
| SMCI | F | 0.16% | |
| WING | D | 0.16% | |
| PINS | F | 0.16% | |
| LUV | C | 0.15% | |
| WYNN | C | 0.15% | |
| TER | F | 0.14% | |
| TXT | D | 0.14% | |
| MEDP | D | 0.14% | |
| JBL | C | 0.14% | |
| ELS | C | 0.14% | |
| ENPH | F | 0.14% | |
| UDR | B | 0.14% | |
| GPC | D | 0.13% | |
| MAS | D | 0.13% | |
| USFD | A | 0.13% | |
| CTRA | B | 0.13% | |
| CNM | D | 0.13% | |
| POOL | C | 0.12% | |
| NRG | B | 0.12% | |
| SCI | B | 0.12% | |
| INCY | C | 0.12% | |
| EPAM | B | 0.12% | |
| MAA | B | 0.12% | |
| SWK | D | 0.11% | |
| CRL | D | 0.11% | |
| AOS | F | 0.11% | |
| BSY | F | 0.11% | |
| APTV | F | 0.11% | |
| RRX | B | 0.11% | |
| ALB | B | 0.11% | |
| SNA | A | 0.11% | |
| BLD | D | 0.11% | |
| UHS | D | 0.1% | |
| CPT | B | 0.1% | |
| FFIV | B | 0.1% | |
| TOL | B | 0.1% | |
| RVTY | F | 0.1% | |
| PCOR | B | 0.1% | |
| FLEX | B | 0.09% | |
| U | C | 0.09% | |
| DKS | D | 0.09% | |
| MRNA | F | 0.09% | |
| CE | F | 0.08% | |
| BJ | A | 0.08% | |
| REG | A | 0.08% | |
| ARE | F | 0.08% | |
| BRKR | D | 0.08% | |
| AFG | A | 0.07% | |
| DVA | C | 0.07% | |
| MGM | D | 0.07% | |
| CELH | F | 0.07% | |
| QRVO | F | 0.06% | |
| UHAL | D | 0.05% | |
| COTY | F | 0.04% | |
| ALAB | B | 0.04% | |
| FWONA | A | 0.03% | |
| WLK | D | 0.03% | |
| UHAL | D | 0.0% |
IMCG Underweight 159 Positions Relative to EVUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | D | -2.9% | |
| JPM | A | -2.81% | |
| HD | B | -2.07% | |
| UNH | B | -2.04% | |
| KO | D | -1.67% | |
| XOM | B | -1.54% | |
| PG | C | -1.5% | |
| TXN | C | -1.47% | |
| JNJ | C | -1.43% | |
| BAC | A | -1.33% | |
| ORCL | A | -1.31% | |
| CVX | A | -1.26% | |
| ADP | A | -1.24% | |
| BRK.A | B | -1.19% | |
| IBM | C | -1.17% | |
| MS | A | -1.07% | |
| PRU | A | -1.02% | |
| CSCO | B | -1.01% | |
| GILD | C | -0.96% | |
| PEG | A | -0.96% | |
| ABBV | F | -0.92% | |
| AXP | A | -0.9% | |
| K | A | -0.89% | |
| DIS | B | -0.88% | |
| HON | C | -0.86% | |
| PEP | F | -0.84% | |
| GS | A | -0.84% | |
| COP | C | -0.82% | |
| NEE | C | -0.82% | |
| KMI | A | -0.81% | |
| RTX | D | -0.79% | |
| VZ | C | -0.79% | |
| OKE | A | -0.77% | |
| CRH | A | -0.76% | |
| CAT | B | -0.75% | |
| AMGN | F | -0.74% | |
| BK | A | -0.74% | |
| LOW | C | -0.74% | |
| DHR | F | -0.7% | |
| C | A | -0.69% | |
| NI | A | -0.67% | |
| SPGI | C | -0.65% | |
| ELV | F | -0.65% | |
| ECL | D | -0.64% | |
| MCD | D | -0.63% | |
| QCOM | F | -0.63% | |
| PNC | B | -0.62% | |
| EQIX | A | -0.61% | |
| GIS | D | -0.6% | |
| MMM | D | -0.6% | |
| CCI | C | -0.6% | |
| AMT | C | -0.59% | |
| CI | D | -0.58% | |
| INTC | C | -0.57% | |
| ACN | B | -0.56% | |
| PFE | F | -0.55% | |
| NXPI | D | -0.52% | |
| MRK | D | -0.52% | |
| MET | A | -0.52% | |
| EXPD | C | -0.51% | |
| LIN | C | -0.49% | |
| HIG | B | -0.47% | |
| SYF | B | -0.47% | |
| WELL | A | -0.46% | |
| FERG | B | -0.43% | |
| ZTS | D | -0.43% | |
| TGT | F | -0.43% | |
| DE | B | -0.43% | |
| BMY | B | -0.42% | |
| MU | D | -0.41% | |
| KR | B | -0.41% | |
| SCHW | B | -0.4% | |
| CHRW | B | -0.4% | |
| NOC | D | -0.4% | |
| CMCSA | B | -0.4% | |
| LKQ | F | -0.39% | |
| PGR | A | -0.39% | |
| OVV | B | -0.39% | |
| FI | A | -0.38% | |
| T | A | -0.38% | |
| SBUX | A | -0.37% | |
| FLUT | A | -0.36% | |
| HPE | B | -0.35% | |
| EXC | C | -0.35% | |
| PSX | C | -0.33% | |
| TAP | C | -0.33% | |
| BG | D | -0.32% | |
| UPS | C | -0.32% | |
| BLK | B | -0.31% | |
| CAH | B | -0.31% | |
| DGX | A | -0.3% | |
| HCA | F | -0.3% | |
| PLD | F | -0.3% | |
| HBAN | A | -0.29% | |
| ETN | A | -0.29% | |
| BBY | D | -0.28% | |
| WFC | A | -0.28% | |
| EIX | B | -0.28% | |
| SLB | C | -0.28% | |
| USB | A | -0.28% | |
| ADI | D | -0.27% | |
| WY | F | -0.26% | |
| KHC | F | -0.26% | |
| ED | C | -0.25% | |
| NUE | C | -0.25% | |
| FIS | C | -0.25% | |
| TFC | A | -0.24% | |
| PYPL | B | -0.24% | |
| MMC | B | -0.24% | |
| CNH | C | -0.24% | |
| ABT | B | -0.24% | |
| ES | C | -0.23% | |
| AFL | B | -0.23% | |
| FBIN | D | -0.23% | |
| FDX | B | -0.23% | |
| VLO | C | -0.23% | |
| REGN | F | -0.22% | |
| LH | B | -0.22% | |
| OC | A | -0.21% | |
| AIZ | A | -0.2% | |
| COF | C | -0.18% | |
| TJX | A | -0.18% | |
| CNC | D | -0.18% | |
| STT | B | -0.18% | |
| MRO | B | -0.18% | |
| HPQ | B | -0.17% | |
| DHI | F | -0.16% | |
| NTRS | A | -0.16% | |
| WMB | A | -0.16% | |
| IP | A | -0.16% | |
| HOLX | D | -0.14% | |
| FOX | A | -0.13% | |
| CB | C | -0.13% | |
| BXP | C | -0.12% | |
| IFF | D | -0.12% | |
| PFG | D | -0.12% | |
| CPB | D | -0.12% | |
| ADM | D | -0.11% | |
| TMO | F | -0.11% | |
| SOLV | D | -0.11% | |
| CBOE | C | -0.11% | |
| WDC | D | -0.11% | |
| JNPR | D | -0.11% | |
| MKTX | D | -0.11% | |
| APD | A | -0.11% | |
| STLD | B | -0.11% | |
| FANG | C | -0.11% | |
| HUM | C | -0.1% | |
| BIIB | F | -0.1% | |
| ITW | B | -0.1% | |
| ICE | C | -0.1% | |
| CAG | F | -0.09% | |
| MDLZ | F | -0.09% | |
| TTC | C | -0.09% | |
| CVS | D | -0.09% | |
| LYB | F | -0.08% | |
| NKE | F | -0.08% | |
| IPG | D | -0.08% | |
| DG | F | -0.06% |
IMCG: Top Represented Industries & Keywords
Industries:
Software - Application
Diversified Industrials
Diagnostics & Research
Business Services
REIT - Residential
Specialty Retail
Biotechnology
Engineering & Construction
Software - Infrastructure
Capital Markets
Insurance - Property & Casualty
Building Materials
Household & Personal Products
Medical Instruments & Supplies
Scientific & Technical Instruments
Semiconductors
Specialty Chemicals
Aerospace & Defense
Information Technology Services
Internet Content & Information
EVUS: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Drug Manufacturers - Major
Packaged Foods
Business Services
Capital Markets
Health Care Plans
Semiconductors
Specialty Chemicals
Credit Services
Diagnostics & Research
Integrated Shipping & Logistics
Medical Instruments & Supplies
Oil & Gas E&P
Software - Application
Utilities - Regulated Electric
Asset Management
Banks - Global
Banks - Regional - US
Household & Personal Products
Insurance - Diversified
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