IMCG vs. RISN ETF Comparison
Comparison of iShares Morningstar Mid-Cap Growth ETF (IMCG) to Inspire Tactical Balanced ESG ETF (RISN)
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
$71.21
Average Daily Volume
99,501
Number of Holdings
*
299
* may have additional holdings in another (foreign) market
RISN
Inspire Tactical Balanced ESG ETF
RISN Description
The investment seeks to provide capital appreciation with lower volatility than the U.S. large cap stock market over the long term. The fund, an actively managed ETF, uses a proprietary system of technical analysis to tactically allocate assets into U.S. large cap stocks when the strategy identifies an uptrend in the U.S. large cap stock market, and shifts into U.S. Treasury bonds via third-party ETFs, investment grade and high-yield corporate bonds, government agency bonds, and listed gold exchange-traded products and exchange-traded notes such as SPDR Gold Shares (GLD) when the strategy identifies a downtrend in the U.S. large cap stock market.Grade (RS Rating)
Last Trade
$26.88
Average Daily Volume
6,180
Number of Holdings
*
78
* may have additional holdings in another (foreign) market
Performance
| Period | IMCG | RISN |
|---|---|---|
| 30 Days | 1.77% | 1.70% |
| 60 Days | 3.90% | 2.67% |
| 90 Days | 4.61% | 4.06% |
| 12 Months | 21.90% | 15.40% |
28 Overlapping Holdings
| Symbol | Grade | Weight in IMCG | Weight in RISN | Overlap | |
|---|---|---|---|---|---|
| AME | C | 0.73% | 0.98% | 0.73% | |
| BRO | C | 0.48% | 1.13% | 0.48% | |
| CPRT | D | 0.83% | 0.97% | 0.83% | |
| CSGP | D | 0.61% | 1.07% | 0.61% | |
| CSL | C | 0.37% | 0.97% | 0.37% | |
| EME | B | 0.35% | 1.02% | 0.35% | |
| EPAM | D | 0.11% | 1.01% | 0.11% | |
| EW | F | 0.78% | 0.78% | 0.78% | |
| FAST | C | 0.75% | 1.04% | 0.75% | |
| FCNCA | D | 0.43% | 1.11% | 0.43% | |
| GGG | C | 0.26% | 1.02% | 0.26% | |
| IDXX | C | 0.78% | 1.06% | 0.78% | |
| JBHT | D | 0.16% | 1.06% | 0.16% | |
| LECO | F | 0.19% | 0.87% | 0.19% | |
| MAA | B | 0.14% | 1.15% | 0.14% | |
| MKL | C | 0.24% | 0.93% | 0.24% | |
| MLM | D | 0.61% | 0.93% | 0.61% | |
| MOH | C | 0.22% | 1.16% | 0.22% | |
| MSCI | C | 0.84% | 1.11% | 0.84% | |
| ODFL | C | 0.69% | 0.99% | 0.69% | |
| ON | D | 0.21% | 0.92% | 0.21% | |
| POOL | C | 0.12% | 1.05% | 0.12% | |
| PSA | B | 0.52% | 1.2% | 0.52% | |
| RMD | C | 0.69% | 1.27% | 0.69% | |
| ROL | C | 0.28% | 1.04% | 0.28% | |
| SNA | B | 0.1% | 1.05% | 0.1% | |
| UDR | B | 0.17% | 1.12% | 0.17% | |
| WST | D | 0.41% | 0.98% | 0.41% |
IMCG Overweight 271 Positions Relative to RISN
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | 1.34% | |
| ADSK | B | 1.07% | |
| AZO | D | 1.02% | |
| HLT | B | 1.01% | |
| WDAY | D | 1.0% | |
| ROST | C | 0.98% | |
| FTNT | C | 0.92% | |
| TTD | B | 0.89% | |
| FICO | A | 0.87% | |
| GWW | B | 0.84% | |
| PAYX | C | 0.83% | |
| MPWR | C | 0.8% | |
| A | C | 0.76% | |
| DASH | C | 0.76% | |
| IT | B | 0.74% | |
| PWR | B | 0.74% | |
| VRSK | D | 0.73% | |
| HWM | B | 0.73% | |
| EFX | C | 0.72% | |
| SYY | D | 0.72% | |
| YUM | D | 0.71% | |
| DLR | B | 0.71% | |
| CARR | B | 0.71% | |
| IR | C | 0.7% | |
| HES | D | 0.68% | |
| SQ | D | 0.67% | |
| NEM | B | 0.66% | |
| ALNY | B | 0.63% | |
| GEV | B | 0.61% | |
| COIN | F | 0.61% | |
| VEEV | C | 0.61% | |
| DDOG | D | 0.61% | |
| XYL | D | 0.6% | |
| VMC | D | 0.6% | |
| VRT | C | 0.59% | |
| ROK | D | 0.57% | |
| CDW | D | 0.56% | |
| MTD | D | 0.56% | |
| LULU | D | 0.56% | |
| WAB | A | 0.56% | |
| JCI | B | 0.55% | |
| AMP | B | 0.55% | |
| IQV | C | 0.53% | |
| CMI | C | 0.53% | |
| RCL | B | 0.52% | |
| DXCM | F | 0.52% | |
| ANSS | F | 0.52% | |
| AXON | B | 0.51% | |
| ARES | B | 0.51% | |
| SBAC | C | 0.5% | |
| CHD | C | 0.49% | |
| TEAM | F | 0.49% | |
| EA | D | 0.48% | |
| BR | D | 0.47% | |
| HUBS | D | 0.47% | |
| TTWO | D | 0.46% | |
| STE | C | 0.46% | |
| TYL | C | 0.46% | |
| APP | B | 0.45% | |
| TEL | D | 0.45% | |
| NET | F | 0.45% | |
| RBLX | B | 0.45% | |
| DECK | C | 0.45% | |
| OTIS | D | 0.44% | |
| URI | B | 0.44% | |
| FSLR | C | 0.44% | |
| TRV | B | 0.44% | |
| SMCI | F | 0.43% | |
| STZ | C | 0.42% | |
| CBRE | A | 0.42% | |
| COR | D | 0.42% | |
| HUBB | B | 0.41% | |
| TSCO | C | 0.41% | |
| D | C | 0.4% | |
| INVH | C | 0.4% | |
| GDDY | C | 0.39% | |
| ILMN | C | 0.39% | |
| PTC | D | 0.39% | |
| MDB | D | 0.39% | |
| ALL | A | 0.39% | |
| TRU | B | 0.37% | |
| EL | F | 0.37% | |
| LII | B | 0.36% | |
| O | B | 0.35% | |
| SUI | B | 0.35% | |
| CPNG | B | 0.35% | |
| DFS | C | 0.35% | |
| CTVA | B | 0.34% | |
| PCG | C | 0.34% | |
| DOV | B | 0.34% | |
| FTV | C | 0.34% | |
| GRMN | D | 0.33% | |
| IRM | B | 0.33% | |
| VST | C | 0.33% | |
| MCHP | D | 0.33% | |
| BURL | B | 0.33% | |
| BKR | D | 0.32% | |
| FDS | C | 0.32% | |
| KMB | D | 0.32% | |
| MANH | B | 0.31% | |
| LVS | D | 0.31% | |
| AVB | B | 0.31% | |
| PODD | B | 0.31% | |
| HSY | C | 0.31% | |
| FWONK | D | 0.31% | |
| WSO | C | 0.31% | |
| HEI | B | 0.3% | |
| ZS | F | 0.3% | |
| TPL | C | 0.3% | |
| COO | B | 0.3% | |
| VRSN | D | 0.3% | |
| BMRN | F | 0.3% | |
| CPAY | B | 0.3% | |
| DD | B | 0.3% | |
| IEX | D | 0.29% | |
| LPLA | D | 0.29% | |
| VLTO | C | 0.29% | |
| BAH | B | 0.29% | |
| GEHC | C | 0.29% | |
| NTRA | B | 0.29% | |
| KDP | A | 0.28% | |
| LYV | B | 0.28% | |
| WTW | B | 0.28% | |
| DOW | D | 0.28% | |
| ENPH | C | 0.28% | |
| PSTG | F | 0.28% | |
| DT | C | 0.27% | |
| AWK | A | 0.27% | |
| NTNX | C | 0.27% | |
| RJF | C | 0.26% | |
| TW | A | 0.26% | |
| TRGP | B | 0.26% | |
| IBKR | B | 0.26% | |
| DPZ | F | 0.26% | |
| DELL | D | 0.25% | |
| CLX | C | 0.25% | |
| ERIE | A | 0.25% | |
| DAL | C | 0.25% | |
| ZBRA | B | 0.25% | |
| MSTR | D | 0.25% | |
| AMH | C | 0.25% | |
| EXR | B | 0.25% | |
| HAL | F | 0.25% | |
| ACGL | B | 0.25% | |
| FIX | B | 0.24% | |
| LNG | D | 0.24% | |
| CLH | B | 0.24% | |
| PHM | B | 0.24% | |
| NTAP | D | 0.24% | |
| JKHY | B | 0.24% | |
| NDSN | C | 0.24% | |
| PPG | C | 0.23% | |
| BALL | C | 0.23% | |
| J | D | 0.23% | |
| EXAS | C | 0.23% | |
| FND | C | 0.23% | |
| EQT | D | 0.23% | |
| WAT | C | 0.23% | |
| TTEK | C | 0.23% | |
| NBIX | F | 0.23% | |
| WSM | C | 0.22% | |
| PFGC | B | 0.22% | |
| SAIA | D | 0.22% | |
| DOCU | C | 0.22% | |
| WING | B | 0.22% | |
| KIM | B | 0.22% | |
| EBAY | B | 0.22% | |
| KEYS | C | 0.22% | |
| TECH | C | 0.22% | |
| ALGN | D | 0.22% | |
| OKTA | F | 0.22% | |
| TDY | C | 0.21% | |
| NVT | D | 0.21% | |
| HEI | B | 0.21% | |
| ZBH | F | 0.21% | |
| PNR | B | 0.21% | |
| GPN | D | 0.21% | |
| MKC | B | 0.21% | |
| NDAQ | B | 0.21% | |
| HOOD | C | 0.21% | |
| SRPT | F | 0.21% | |
| RPM | B | 0.2% | |
| WMS | D | 0.2% | |
| WRB | C | 0.2% | |
| BLDR | C | 0.2% | |
| AVTR | B | 0.2% | |
| EQR | B | 0.2% | |
| CASY | D | 0.19% | |
| CHDN | C | 0.19% | |
| TER | D | 0.19% | |
| MRNA | F | 0.19% | |
| DKNG | D | 0.19% | |
| TWLO | D | 0.19% | |
| ENTG | D | 0.19% | |
| SNAP | F | 0.19% | |
| TRMB | C | 0.18% | |
| LW | D | 0.18% | |
| DAY | D | 0.18% | |
| ESS | B | 0.18% | |
| DRI | C | 0.18% | |
| PINS | F | 0.18% | |
| ULTA | D | 0.17% | |
| EXPE | C | 0.17% | |
| MEDP | D | 0.17% | |
| AVY | D | 0.17% | |
| VTR | C | 0.17% | |
| APTV | D | 0.16% | |
| MORN | C | 0.16% | |
| LDOS | C | 0.16% | |
| ELS | C | 0.16% | |
| XPO | D | 0.16% | |
| TSN | C | 0.16% | |
| PAYC | D | 0.16% | |
| GEN | A | 0.15% | |
| TXT | D | 0.15% | |
| GPC | D | 0.15% | |
| CINF | B | 0.15% | |
| ACM | B | 0.15% | |
| BLD | D | 0.14% | |
| SWK | B | 0.14% | |
| CMS | A | 0.14% | |
| ALLE | B | 0.14% | |
| CNM | F | 0.14% | |
| LUV | C | 0.14% | |
| CE | D | 0.14% | |
| WYNN | D | 0.14% | |
| MAS | B | 0.14% | |
| BSY | D | 0.13% | |
| KMX | D | 0.13% | |
| AKAM | D | 0.13% | |
| CTRA | F | 0.13% | |
| AOS | C | 0.13% | |
| USFD | B | 0.13% | |
| JBL | D | 0.13% | |
| BRKR | D | 0.12% | |
| UHS | B | 0.12% | |
| SCI | B | 0.12% | |
| HII | C | 0.12% | |
| DLTR | F | 0.12% | |
| RVTY | B | 0.12% | |
| CRL | D | 0.12% | |
| INCY | C | 0.11% | |
| TOL | B | 0.11% | |
| ARE | B | 0.11% | |
| DKS | D | 0.11% | |
| RRX | C | 0.11% | |
| NRG | C | 0.11% | |
| U | D | 0.11% | |
| CPT | B | 0.11% | |
| QRVO | F | 0.11% | |
| AZPN | A | 0.11% | |
| FFIV | A | 0.1% | |
| CELH | F | 0.1% | |
| ALB | F | 0.1% | |
| REG | C | 0.09% | |
| PCOR | F | 0.09% | |
| DVA | B | 0.08% | |
| FLEX | C | 0.08% | |
| CCK | A | 0.08% | |
| TFX | C | 0.08% | |
| BJ | D | 0.08% | |
| AFG | B | 0.07% | |
| MGM | D | 0.07% | |
| HRL | C | 0.06% | |
| WTRG | D | 0.06% | |
| COTY | F | 0.05% | |
| UHAL | B | 0.05% | |
| WLK | D | 0.04% | |
| FWONA | C | 0.03% | |
| ALAB | D | 0.02% | |
| UHAL | B | 0.0% |
IMCG Underweight 50 Positions Relative to RISN
| Symbol | Grade | Weight | |
|---|---|---|---|
| USFR | A | -19.88% | |
| NVR | B | -1.39% | |
| GIII | C | -1.2% | |
| G | C | -1.19% | |
| COKE | C | -1.18% | |
| MKTX | C | -1.18% | |
| BOTJ | C | -1.15% | |
| CRI | C | -1.15% | |
| ACIW | B | -1.15% | |
| NECB | B | -1.09% | |
| ELV | C | -1.08% | |
| CACI | B | -1.07% | |
| MED | F | -1.06% | |
| TJX | C | -1.06% | |
| CHE | C | -1.05% | |
| MIDD | C | -1.05% | |
| COLM | B | -1.05% | |
| LAD | C | -1.04% | |
| COLB | B | -1.04% | |
| MNST | C | -1.03% | |
| NFBK | C | -1.02% | |
| EXPD | B | -1.02% | |
| IBN | A | -1.01% | |
| ROP | C | -1.01% | |
| RDY | D | -1.01% | |
| PFC | C | -1.01% | |
| LSTR | D | -1.0% | |
| KRC | B | -1.0% | |
| TSM | D | -0.99% | |
| EGP | B | -0.99% | |
| CSX | D | -0.99% | |
| PAG | D | -0.98% | |
| CIVB | C | -0.98% | |
| LFUS | D | -0.97% | |
| CNI | D | -0.97% | |
| CFR | C | -0.96% | |
| ALG | D | -0.96% | |
| OFLX | D | -0.95% | |
| TXRH | D | -0.95% | |
| EOG | D | -0.94% | |
| DAR | F | -0.93% | |
| PBHC | C | -0.93% | |
| GNTX | F | -0.9% | |
| MVBF | D | -0.9% | |
| AX | D | -0.9% | |
| NICE | F | -0.9% | |
| PCAR | D | -0.89% | |
| ASR | D | -0.88% | |
| SWKS | F | -0.86% | |
| NTES | F | -0.84% |
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
RISN: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Diversified Industrials
Apparel Manufacturing
Auto & Truck Dealerships
Integrated Shipping & Logistics
Savings & Cooperative Banks
Semiconductors
Beverages - Soft Drinks
Business Services
Capital Markets
Health Care Plans
Information Technology Services
Medical Instruments & Supplies
REIT - Industrial
REIT - Residential
Railroads
Software - Application
Tools & Accessories
Airports & Air Services
Apparel Stores
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