IMCG vs. USCL ETF Comparison

Comparison of iShares Morningstar Mid-Cap Growth ETF (IMCG) to iShares Climate Conscious & Transition MSCI USA ETF (USCL)
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

$71.97

Average Daily Volume

97,990

Number of Holdings *

299

* may have additional holdings in another (foreign) market
USCL

iShares Climate Conscious & Transition MSCI USA ETF

USCL Description The fund generally will invest at least 90% of its assets in the component securities of the underlying index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$68.17

Average Daily Volume

741

Number of Holdings *

296

* may have additional holdings in another (foreign) market
Performance
Period IMCG USCL
30 Days 3.98% 2.30%
60 Days 5.62% 4.19%
90 Days 6.38% 5.12%
12 Months 24.54% 32.59%
118 Overlapping Holdings
Symbol Grade Weight in IMCG Weight in USCL Overlap
A C 0.76% 1.0% 0.76%
ACGL C 0.25% 1.0% 0.25%
ACM B 0.15% 1.0% 0.15%
ADSK C 1.07% 1.0% 1.0%
AKAM D 0.13% 1.0% 0.13%
ALB D 0.1% 1.0% 0.1%
AME C 0.73% 1.0% 0.73%
ANSS D 0.52% 1.0% 0.52%
ARE C 0.11% 1.0% 0.11%
AVB B 0.31% 1.0% 0.31%
AVY C 0.17% 1.0% 0.17%
AWK B 0.27% 1.0% 0.27%
AZPN B 0.11% 1.0% 0.11%
BAH C 0.29% 1.0% 0.29%
BALL C 0.23% 1.0% 0.23%
BKR C 0.32% 1.0% 0.32%
BR D 0.47% 1.0% 0.47%
BSY D 0.13% 1.0% 0.13%
CBRE A 0.42% 1.0% 0.42%
CCK A 0.08% 1.0% 0.08%
CHD D 0.49% 1.0% 0.49%
CLX C 0.25% 1.0% 0.25%
CMI C 0.53% 1.0% 0.53%
CPRT D 0.83% 1.0% 0.83%
CRL F 0.12% 1.0% 0.12%
CSL B 0.37% 1.0% 0.37%
CTVA B 0.34% 1.0% 0.34%
D C 0.4% 1.0% 0.4%
DAY D 0.18% 1.0% 0.18%
DD B 0.3% 1.0% 0.3%
DECK C 0.45% 1.0% 0.45%
DELL D 0.25% 1.0% 0.25%
DFS B 0.35% 1.0% 0.35%
DLR B 0.71% 1.0% 0.71%
DOV B 0.34% 1.0% 0.34%
DVA B 0.08% 1.0% 0.08%
EBAY B 0.22% 1.0% 0.22%
EFX B 0.72% 1.0% 0.72%
EL F 0.37% 1.0% 0.37%
EQR B 0.2% 1.0% 0.2%
EW F 0.78% 1.0% 0.78%
FDS C 0.32% 1.0% 0.32%
FSLR C 0.44% 1.0% 0.44%
FTNT C 0.92% 1.0% 0.92%
FTV C 0.34% 1.0% 0.34%
FWONK C 0.31% 1.0% 0.31%
GEN B 0.15% 1.0% 0.15%
GGG C 0.26% 1.0% 0.26%
GPN D 0.21% 1.0% 0.21%
GRMN D 0.33% 1.0% 0.33%
HES F 0.68% 1.0% 0.68%
HLT B 1.01% 1.0% 1.0%
HSY C 0.31% 1.0% 0.31%
HUBB B 0.41% 1.0% 0.41%
HUBS D 0.47% 1.0% 0.47%
IDXX C 0.78% 1.0% 0.78%
IEX D 0.29% 1.0% 0.29%
ILMN C 0.39% 1.0% 0.39%
INCY C 0.11% 1.0% 0.11%
IQV C 0.53% 1.0% 0.53%
IT B 0.74% 1.0% 0.74%
JBHT D 0.16% 1.0% 0.16%
JCI B 0.55% 1.0% 0.55%
JKHY B 0.24% 1.0% 0.24%
KDP B 0.28% 1.0% 0.28%
KIM C 0.22% 1.0% 0.22%
KMB D 0.32% 1.0% 0.32%
LII B 0.36% 1.0% 0.36%
LULU D 0.56% 1.0% 0.56%
LVS D 0.31% 1.0% 0.31%
MANH B 0.31% 1.0% 0.31%
MGM F 0.07% 1.0% 0.07%
MKC C 0.21% 1.0% 0.21%
MLM D 0.61% 1.0% 0.61%
MTD D 0.56% 1.0% 0.56%
NDAQ A 0.21% 1.0% 0.21%
NEM B 0.66% 1.0% 0.66%
NET D 0.45% 1.0% 0.45%
O C 0.35% 1.0% 0.35%
ODFL D 0.69% 1.0% 0.69%
OKTA F 0.22% 1.0% 0.22%
PAYC D 0.16% 1.0% 0.16%
PAYX C 0.83% 1.0% 0.83%
PINS F 0.18% 1.0% 0.18%
PLTR B 1.34% 1.0% 1.0%
PNR B 0.21% 1.0% 0.21%
PPG D 0.23% 1.0% 0.23%
PTC D 0.39% 1.0% 0.39%
PWR B 0.74% 1.0% 0.74%
REG C 0.09% 1.0% 0.09%
ROK D 0.57% 1.0% 0.57%
RPM B 0.2% 1.0% 0.2%
RVTY B 0.12% 1.0% 0.12%
SNAP F 0.19% 1.0% 0.19%
SQ D 0.67% 1.0% 0.67%
STZ D 0.42% 1.0% 0.42%
TEAM D 0.49% 1.0% 0.49%
TFX C 0.08% 1.0% 0.08%
TRMB C 0.18% 1.0% 0.18%
TRU B 0.37% 1.0% 0.37%
TRV C 0.44% 1.0% 0.44%
TW B 0.26% 1.0% 0.26%
TWLO D 0.19% 1.0% 0.19%
ULTA D 0.17% 1.0% 0.17%
VRSK D 0.73% 1.0% 0.73%
WAB B 0.56% 1.0% 0.56%
WAT C 0.23% 1.0% 0.23%
WDAY D 1.0% 1.0% 1.0%
WRB C 0.2% 1.0% 0.2%
WSM D 0.22% 1.0% 0.22%
WST D 0.41% 1.0% 0.41%
WTRG D 0.06% 1.0% 0.06%
WTW C 0.28% 1.0% 0.28%
WYNN D 0.14% 1.0% 0.14%
XYL C 0.6% 1.0% 0.6%
YUM D 0.71% 1.0% 0.71%
ZBH F 0.21% 1.0% 0.21%
ZS F 0.3% 1.0% 0.3%
IMCG Overweight 181 Positions Relative to USCL
Symbol Grade Weight
AZO D 1.02%
ROST C 0.98%
TTD B 0.89%
FICO B 0.87%
GWW B 0.84%
MSCI C 0.84%
MPWR C 0.8%
DASH C 0.76%
FAST C 0.75%
HWM B 0.73%
SYY D 0.72%
CARR B 0.71%
IR C 0.7%
RMD C 0.69%
ALNY C 0.63%
GEV B 0.61%
CSGP D 0.61%
COIN F 0.61%
VEEV C 0.61%
DDOG D 0.61%
VMC D 0.6%
VRT C 0.59%
CDW D 0.56%
AMP A 0.55%
PSA B 0.52%
RCL B 0.52%
DXCM F 0.52%
AXON B 0.51%
ARES B 0.51%
SBAC C 0.5%
EA D 0.48%
BRO C 0.48%
TTWO C 0.46%
STE C 0.46%
TYL C 0.46%
APP C 0.45%
TEL D 0.45%
RBLX B 0.45%
OTIS C 0.44%
URI B 0.44%
SMCI F 0.43%
FCNCA D 0.43%
COR D 0.42%
TSCO C 0.41%
INVH C 0.4%
GDDY C 0.39%
MDB D 0.39%
ALL B 0.39%
SUI B 0.35%
CPNG B 0.35%
EME B 0.35%
PCG C 0.34%
IRM C 0.33%
VST C 0.33%
MCHP F 0.33%
BURL B 0.33%
PODD B 0.31%
WSO C 0.31%
HEI B 0.3%
TPL B 0.3%
COO B 0.3%
VRSN D 0.3%
BMRN F 0.3%
CPAY B 0.3%
LPLA D 0.29%
VLTO C 0.29%
GEHC C 0.29%
NTRA C 0.29%
LYV B 0.28%
DOW D 0.28%
ROL C 0.28%
ENPH D 0.28%
PSTG F 0.28%
DT C 0.27%
NTNX C 0.27%
RJF C 0.26%
TRGP B 0.26%
IBKR B 0.26%
DPZ F 0.26%
ERIE B 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%
FIX B 0.24%
LNG C 0.24%
CLH A 0.24%
PHM B 0.24%
MKL C 0.24%
NTAP D 0.24%
NDSN C 0.24%
J C 0.23%
EXAS C 0.23%
FND C 0.23%
EQT D 0.23%
TTEK C 0.23%
NBIX F 0.23%
PFGC B 0.22%
SAIA D 0.22%
DOCU C 0.22%
WING B 0.22%
MOH D 0.22%
KEYS C 0.22%
TECH C 0.22%
ALGN D 0.22%
TDY B 0.21%
NVT D 0.21%
HEI B 0.21%
ON D 0.21%
HOOD C 0.21%
SRPT D 0.21%
WMS D 0.2%
BLDR C 0.2%
AVTR B 0.2%
CASY D 0.19%
CHDN C 0.19%
TER D 0.19%
MRNA F 0.19%
DKNG C 0.19%
ENTG F 0.19%
LECO F 0.19%
LW D 0.18%
ESS B 0.18%
DRI B 0.18%
UDR C 0.17%
EXPE C 0.17%
MEDP F 0.17%
VTR C 0.17%
APTV D 0.16%
MORN C 0.16%
LDOS B 0.16%
ELS C 0.16%
XPO D 0.16%
TSN C 0.16%
TXT D 0.15%
GPC D 0.15%
CINF B 0.15%
BLD D 0.14%
SWK B 0.14%
MAA B 0.14%
CMS C 0.14%
ALLE B 0.14%
CNM F 0.14%
LUV C 0.14%
CE F 0.14%
MAS B 0.14%
KMX D 0.13%
CTRA D 0.13%
AOS D 0.13%
USFD B 0.13%
JBL D 0.13%
BRKR D 0.12%
UHS B 0.12%
SCI B 0.12%
HII D 0.12%
DLTR F 0.12%
POOL C 0.12%
TOL B 0.11%
DKS D 0.11%
RRX C 0.11%
EPAM F 0.11%
NRG C 0.11%
U D 0.11%
CPT B 0.11%
QRVO F 0.11%
SNA C 0.1%
FFIV B 0.1%
CELH F 0.1%
PCOR F 0.09%
FLEX C 0.08%
BJ D 0.08%
AFG B 0.07%
HRL C 0.06%
COTY F 0.05%
UHAL A 0.05%
WLK D 0.04%
FWONA C 0.03%
ALAB D 0.02%
UHAL A 0.0%
IMCG Underweight 178 Positions Relative to USCL
Symbol Grade Weight
H C -1.0%
MTCH C -1.0%
CG D -1.0%
CPB C -1.0%
TAP D -1.0%
CTLT B -1.0%
BXP B -1.0%
OC D -1.0%
MRO C -1.0%
LNT B -1.0%
DOC C -1.0%
STLD F -1.0%
EXPD C -1.0%
NTRS A -1.0%
LH C -1.0%
ATO B -1.0%
HPE D -1.0%
K B -1.0%
CBOE C -1.0%
WY C -1.0%
TROW D -1.0%
ES C -1.0%
STT A -1.0%
BIIB F -1.0%
FANG D -1.0%
CHTR D -1.0%
NUE F -1.0%
OXY F -1.0%
HIG B -1.0%
SNOW F -1.0%
VICI C -1.0%
XEL B -1.0%
ED C -1.0%
MNST D -1.0%
CTSH C -1.0%
HUM F -1.0%
EXC C -1.0%
GIS B -1.0%
PEG B -1.0%
KMI B -1.0%
F F -1.0%
APO C -1.0%
RSG D -1.0%
FIS B -1.0%
WCN D -1.0%
AIG D -1.0%
PCAR D -1.0%
BK B -1.0%
CCI C -1.0%
ABNB D -1.0%
SRE C -1.0%
GM C -1.0%
OKE B -1.0%
SPG B -1.0%
AEP C -1.0%
MAR C -1.0%
SLB F -1.0%
NSC C -1.0%
EMR D -1.0%
ROP C -1.0%
CRH B -1.0%
CRWD D -1.0%
CEG C -1.0%
FCX D -1.0%
ECL B -1.0%
AJG D -1.0%
CSX D -1.0%
MCK F -1.0%
FDX C -1.0%
EOG D -1.0%
AON B -1.0%
USB B -1.0%
TGT C -1.0%
PYPL B -1.0%
CVS D -1.0%
MMM B -1.0%
CDNS D -1.0%
ITW C -1.0%
SNPS D -1.0%
CTAS B -1.0%
WELL C -1.0%
CMG C -1.0%
CME C -1.0%
MCO B -1.0%
TT B -1.0%
EQIX C -1.0%
INTC F -1.0%
CL D -1.0%
WM D -1.0%
ZTS C -1.0%
DUK C -1.0%
SHW B -1.0%
ICE C -1.0%
SCHW D -1.0%
UPS D -1.0%
NKE D -1.0%
SO B -1.0%
MELI B -1.0%
BMY C -1.0%
MDLZ B -1.0%
DE B -1.0%
FI A -1.0%
GILD B -1.0%
BX B -1.0%
TMUS C -1.0%
ADI C -1.0%
AMT C -1.0%
CB B -1.0%
PANW D -1.0%
SBUX C -1.0%
MMC C -1.0%
ADP B -1.0%
MS D -1.0%
COP D -1.0%
PLD C -1.0%
ETN C -1.0%
BSX B -1.0%
VRTX D -1.0%
REGN C -1.0%
UBER C -1.0%
BKNG C -1.0%
BLK B -1.0%
PGR B -1.0%
AXP B -1.0%
UNP C -1.0%
GS C -1.0%
CMCSA D -1.0%
T C -1.0%
DIS D -1.0%
PFE C -1.0%
CAT B -1.0%
SPGI B -1.0%
NEE C -1.0%
AMGN B -1.0%
TXN C -1.0%
WFC D -1.0%
INTU C -1.0%
DHR B -1.0%
NOW B -1.0%
QCOM D -1.0%
VZ B -1.0%
IBM B -1.0%
CSCO C -1.0%
ABT C -1.0%
MCD B -1.0%
ACN C -1.0%
LIN B -1.0%
TMO B -1.0%
PEP C -1.0%
AMD D -1.0%
CVX D -1.0%
CRM D -1.0%
ADBE F -1.0%
ORCL C -1.0%
BAC D -1.0%
KO C -1.0%
MRK D -1.0%
NFLX B -1.0%
ABBV C -1.0%
WMT C -1.0%
HD B -1.0%
JNJ C -1.0%
MA B -1.0%
PG C -1.0%
V C -1.0%
XOM C -1.0%
UNH C -1.0%
JPM D -1.0%
GOOG D -1.0%
TSLA C -1.0%
AVGO C -1.0%
LLY C -1.0%
GOOGL D -1.0%
META B -1.0%
MSFT C -1.0%
AMZN C -1.0%
AAPL C -1.0%
NVDA D -1.0%
Compare ETFs