ISCB vs. IWB ETF Comparison

Comparison of iShares Morningstar Small-Cap ETF (ISCB) to iShares Russell 1000 ETF (IWB)

ISCB

iShares Morningstar Small-Cap ETF

ISCB Description

ISCB holds small-cap stocks that fall into Morningstar's classifications as both growth and value. The fund selects companies from its parent, the Morningstar US Market Extended Index, that have market capitalization in the 90th and 99.5th percentile. The index provider uses a proprietary methodology that classifies stocks as either growth or value companies based on earnings, cash flow and other valuations metrics. Stocks that fall under both categories are tagged as blend and are thereby included in the index. The index is rebalanced quarterly. Before March 19, 2021, this fund tracked the Morningstar US Small Core Index, under the ticker JKJ.

Grade (RS Rating)

Last Trade

$57.90

Average Daily Volume

5,264

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IWB

iShares Russell 1000 ETF

IWB Description

The investment seeks to track the investment results of an index composed of large- and mid-capitalization U.S. equities. 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. It seeks to track the investment results of the Russell 1000Â® Index (the "underlying index"), which measures the performance of large- and mid-capitalization sectors of the U.S. equity market.

Grade (RS Rating)

Last Trade

$307.82

Average Daily Volume

779,859

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	ISCB	IWB
30 Days	2.12%	0.48%
60 Days	2.28%	2.42%
90 Days	8.89%	3.40%
12 Months	21.40%	27.68%

0 Overlapping Holdings

	Symbol	Grade	Weight in ISCB	Weight in IWB	Overlap

ISCB Overweight 10 Positions Relative to IWB

Symbol	Grade	Weight
CVNA	B	0.33%
FTAI	B	0.28%
INSM	D	0.27%
GWRE	A	0.27%
COHR	B	0.26%
CHRW	B	0.26%
JLL	B	0.26%
CW	B	0.26%
CUBE	B	0.25%
EWBC	C	0.25%

ISCB Underweight 10 Positions Relative to IWB

Symbol	Grade	Weight
AAPL	D	-6.41%
MSFT	C	-5.97%
NVDA	D	-5.46%
AMZN	C	-3.19%
META	A	-2.2%
GOOGL	D	-1.85%
BRK.A	C	-1.68%
LLY	C	-1.57%
GOOG	D	-1.56%
AVGO	C	-1.42%