ISCB vs. VFVA ETF Comparison
Comparison of iShares Morningstar Small-Cap ETF (ISCB) to Vanguard Wellington Fund ETF (VFVA)
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
$56.72
Average Daily Volume
5,145
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
VFVA
Vanguard Wellington Fund ETF
VFVA Description
The investment seeks to provide long-term capital appreciation by investing in stocks with relatively lower share prices relative to fundamental values as determined by the advisor. The fund invests primarily in U.S. common stocks with the potential to generate higher returns relative to the broad U.S. equity market by investing in stocks with relatively lower share prices relative to fundamental values as determined by the advisor. Under normal circumstances, at least 80% of the fund's assets will be invested in securities issued by U.S. companies.Grade (RS Rating)
Last Trade
$119.42
Average Daily Volume
23,947
Number of Holdings
*
488
* may have additional holdings in another (foreign) market
Performance
| Period | ISCB | VFVA |
|---|---|---|
| 30 Days | 5.65% | 8.36% |
| 60 Days | 3.96% | 6.02% |
| 90 Days | 5.70% | 10.17% |
| 12 Months | 11.57% | 17.21% |
1 Overlapping Holdings
| Symbol | Grade | Weight in ISCB | Weight in VFVA | Overlap | |
|---|---|---|---|---|---|
| COHR | C | 0.25% | 0.12% | 0.12% |
ISCB Underweight 487 Positions Relative to VFVA
| Symbol | Grade | Weight | |
|---|---|---|---|
| GM | D | -1.04% | |
| VZ | C | -0.97% | |
| PSX | C | -0.96% | |
| T | A | -0.96% | |
| VLO | B | -0.9% | |
| MO | A | -0.9% | |
| MPC | C | -0.87% | |
| F | F | -0.84% | |
| BAC | C | -0.8% | |
| C | B | -0.8% | |
| FDX | B | -0.78% | |
| CVX | C | -0.75% | |
| WFC | C | -0.75% | |
| ADM | D | -0.75% | |
| CI | C | -0.73% | |
| BMY | B | -0.72% | |
| CVS | C | -0.71% | |
| COF | B | -0.71% | |
| HCA | A | -0.69% | |
| XOM | B | -0.66% | |
| EOG | C | -0.63% | |
| USB | B | -0.62% | |
| JPM | B | -0.61% | |
| AIG | C | -0.59% | |
| COP | F | -0.58% | |
| CMCSA | C | -0.56% | |
| NUE | F | -0.56% | |
| AL | C | -0.55% | |
| OXY | F | -0.53% | |
| PFE | B | -0.51% | |
| TRV | B | -0.51% | |
| MET | B | -0.5% | |
| CHTR | B | -0.49% | |
| CB | A | -0.48% | |
| CNC | B | -0.47% | |
| ESNT | B | -0.45% | |
| PBF | F | -0.45% | |
| MHK | B | -0.44% | |
| GILD | B | -0.43% | |
| TFC | B | -0.43% | |
| PRU | B | -0.43% | |
| BK | A | -0.43% | |
| HPQ | C | -0.42% | |
| MCK | A | -0.42% | |
| GS | B | -0.41% | |
| FCX | D | -0.41% | |
| R | B | -0.4% | |
| CE | F | -0.4% | |
| UNM | A | -0.39% | |
| FANG | C | -0.38% | |
| DOW | F | -0.38% | |
| TAP | C | -0.38% | |
| CLF | F | -0.38% | |
| QCOM | D | -0.38% | |
| BERY | B | -0.37% | |
| CAH | B | -0.37% | |
| ELV | C | -0.36% | |
| LNC | B | -0.35% | |
| PHM | B | -0.35% | |
| DXC | C | -0.35% | |
| SYF | C | -0.35% | |
| LYB | B | -0.34% | |
| FOX | A | -0.33% | |
| MS | B | -0.32% | |
| TMHC | B | -0.32% | |
| WMB | B | -0.32% | |
| GTES | B | -0.32% | |
| ALLY | B | -0.32% | |
| LEN | B | -0.3% | |
| FIS | D | -0.3% | |
| MTG | B | -0.3% | |
| SM | D | -0.3% | |
| RDN | B | -0.29% | |
| OGN | B | -0.29% | |
| DHI | B | -0.29% | |
| AZO | B | -0.29% | |
| PRDO | B | -0.28% | |
| CAG | A | -0.28% | |
| PNC | B | -0.28% | |
| WBS | C | -0.28% | |
| MRO | D | -0.27% | |
| ONB | B | -0.27% | |
| MUR | F | -0.27% | |
| UAL | F | -0.27% | |
| MATX | B | -0.27% | |
| INSW | D | -0.27% | |
| COLB | C | -0.27% | |
| DINO | D | -0.27% | |
| CNXC | C | -0.27% | |
| BHF | B | -0.27% | |
| TMUS | A | -0.26% | |
| CHRD | D | -0.26% | |
| GD | C | -0.26% | |
| VTRS | B | -0.25% | |
| NWL | B | -0.25% | |
| BBWI | F | -0.25% | |
| TROX | D | -0.25% | |
| TNK | D | -0.24% | |
| PRGO | C | -0.24% | |
| GPOR | F | -0.24% | |
| TTMI | C | -0.24% | |
| HUM | D | -0.24% | |
| KR | B | -0.24% | |
| TNL | C | -0.24% | |
| MOS | D | -0.24% | |
| CTRA | F | -0.24% | |
| GT | F | -0.23% | |
| CRBG | D | -0.23% | |
| CCS | B | -0.23% | |
| TPH | C | -0.23% | |
| WBA | F | -0.23% | |
| SNV | B | -0.23% | |
| KHC | B | -0.23% | |
| SLB | C | -0.23% | |
| AXS | B | -0.23% | |
| STNG | D | -0.23% | |
| PVH | F | -0.23% | |
| BG | C | -0.23% | |
| ESGR | B | -0.23% | |
| LSXMK | D | -0.22% | |
| HPE | D | -0.22% | |
| UHAL | B | -0.22% | |
| LEN | B | -0.22% | |
| PYPL | C | -0.22% | |
| MTH | B | -0.22% | |
| DAL | F | -0.21% | |
| GIS | B | -0.21% | |
| RPRX | C | -0.21% | |
| BGS | D | -0.21% | |
| OVV | F | -0.21% | |
| LHX | B | -0.21% | |
| AMG | B | -0.21% | |
| FNB | B | -0.21% | |
| KNX | B | -0.21% | |
| MAN | B | -0.21% | |
| ALK | F | -0.21% | |
| STBA | B | -0.21% | |
| VLY | C | -0.21% | |
| BXC | C | -0.21% | |
| HTLF | C | -0.21% | |
| HOG | B | -0.21% | |
| M | D | -0.2% | |
| KEY | C | -0.2% | |
| FFBC | C | -0.2% | |
| OI | C | -0.2% | |
| GTN | D | -0.2% | |
| JEF | B | -0.2% | |
| OCFC | C | -0.2% | |
| TGNA | C | -0.2% | |
| SLCA | B | -0.2% | |
| NVST | F | -0.2% | |
| ALL | A | -0.2% | |
| PTEN | D | -0.19% | |
| WAFD | B | -0.19% | |
| MTDR | D | -0.19% | |
| ASO | F | -0.19% | |
| EFSC | B | -0.19% | |
| TOL | B | -0.19% | |
| HWC | C | -0.19% | |
| KOP | F | -0.19% | |
| IVZ | B | -0.19% | |
| JAZZ | C | -0.18% | |
| HOPE | B | -0.18% | |
| MDU | B | -0.18% | |
| ACGL | D | -0.18% | |
| RNG | C | -0.18% | |
| PB | B | -0.18% | |
| GNK | D | -0.18% | |
| ADNT | F | -0.18% | |
| AAP | D | -0.18% | |
| CLW | B | -0.18% | |
| BRY | D | -0.18% | |
| FOXA | A | -0.18% | |
| SNX | D | -0.18% | |
| STLD | C | -0.18% | |
| ALGT | D | -0.18% | |
| OLN | F | -0.18% | |
| GPN | D | -0.18% | |
| SKYW | C | -0.18% | |
| IBM | B | -0.17% | |
| MHO | B | -0.17% | |
| SEB | D | -0.17% | |
| ZD | F | -0.17% | |
| UHS | A | -0.17% | |
| TSN | A | -0.17% | |
| ST | D | -0.17% | |
| AN | B | -0.17% | |
| OMI | C | -0.17% | |
| FHN | C | -0.17% | |
| REZI | C | -0.17% | |
| MLI | B | -0.17% | |
| BZH | B | -0.17% | |
| RYI | D | -0.17% | |
| CFG | B | -0.17% | |
| AAL | F | -0.17% | |
| WWW | B | -0.17% | |
| IMKTA | B | -0.16% | |
| INGR | A | -0.16% | |
| ZION | C | -0.16% | |
| CMC | B | -0.16% | |
| SBH | D | -0.16% | |
| CUBI | C | -0.16% | |
| CADE | C | -0.16% | |
| SLVM | B | -0.16% | |
| DAN | D | -0.16% | |
| BWA | C | -0.16% | |
| WCC | F | -0.16% | |
| WSBC | C | -0.16% | |
| UTHR | B | -0.16% | |
| ABG | B | -0.16% | |
| ELAN | D | -0.16% | |
| MTB | B | -0.16% | |
| CRC | D | -0.16% | |
| NWSA | C | -0.16% | |
| BKU | B | -0.15% | |
| ASC | D | -0.15% | |
| ALSN | A | -0.15% | |
| SJM | B | -0.15% | |
| WAL | C | -0.15% | |
| CMA | B | -0.15% | |
| KBH | B | -0.15% | |
| RNST | C | -0.15% | |
| LEA | C | -0.15% | |
| GIII | D | -0.15% | |
| CHGG | F | -0.15% | |
| NMRK | B | -0.15% | |
| AHCO | C | -0.15% | |
| CABO | C | -0.15% | |
| TDS | B | -0.15% | |
| HRB | A | -0.15% | |
| LILAK | B | -0.15% | |
| LZB | B | -0.15% | |
| NX | C | -0.14% | |
| BANC | D | -0.14% | |
| DHT | C | -0.14% | |
| RRX | B | -0.14% | |
| ARCH | F | -0.14% | |
| OZK | C | -0.14% | |
| OMF | C | -0.14% | |
| CSCO | C | -0.14% | |
| TGT | C | -0.14% | |
| ASB | C | -0.14% | |
| EAT | D | -0.14% | |
| QRVO | C | -0.14% | |
| TEX | C | -0.14% | |
| DIN | F | -0.14% | |
| RNR | A | -0.14% | |
| FWRD | D | -0.14% | |
| SNDR | B | -0.14% | |
| DTM | A | -0.14% | |
| PAGS | C | -0.14% | |
| PATK | B | -0.14% | |
| PFS | C | -0.14% | |
| BELFB | C | -0.13% | |
| SPTN | B | -0.13% | |
| MD | C | -0.13% | |
| AUB | C | -0.13% | |
| ATSG | C | -0.13% | |
| NUS | F | -0.13% | |
| GLNG | B | -0.13% | |
| HRI | C | -0.13% | |
| HIBB | A | -0.13% | |
| PUMP | C | -0.13% | |
| NXST | B | -0.13% | |
| AXL | F | -0.13% | |
| FNF | A | -0.13% | |
| ATKR | F | -0.13% | |
| PEBO | C | -0.13% | |
| FULT | C | -0.13% | |
| DAR | C | -0.13% | |
| CCSI | C | -0.13% | |
| SWKS | C | -0.13% | |
| LUV | F | -0.13% | |
| ABCB | C | -0.13% | |
| SSP | D | -0.12% | |
| FCNCA | B | -0.12% | |
| STC | C | -0.12% | |
| VBTX | C | -0.12% | |
| HOV | C | -0.12% | |
| VGR | A | -0.12% | |
| CF | D | -0.12% | |
| SCHW | F | -0.12% | |
| HBI | B | -0.12% | |
| APPS | D | -0.12% | |
| GNW | B | -0.12% | |
| VAC | F | -0.12% | |
| ASIX | C | -0.12% | |
| COOP | C | -0.12% | |
| RTX | A | -0.12% | |
| STGW | D | -0.12% | |
| AGCO | F | -0.12% | |
| ANDE | C | -0.12% | |
| BUSE | C | -0.12% | |
| SF | B | -0.12% | |
| SON | D | -0.12% | |
| HLX | C | -0.12% | |
| ODP | D | -0.12% | |
| TOWN | B | -0.12% | |
| JLL | B | -0.12% | |
| ORI | A | -0.12% | |
| JRVR | D | -0.12% | |
| EG | D | -0.12% | |
| MCB | C | -0.12% | |
| HII | C | -0.12% | |
| SSB | B | -0.11% | |
| ATGE | B | -0.11% | |
| EGBN | D | -0.11% | |
| TWI | C | -0.11% | |
| PNFP | B | -0.11% | |
| EQT | F | -0.11% | |
| PM | A | -0.11% | |
| CZR | D | -0.11% | |
| PARR | D | -0.11% | |
| WNC | F | -0.11% | |
| UA | D | -0.11% | |
| AMKR | F | -0.11% | |
| RF | B | -0.11% | |
| MBUU | D | -0.11% | |
| SXC | C | -0.11% | |
| UFPI | B | -0.11% | |
| PPBI | C | -0.11% | |
| TRMK | C | -0.11% | |
| EBC | C | -0.11% | |
| DBX | D | -0.1% | |
| CEIX | D | -0.1% | |
| TPC | C | -0.1% | |
| MDT | C | -0.1% | |
| KMI | B | -0.1% | |
| MTUS | D | -0.1% | |
| BMBL | F | -0.1% | |
| REVG | B | -0.1% | |
| CAL | B | -0.1% | |
| MTW | D | -0.1% | |
| JELD | C | -0.1% | |
| OC | B | -0.1% | |
| GRBK | B | -0.1% | |
| SAIC | C | -0.1% | |
| XRX | F | -0.1% | |
| SNCY | D | -0.1% | |
| COMM | B | -0.1% | |
| JXN | B | -0.1% | |
| FCF | C | -0.1% | |
| NAT | F | -0.1% | |
| HCC | C | -0.1% | |
| TXT | B | -0.1% | |
| FDP | B | -0.1% | |
| DLX | C | -0.1% | |
| TKR | B | -0.1% | |
| DCOM | C | -0.1% | |
| NAVI | C | -0.09% | |
| PLTK | F | -0.09% | |
| NOG | B | -0.09% | |
| EMN | B | -0.09% | |
| FFWM | D | -0.09% | |
| AMWD | B | -0.09% | |
| SASR | C | -0.09% | |
| EWBC | C | -0.09% | |
| RJF | F | -0.09% | |
| CATY | C | -0.09% | |
| SB | D | -0.09% | |
| AR | D | -0.09% | |
| NTB | C | -0.09% | |
| CNA | B | -0.09% | |
| UVE | C | -0.09% | |
| MATV | B | -0.09% | |
| SCHL | F | -0.09% | |
| BLDR | C | -0.09% | |
| SCSC | C | -0.09% | |
| CXW | D | -0.09% | |
| AAN | B | -0.09% | |
| AFL | A | -0.09% | |
| BYD | C | -0.09% | |
| INTC | F | -0.09% | |
| TRST | B | -0.09% | |
| CHX | C | -0.09% | |
| UVSP | C | -0.09% | |
| GL | C | -0.09% | |
| BC | C | -0.09% | |
| LNG | A | -0.09% | |
| SFL | F | -0.09% | |
| PCAR | F | -0.09% | |
| EGY | B | -0.08% | |
| CCRN | C | -0.08% | |
| CMRE | D | -0.08% | |
| BEN | D | -0.08% | |
| DOLE | A | -0.08% | |
| VTOL | B | -0.08% | |
| RMAX | D | -0.08% | |
| HP | C | -0.08% | |
| BANR | C | -0.08% | |
| HIG | A | -0.08% | |
| RGP | C | -0.08% | |
| XRAY | C | -0.08% | |
| THFF | C | -0.08% | |
| BOKF | C | -0.08% | |
| SRCE | B | -0.08% | |
| TCBK | C | -0.08% | |
| NNI | B | -0.08% | |
| FRME | C | -0.08% | |
| GOGL | D | -0.08% | |
| DXPE | C | -0.08% | |
| MLKN | B | -0.08% | |
| NWBI | B | -0.08% | |
| AX | C | -0.08% | |
| UBSI | B | -0.08% | |
| FAF | B | -0.08% | |
| NTCT | C | -0.08% | |
| ALIT | D | -0.08% | |
| AMR | F | -0.08% | |
| BV | A | -0.08% | |
| UNFI | C | -0.08% | |
| RPAY | D | -0.08% | |
| ACCO | C | -0.08% | |
| LBRT | B | -0.08% | |
| SD | D | -0.08% | |
| HFWA | B | -0.08% | |
| VSH | C | -0.08% | |
| CWK | C | -0.07% | |
| KOS | F | -0.07% | |
| ASGN | D | -0.07% | |
| PENN | D | -0.07% | |
| FIBK | C | -0.07% | |
| ZEUS | D | -0.07% | |
| NMIH | C | -0.07% | |
| HBAN | B | -0.07% | |
| TTEC | D | -0.07% | |
| JHG | B | -0.07% | |
| BHLB | B | -0.07% | |
| NIC | C | -0.07% | |
| OMCL | C | -0.07% | |
| SSNC | A | -0.07% | |
| BRKL | C | -0.07% | |
| CROX | D | -0.07% | |
| SANM | B | -0.07% | |
| VFC | B | -0.07% | |
| RUSHA | A | -0.07% | |
| REX | B | -0.07% | |
| NBTB | C | -0.07% | |
| LPG | D | -0.07% | |
| EQH | B | -0.07% | |
| TITN | D | -0.06% | |
| GOOG | D | -0.06% | |
| ARCB | B | -0.06% | |
| DE | F | -0.06% | |
| KELYA | C | -0.06% | |
| MMM | A | -0.06% | |
| AMCX | F | -0.06% | |
| GEF | B | -0.06% | |
| IIIN | C | -0.06% | |
| APA | C | -0.06% | |
| MCFT | C | -0.06% | |
| PLAB | F | -0.06% | |
| DK | D | -0.06% | |
| SNEX | B | -0.06% | |
| CNOB | C | -0.06% | |
| PFC | C | -0.06% | |
| RRC | F | -0.06% | |
| PCRX | F | -0.06% | |
| KFY | B | -0.06% | |
| GDOT | D | -0.06% | |
| INDB | C | -0.06% | |
| PFG | C | -0.06% | |
| GPK | B | -0.06% | |
| BPOP | B | -0.06% | |
| HAFC | C | -0.06% | |
| HVT | C | -0.06% | |
| NYCB | F | -0.05% | |
| DNB | C | -0.05% | |
| LXU | B | -0.05% | |
| HGV | D | -0.05% | |
| SMP | C | -0.05% | |
| FBMS | B | -0.05% | |
| CG | B | -0.05% | |
| PPC | B | -0.05% | |
| PFSI | C | -0.05% | |
| RDUS | D | -0.05% | |
| GHC | C | -0.05% | |
| GATX | C | -0.05% | |
| TALO | D | -0.05% | |
| XPOF | C | -0.05% | |
| TLYS | D | -0.05% | |
| OFG | C | -0.05% | |
| OIS | C | -0.05% | |
| MOV | D | -0.05% | |
| CNDT | B | -0.05% | |
| MATW | C | -0.05% | |
| VRNT | C | -0.05% |
ISCB: Top Represented Industries & Keywords
Industries:
Software - Infrastructure
Biotechnology
Diversified Industrials
Household & Personal Products
Restaurants
Scientific & Technical Instruments
Semiconductor Equipment & Materials
Specialty Retail
Keywords:
IBD 50
Electronics
Reliability
Semiconductor
Actuarial Science
Aerospace
Aerospace Components
Aerospace Market
Bacterial Disease
Bacteriology
Biopharmaceutical
Car Dealership
Claim Management
Claims Management
Compensation Insurance
Consumer Electronics Markets
Control Technologies
Cosmetics
Critical Path
Cystic Fibrosis
VFVA: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Oil & Gas E&P
Shipping & Ports
Residential Construction
Asset Management
Insurance - Property & Casualty
Airlines
Broadcasting - TV
Insurance - Life
Auto Parts
Business Services
Chemicals
Credit Services
Insurance - Diversified
Packaged Foods
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