JXI vs. IMCB ETF Comparison
Comparison of iShares Global Utilities ETF (JXI) to iShares Morningstar Mid-Cap ETF (IMCB)
JXI
iShares Global Utilities ETF
JXI Description
The investment seeks to track the investment results of an index composed of global equities in the utilities sector. 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 S&P Global 1200 Utilities Sector IndexTM, which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), a subsidiary of McGraw Hill Financial, Inc., deems to be part of the utilities sector of the economy and that S&P believes are important to global markets. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$68.02
Average Daily Volume
12,211
Number of Holdings
*
32
* may have additional holdings in another (foreign) market
IMCB
iShares Morningstar Mid-Cap ETF
IMCB Description
IMCB is a passively-managed portfolio that offers exposure to a blend of growth and value stocks in the US mid-cap space. Stocks are selected based on Morningstars index methodology that uses fundamental factors. This methodology identifies growth securities as those with relatively above-average historical and forecasted earnings, sales, equity, and cash flow growth, while value securities as those with relatively low valuations based on price-to-book ratios, price-to-earnings ratios and other factors. The underlying index is reconstituted twice annually and rebalanced quarterly. Prior to March 19, 2021, the fund tracked the Morningstar US Mid Core Index under the ticker JKG.Grade (RS Rating)
Last Trade
$75.76
Average Daily Volume
31,431
Number of Holdings
*
447
* may have additional holdings in another (foreign) market
Performance
| Period | JXI | IMCB |
|---|---|---|
| 30 Days | 4.98% | 2.38% |
| 60 Days | 11.34% | 4.18% |
| 90 Days | 13.13% | 6.48% |
| 12 Months | 21.98% | 22.89% |
26 Overlapping Holdings
| Symbol | Grade | Weight in JXI | Weight in IMCB | Overlap | |
|---|---|---|---|---|---|
| AEE | B | 1.0% | 1.0% | 1.0% | |
| AEP | B | 1.0% | 1.0% | 1.0% | |
| AES | C | 1.0% | 1.0% | 1.0% | |
| ATO | B | 1.0% | 1.0% | 1.0% | |
| AWK | A | 1.0% | 1.0% | 1.0% | |
| CMS | A | 1.0% | 1.0% | 1.0% | |
| CNP | C | 1.0% | 1.0% | 1.0% | |
| D | C | 1.0% | 1.0% | 1.0% | |
| DTE | B | 1.0% | 1.0% | 1.0% | |
| ED | C | 1.0% | 1.0% | 1.0% | |
| EIX | C | 1.0% | 1.0% | 1.0% | |
| ES | C | 1.0% | 1.0% | 1.0% | |
| ETR | A | 1.0% | 1.0% | 1.0% | |
| EVRG | A | 1.0% | 1.0% | 1.0% | |
| EXC | B | 1.0% | 1.0% | 1.0% | |
| FE | C | 1.0% | 1.0% | 1.0% | |
| LNT | A | 1.0% | 1.0% | 1.0% | |
| NI | B | 1.0% | 1.0% | 1.0% | |
| NRG | C | 1.0% | 1.0% | 1.0% | |
| PCG | C | 1.0% | 1.0% | 1.0% | |
| PEG | B | 1.0% | 1.0% | 1.0% | |
| PPL | C | 1.0% | 1.0% | 1.0% | |
| SRE | B | 1.0% | 1.0% | 1.0% | |
| VST | C | 1.0% | 1.0% | 1.0% | |
| WEC | B | 1.0% | 1.0% | 1.0% | |
| XEL | A | 1.0% | 1.0% | 1.0% |
JXI Underweight 421 Positions Relative to IMCB
| Symbol | Grade | Weight | |
|---|---|---|---|
| UHAL | B | -1.0% | |
| ALAB | D | -1.0% | |
| FWONA | C | -1.0% | |
| LEN | B | -1.0% | |
| AGR | B | -1.0% | |
| NWS | D | -1.0% | |
| PAG | D | -1.0% | |
| COTY | F | -1.0% | |
| WLK | D | -1.0% | |
| FOX | B | -1.0% | |
| PCOR | F | -1.0% | |
| CELH | F | -1.0% | |
| SNX | D | -1.0% | |
| BEN | F | -1.0% | |
| U | D | -1.0% | |
| AZPN | A | -1.0% | |
| SIRI | C | -1.0% | |
| BRKR | D | -1.0% | |
| WBA | F | -1.0% | |
| BSY | D | -1.0% | |
| UHAL | B | -1.0% | |
| CNM | F | -1.0% | |
| DINO | D | -1.0% | |
| WYNN | D | -1.0% | |
| ACI | F | -1.0% | |
| CHK | D | -1.0% | |
| DVA | B | -1.0% | |
| AR | D | -1.0% | |
| UNM | B | -1.0% | |
| MOS | F | -1.0% | |
| MORN | C | -1.0% | |
| CG | C | -1.0% | |
| PAYC | D | -1.0% | |
| MEDP | D | -1.0% | |
| MGM | D | -1.0% | |
| APA | F | -1.0% | |
| ALLY | F | -1.0% | |
| FOXA | B | -1.0% | |
| CNH | C | -1.0% | |
| DAY | D | -1.0% | |
| HRL | C | -1.0% | |
| LW | D | -1.0% | |
| SOLV | C | -1.0% | |
| TAP | C | -1.0% | |
| AOS | C | -1.0% | |
| WTRG | D | -1.0% | |
| NWSA | D | -1.0% | |
| BJ | D | -1.0% | |
| CPB | B | -1.0% | |
| RRX | C | -1.0% | |
| CHDN | C | -1.0% | |
| TWLO | D | -1.0% | |
| CRL | D | -1.0% | |
| AFG | B | -1.0% | |
| QRVO | F | -1.0% | |
| SNAP | F | -1.0% | |
| LECO | F | -1.0% | |
| WMS | D | -1.0% | |
| OVV | D | -1.0% | |
| HII | C | -1.0% | |
| ALB | F | -1.0% | |
| INCY | C | -1.0% | |
| LKQ | D | -1.0% | |
| NVT | D | -1.0% | |
| HEI | B | -1.0% | |
| CCK | A | -1.0% | |
| RPRX | C | -1.0% | |
| EQH | C | -1.0% | |
| HOOD | C | -1.0% | |
| SAIA | D | -1.0% | |
| EPAM | D | -1.0% | |
| PFGC | B | -1.0% | |
| SRPT | F | -1.0% | |
| TFX | C | -1.0% | |
| IPG | C | -1.0% | |
| DOCU | C | -1.0% | |
| SCI | B | -1.0% | |
| TECH | C | -1.0% | |
| FND | C | -1.0% | |
| WING | B | -1.0% | |
| BLD | D | -1.0% | |
| OKTA | F | -1.0% | |
| EMN | B | -1.0% | |
| FIX | B | -1.0% | |
| FFIV | A | -1.0% | |
| FLEX | C | -1.0% | |
| HST | D | -1.0% | |
| KMX | D | -1.0% | |
| NBIX | F | -1.0% | |
| DKS | D | -1.0% | |
| TTEK | C | -1.0% | |
| ALLE | B | -1.0% | |
| CLH | B | -1.0% | |
| BXP | B | -1.0% | |
| JBL | D | -1.0% | |
| EXAS | C | -1.0% | |
| XPO | D | -1.0% | |
| REG | C | -1.0% | |
| JNPR | A | -1.0% | |
| SJM | C | -1.0% | |
| NDSN | C | -1.0% | |
| UTHR | C | -1.0% | |
| JKHY | B | -1.0% | |
| ERIE | A | -1.0% | |
| AMH | C | -1.0% | |
| ACM | B | -1.0% | |
| CE | D | -1.0% | |
| POOL | C | -1.0% | |
| CPT | B | -1.0% | |
| RNR | B | -1.0% | |
| IBKR | B | -1.0% | |
| TW | A | -1.0% | |
| TRMB | C | -1.0% | |
| ELS | C | -1.0% | |
| GLPI | B | -1.0% | |
| WPC | B | -1.0% | |
| BG | D | -1.0% | |
| USFD | B | -1.0% | |
| UHS | B | -1.0% | |
| GGG | C | -1.0% | |
| DLTR | F | -1.0% | |
| FNF | A | -1.0% | |
| DT | C | -1.0% | |
| UDR | B | -1.0% | |
| DPZ | F | -1.0% | |
| JBHT | D | -1.0% | |
| OC | C | -1.0% | |
| CF | B | -1.0% | |
| RGA | B | -1.0% | |
| VTRS | C | -1.0% | |
| CASY | D | -1.0% | |
| LYV | B | -1.0% | |
| ENPH | C | -1.0% | |
| MRO | D | -1.0% | |
| SNA | B | -1.0% | |
| L | B | -1.0% | |
| AKAM | D | -1.0% | |
| ROL | C | -1.0% | |
| RVTY | B | -1.0% | |
| PSTG | F | -1.0% | |
| NTNX | C | -1.0% | |
| SWK | B | -1.0% | |
| IEX | D | -1.0% | |
| TOL | B | -1.0% | |
| PNR | B | -1.0% | |
| GEN | A | -1.0% | |
| CAG | B | -1.0% | |
| ZS | F | -1.0% | |
| NTRA | B | -1.0% | |
| KEY | B | -1.0% | |
| THC | B | -1.0% | |
| RPM | B | -1.0% | |
| TPL | C | -1.0% | |
| LPLA | D | -1.0% | |
| HEI | B | -1.0% | |
| VRSN | D | -1.0% | |
| AMCR | C | -1.0% | |
| RS | D | -1.0% | |
| DOC | C | -1.0% | |
| SSNC | B | -1.0% | |
| BMRN | F | -1.0% | |
| KIM | B | -1.0% | |
| ZM | C | -1.0% | |
| LVS | D | -1.0% | |
| SWKS | F | -1.0% | |
| APTV | D | -1.0% | |
| PODD | B | -1.0% | |
| MANH | B | -1.0% | |
| UAL | B | -1.0% | |
| ENTG | D | -1.0% | |
| STLD | D | -1.0% | |
| FWONK | D | -1.0% | |
| WSO | C | -1.0% | |
| IP | B | -1.0% | |
| WSM | C | -1.0% | |
| EG | B | -1.0% | |
| TXT | D | -1.0% | |
| EXPE | C | -1.0% | |
| FDS | C | -1.0% | |
| CCL | C | -1.0% | |
| EXPD | B | -1.0% | |
| CTRA | F | -1.0% | |
| ALGN | D | -1.0% | |
| LUV | C | -1.0% | |
| WBD | D | -1.0% | |
| DGX | B | -1.0% | |
| ZBRA | B | -1.0% | |
| TSN | C | -1.0% | |
| MAS | B | -1.0% | |
| PINS | F | -1.0% | |
| BURL | B | -1.0% | |
| AVY | D | -1.0% | |
| ULTA | D | -1.0% | |
| NTRS | B | -1.0% | |
| AVTR | B | -1.0% | |
| J | D | -1.0% | |
| WRB | C | -1.0% | |
| SUI | B | -1.0% | |
| DG | F | -1.0% | |
| EME | B | -1.0% | |
| CFG | D | -1.0% | |
| LII | B | -1.0% | |
| DKNG | D | -1.0% | |
| EQT | D | -1.0% | |
| PKG | B | -1.0% | |
| HOLX | B | -1.0% | |
| LH | B | -1.0% | |
| SYF | C | -1.0% | |
| PFG | B | -1.0% | |
| ARE | B | -1.0% | |
| TRU | B | -1.0% | |
| WAT | C | -1.0% | |
| GPC | D | -1.0% | |
| DRI | C | -1.0% | |
| BBY | B | -1.0% | |
| MAA | B | -1.0% | |
| OMC | A | -1.0% | |
| CSL | C | -1.0% | |
| EL | F | -1.0% | |
| BAH | B | -1.0% | |
| ESS | B | -1.0% | |
| MSTR | D | -1.0% | |
| BAX | C | -1.0% | |
| TER | D | -1.0% | |
| TDY | C | -1.0% | |
| MKL | C | -1.0% | |
| ILMN | C | -1.0% | |
| STX | D | -1.0% | |
| RF | B | -1.0% | |
| CLX | C | -1.0% | |
| MOH | C | -1.0% | |
| WDC | D | -1.0% | |
| GDDY | C | -1.0% | |
| PTC | D | -1.0% | |
| BALL | C | -1.0% | |
| LDOS | C | -1.0% | |
| HBAN | B | -1.0% | |
| INVH | C | -1.0% | |
| MKC | B | -1.0% | |
| MDB | D | -1.0% | |
| CINF | B | -1.0% | |
| K | A | -1.0% | |
| HUBB | B | -1.0% | |
| CPAY | B | -1.0% | |
| BLDR | C | -1.0% | |
| COO | B | -1.0% | |
| ZBH | F | -1.0% | |
| WST | D | -1.0% | |
| HPE | D | -1.0% | |
| APP | B | -1.0% | |
| SMCI | F | -1.0% | |
| SW | B | -1.0% | |
| RJF | C | -1.0% | |
| FCNCA | D | -1.0% | |
| WY | C | -1.0% | |
| TROW | D | -1.0% | |
| MRNA | F | -1.0% | |
| DECK | C | -1.0% | |
| RBLX | B | -1.0% | |
| NET | F | -1.0% | |
| FSLR | C | -1.0% | |
| NTAP | D | -1.0% | |
| TTWO | D | -1.0% | |
| STE | C | -1.0% | |
| LYB | F | -1.0% | |
| TYL | C | -1.0% | |
| BR | D | -1.0% | |
| STT | A | -1.0% | |
| HAL | F | -1.0% | |
| HUBS | D | -1.0% | |
| BRO | C | -1.0% | |
| DVN | F | -1.0% | |
| CHD | C | -1.0% | |
| DOV | B | -1.0% | |
| KEYS | C | -1.0% | |
| FTV | C | -1.0% | |
| SBAC | C | -1.0% | |
| VLTO | C | -1.0% | |
| TEAM | F | -1.0% | |
| VTR | C | -1.0% | |
| IFF | B | -1.0% | |
| EQR | B | -1.0% | |
| ARES | B | -1.0% | |
| DXCM | F | -1.0% | |
| CAH | C | -1.0% | |
| AXON | B | -1.0% | |
| MTB | B | -1.0% | |
| ANSS | F | -1.0% | |
| NVR | B | -1.0% | |
| GPN | D | -1.0% | |
| NDAQ | B | -1.0% | |
| GRMN | D | -1.0% | |
| FITB | B | -1.0% | |
| CPNG | B | -1.0% | |
| DAL | C | -1.0% | |
| PHM | B | -1.0% | |
| BIIB | F | -1.0% | |
| LULU | D | -1.0% | |
| CDW | D | -1.0% | |
| HSY | C | -1.0% | |
| ADM | D | -1.0% | |
| MTD | D | -1.0% | |
| WAB | A | -1.0% | |
| FANG | D | -1.0% | |
| DELL | D | -1.0% | |
| ROK | D | -1.0% | |
| PPG | C | -1.0% | |
| ON | D | -1.0% | |
| WTW | B | -1.0% | |
| TSCO | C | -1.0% | |
| VRT | C | -1.0% | |
| VMC | D | -1.0% | |
| KHC | C | -1.0% | |
| XYL | D | -1.0% | |
| CSGP | D | -1.0% | |
| MLM | D | -1.0% | |
| EBAY | B | -1.0% | |
| COIN | F | -1.0% | |
| DDOG | D | -1.0% | |
| DFS | C | -1.0% | |
| GLW | B | -1.0% | |
| VEEV | C | -1.0% | |
| TRGP | B | -1.0% | |
| HPQ | D | -1.0% | |
| AVB | B | -1.0% | |
| ALNY | B | -1.0% | |
| CHTR | D | -1.0% | |
| DD | B | -1.0% | |
| BKR | D | -1.0% | |
| NUE | F | -1.0% | |
| HIG | A | -1.0% | |
| IRM | B | -1.0% | |
| GEHC | C | -1.0% | |
| VICI | C | -1.0% | |
| DOW | D | -1.0% | |
| EA | D | -1.0% | |
| SQ | D | -1.0% | |
| HES | D | -1.0% | |
| CBRE | A | -1.0% | |
| IR | C | -1.0% | |
| ODFL | C | -1.0% | |
| EFX | C | -1.0% | |
| RMD | C | -1.0% | |
| KR | B | -1.0% | |
| EXR | B | -1.0% | |
| YUM | D | -1.0% | |
| OTIS | D | -1.0% | |
| CTSH | C | -1.0% | |
| SYY | D | -1.0% | |
| HWM | B | -1.0% | |
| AME | C | -1.0% | |
| VRSK | D | -1.0% | |
| FERG | C | -1.0% | |
| IT | B | -1.0% | |
| CTVA | B | -1.0% | |
| RCL | B | -1.0% | |
| HUM | F | -1.0% | |
| PWR | B | -1.0% | |
| A | C | -1.0% | |
| FAST | C | -1.0% | |
| DASH | C | -1.0% | |
| KVUE | B | -1.0% | |
| CNC | C | -1.0% | |
| KDP | A | -1.0% | |
| MCHP | D | -1.0% | |
| CMI | C | -1.0% | |
| LNG | D | -1.0% | |
| STZ | C | -1.0% | |
| IDXX | C | -1.0% | |
| EW | F | -1.0% | |
| COR | D | -1.0% | |
| KMI | A | -1.0% | |
| ACGL | B | -1.0% | |
| GIS | B | -1.0% | |
| MPWR | C | -1.0% | |
| F | D | -1.0% | |
| PRU | C | -1.0% | |
| CPRT | D | -1.0% | |
| LHX | D | -1.0% | |
| AMP | B | -1.0% | |
| LEN | B | -1.0% | |
| PAYX | C | -1.0% | |
| IQV | C | -1.0% | |
| VLO | D | -1.0% | |
| TEL | D | -1.0% | |
| MSCI | C | -1.0% | |
| GWW | B | -1.0% | |
| FICO | A | -1.0% | |
| TTD | B | -1.0% | |
| URI | B | -1.0% | |
| FIS | B | -1.0% | |
| KMB | D | -1.0% | |
| FTNT | C | -1.0% | |
| JCI | B | -1.0% | |
| AIG | D | -1.0% | |
| ALL | A | -1.0% | |
| PCAR | D | -1.0% | |
| SPG | B | -1.0% | |
| ROST | C | -1.0% | |
| CCI | B | -1.0% | |
| BK | A | -1.0% | |
| DLR | B | -1.0% | |
| COF | C | -1.0% | |
| GM | B | -1.0% | |
| OKE | B | -1.0% | |
| HLT | B | -1.0% | |
| WDAY | D | -1.0% | |
| TRV | B | -1.0% | |
| AZO | D | -1.0% | |
| O | B | -1.0% | |
| WMB | B | -1.0% | |
| ADSK | B | -1.0% | |
| TFC | D | -1.0% | |
| AFL | B | -1.0% | |
| PSA | B | -1.0% | |
| DHI | B | -1.0% | |
| NSC | C | -1.0% | |
| GEV | B | -1.0% | |
| NEM | B | -1.0% | |
| CARR | B | -1.0% | |
| PLTR | B | -1.0% |
JXI: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Utilities - Diversified
Utilities - Regulated Gas
Utilities - Independent Power Producers
Oil & Gas E&P
Utilities - Regulated Water
Utilities - Renewable
Keywords:
S&P 500
Electricity
Natural Gas
Gas Transmission
Natural Gas Distribution
Natural Gas Storage
Electric Utility
Natural Gas Transmission
Energy Related Products
Public Utility
Sempra Energy
Biomass
Electric Power
Electricity Generation
Gas Storage Fields
Nasdaq 100
Renewable Energy
Distribution Services
Electric Energy
Electric Power Distribution
IMCB: Top Represented Industries & Keywords
Industries:
Software - Application
Diagnostics & Research
Business Services
Diversified Industrials
Utilities - Regulated Electric
Oil & Gas E&P
REIT - Residential
Biotechnology
Packaged Foods
Specialty Retail
Asset Management
Banks - Regional - US
Software - Infrastructure
Engineering & Construction
Insurance - Property & Casualty
Medical Instruments & Supplies
Specialty Chemicals
Utilities - Diversified
Broadcasting - TV
Building Materials
Compare ETFs
