SDG vs. IMCB ETF Comparison

Comparison of iShares MSCI Global Impact ETF (SDG) to iShares Morningstar Mid-Cap ETF (IMCB)
SDG

iShares MSCI Global Impact ETF

SDG Description

The iShares MSCI Global Impact ETF seeks to track the investment results of an index composed of positive impact companies that derive a majority of their revenue from products and services that address at least one of the world's major social and environmental challenges as identified by the United Nations Sustainable Development Goals.

Grade (RS Rating)

Last Trade

$82.52

Average Daily Volume

9,762

Number of Holdings *

22

* 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 SDG IMCB
30 Days 2.83% 2.38%
60 Days 5.49% 4.18%
90 Days 7.51% 6.48%
12 Months 8.15% 22.89%
17 Overlapping Holdings
Symbol Grade Weight in SDG Weight in IMCB Overlap
ALNY B 1.0% 1.0% 1.0%
ARE B 1.0% 1.0% 1.0%
BMRN F 1.0% 1.0% 1.0%
BXP B 1.0% 1.0% 1.0%
DLR B 1.0% 1.0% 1.0%
DXCM F 1.0% 1.0% 1.0%
ENPH C 1.0% 1.0% 1.0%
EW F 1.0% 1.0% 1.0%
FSLR C 1.0% 1.0% 1.0%
HRL C 1.0% 1.0% 1.0%
INCY C 1.0% 1.0% 1.0%
NBIX F 1.0% 1.0% 1.0%
PODD B 1.0% 1.0% 1.0%
SUI B 1.0% 1.0% 1.0%
UTHR C 1.0% 1.0% 1.0%
WY C 1.0% 1.0% 1.0%
XYL D 1.0% 1.0% 1.0%
SDG Overweight 5 Positions Relative to IMCB
Symbol Grade Weight
REGN C 1.0%
VRTX D 1.0%
NVDA D 1.0%
AMGN B 1.0%
SAR B -1.05%
SDG Underweight 430 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%
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%
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%
DKS D -1.0%
TTEK C -1.0%
ALLE B -1.0%
CLH 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%
AES 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%
EVRG A -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%
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%
LNT A -1.0%
GEN A -1.0%
CAG B -1.0%
NI 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%
KIM B -1.0%
ZM C -1.0%
LVS D -1.0%
SWKS F -1.0%
APTV D -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%
NRG C -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%
CNP C -1.0%
ULTA D -1.0%
NTRS B -1.0%
AVTR B -1.0%
J D -1.0%
WRB C -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%
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%
ATO B -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%
CMS A -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%
AEE B -1.0%
FE C -1.0%
FCNCA D -1.0%
TROW D -1.0%
MRNA F -1.0%
PPL C -1.0%
DECK C -1.0%
ES C -1.0%
RBLX B -1.0%
NET F -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%
DTE B -1.0%
DOV B -1.0%
KEYS C -1.0%
FTV C -1.0%
SBAC C -1.0%
VLTO C -1.0%
VST C -1.0%
TEAM F -1.0%
VTR C -1.0%
ETR A -1.0%
IFF B -1.0%
EQR B -1.0%
ARES B -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%
AWK A -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%
WEC B -1.0%
WTW B -1.0%
TSCO C -1.0%
VRT C -1.0%
VMC D -1.0%
KHC C -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%
EIX C -1.0%
TRGP B -1.0%
HPQ D -1.0%
AVB 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%
XEL A -1.0%
DOW D -1.0%
EA D -1.0%
SQ D -1.0%
HES D -1.0%
CBRE A -1.0%
ED C -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%
EXC 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%
COR D -1.0%
KMI A -1.0%
ACGL B -1.0%
GIS B -1.0%
PEG B -1.0%
MPWR C -1.0%
F D -1.0%
PRU C -1.0%
PCG 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%
D C -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%
SRE B -1.0%
CCI B -1.0%
BK A -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%
AEP B -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%
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