SUSL vs. IMCB ETF Comparison

Comparison of iShares ESG MSCI USA Leaders ETF (SUSL) to iShares Morningstar Mid-Cap ETF (IMCB)
SUSL

iShares ESG MSCI USA Leaders ETF

SUSL Description

The investment seeks to track the investment results of the MSCI Japan Equal Weighted Index (USD) composed of equal weighted Japanese equities. The index is designed to represent an alternative weighting methodology to its market capitalization-weighted parent index, the MSCI Japan Index (the "parent index"). The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. It is non-diversified.

Grade (RS Rating)

Last Trade

$101.03

Average Daily Volume

29,561

Number of Holdings *

293

* 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 SUSL IMCB
30 Days 0.01% 2.38%
60 Days 1.91% 4.18%
90 Days 1.79% 6.48%
12 Months 28.49% 22.89%
195 Overlapping Holdings
Symbol Grade Weight in SUSL Weight in IMCB Overlap
A C 1.0% 1.0% 1.0%
ACGL B 1.0% 1.0% 1.0%
ACI F 1.0% 1.0% 1.0%
ADSK B 1.0% 1.0% 1.0%
AFL B 1.0% 1.0% 1.0%
AKAM D 1.0% 1.0% 1.0%
ALGN D 1.0% 1.0% 1.0%
ALL A 1.0% 1.0% 1.0%
ALLE B 1.0% 1.0% 1.0%
ALLY F 1.0% 1.0% 1.0%
AMP B 1.0% 1.0% 1.0%
ANSS F 1.0% 1.0% 1.0%
APTV D 1.0% 1.0% 1.0%
ATO B 1.0% 1.0% 1.0%
AVTR B 1.0% 1.0% 1.0%
AVY D 1.0% 1.0% 1.0%
AWK A 1.0% 1.0% 1.0%
AXON B 1.0% 1.0% 1.0%
AZO D 1.0% 1.0% 1.0%
AZPN A 1.0% 1.0% 1.0%
BALL C 1.0% 1.0% 1.0%
BBY B 1.0% 1.0% 1.0%
BEN F 1.0% 1.0% 1.0%
BG D 1.0% 1.0% 1.0%
BIIB F 1.0% 1.0% 1.0%
BK A 1.0% 1.0% 1.0%
BKR D 1.0% 1.0% 1.0%
BR D 1.0% 1.0% 1.0%
BURL B 1.0% 1.0% 1.0%
BXP B 1.0% 1.0% 1.0%
CAG B 1.0% 1.0% 1.0%
CARR B 1.0% 1.0% 1.0%
CBRE A 1.0% 1.0% 1.0%
CCI B 1.0% 1.0% 1.0%
CFG D 1.0% 1.0% 1.0%
CHD C 1.0% 1.0% 1.0%
CHTR D 1.0% 1.0% 1.0%
CLX C 1.0% 1.0% 1.0%
CMI C 1.0% 1.0% 1.0%
CMS A 1.0% 1.0% 1.0%
CNH C 1.0% 1.0% 1.0%
COF C 1.0% 1.0% 1.0%
COO B 1.0% 1.0% 1.0%
COR D 1.0% 1.0% 1.0%
CPB B 1.0% 1.0% 1.0%
DAL C 1.0% 1.0% 1.0%
DASH C 1.0% 1.0% 1.0%
DAY D 1.0% 1.0% 1.0%
DECK C 1.0% 1.0% 1.0%
DFS C 1.0% 1.0% 1.0%
DGX B 1.0% 1.0% 1.0%
DHI B 1.0% 1.0% 1.0%
DINO D 1.0% 1.0% 1.0%
DLR B 1.0% 1.0% 1.0%
DOC C 1.0% 1.0% 1.0%
DOCU C 1.0% 1.0% 1.0%
DOV B 1.0% 1.0% 1.0%
DPZ F 1.0% 1.0% 1.0%
DRI C 1.0% 1.0% 1.0%
DVA B 1.0% 1.0% 1.0%
DXCM F 1.0% 1.0% 1.0%
EA D 1.0% 1.0% 1.0%
EBAY B 1.0% 1.0% 1.0%
ED C 1.0% 1.0% 1.0%
EIX C 1.0% 1.0% 1.0%
EME B 1.0% 1.0% 1.0%
ENPH C 1.0% 1.0% 1.0%
EQH C 1.0% 1.0% 1.0%
ES C 1.0% 1.0% 1.0%
EW F 1.0% 1.0% 1.0%
EXC B 1.0% 1.0% 1.0%
EXPD B 1.0% 1.0% 1.0%
FDS C 1.0% 1.0% 1.0%
FERG C 1.0% 1.0% 1.0%
FICO A 1.0% 1.0% 1.0%
FIS B 1.0% 1.0% 1.0%
FOX B 1.0% 1.0% 1.0%
FOXA B 1.0% 1.0% 1.0%
FSLR C 1.0% 1.0% 1.0%
FTV C 1.0% 1.0% 1.0%
GEHC C 1.0% 1.0% 1.0%
GEN A 1.0% 1.0% 1.0%
GGG C 1.0% 1.0% 1.0%
GIS B 1.0% 1.0% 1.0%
GPC D 1.0% 1.0% 1.0%
GWW B 1.0% 1.0% 1.0%
HAL F 1.0% 1.0% 1.0%
HBAN B 1.0% 1.0% 1.0%
HIG A 1.0% 1.0% 1.0%
HLT B 1.0% 1.0% 1.0%
HOLX B 1.0% 1.0% 1.0%
HPE D 1.0% 1.0% 1.0%
HPQ D 1.0% 1.0% 1.0%
HRL C 1.0% 1.0% 1.0%
HUBS D 1.0% 1.0% 1.0%
HUM F 1.0% 1.0% 1.0%
IDXX C 1.0% 1.0% 1.0%
IEX D 1.0% 1.0% 1.0%
IFF B 1.0% 1.0% 1.0%
IP B 1.0% 1.0% 1.0%
IPG C 1.0% 1.0% 1.0%
IQV C 1.0% 1.0% 1.0%
IR C 1.0% 1.0% 1.0%
IRM B 1.0% 1.0% 1.0%
IT B 1.0% 1.0% 1.0%
JBHT D 1.0% 1.0% 1.0%
JCI B 1.0% 1.0% 1.0%
JNPR A 1.0% 1.0% 1.0%
K A 1.0% 1.0% 1.0%
KDP A 1.0% 1.0% 1.0%
KEY B 1.0% 1.0% 1.0%
KEYS C 1.0% 1.0% 1.0%
KMB D 1.0% 1.0% 1.0%
KMX D 1.0% 1.0% 1.0%
KR B 1.0% 1.0% 1.0%
LH B 1.0% 1.0% 1.0%
LII B 1.0% 1.0% 1.0%
LKQ D 1.0% 1.0% 1.0%
LNG D 1.0% 1.0% 1.0%
LPLA D 1.0% 1.0% 1.0%
LULU D 1.0% 1.0% 1.0%
LW D 1.0% 1.0% 1.0%
LYB F 1.0% 1.0% 1.0%
MANH B 1.0% 1.0% 1.0%
MKC B 1.0% 1.0% 1.0%
MLM D 1.0% 1.0% 1.0%
MOH C 1.0% 1.0% 1.0%
MTD D 1.0% 1.0% 1.0%
NBIX F 1.0% 1.0% 1.0%
NDAQ B 1.0% 1.0% 1.0%
NEM B 1.0% 1.0% 1.0%
NI B 1.0% 1.0% 1.0%
NRG C 1.0% 1.0% 1.0%
NTAP D 1.0% 1.0% 1.0%
NTRS B 1.0% 1.0% 1.0%
NUE F 1.0% 1.0% 1.0%
NVR B 1.0% 1.0% 1.0%
OC C 1.0% 1.0% 1.0%
ODFL C 1.0% 1.0% 1.0%
OKE B 1.0% 1.0% 1.0%
OMC A 1.0% 1.0% 1.0%
PAYX C 1.0% 1.0% 1.0%
PFG B 1.0% 1.0% 1.0%
PHM B 1.0% 1.0% 1.0%
PNR B 1.0% 1.0% 1.0%
PODD B 1.0% 1.0% 1.0%
POOL C 1.0% 1.0% 1.0%
PPG C 1.0% 1.0% 1.0%
PRU C 1.0% 1.0% 1.0%
PTC D 1.0% 1.0% 1.0%
PWR B 1.0% 1.0% 1.0%
RCL B 1.0% 1.0% 1.0%
RF B 1.0% 1.0% 1.0%
RJF C 1.0% 1.0% 1.0%
ROK D 1.0% 1.0% 1.0%
SBAC C 1.0% 1.0% 1.0%
SJM C 1.0% 1.0% 1.0%
SOLV C 1.0% 1.0% 1.0%
SRE B 1.0% 1.0% 1.0%
STE C 1.0% 1.0% 1.0%
STLD D 1.0% 1.0% 1.0%
STT A 1.0% 1.0% 1.0%
STX D 1.0% 1.0% 1.0%
SW B 1.0% 1.0% 1.0%
SYF C 1.0% 1.0% 1.0%
TEAM F 1.0% 1.0% 1.0%
TECH C 1.0% 1.0% 1.0%
TFC D 1.0% 1.0% 1.0%
TFX C 1.0% 1.0% 1.0%
TRGP B 1.0% 1.0% 1.0%
TRMB C 1.0% 1.0% 1.0%
TROW D 1.0% 1.0% 1.0%
TRU B 1.0% 1.0% 1.0%
TRV B 1.0% 1.0% 1.0%
TSCO C 1.0% 1.0% 1.0%
TTWO D 1.0% 1.0% 1.0%
TWLO D 1.0% 1.0% 1.0%
ULTA D 1.0% 1.0% 1.0%
URI B 1.0% 1.0% 1.0%
VLO D 1.0% 1.0% 1.0%
VLTO C 1.0% 1.0% 1.0%
WAT C 1.0% 1.0% 1.0%
WBA F 1.0% 1.0% 1.0%
WDAY D 1.0% 1.0% 1.0%
WDC D 1.0% 1.0% 1.0%
WMB B 1.0% 1.0% 1.0%
WSM C 1.0% 1.0% 1.0%
WST D 1.0% 1.0% 1.0%
WTRG D 1.0% 1.0% 1.0%
WTW B 1.0% 1.0% 1.0%
WY C 1.0% 1.0% 1.0%
XYL D 1.0% 1.0% 1.0%
YUM D 1.0% 1.0% 1.0%
ZBH F 1.0% 1.0% 1.0%
ZS F 1.0% 1.0% 1.0%
SUSL Overweight 98 Positions Relative to IMCB
Symbol Grade Weight
BBWI F 1.0%
KNX C 1.0%
TTC D 1.0%
HSIC C 1.0%
MKTX C 1.0%
RIVN F 1.0%
AIZ B 1.0%
FBIN B 1.0%
NLY A 1.0%
CTLT B 1.0%
CHRW B 1.0%
CBOE C 1.0%
PSX D 1.0%
SLB F 1.0%
NXPI D 1.0%
MPC D 1.0%
CRH B 1.0%
APD B 1.0%
MRVL C 1.0%
ECL B 1.0%
CSX D 1.0%
ORLY B 1.0%
PYPL B 1.0%
TGT C 1.0%
CDNS D 1.0%
USB B 1.0%
PNC B 1.0%
SNPS D 1.0%
MMM B 1.0%
ITW B 1.0%
CTAS C 1.0%
HCA B 1.0%
WELL B 1.0%
TT B 1.0%
MCO A 1.0%
INTC F 1.0%
EQIX B 1.0%
CL C 1.0%
ZTS B 1.0%
MELI B 1.0%
ICE B 1.0%
NKE D 1.0%
UPS D 1.0%
SCHW D 1.0%
LRCX F 1.0%
BMY C 1.0%
FI A 1.0%
DE B 1.0%
GILD B 1.0%
CI C 1.0%
PANW D 1.0%
AMT C 1.0%
ADP B 1.0%
MMC C 1.0%
ETN C 1.0%
MS D 1.0%
PLD C 1.0%
ELV C 1.0%
BKNG B 1.0%
BLK A 1.0%
TJX C 1.0%
LOW B 1.0%
AXP B 1.0%
PGR A 1.0%
AMAT D 1.0%
CMCSA D 1.0%
UNP B 1.0%
DIS D 1.0%
CAT C 1.0%
SPGI B 1.0%
NOW A 1.0%
AMGN B 1.0%
INTU D 1.0%
TXN C 1.0%
GE B 1.0%
DHR B 1.0%
VZ B 1.0%
IBM B 1.0%
MCD C 1.0%
ACN C 1.0%
LIN B 1.0%
AMD F 1.0%
CRM D 1.0%
PEP C 1.0%
ADBE D 1.0%
MRK D 1.0%
KO B 1.0%
HD B 1.0%
JNJ B 1.0%
MA B 1.0%
PG C 1.0%
V B 1.0%
TSLA C 1.0%
LLY C 1.0%
GOOG D 1.0%
GOOGL D 1.0%
NVDA D 1.0%
MSFT C 1.0%
SUSL Underweight 252 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%
PCOR F -1.0%
CELH F -1.0%
SNX D -1.0%
U D -1.0%
SIRI C -1.0%
BRKR D -1.0%
BSY D -1.0%
UHAL B -1.0%
CNM F -1.0%
WYNN D -1.0%
CHK D -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%
TAP C -1.0%
AOS C -1.0%
NWSA D -1.0%
BJ D -1.0%
RRX C -1.0%
CHDN C -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%
NVT D -1.0%
HEI B -1.0%
CCK A -1.0%
RPRX C -1.0%
HOOD C -1.0%
SAIA D -1.0%
EPAM D -1.0%
PFGC B -1.0%
SRPT F -1.0%
SCI B -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%
DKS D -1.0%
TTEK C -1.0%
CLH B -1.0%
JBL D -1.0%
EXAS C -1.0%
XPO D -1.0%
REG C -1.0%
NDSN C -1.0%
AES 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%
CPT B -1.0%
RNR B -1.0%
IBKR B -1.0%
TW A -1.0%
ELS C -1.0%
GLPI B -1.0%
WPC B -1.0%
USFD B -1.0%
UHS B -1.0%
EVRG A -1.0%
DLTR F -1.0%
FNF A -1.0%
DT C -1.0%
UDR B -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%
ROL C -1.0%
RVTY B -1.0%
PSTG F -1.0%
NTNX C -1.0%
SWK B -1.0%
TOL B -1.0%
LNT A -1.0%
NTRA B -1.0%
THC B -1.0%
RPM B -1.0%
TPL C -1.0%
HEI B -1.0%
VRSN D -1.0%
AMCR C -1.0%
RS D -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%
UAL B -1.0%
ENTG D -1.0%
FWONK D -1.0%
WSO C -1.0%
EG B -1.0%
TXT D -1.0%
EXPE C -1.0%
CCL C -1.0%
CTRA F -1.0%
LUV C -1.0%
WBD D -1.0%
ZBRA B -1.0%
TSN C -1.0%
MAS B -1.0%
PINS F -1.0%
CNP C -1.0%
J D -1.0%
WRB C -1.0%
SUI B -1.0%
DG F -1.0%
DKNG D -1.0%
EQT D -1.0%
PKG B -1.0%
ARE B -1.0%
MAA B -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%
GDDY C -1.0%
LDOS C -1.0%
INVH C -1.0%
MDB D -1.0%
CINF B -1.0%
HUBB B -1.0%
CPAY B -1.0%
BLDR C -1.0%
APP B -1.0%
SMCI F -1.0%
AEE B -1.0%
FE C -1.0%
FCNCA D -1.0%
MRNA F -1.0%
PPL C -1.0%
RBLX B -1.0%
NET F -1.0%
TYL C -1.0%
BRO C -1.0%
DVN F -1.0%
DTE B -1.0%
VST C -1.0%
VTR C -1.0%
ETR A -1.0%
EQR B -1.0%
ARES B -1.0%
CAH C -1.0%
MTB B -1.0%
GPN D -1.0%
GRMN D -1.0%
FITB B -1.0%
CPNG B -1.0%
CDW D -1.0%
HSY C -1.0%
ADM D -1.0%
WAB A -1.0%
FANG D -1.0%
DELL D -1.0%
ON D -1.0%
WEC B -1.0%
VRT C -1.0%
VMC D -1.0%
KHC C -1.0%
CSGP D -1.0%
COIN F -1.0%
DDOG D -1.0%
GLW B -1.0%
VEEV C -1.0%
AVB B -1.0%
ALNY B -1.0%
DD B -1.0%
VICI C -1.0%
XEL A -1.0%
DOW D -1.0%
SQ D -1.0%
HES D -1.0%
EFX C -1.0%
RMD C -1.0%
EXR B -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%
CTVA B -1.0%
FAST C -1.0%
KVUE B -1.0%
CNC C -1.0%
MCHP D -1.0%
STZ C -1.0%
KMI A -1.0%
PEG B -1.0%
MPWR C -1.0%
F D -1.0%
PCG C -1.0%
CPRT D -1.0%
LHX D -1.0%
LEN B -1.0%
TEL D -1.0%
MSCI C -1.0%
TTD B -1.0%
D C -1.0%
FTNT C -1.0%
AIG D -1.0%
PCAR D -1.0%
SPG B -1.0%
ROST C -1.0%
GM B -1.0%
AEP B -1.0%
O B -1.0%
PSA B -1.0%
NSC C -1.0%
GEV B -1.0%
PLTR B -1.0%
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