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      IMCB vs. LCTU ETF Comparison

      Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to BlackRock U.S. Carbon Transition Readiness ETF (LCTU)
      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

      $76.02

      Average Daily Volume

      20,985

      Number of Holdings *

      447

      * may have additional holdings in another (foreign) market
      LCTU

      BlackRock U.S. Carbon Transition Readiness ETF

      LCTU Description The investment seeks long-term capital appreciation by investing in large- and mid-capitalization U.S. equity securities that may be better positioned to benefit from the transition to a low-carbon economy. The fund seeks to outperform the price and yield performance of the Russell 1000 ®Index by optimizing for LCETR scores criteria based on proprietary BFA research. It seeks to invest at least 80% of its net assets in equity securities of issuers listed in the United States of America. The index is a subset of the Russell 3000 Index, which measures the performance of the broad U.S. equity market. The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $62.07

      Average Daily Volume

      56,210

      Number of Holdings *

      287

      * may have additional holdings in another (foreign) market
      Performance
      Period IMCB LCTU
      30 Days 0.01% -0.13%
      60 Days 1.23% 0.58%
      90 Days 7.13% 6.98%
      12 Months 33.19% 34.83%
      121 Overlapping Holdings
      Symbol Grade Weight in IMCB Weight in LCTU Overlap
      A F 0.35% 0.27% 0.27%
      ACGL D 0.37% 0.44% 0.37%
      ADSK B 0.56% 0.69% 0.56%
      AFG D 0.09% 0.04% 0.04%
      AFL C 0.51% 0.34% 0.34%
      ALL C 0.46% 0.21% 0.21%
      ALNY C 0.34% 0.07% 0.07%
      AR F 0.07% 0.08% 0.07%
      ARE F 0.17% 0.02% 0.02%
      AVY D 0.15% 0.05% 0.05%
      BBY D 0.17% 0.28% 0.17%
      BG F 0.12% 0.04% 0.04%
      BIIB F 0.24% 0.24% 0.24%
      BKR A 0.33% 0.49% 0.33%
      BXP B 0.12% 0.14% 0.12%
      CCK B 0.11% 0.11% 0.11%
      CFG A 0.17% 0.11% 0.11%
      CHD D 0.23% 0.44% 0.23%
      CINF B 0.19% 0.1% 0.1%
      CLH C 0.12% 0.01% 0.01%
      CMI B 0.41% 0.79% 0.41%
      CNC F 0.29% 0.28% 0.28%
      COF A 0.54% 0.79% 0.54%
      CPNG A 0.27% 0.03% 0.03%
      CTSH D 0.35% 0.09% 0.09%
      DASH A 0.43% 0.01% 0.01%
      DECK B 0.22% 0.17% 0.17%
      DELL A 0.29% 0.03% 0.03%
      DOCU B 0.13% 0.04% 0.04%
      DVA D 0.07% 0.13% 0.07%
      DXCM C 0.26% 0.02% 0.02%
      EBAY D 0.29% 0.34% 0.29%
      ED C 0.33% 0.04% 0.04%
      EL F 0.18% 0.11% 0.11%
      ENPH F 0.11% 0.02% 0.02%
      ES D 0.21% 0.35% 0.21%
      EW D 0.38% 0.06% 0.06%
      EXPD D 0.15% 0.32% 0.15%
      EXPE B 0.19% 0.12% 0.12%
      FITB B 0.27% 0.08% 0.08%
      FSLR F 0.19% 0.03% 0.03%
      FTNT B 0.49% 0.2% 0.2%
      GEN A 0.14% 0.2% 0.14%
      GEV A 0.69% 0.18% 0.18%
      GM B 0.55% 0.04% 0.04%
      HOLX C 0.17% 0.39% 0.17%
      HOOD B 0.13% 0.01% 0.01%
      HPE B 0.23% 0.07% 0.07%
      HPQ C 0.33% 0.08% 0.08%
      HST D 0.11% 0.01% 0.01%
      HUBB B 0.22% 0.41% 0.22%
      HUBS B 0.25% 0.08% 0.08%
      HUM F 0.29% 0.11% 0.11%
      HWM B 0.38% 0.04% 0.04%
      IEX A 0.14% 0.0% 0.0%
      ILMN B 0.21% 0.36% 0.21%
      IPG F 0.1% 0.23% 0.1%
      IR B 0.36% 0.21% 0.21%
      J D 0.16% 0.59% 0.16%
      JBHT A 0.13% 0.25% 0.13%
      K A 0.19% 0.03% 0.03%
      KDP F 0.36% 0.19% 0.19%
      KEY B 0.15% 0.66% 0.15%
      KIM B 0.15% 0.02% 0.02%
      KMI A 0.44% 0.11% 0.11%
      LPLA A 0.17% 0.18% 0.17%
      LVS B 0.19% 0.12% 0.12%
      MGM D 0.09% 0.15% 0.09%
      MKC D 0.18% 0.43% 0.18%
      MOH D 0.15% 0.01% 0.01%
      MRNA F 0.16% 0.02% 0.02%
      MSCI C 0.43% 0.11% 0.11%
      MTB B 0.29% 0.38% 0.29%
      MTD F 0.26% 0.09% 0.09%
      NDAQ B 0.26% 0.38% 0.26%
      NRG A 0.16% 0.23% 0.16%
      NTRA D 0.13% 0.01% 0.01%
      O C 0.5% 0.3% 0.3%
      OKE A 0.51% 0.15% 0.15%
      OKTA F 0.11% 0.18% 0.11%
      OMC B 0.18% 0.05% 0.05%
      PCAR C 0.49% 0.7% 0.49%
      PEG B 0.41% 0.65% 0.41%
      PLTR B 0.78% 0.1% 0.1%
      PPG F 0.27% 0.65% 0.27%
      PWR B 0.41% 0.08% 0.08%
      RCL A 0.43% 0.01% 0.01%
      REG C 0.11% 0.12% 0.11%
      RGA D 0.13% 0.22% 0.13%
      RJF A 0.23% 0.21% 0.21%
      RMD B 0.32% 0.03% 0.03%
      RVTY C 0.13% 0.06% 0.06%
      SMCI F 0.21% 0.03% 0.03%
      SPG B 0.49% 0.18% 0.18%
      SQ B 0.37% 0.32% 0.32%
      SRE B 0.49% 0.97% 0.49%
      STLD B 0.18% 0.04% 0.04%
      SYY D 0.34% 0.14% 0.14%
      TEAM B 0.28% 0.06% 0.06%
      TFC B 0.53% 0.0% 0.0%
      TRGP A 0.33% 0.13% 0.13%
      TTEK B 0.12% 0.0% 0.0%
      TTWO A 0.24% 0.1% 0.1%
      TWLO A 0.11% 0.0% 0.0%
      TXT F 0.15% 0.02% 0.02%
      VEEV C 0.29% 0.36% 0.29%
      VLO F 0.39% 0.06% 0.06%
      VLTO D 0.24% 0.25% 0.24%
      VRSK B 0.35% 0.07% 0.07%
      VRT B 0.37% 0.02% 0.02%
      VTR A 0.24% 0.12% 0.12%
      WAT D 0.18% 0.06% 0.06%
      WDAY F 0.47% 0.16% 0.16%
      WDC D 0.2% 0.05% 0.05%
      WSM F 0.15% 0.26% 0.15%
      WST B 0.19% 0.05% 0.05%
      WY F 0.21% 0.36% 0.21%
      XYL F 0.29% 0.49% 0.29%
      YUM D 0.34% 0.61% 0.34%
      ZM A 0.16% 0.17% 0.16%
      ZS C 0.16% 0.11% 0.11%
      IMCB Overweight 326 Positions Relative to LCTU
      Symbol Grade Weight
      CARR D 0.61%
      NEM D 0.61%
      WMB A 0.58%
      TRV B 0.54%
      HLT B 0.53%
      NSC B 0.53%
      BK B 0.51%
      URI B 0.51%
      DLR A 0.49%
      DHI D 0.49%
      AZO C 0.49%
      TTD A 0.48%
      PSA D 0.48%
      AEP D 0.48%
      JCI B 0.47%
      AMP B 0.47%
      D B 0.46%
      FIS A 0.46%
      GWW A 0.45%
      FICO B 0.45%
      AIG B 0.45%
      CCI D 0.43%
      ROST F 0.43%
      PAYX B 0.42%
      LHX A 0.42%
      KMB D 0.42%
      TEL C 0.41%
      PRU B 0.41%
      CPRT D 0.41%
      F D 0.4%
      FAST A 0.4%
      PCG B 0.4%
      COIN D 0.38%
      OTIS C 0.38%
      IQV F 0.38%
      LNG A 0.38%
      EXC C 0.37%
      VST B 0.37%
      MPWR F 0.37%
      LEN D 0.37%
      CTVA A 0.37%
      STZ F 0.36%
      KVUE A 0.36%
      FERG D 0.36%
      COR D 0.36%
      MCHP F 0.36%
      IT C 0.36%
      IDXX F 0.35%
      KR B 0.35%
      MSTR A 0.35%
      GIS D 0.35%
      HES D 0.35%
      AME A 0.35%
      CBRE A 0.34%
      ODFL A 0.34%
      IRM B 0.33%
      DFS B 0.33%
      DOW F 0.33%
      GLW A 0.33%
      DDOG B 0.33%
      NUE F 0.32%
      GEHC D 0.32%
      EXR D 0.32%
      XEL A 0.32%
      DAL A 0.32%
      HIG C 0.32%
      DD D 0.32%
      EA A 0.32%
      VMC A 0.31%
      VICI D 0.31%
      MLM A 0.31%
      CHTR D 0.3%
      EIX D 0.3%
      APP A 0.3%
      LULU C 0.3%
      WAB A 0.3%
      EFX D 0.3%
      KHC D 0.29%
      TSCO D 0.29%
      FANG F 0.29%
      AVB C 0.29%
      AXON B 0.29%
      ROK C 0.28%
      ARES A 0.28%
      WEC B 0.28%
      CSGP F 0.28%
      WTW A 0.27%
      PHM D 0.26%
      ANSS C 0.26%
      NVR D 0.26%
      ETR A 0.26%
      ON D 0.26%
      CDW F 0.26%
      STT A 0.25%
      KEYS C 0.25%
      HSY F 0.25%
      CAH D 0.25%
      AWK D 0.25%
      BRO B 0.24%
      FCNCA C 0.24%
      SBAC C 0.24%
      DOV B 0.24%
      DTE C 0.24%
      IFF D 0.24%
      ADM F 0.24%
      NET B 0.24%
      FTV F 0.24%
      HAL F 0.23%
      TROW C 0.23%
      GRMN B 0.23%
      GPN D 0.23%
      DVN F 0.23%
      BR C 0.23%
      EQR D 0.23%
      PPL A 0.22%
      CPAY B 0.22%
      UAL A 0.22%
      TYL A 0.22%
      NTAP D 0.22%
      STX C 0.21%
      LYB F 0.21%
      AEE B 0.21%
      RBLX A 0.2%
      RF A 0.2%
      PTC A 0.2%
      STE D 0.2%
      BLDR F 0.2%
      GDDY A 0.2%
      SW C 0.2%
      FE D 0.2%
      SYF B 0.2%
      HBAN A 0.2%
      LDOS A 0.2%
      TRU C 0.19%
      BALL F 0.19%
      TDY B 0.19%
      BAH A 0.19%
      COO D 0.19%
      PFG C 0.19%
      EME A 0.19%
      TPL A 0.19%
      CMS C 0.19%
      CSL C 0.19%
      ATO B 0.19%
      CCL A 0.19%
      ZBH D 0.19%
      PKG A 0.18%
      INVH F 0.18%
      DRI C 0.18%
      NTRS A 0.18%
      TER F 0.18%
      CLX C 0.18%
      EQT B 0.18%
      MKL C 0.18%
      BAX F 0.17%
      LH A 0.17%
      MDB F 0.17%
      ESS D 0.17%
      LII B 0.17%
      ZBRA A 0.17%
      PINS C 0.17%
      CNP B 0.17%
      LYV A 0.16%
      ULTA F 0.16%
      DGX A 0.16%
      CTRA B 0.16%
      FDS B 0.16%
      DG F 0.16%
      DKNG F 0.16%
      MAA D 0.16%
      MANH C 0.16%
      WRB C 0.16%
      LUV A 0.16%
      MAS C 0.16%
      SWK D 0.15%
      RS C 0.15%
      AKAM C 0.15%
      AVTR F 0.15%
      BURL D 0.15%
      VRSN F 0.15%
      PNR A 0.15%
      PSTG D 0.15%
      SSNC D 0.15%
      IP A 0.15%
      PODD B 0.15%
      TSN D 0.15%
      EG F 0.15%
      APTV F 0.15%
      RPM B 0.15%
      SUI D 0.15%
      WBD C 0.15%
      EXE B 0.15%
      FWONK B 0.15%
      WSO D 0.15%
      SNA A 0.15%
      MRO B 0.14%
      FNF B 0.14%
      NTNX B 0.14%
      L C 0.14%
      TOL C 0.14%
      CF D 0.14%
      THC C 0.14%
      SWKS F 0.14%
      HEI D 0.14%
      TW B 0.14%
      ENTG F 0.14%
      NI A 0.14%
      LNT B 0.14%
      ALGN F 0.14%
      OC B 0.14%
      AMCR B 0.14%
      GPC F 0.14%
      DOC B 0.14%
      IBKR A 0.14%
      DLTR F 0.13%
      UHS D 0.13%
      FLEX B 0.13%
      CAG D 0.13%
      VTRS C 0.13%
      UTHR A 0.13%
      GGG F 0.13%
      EVRG C 0.13%
      RNR C 0.13%
      USFD A 0.13%
      CE F 0.13%
      ACM A 0.13%
      CASY A 0.13%
      ROL D 0.13%
      TRMB B 0.13%
      FIX B 0.13%
      DPZ D 0.13%
      DT B 0.13%
      JNPR A 0.12%
      EMN C 0.12%
      CPT D 0.12%
      FFIV A 0.12%
      PFGC B 0.12%
      WPC F 0.12%
      XPO A 0.12%
      NDSN D 0.12%
      EXAS B 0.12%
      EQH A 0.12%
      GLPI D 0.12%
      UDR D 0.12%
      POOL C 0.12%
      BMRN F 0.12%
      ALLE C 0.12%
      JKHY B 0.12%
      JBL B 0.12%
      SRPT D 0.11%
      NBIX D 0.11%
      ERIE D 0.11%
      BLD F 0.11%
      DKS F 0.11%
      AES F 0.11%
      NVT A 0.11%
      AMH F 0.11%
      ELS C 0.11%
      SJM F 0.11%
      BJ B 0.1%
      WMS F 0.1%
      WING F 0.1%
      SNAP B 0.1%
      OVV F 0.1%
      CG B 0.1%
      HEI D 0.1%
      INCY A 0.1%
      SCI A 0.1%
      RPRX F 0.1%
      EPAM F 0.1%
      TECH B 0.1%
      FND F 0.1%
      TFX F 0.1%
      LW B 0.1%
      LECO C 0.1%
      RRX B 0.1%
      KMX F 0.1%
      ALB C 0.1%
      SAIA A 0.1%
      ALLY D 0.09%
      AOS F 0.09%
      CPB D 0.09%
      CHDN A 0.09%
      CRL F 0.09%
      QRVO F 0.09%
      WYNN B 0.09%
      TAP D 0.09%
      FOXA A 0.09%
      NWSA B 0.09%
      CNH A 0.09%
      LKQ F 0.09%
      SOLV B 0.09%
      WTRG C 0.09%
      DAY A 0.09%
      HII F 0.09%
      CNM D 0.08%
      PAYC A 0.08%
      MOS B 0.08%
      HRL F 0.08%
      MORN B 0.08%
      APA F 0.08%
      UNM A 0.08%
      ACI F 0.07%
      DINO F 0.07%
      MEDP F 0.07%
      U C 0.06%
      AZPN B 0.06%
      UHAL B 0.06%
      SIRI C 0.06%
      BSY F 0.06%
      WBA C 0.06%
      FOX A 0.05%
      CELH F 0.05%
      PCOR B 0.05%
      BRKR F 0.05%
      BEN B 0.05%
      SNX C 0.05%
      WLK F 0.04%
      NWS A 0.03%
      COTY F 0.03%
      PAG F 0.03%
      FWONA A 0.02%
      ALAB B 0.02%
      AGR C 0.02%
      LEN D 0.01%
      UHAL B 0.0%
      IMCB Underweight 166 Positions Relative to LCTU
      Symbol Grade Weight
      AAPL C -7.15%
      NVDA B -6.33%
      MSFT D -4.86%
      AMZN B -3.11%
      META B -2.32%
      GOOGL A -1.93%
      MA B -1.82%
      LLY D -1.73%
      GOOG A -1.58%
      ABT C -1.39%
      COST D -1.37%
      AVGO B -1.36%
      SPGI D -1.3%
      JNJ D -1.27%
      TSLA A -1.23%
      ACN C -1.17%
      KO D -1.13%
      JPM A -1.13%
      GS B -1.12%
      ECL C -1.12%
      BRK.A D -1.07%
      HD B -0.85%
      CSCO B -0.84%
      TT C -0.81%
      NFLX A -0.81%
      COP C -0.75%
      ABBV A -0.71%
      XOM C -0.68%
      BKNG A -0.67%
      ETN B -0.65%
      CRM B -0.64%
      AMD F -0.63%
      ADBE F -0.56%
      CAT B -0.55%
      MRK F -0.54%
      RTX C -0.52%
      AMGN C -0.5%
      ADI C -0.5%
      MMC D -0.49%
      UBER C -0.49%
      PLD F -0.47%
      KKR B -0.47%
      LRCX F -0.44%
      CL D -0.44%
      GE C -0.43%
      NOW B -0.42%
      PANW B -0.41%
      VZ D -0.41%
      C A -0.4%
      PEP D -0.39%
      TXN B -0.39%
      AMT D -0.39%
      INTU D -0.39%
      MDLZ D -0.38%
      CI F -0.37%
      MPC F -0.36%
      ORCL B -0.36%
      IBM C -0.35%
      TMUS B -0.34%
      ELV F -0.33%
      PG D -0.32%
      TGT F -0.32%
      MCD C -0.28%
      NKE F -0.28%
      QCOM D -0.27%
      MDT B -0.26%
      SBUX A -0.26%
      CVS F -0.25%
      ETSY D -0.23%
      CVX C -0.23%
      INTC D -0.22%
      DIS B -0.22%
      WMT A -0.21%
      WHR B -0.21%
      TJX D -0.21%
      OLED D -0.2%
      NU A -0.19%
      AMAT F -0.18%
      BSX B -0.18%
      ISRG B -0.17%
      CEG B -0.17%
      ADP A -0.16%
      CHRW C -0.16%
      FNB A -0.16%
      VOYA B -0.15%
      PGR D -0.15%
      NEE D -0.15%
      FMC B -0.15%
      APD B -0.15%
      VRTX A -0.14%
      SPOT A -0.13%
      GLOB B -0.13%
      ITW A -0.13%
      ESI A -0.13%
      FRT D -0.13%
      KRC B -0.13%
      PYPL B -0.12%
      XRAY F -0.12%
      CRWD C -0.12%
      PSN A -0.11%
      PFE D -0.11%
      FCX D -0.11%
      HXL F -0.11%
      SHW D -0.11%
      AXS C -0.1%
      GILD A -0.1%
      MAN F -0.09%
      MS B -0.09%
      RGLD B -0.08%
      RL B -0.08%
      REXR F -0.07%
      SCHW B -0.07%
      UNH D -0.07%
      MU C -0.06%
      BMY A -0.06%
      RIVN F -0.05%
      AAL A -0.05%
      USB B -0.05%
      CMCSA A -0.05%
      CZR C -0.05%
      HAS D -0.05%
      MTZ B -0.05%
      KEX C -0.05%
      FTI B -0.05%
      PSX F -0.04%
      GWRE B -0.04%
      S B -0.04%
      CDNS C -0.04%
      VNO B -0.03%
      MMM D -0.03%
      WELL A -0.03%
      ABNB C -0.03%
      CTLT D -0.03%
      MRVL B -0.03%
      SPR D -0.02%
      LCID F -0.02%
      GXO B -0.02%
      PVH C -0.02%
      SAIC B -0.02%
      GL C -0.02%
      GAP D -0.02%
      WFC A -0.02%
      AJG D -0.02%
      DJT B -0.02%
      EWBC A -0.01%
      DOX B -0.01%
      TDG C -0.01%
      NOV F -0.01%
      BWA C -0.01%
      MET C -0.01%
      GFS F -0.01%
      ITT C -0.01%
      LOPE D -0.01%
      AGNC D -0.0%
      INGR C -0.0%
      AM C -0.0%
      PNFP A -0.0%
      DXC F -0.0%
      FYBR B -0.0%
      PARA C -0.0%
      YETI F -0.0%
      SNOW C -0.0%
      PII F -0.0%
      FBIN C -0.0%
      MKTX A -0.0%
      BX B -0.0%

      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
      Keywords: S&P 500 Nasdaq 100 Computing Natural Gas Insurance Electricity Real Estate Investment Trust Aerospace Electronics Chemical Beverage Telecommunications Cloud Computing Insurance Products Medicine Mining Bank Biotechnology Building Materials IBD 50

      LCTU: Top Represented Industries & Keywords

      Industries: Software - Application Drug Manufacturers - Major Semiconductors Software - Infrastructure Banks - Regional - US Capital Markets Diversified Industrials Diagnostics & Research Health Care Plans Information Technology Services Telecom Services Aerospace & Defense Insurance - Property & Casualty Medical Instruments & Supplies REIT - Retail Specialty Retail Auto Manufacturers Banks - Global Engineering & Construction Household & Personal Products
      Keywords: S&P 500 Nasdaq 100 Computing Dow Jones Component Insurance Natural Gas Bank Work From Home Telecommunications Electronics Real Estate Investment Trust Medicine Mobile Devices Banking Chemical Cloud Computing IBD 50 Disability Insurance Products Mining
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