IMCB vs. QGRW ETF Comparison
Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to WisdomTree U.S. Quality Growth Fund (QGRW)
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
$81.50
Average Daily Volume
28,342
10
QGRW
WisdomTree U.S. Quality Growth Fund
QGRW Description
WisdomTree U.S. Quality Growth Fund is an exchange traded fund launched by WisdomTree, Inc. The fund is co-managed by Mellon Investments Corporation, WisdomTree Asset Management, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth stocks of companies across diversified market capitalization. The fund seeks to track the performance of the WisdomTree U.S. Quality Growth Index, by using representative sampling technique. WisdomTree U.S. Quality Growth Fund was formed on December 15, 2022 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$48.44
Average Daily Volume
81,828
100
Performance
Period | IMCB | QGRW |
---|---|---|
30 Days | 6.60% | 5.17% |
60 Days | 7.43% | 6.92% |
90 Days | 9.78% | 7.96% |
12 Months | 32.75% | 38.55% |
0 Overlapping Holdings
Symbol | Grade | Weight in IMCB | Weight in QGRW | Overlap |
---|
IMCB Underweight 100 Positions Relative to QGRW
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | C | -12.17% | |
AAPL | C | -10.55% | |
MSFT | F | -9.44% | |
GOOGL | C | -5.8% | |
AMZN | C | -5.52% | |
TSLA | B | -4.25% | |
META | D | -3.82% | |
AVGO | D | -2.92% | |
LLY | F | -2.8% | |
V | A | -2.53% | |
MA | C | -2.06% | |
NFLX | A | -1.6% | |
APP | B | -1.26% | |
BX | A | -1.18% | |
ADBE | C | -1.1% | |
NOW | A | -1.1% | |
INTU | C | -1.03% | |
AMD | F | -0.99% | |
ISRG | A | -0.99% | |
TXN | C | -0.96% | |
BKNG | A | -0.94% | |
PANW | C | -0.81% | |
QCOM | F | -0.8% | |
ANET | C | -0.76% | |
SBUX | A | -0.74% | |
VRTX | F | -0.69% | |
UPS | C | -0.68% | |
FTNT | C | -0.67% | |
AMAT | F | -0.66% | |
TEAM | A | -0.62% | |
MCO | B | -0.62% | |
FICO | B | -0.62% | |
TRGP | B | -0.61% | |
APH | A | -0.6% | |
ORLY | B | -0.58% | |
ABNB | C | -0.55% | |
DFS | B | -0.55% | |
TTD | B | -0.54% | |
SQ | B | -0.53% | |
CRWD | B | -0.52% | |
CMG | B | -0.52% | |
KLAC | D | -0.52% | |
DHI | D | -0.5% | |
AZO | C | -0.5% | |
CDNS | B | -0.5% | |
SNPS | B | -0.49% | |
MSCI | C | -0.49% | |
VRT | B | -0.49% | |
LRCX | F | -0.48% | |
MNST | C | -0.47% | |
ODFL | B | -0.47% | |
DDOG | A | -0.47% | |
IT | C | -0.46% | |
CPNG | D | -0.46% | |
CPRT | A | -0.45% | |
VEEV | C | -0.44% | |
ARES | A | -0.43% | |
HUBS | A | -0.41% | |
WST | C | -0.37% | |
IDXX | F | -0.37% | |
DECK | A | -0.36% | |
YUM | B | -0.36% | |
TSCO | D | -0.35% | |
ON | D | -0.35% | |
DVN | F | -0.35% | |
OXY | D | -0.34% | |
MPWR | F | -0.31% | |
MTD | D | -0.29% | |
MCHP | D | -0.28% | |
PINS | D | -0.24% | |
DXCM | D | -0.23% | |
AXON | A | -0.19% | |
TPL | A | -0.13% | |
LII | A | -0.1% | |
ROL | B | -0.1% | |
JBHT | C | -0.1% | |
GDDY | A | -0.1% | |
LPLA | A | -0.09% | |
SMCI | F | -0.09% | |
MRNA | F | -0.09% | |
MOH | F | -0.08% | |
BSY | D | -0.08% | |
FDS | B | -0.08% | |
BLDR | D | -0.08% | |
ULTA | F | -0.08% | |
INCY | C | -0.08% | |
POOL | C | -0.07% | |
ALB | C | -0.07% | |
MANH | D | -0.07% | |
ERIE | D | -0.07% | |
DT | C | -0.07% | |
DPZ | C | -0.05% | |
CTRA | B | -0.05% | |
BLD | D | -0.04% | |
ENTG | D | -0.04% | |
NBIX | C | -0.03% | |
WMS | D | -0.03% | |
CE | F | -0.02% | |
ENPH | F | -0.02% | |
CELH | F | -0.01% |
IMCB: Top Represented Industries & Keywords
QGRW: Top Represented Industries & Keywords