IMCB vs. REVS ETF Comparison
Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to Columbia Research Enhanced Value ETF (REVS)
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
$82.01
Average Daily Volume
28,308
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
REVS
Columbia Research Enhanced Value ETF
REVS Description
The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Value Index. The fund invests at least 80% of its assets in the securities of the index. The index reflects a rules-based strategic beta approach to investing in the companies that comprise the Russell 1000® Value Index, designed to achieve stronger total return when compared to the Russell 1000® Value Index, which is a broad measure of the performance of U.S. large- and mid-cap value companies.Grade (RS Rating)
Last Trade
$26.96
Average Daily Volume
10,631
Number of Holdings
*
304
* may have additional holdings in another (foreign) market
Performance
| Period | IMCB | REVS |
|---|---|---|
| 30 Days | 7.68% | 5.93% |
| 60 Days | 7.97% | 6.31% |
| 90 Days | 11.11% | 8.17% |
| 12 Months | 33.24% | 32.67% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IMCB | Weight in REVS | Overlap | |
|---|---|---|---|---|---|
| HLT | A | 0.53% | 0.36% | 0.36% |
IMCB Underweight 303 Positions Relative to REVS
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | B | -5.41% | |
| JNJ | D | -4.62% | |
| CSCO | A | -3.43% | |
| XOM | C | -3.14% | |
| BAC | A | -2.95% | |
| PM | A | -2.49% | |
| WFC | A | -2.44% | |
| CAT | B | -1.74% | |
| CVX | A | -1.61% | |
| BMY | B | -1.45% | |
| DIS | B | -1.41% | |
| BLK | C | -1.4% | |
| MDT | D | -1.34% | |
| C | B | -1.23% | |
| MO | A | -1.16% | |
| T | A | -1.09% | |
| CMCSA | C | -1.09% | |
| EQIX | A | -1.08% | |
| UPS | C | -1.05% | |
| CI | D | -1.03% | |
| MMC | A | -0.88% | |
| LMT | D | -0.84% | |
| UNP | C | -0.8% | |
| CME | A | -0.78% | |
| PCG | A | -0.76% | |
| CSX | B | -0.73% | |
| FDX | B | -0.7% | |
| CRM | B | -0.68% | |
| TT | A | -0.67% | |
| TGT | F | -0.67% | |
| EXC | C | -0.65% | |
| ABBV | D | -0.65% | |
| XEL | A | -0.65% | |
| TJX | A | -0.65% | |
| MSI | B | -0.63% | |
| MMM | C | -0.62% | |
| PCAR | B | -0.62% | |
| HCA | F | -0.6% | |
| MCK | B | -0.58% | |
| DHI | D | -0.57% | |
| SPG | A | -0.57% | |
| EIX | A | -0.55% | |
| BK | A | -0.54% | |
| CMI | A | -0.54% | |
| ETR | A | -0.54% | |
| NUE | D | -0.5% | |
| DELL | C | -0.47% | |
| LEN | D | -0.47% | |
| KR | A | -0.46% | |
| DAL | B | -0.45% | |
| MET | A | -0.45% | |
| EOG | C | -0.45% | |
| OTIS | C | -0.44% | |
| GIS | D | -0.43% | |
| CL | D | -0.42% | |
| SW | B | -0.42% | |
| HPE | B | -0.42% | |
| DTE | C | -0.42% | |
| GILD | B | -0.41% | |
| ALL | A | -0.41% | |
| PRU | A | -0.41% | |
| ROST | C | -0.41% | |
| AEE | A | -0.41% | |
| PPG | D | -0.4% | |
| CSGP | C | -0.4% | |
| HPQ | B | -0.4% | |
| CNC | F | -0.39% | |
| WAB | A | -0.37% | |
| EBAY | C | -0.36% | |
| UAL | B | -0.34% | |
| KMB | C | -0.33% | |
| KHC | D | -0.33% | |
| PSX | C | -0.32% | |
| MPC | D | -0.32% | |
| ZM | B | -0.31% | |
| ADM | D | -0.31% | |
| MTD | D | -0.31% | |
| NVR | D | -0.31% | |
| PKG | A | -0.31% | |
| PHM | D | -0.31% | |
| PAYX | B | -0.31% | |
| CCL | B | -0.3% | |
| STLD | B | -0.3% | |
| EA | B | -0.3% | |
| SBAC | D | -0.3% | |
| LYB | F | -0.3% | |
| FTV | B | -0.29% | |
| WY | D | -0.29% | |
| WTW | A | -0.29% | |
| FITB | B | -0.29% | |
| NI | A | -0.28% | |
| RJF | A | -0.28% | |
| STT | A | -0.27% | |
| GPN | C | -0.27% | |
| REGN | F | -0.27% | |
| INVH | D | -0.27% | |
| K | A | -0.26% | |
| VLO | C | -0.26% | |
| FCNCA | B | -0.25% | |
| RS | B | -0.25% | |
| LDOS | D | -0.24% | |
| SYF | A | -0.24% | |
| TROW | A | -0.24% | |
| EVRG | A | -0.24% | |
| VRTX | D | -0.23% | |
| GEN | A | -0.23% | |
| ARE | D | -0.23% | |
| CF | B | -0.23% | |
| HOLX | D | -0.22% | |
| BAX | F | -0.21% | |
| NTAP | B | -0.21% | |
| BLDR | D | -0.21% | |
| FFIV | A | -0.21% | |
| VRSN | C | -0.21% | |
| TWLO | B | -0.2% | |
| SWKS | D | -0.2% | |
| CVNA | B | -0.2% | |
| FANG | F | -0.2% | |
| OXY | F | -0.2% | |
| CBOE | B | -0.2% | |
| SNA | A | -0.2% | |
| RPM | B | -0.19% | |
| CSL | B | -0.19% | |
| VTRS | B | -0.19% | |
| NTNX | B | -0.18% | |
| EPAM | C | -0.18% | |
| OC | B | -0.18% | |
| TOL | B | -0.18% | |
| THC | D | -0.18% | |
| MAS | D | -0.18% | |
| AVTR | D | -0.17% | |
| SSNC | A | -0.17% | |
| GLPI | B | -0.17% | |
| JNPR | F | -0.17% | |
| AMAT | F | -0.17% | |
| HST | C | -0.16% | |
| FTNT | B | -0.16% | |
| ACM | A | -0.16% | |
| EME | B | -0.16% | |
| AES | F | -0.16% | |
| QCOM | F | -0.16% | |
| WPC | D | -0.16% | |
| AMH | C | -0.16% | |
| BG | D | -0.15% | |
| TPR | A | -0.15% | |
| CW | B | -0.15% | |
| CAH | B | -0.15% | |
| EXPD | D | -0.15% | |
| CAG | D | -0.15% | |
| CIEN | B | -0.14% | |
| RGA | A | -0.14% | |
| L | A | -0.14% | |
| SWK | D | -0.14% | |
| BKNG | A | -0.13% | |
| TAP | C | -0.13% | |
| EG | C | -0.13% | |
| RPRX | D | -0.13% | |
| AMGN | F | -0.13% | |
| SNX | C | -0.13% | |
| EWBC | B | -0.13% | |
| CTRA | B | -0.12% | |
| BRX | A | -0.12% | |
| DKS | C | -0.12% | |
| BRBR | A | -0.12% | |
| ARMK | A | -0.12% | |
| BLD | D | -0.12% | |
| SOLV | C | -0.12% | |
| UNM | A | -0.12% | |
| SF | B | -0.11% | |
| CACI | D | -0.11% | |
| AIZ | A | -0.11% | |
| WSM | B | -0.11% | |
| AYI | C | -0.11% | |
| ALSN | B | -0.11% | |
| JLL | B | -0.11% | |
| INGR | B | -0.11% | |
| MOS | F | -0.11% | |
| ADP | A | -0.1% | |
| WCC | B | -0.1% | |
| OKTA | C | -0.1% | |
| DCI | A | -0.1% | |
| RL | B | -0.1% | |
| ACI | C | -0.1% | |
| BILL | B | -0.1% | |
| FHN | B | -0.1% | |
| WYNN | D | -0.1% | |
| MGM | F | -0.1% | |
| NNN | D | -0.1% | |
| COKE | C | -0.09% | |
| STAG | D | -0.09% | |
| UGI | A | -0.09% | |
| SKX | D | -0.09% | |
| FLS | A | -0.09% | |
| LECO | C | -0.09% | |
| BIIB | F | -0.09% | |
| GL | C | -0.09% | |
| QRVO | F | -0.09% | |
| JAZZ | B | -0.09% | |
| AOS | F | -0.09% | |
| MRO | B | -0.09% | |
| MIDD | B | -0.08% | |
| WH | A | -0.08% | |
| WTFC | B | -0.08% | |
| ZION | B | -0.08% | |
| CRUS | D | -0.08% | |
| KEX | B | -0.08% | |
| MHK | D | -0.08% | |
| G | B | -0.08% | |
| CE | F | -0.08% | |
| THO | B | -0.07% | |
| SAIC | F | -0.07% | |
| OLN | D | -0.07% | |
| MSA | C | -0.07% | |
| SON | D | -0.07% | |
| FOXA | C | -0.07% | |
| FTI | A | -0.07% | |
| CRBG | B | -0.07% | |
| R | A | -0.07% | |
| SEIC | A | -0.07% | |
| HRB | D | -0.07% | |
| ESAB | B | -0.07% | |
| NWSA | B | -0.07% | |
| NYT | D | -0.06% | |
| OLED | F | -0.06% | |
| BEN | C | -0.06% | |
| AZO | B | -0.06% | |
| RYN | C | -0.06% | |
| CROX | F | -0.06% | |
| COLB | B | -0.06% | |
| MTG | B | -0.06% | |
| GNRC | B | -0.06% | |
| KRC | C | -0.06% | |
| UTHR | B | -0.06% | |
| WLK | F | -0.06% | |
| LEA | D | -0.06% | |
| PVH | C | -0.06% | |
| AXS | A | -0.06% | |
| DBX | C | -0.06% | |
| BMRN | D | -0.05% | |
| MRNA | F | -0.05% | |
| PRGO | C | -0.05% | |
| OGN | D | -0.05% | |
| GTES | A | -0.05% | |
| XRAY | F | -0.05% | |
| M | D | -0.05% | |
| OZK | B | -0.05% | |
| SLM | B | -0.05% | |
| ROKU | D | -0.05% | |
| NEU | C | -0.05% | |
| GAP | C | -0.05% | |
| CLF | F | -0.05% | |
| MTCH | D | -0.05% | |
| JHG | A | -0.05% | |
| ASH | F | -0.05% | |
| AMG | B | -0.05% | |
| LNC | B | -0.05% | |
| XP | F | -0.05% | |
| ALGM | D | -0.04% | |
| CWEN | C | -0.04% | |
| FOX | B | -0.04% | |
| DINO | F | -0.04% | |
| PK | B | -0.04% | |
| INCY | B | -0.04% | |
| EEFT | B | -0.04% | |
| TNL | B | -0.04% | |
| CTAS | A | -0.04% | |
| SIRI | C | -0.04% | |
| SMG | D | -0.04% | |
| HIW | D | -0.04% | |
| EPR | D | -0.04% | |
| AMKR | F | -0.04% | |
| SAM | C | -0.03% | |
| WU | D | -0.03% | |
| VIRT | B | -0.03% | |
| PINC | B | -0.03% | |
| PSTG | D | -0.03% | |
| AZTA | D | -0.03% | |
| COLM | B | -0.03% | |
| LPX | B | -0.03% | |
| CNM | C | -0.03% | |
| EXP | B | -0.03% | |
| CWEN | C | -0.02% | |
| DDS | B | -0.02% | |
| REYN | D | -0.02% | |
| ROIV | B | -0.02% | |
| LEN | D | -0.02% | |
| CRI | F | -0.02% | |
| TER | D | -0.02% | |
| CIVI | F | -0.02% | |
| EXAS | D | -0.02% | |
| PPC | C | -0.02% | |
| NWS | B | -0.02% | |
| ADTN | B | -0.02% | |
| INFA | D | -0.02% | |
| BR | A | -0.02% | |
| EXEL | A | -0.01% | |
| SEB | F | -0.01% | |
| CNA | B | -0.01% | |
| PATH | C | -0.01% | |
| ALNY | D | -0.01% | |
| LSCC | D | -0.01% | |
| IONS | D | -0.0% | |
| PLTK | B | -0.0% |
IMCB: Top Represented Industries & Keywords
Industries:
Auto Manufacturers
Banks - Regional - US
Building Products & Equipment
Credit Services
Lodging
Oil & Gas Midstream
REIT - Office
Software - Application
Software - Infrastructure
Utilities - Renewable
Keywords:
S&P 500
Bank
Commercial Banking
Access Control
Access Control Systems
Alarms
Analytics
Animation
Application Software
Asset Management
Autocad
Automation Solutions
Automotive Industry
Beverage
Big Data
Building Automation
Building Information Modeling
Business Intelligence
Carbon Monoxide
Cars
REVS: Top Represented Industries & Keywords
Industries:
Biotechnology
Asset Management
Diversified Industrials
Business Services
Banks - Regional - US
Packaged Foods
Semiconductors
Software - Infrastructure
Specialty Chemicals
Utilities - Regulated Electric
Building Materials
Communication Equipment
Drug Manufacturers - Major
Oil & Gas E&P
Banks - Global
Insurance - Life
Residential Construction
Software - Application
Specialty Retail
Apparel Manufacturing
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