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      IMCB vs. SHE ETF Comparison

      Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to SPDR SSGA Gender Diversity Index ETF (SHE)
      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

      Number of Holdings *

      447

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

      SPDR SSGA Gender Diversity Index ETF

      SHE Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA Gender Diversity Index, which tracks U.S. companies that are leaders in advancing women through gender diversity on their boards of directors and in management. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The fund is non-diversified.

      Grade (RS Rating)

      Last Trade

      $119.89

      Average Daily Volume

      3,450

      Number of Holdings *

      239

      * may have additional holdings in another (foreign) market
      Performance
      Period IMCB SHE
      30 Days 6.60% 2.93%
      60 Days 7.43% 5.56%
      90 Days 9.78% 7.44%
      12 Months 32.75% 34.03%
      159 Overlapping Holdings
      Symbol Grade Weight in IMCB Weight in SHE Overlap
      ACI C 0.07% 0.02% 0.02%
      ACM A 0.13% 0.05% 0.05%
      ADM D 0.22% 0.08% 0.08%
      ADSK A 0.58% 1.25% 0.58%
      AEE A 0.21% 0.08% 0.08%
      AEP D 0.44% 0.16% 0.16%
      AIG B 0.43% 0.19% 0.19%
      AKAM D 0.12% 0.22% 0.12%
      ALB C 0.11% 0.04% 0.04%
      ALL A 0.45% 0.18% 0.18%
      ALNY D 0.28% 0.12% 0.12%
      AMCR D 0.13% 0.06% 0.06%
      AMH D 0.11% 0.04% 0.04%
      ANSS B 0.26% 0.49% 0.26%
      APA D 0.07% 0.02% 0.02%
      APTV D 0.11% 0.11% 0.11%
      AVB B 0.28% 0.11% 0.11%
      AWK D 0.23% 0.12% 0.12%
      BBY D 0.16% 0.09% 0.09%
      BIIB F 0.21% 0.09% 0.09%
      BK A 0.5% 0.21% 0.21%
      BKR B 0.38% 0.14% 0.14%
      BR A 0.23% 0.1% 0.1%
      BURL A 0.15% 0.15% 0.15%
      CAH B 0.26% 0.11% 0.11%
      CARR D 0.55% 0.19% 0.19%
      CDW F 0.21% 0.44% 0.21%
      CE F 0.07% 0.03% 0.03%
      CHD B 0.23% 0.08% 0.08%
      CHTR C 0.34% 0.18% 0.18%
      CLX B 0.18% 0.08% 0.08%
      CMI A 0.44% 0.24% 0.24%
      CMS C 0.18% 0.06% 0.06%
      CNC D 0.27% 0.12% 0.12%
      CNP B 0.17% 0.08% 0.08%
      COF B 0.61% 0.24% 0.24%
      COR B 0.37% 0.15% 0.15%
      CPB D 0.08% 0.03% 0.03%
      CRL C 0.09% 0.04% 0.04%
      CSGP D 0.27% 0.14% 0.14%
      D C 0.41% 0.23% 0.23%
      DAL C 0.37% 0.04% 0.04%
      DAY B 0.11% 0.04% 0.04%
      DD D 0.31% 0.1% 0.1%
      DECK A 0.24% 0.14% 0.14%
      DG F 0.15% 0.07% 0.07%
      DHI D 0.43% 0.22% 0.22%
      DKS C 0.1% 0.08% 0.08%
      DLR B 0.51% 0.22% 0.22%
      DOW F 0.28% 0.11% 0.11%
      DTE C 0.22% 0.11% 0.11%
      EA A 0.35% 0.12% 0.12%
      EBAY D 0.28% 0.14% 0.14%
      ED D 0.29% 0.13% 0.13%
      EIX B 0.28% 0.13% 0.13%
      EL F 0.13% 0.06% 0.06%
      EQR B 0.22% 0.09% 0.09%
      EQT B 0.21% 0.07% 0.07%
      ETR B 0.27% 0.11% 0.11%
      EXC C 0.33% 0.13% 0.13%
      EXR D 0.3% 0.12% 0.12%
      FANG D 0.28% 0.11% 0.11%
      FDS B 0.17% 0.07% 0.07%
      FIS C 0.44% 0.17% 0.17%
      FITB A 0.28% 0.12% 0.12%
      FTNT C 0.54% 1.08% 0.54%
      FTV C 0.23% 0.1% 0.1%
      GDDY A 0.22% 0.47% 0.22%
      GIS D 0.32% 0.13% 0.13%
      GPN B 0.26% 0.1% 0.1%
      GWW B 0.46% 0.17% 0.17%
      HIG B 0.3% 0.15% 0.15%
      HLT A 0.54% 0.53% 0.53%
      HRL D 0.08% 0.04% 0.04%
      HST C 0.11% 0.06% 0.06%
      HSY F 0.23% 0.1% 0.1%
      HUBB B 0.21% 0.09% 0.09%
      HUBS A 0.31% 0.58% 0.31%
      IDXX F 0.31% 0.14% 0.14%
      IFF D 0.2% 0.07% 0.07%
      ILMN D 0.2% 0.08% 0.08%
      INCY C 0.11% 0.05% 0.05%
      INVH D 0.17% 0.09% 0.09%
      IPG D 0.1% 0.05% 0.05%
      IRM D 0.29% 0.13% 0.13%
      J F 0.16% 0.07% 0.07%
      JCI C 0.5% 0.24% 0.24%
      KEY B 0.16% 0.07% 0.07%
      KIM A 0.15% 0.07% 0.07%
      KMX B 0.11% 0.07% 0.07%
      KR B 0.35% 0.15% 0.15%
      LDOS C 0.2% 0.1% 0.1%
      LH C 0.18% 0.07% 0.07%
      LNG B 0.42% 0.17% 0.17%
      LPLA A 0.21% 0.08% 0.08%
      LULU C 0.32% 0.33% 0.32%
      LUV C 0.17% 0.02% 0.02%
      LVS C 0.17% 0.09% 0.09%
      LYB F 0.19% 0.07% 0.07%
      MAA B 0.16% 0.07% 0.07%
      MGM D 0.08% 0.06% 0.06%
      MTB A 0.31% 0.14% 0.14%
      NBIX C 0.11% 0.04% 0.04%
      NEM D 0.41% 0.2% 0.2%
      NSC B 0.53% 0.18% 0.18%
      NTRS A 0.19% 0.08% 0.08%
      NWSA B 0.1% 0.03% 0.03%
      O D 0.43% 0.16% 0.16%
      OC A 0.15% 0.06% 0.06%
      OMC C 0.18% 0.07% 0.07%
      OVV B 0.11% 0.04% 0.04%
      PEG A 0.38% 0.17% 0.17%
      PFG D 0.18% 0.08% 0.08%
      PINS D 0.15% 0.06% 0.06%
      PNR A 0.15% 0.07% 0.07%
      PPL B 0.22% 0.09% 0.09%
      PRU A 0.4% 0.19% 0.19%
      PSA D 0.46% 0.19% 0.19%
      RCL A 0.48% 0.31% 0.31%
      RF A 0.21% 0.09% 0.09%
      ROK B 0.29% 0.11% 0.11%
      ROST C 0.41% 0.41% 0.41%
      RPM A 0.15% 0.05% 0.05%
      SJM D 0.1% 0.05% 0.05%
      SNAP C 0.1% 0.05% 0.05%
      SPG B 0.48% 0.22% 0.22%
      SQ B 0.41% 0.17% 0.17%
      SSNC B 0.14% 0.07% 0.07%
      STZ D 0.35% 0.12% 0.12%
      SW A 0.22% 0.08% 0.08%
      SWK D 0.12% 0.05% 0.05%
      SYF B 0.23% 0.09% 0.09%
      TFC A 0.54% 0.24% 0.24%
      TFX F 0.08% 0.03% 0.03%
      TROW B 0.23% 0.09% 0.09%
      TRU D 0.17% 0.06% 0.06%
      TSCO D 0.26% 0.26% 0.26%
      TSN B 0.16% 0.05% 0.05%
      TTD B 0.49% 0.13% 0.13%
      TTWO A 0.26% 0.09% 0.09%
      TWLO A 0.14% 0.28% 0.14%
      TXT D 0.14% 0.05% 0.05%
      TYL B 0.23% 0.44% 0.23%
      ULTA F 0.16% 0.16% 0.16%
      UTHR C 0.13% 0.06% 0.06%
      VICI C 0.29% 0.14% 0.14%
      VLTO D 0.21% 0.12% 0.12%
      VST B 0.4% 0.2% 0.2%
      VTR C 0.23% 0.12% 0.12%
      WAB B 0.3% 0.11% 0.11%
      WBA F 0.06% 0.03% 0.03%
      WBD C 0.19% 0.11% 0.11%
      WEC A 0.27% 0.11% 0.11%
      WSM B 0.14% 0.14% 0.14%
      WTW B 0.29% 0.13% 0.13%
      WY D 0.2% 0.07% 0.07%
      WYNN D 0.08% 0.04% 0.04%
      XEL A 0.34% 0.12% 0.12%
      XYL D 0.26% 0.11% 0.11%
      IMCB Overweight 288 Positions Relative to SHE
      Symbol Grade Weight
      PLTR B 1.04%
      GEV B 0.79%
      WMB A 0.59%
      GM B 0.57%
      OKE A 0.55%
      TRV B 0.52%
      APP B 0.52%
      PCAR B 0.52%
      WDAY B 0.51%
      URI B 0.5%
      SRE A 0.5%
      FICO B 0.5%
      MSTR C 0.5%
      AFL B 0.49%
      AMP A 0.49%
      COIN C 0.48%
      DASH A 0.47%
      AZO C 0.47%
      KMI A 0.46%
      CPRT A 0.44%
      PWR A 0.42%
      PAYX C 0.42%
      MSCI C 0.42%
      HWM A 0.41%
      TEL B 0.41%
      LHX C 0.41%
      FAST B 0.41%
      VRT B 0.39%
      KMB D 0.39%
      CCI D 0.39%
      AME A 0.39%
      VLO C 0.39%
      PCG A 0.39%
      AXON A 0.38%
      DFS B 0.38%
      F C 0.38%
      IR B 0.37%
      TRGP B 0.37%
      ODFL B 0.37%
      OTIS C 0.36%
      HES B 0.36%
      CTSH B 0.36%
      VRSK A 0.36%
      KVUE A 0.36%
      IT C 0.36%
      FERG B 0.36%
      TEAM A 0.35%
      EW C 0.35%
      CTVA C 0.35%
      LEN D 0.35%
      CBRE B 0.35%
      A D 0.34%
      YUM B 0.34%
      DDOG A 0.34%
      IQV D 0.33%
      SYY B 0.33%
      ACGL D 0.33%
      VMC B 0.33%
      HPQ B 0.32%
      KDP D 0.32%
      MLM B 0.32%
      GLW B 0.32%
      MCHP D 0.31%
      NUE C 0.31%
      DELL C 0.31%
      VEEV C 0.3%
      HUM C 0.3%
      RMD C 0.3%
      GRMN B 0.29%
      GEHC F 0.29%
      ARES A 0.28%
      EFX F 0.28%
      NDAQ A 0.27%
      RJF A 0.27%
      CPNG D 0.27%
      PPG F 0.26%
      DXCM D 0.26%
      UAL A 0.26%
      KHC F 0.25%
      STT A 0.25%
      ON D 0.25%
      KEYS A 0.24%
      MPWR F 0.24%
      BRO B 0.24%
      FCNCA A 0.24%
      PHM D 0.24%
      RBLX C 0.24%
      NET B 0.24%
      NVR D 0.24%
      HPE B 0.24%
      DOV A 0.24%
      CPAY A 0.23%
      TPL A 0.23%
      MTD D 0.23%
      HAL C 0.23%
      WST C 0.22%
      DVN F 0.22%
      HBAN A 0.22%
      EME C 0.21%
      SBAC D 0.21%
      CCL B 0.21%
      NTAP C 0.21%
      WAT B 0.2%
      TDY B 0.2%
      ZBH C 0.2%
      PTC A 0.2%
      EXPE B 0.2%
      CINF A 0.2%
      PKG A 0.19%
      CFG B 0.19%
      K A 0.19%
      ES D 0.19%
      ATO A 0.19%
      STE F 0.19%
      MKL A 0.19%
      BLDR D 0.19%
      ZBRA B 0.18%
      STLD B 0.18%
      DRI B 0.18%
      WDC D 0.18%
      MDB C 0.18%
      FE C 0.18%
      CSL C 0.18%
      SNA A 0.17%
      MKC D 0.17%
      IBKR A 0.17%
      CTRA B 0.17%
      EXE B 0.17%
      NRG B 0.17%
      ZS C 0.17%
      LYV A 0.17%
      ESS B 0.17%
      IP B 0.17%
      BALL D 0.17%
      DKNG B 0.17%
      STX D 0.17%
      LII A 0.17%
      COO D 0.17%
      ZM B 0.17%
      BAH F 0.17%
      FSLR F 0.17%
      MOH F 0.16%
      FWONK B 0.16%
      HOLX D 0.16%
      PODD C 0.16%
      WSO A 0.16%
      WRB A 0.16%
      NTRA B 0.16%
      HOOD B 0.15%
      HEI B 0.15%
      ALGN D 0.15%
      TER D 0.15%
      ARE D 0.15%
      EXPD D 0.15%
      MANH D 0.15%
      TRMB B 0.15%
      XPO B 0.15%
      GEN B 0.15%
      RS B 0.15%
      GPC D 0.15%
      NTNX A 0.15%
      IEX B 0.15%
      MAS D 0.15%
      DGX A 0.15%
      JBHT C 0.14%
      FLEX A 0.14%
      SUI D 0.14%
      L A 0.14%
      CF B 0.14%
      FNF B 0.14%
      FIX A 0.14%
      THC D 0.14%
      TOL B 0.14%
      EG C 0.14%
      VRSN F 0.14%
      AVY D 0.14%
      NI A 0.14%
      BAX D 0.14%
      MRO B 0.14%
      DOCU A 0.14%
      JBL B 0.13%
      FFIV B 0.13%
      AVTR F 0.13%
      RVTY F 0.13%
      EVRG A 0.13%
      SAIA B 0.13%
      ROL B 0.13%
      DT C 0.13%
      TW A 0.13%
      DOC D 0.13%
      GGG B 0.13%
      DPZ C 0.13%
      USFD A 0.13%
      CASY A 0.13%
      RGA A 0.13%
      LNT A 0.13%
      VTRS A 0.13%
      ENTG D 0.13%
      PSTG D 0.13%
      CAG D 0.12%
      NDSN B 0.12%
      RNR C 0.12%
      PFGC B 0.12%
      MRNA F 0.12%
      UDR B 0.12%
      SWKS F 0.12%
      DLTR F 0.12%
      POOL C 0.12%
      EPAM C 0.12%
      EQH B 0.12%
      LECO B 0.11%
      EMN D 0.11%
      UHS D 0.11%
      UNM A 0.11%
      SCI B 0.11%
      NVT B 0.11%
      BMRN D 0.11%
      REG B 0.11%
      BXP D 0.11%
      JNPR F 0.11%
      OKTA C 0.11%
      BG F 0.11%
      ALLE D 0.11%
      JKHY D 0.11%
      GLPI C 0.11%
      CLH B 0.11%
      CPT B 0.11%
      ELS C 0.11%
      TTEK F 0.1%
      CCK C 0.1%
      FND C 0.1%
      TAP C 0.1%
      FOXA B 0.1%
      CG A 0.1%
      PAYC B 0.1%
      BLD D 0.1%
      RRX B 0.1%
      TECH D 0.1%
      LW C 0.1%
      HEI B 0.1%
      WPC D 0.1%
      CNH C 0.09%
      WING D 0.09%
      ALLY C 0.09%
      SRPT D 0.09%
      CHDN B 0.09%
      AES F 0.09%
      ERIE D 0.09%
      RPRX D 0.09%
      LKQ D 0.09%
      AFG A 0.09%
      BJ A 0.09%
      MOS F 0.08%
      ENPH F 0.08%
      AOS F 0.08%
      SMCI F 0.08%
      AR B 0.08%
      WMS D 0.08%
      MORN B 0.08%
      EXAS D 0.08%
      SOLV C 0.08%
      WTRG B 0.08%
      CNM D 0.07%
      DVA B 0.07%
      HII D 0.07%
      MEDP D 0.07%
      PCOR B 0.06%
      UHAL D 0.06%
      QRVO F 0.06%
      BSY D 0.06%
      SIRI C 0.06%
      AZPN A 0.06%
      DINO D 0.06%
      BRKR D 0.05%
      U C 0.05%
      SNX C 0.05%
      FOX A 0.05%
      BEN C 0.05%
      CELH F 0.04%
      WLK D 0.04%
      COTY F 0.03%
      NWS B 0.03%
      PAG B 0.03%
      FWONA B 0.02%
      ALAB B 0.02%
      AGR B 0.02%
      LEN D 0.01%
      UHAL D 0.0%
      IMCB Underweight 80 Positions Relative to SHE
      Symbol Grade Weight
      NVDA C -4.79%
      META D -4.59%
      ACN C -4.39%
      MSFT F -4.17%
      AAPL C -4.14%
      CSCO B -4.03%
      INTU C -3.56%
      JPM A -2.69%
      LLY F -2.32%
      INTC D -1.87%
      NFLX A -1.78%
      UNH C -1.75%
      V A -1.62%
      PG A -1.5%
      XOM B -1.46%
      JNJ D -1.41%
      BKNG A -1.33%
      TJX A -1.21%
      BAC A -1.2%
      COST B -1.13%
      KO D -0.99%
      CVX A -0.98%
      WFC A -0.97%
      LOW D -0.96%
      SBUX A -0.94%
      CAT B -0.94%
      MRK F -0.89%
      LIN D -0.89%
      VZ C -0.77%
      ABT B -0.73%
      PGR A -0.67%
      AXP A -0.65%
      MAR B -0.65%
      T A -0.63%
      CMG B -0.63%
      GE D -0.58%
      SPGI C -0.58%
      UBER D -0.57%
      HON B -0.52%
      TMUS B -0.52%
      ETN A -0.51%
      C A -0.51%
      RTX C -0.5%
      SCHW B -0.47%
      VRTX F -0.45%
      MMC B -0.43%
      NKE D -0.42%
      GILD C -0.42%
      MDT D -0.41%
      ABNB C -0.36%
      TT A -0.34%
      MCO B -0.33%
      CI F -0.32%
      PNC B -0.32%
      DE A -0.32%
      NOC D -0.31%
      ZTS D -0.31%
      MCK B -0.31%
      FLUT A -0.31%
      ITW B -0.29%
      DUK C -0.27%
      TGT F -0.27%
      CL D -0.26%
      BA F -0.26%
      MMM D -0.25%
      CVS D -0.25%
      EQIX A -0.25%
      EMR A -0.25%
      FDX B -0.22%
      EOG A -0.21%
      WCN A -0.21%
      ECL D -0.2%
      PSX C -0.15%
      OXY D -0.14%
      FBIN D -0.05%
      BBWI D -0.04%
      Z A -0.04%
      RIVN F -0.04%
      PARA C -0.04%
      AIZ A -0.04%

      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

      SHE: Top Represented Industries & Keywords

      Industries: Software - Application Utilities - Regulated Electric Diversified Industrials Banks - Regional - US Oil & Gas E&P Specialty Chemicals Specialty Retail Biotechnology Business Services Capital Markets Drug Manufacturers - Major Household & Personal Products REIT - Residential Aerospace & Defense Apparel Stores Banks - Global Credit Services Diagnostics & Research Discount Stores Health Care Plans
      Keywords: S&P 500 Nasdaq 100 Natural Gas Dow Jones Component Banking Electricity Bank Chemical Insurance Computing Real Estate Investment Trust Electronics Aerospace Investment Bank Mining Mobile Devices Telecommunications Cash Management Acid Disability
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