IMCB vs. SIXL ETF Comparison

Comparison of iShares Morningstar Mid-Cap ETF (IMCB) to 6 Meridian Low Beta Equity Strategy ETF (SIXL)

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

$75.96

Average Daily Volume

31,378

Number of Holdings ^*

447

* may have additional holdings in another (foreign) market

SIXL

6 Meridian Low Beta Equity Strategy ETF

SIXL Description

The investment seeks to provide capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities. The equity securities in which it invests are mainly common stocks. The fund may invest in equity securities of companies of any capitalization. It also may invest in real estate investment trusts (REITs).

Grade (RS Rating)

Last Trade

$37.31

Average Daily Volume

3,756

Number of Holdings ^*

239

* may have additional holdings in another (foreign) market

Performance

Period	IMCB	SIXL
30 Days	2.91%	0.86%
60 Days	5.00%	3.49%
90 Days	8.36%	8.64%
12 Months	27.81%	21.04%

60 Overlapping Holdings

Symbol	Grade	Weight in IMCB	Weight in SIXL	Overlap
ACGL	B	0.38%	0.42%	0.38%
AEE	B	0.21%	0.43%	0.21%
AEP	C	0.49%	0.41%	0.41%
AFG	C	0.09%	0.41%	0.09%
AFL	A	0.52%	0.41%	0.41%
ALL	C	0.46%	0.42%	0.42%
AMH	D	0.12%	0.41%	0.12%
ATO	B	0.19%	0.43%	0.19%
BG	F	0.13%	0.39%	0.13%
BJ	D	0.09%	0.44%	0.09%
BMRN	F	0.12%	0.34%	0.12%
CAG	B	0.14%	0.4%	0.14%
CAH	C	0.25%	0.4%	0.25%
CASY	D	0.13%	0.41%	0.13%
CCK	B	0.11%	0.43%	0.11%
CHD	C	0.23%	0.4%	0.23%
CHK	C	0.07%	0.45%	0.07%
CMS	B	0.19%	0.42%	0.19%
CNC	D	0.37%	0.43%	0.37%
DGX	B	0.16%	0.41%	0.16%
DT	C	0.13%	0.43%	0.13%
DTE	A	0.23%	0.42%	0.23%
ED	B	0.33%	0.41%	0.33%
ELS	D	0.12%	0.4%	0.12%
ERIE	B	0.12%	0.44%	0.12%
ETR	A	0.25%	0.44%	0.25%
EVRG	B	0.13%	0.42%	0.13%
FE	B	0.2%	0.41%	0.2%
GIS	B	0.39%	0.4%	0.39%
GLPI	C	0.12%	0.4%	0.12%
HOLX	D	0.18%	0.4%	0.18%
HRL	F	0.09%	0.39%	0.09%
HSY	D	0.27%	0.39%	0.27%
INCY	C	0.1%	0.42%	0.1%
JNPR	A	0.12%	0.41%	0.12%
K	A	0.2%	0.41%	0.2%
KDP	B	0.38%	0.42%	0.38%
KHC	C	0.29%	0.39%	0.29%
KMB	C	0.44%	0.39%	0.39%
KR	B	0.34%	0.44%	0.34%
LHX	C	0.4%	0.42%	0.4%
MANH	B	0.16%	0.46%	0.16%
MKC	C	0.19%	0.41%	0.19%
MOH	D	0.19%	0.43%	0.19%
MORN	C	0.08%	0.43%	0.08%
NBIX	F	0.11%	0.39%	0.11%
PPL	A	0.22%	0.42%	0.22%
RGA	C	0.13%	0.42%	0.13%
RNR	B	0.12%	0.42%	0.12%
SRE	B	0.48%	0.41%	0.41%
TRV	C	0.5%	0.41%	0.41%
UNM	B	0.08%	0.44%	0.08%
UTHR	B	0.12%	0.43%	0.12%
VRSK	D	0.35%	0.4%	0.35%
WEC	B	0.27%	0.41%	0.27%
WPC	C	0.13%	0.42%	0.13%
WRB	D	0.16%	0.39%	0.16%
WTRG	D	0.09%	0.4%	0.09%
WTW	B	0.28%	0.41%	0.28%
XEL	B	0.33%	0.42%	0.33%

IMCB Overweight 387 Positions Relative to SIXL

Symbol	Grade	Weight
PLTR	C	0.68%
GEV	B	0.62%
CARR	B	0.62%
NEM	C	0.57%
DHI	C	0.55%
COF	B	0.54%
NSC	C	0.53%
TFC	D	0.53%
ADSK	B	0.53%
PSA	C	0.52%
HLT	B	0.51%
GM	C	0.51%
BK	B	0.5%
WMB	C	0.5%
OKE	C	0.5%
URI	B	0.49%
O	B	0.49%
WDAY	D	0.48%
AZO	B	0.48%
JCI	B	0.47%
PCAR	D	0.47%
ROST	C	0.47%
SPG	B	0.47%
DLR	B	0.47%
CCI	C	0.46%
TTD	B	0.45%
AIG	D	0.45%
FTNT	B	0.45%
FIS	C	0.44%
FICO	B	0.44%
D	C	0.44%
VLO	F	0.42%
CPRT	D	0.42%
TEL	D	0.42%
GWW	B	0.42%
LEN	B	0.42%
AMP	B	0.42%
PRU	C	0.41%
IQV	D	0.41%
F	F	0.4%
PAYX	C	0.4%
MSCI	C	0.4%
MCHP	D	0.39%
PCG	C	0.39%
CMI	B	0.39%
PWR	B	0.39%
DASH	B	0.39%
FERG	D	0.39%
MPWR	B	0.39%
KMI	C	0.39%
IDXX	D	0.39%
FAST	C	0.38%
CTVA	B	0.38%
A	C	0.38%
PEG	B	0.38%
LNG	D	0.38%
HWM	B	0.37%
AME	C	0.37%
KVUE	B	0.37%
STZ	C	0.37%
RCL	B	0.37%
EW	F	0.37%
ODFL	D	0.36%
OTIS	B	0.36%
COR	F	0.36%
EXC	B	0.36%
IT	C	0.36%
IR	B	0.36%
HUM	F	0.35%
CTSH	B	0.35%
EXR	C	0.35%
SQ	D	0.35%
BKR	C	0.34%
YUM	B	0.34%
SYY	C	0.34%
DOW	C	0.34%
HES	F	0.34%
CBRE	B	0.34%
EFX	C	0.34%
GEHC	B	0.33%
NUE	D	0.33%
RMD	C	0.33%
DFS	C	0.33%
GLW	B	0.32%
HIG	B	0.32%
EA	D	0.32%
HPQ	C	0.32%
DD	B	0.32%
ALNY	C	0.32%
COIN	F	0.31%
VRT	C	0.31%
IRM	C	0.31%
VMC	C	0.31%
TRGP	C	0.31%
MLM	D	0.31%
VICI	C	0.31%
DDOG	D	0.31%
EBAY	B	0.3%
CSGP	D	0.3%
EIX	B	0.3%
AVB	C	0.3%
CHTR	D	0.3%
XYL	C	0.3%
DELL	C	0.29%
WAB	B	0.29%
FANG	F	0.29%
ON	D	0.29%
VEEV	C	0.29%
FITB	B	0.28%
LULU	D	0.28%
MTB	C	0.28%
VST	B	0.28%
DAL	C	0.28%
CDW	D	0.28%
PPG	C	0.28%
PHM	B	0.28%
ADM	D	0.28%
ROK	D	0.28%
MTD	C	0.28%
GPN	D	0.27%
ARES	B	0.27%
CPNG	B	0.27%
AWK	C	0.27%
BIIB	F	0.27%
NVR	B	0.27%
TSCO	B	0.27%
AXON	B	0.26%
ANSS	D	0.26%
DXCM	F	0.26%
NDAQ	C	0.26%
STT	B	0.25%
KEYS	B	0.25%
HUBS	D	0.25%
FTV	C	0.25%
SBAC	C	0.24%
TEAM	D	0.24%
DVN	F	0.24%
APP	C	0.24%
VLTO	B	0.24%
DOV	B	0.24%
HAL	F	0.24%
IFF	A	0.24%
GRMN	D	0.24%
EQR	C	0.24%
TROW	C	0.23%
BR	C	0.23%
HPE	C	0.23%
BLDR	C	0.23%
NTAP	D	0.23%
NET	D	0.23%
LYB	D	0.23%
VTR	C	0.23%
BRO	C	0.23%
DECK	C	0.22%
ES	B	0.22%
RJF	C	0.22%
STE	B	0.22%
FCNCA	D	0.22%
RBLX	C	0.22%
TTWO	D	0.22%
TYL	C	0.22%
WY	C	0.22%
FSLR	C	0.22%
SW	B	0.22%
HUBB	B	0.21%
WST	D	0.21%
MRNA	F	0.21%
BALL	C	0.2%
CINF	C	0.2%
WDC	C	0.2%
ILMN	D	0.2%
GDDY	C	0.2%
PTC	C	0.2%
RF	B	0.2%
CPAY	B	0.2%
HBAN	B	0.2%
SMCI	F	0.2%
ZBH	F	0.2%
COO	C	0.2%
MSTR	C	0.2%
MDB	D	0.19%
EL	D	0.19%
EME	B	0.19%
OMC	B	0.19%
TRU	B	0.19%
TDY	B	0.19%
MKL	C	0.19%
SYF	C	0.19%
INVH	D	0.19%
DRI	C	0.19%
TER	C	0.19%
CSL	B	0.19%
LDOS	A	0.19%
STX	B	0.19%
LH	D	0.18%
MAA	C	0.18%
ALGN	D	0.18%
PKG	B	0.18%
BBY	A	0.18%
ULTA	D	0.18%
CFG	D	0.18%
GPC	D	0.18%
EQT	C	0.18%
LII	C	0.18%
BAX	C	0.18%
ESS	C	0.18%
WAT	B	0.18%
BAH	B	0.18%
CLX	C	0.18%
PFG	B	0.18%
SUI	C	0.17%
EXPE	C	0.17%
CNP	C	0.17%
PINS	D	0.17%
WSM	C	0.17%
MAS	B	0.17%
ZBRA	B	0.17%
DKNG	C	0.17%
CCL	C	0.17%
AVTR	C	0.17%
WBD	D	0.17%
J	A	0.17%
DG	F	0.17%
ARE	C	0.17%
NTRS	C	0.17%
APTV	D	0.16%
TXT	D	0.16%
EG	B	0.16%
LVS	C	0.16%
NRG	B	0.16%
LUV	C	0.16%
IP	C	0.16%
UAL	B	0.16%
FWONK	C	0.16%
AVY	C	0.16%
TSN	D	0.16%
ENTG	D	0.16%
WSO	C	0.16%
BURL	C	0.16%
CTRA	F	0.16%
EXPD	B	0.16%
TPL	C	0.16%
STLD	C	0.16%
FDS	C	0.16%
PNR	B	0.15%
VRSN	C	0.15%
ZS	F	0.15%
HEI	C	0.15%
TOL	A	0.15%
IEX	C	0.15%
SWKS	F	0.15%
ZM	C	0.15%
ENPH	D	0.15%
AMCR	B	0.15%
RPM	B	0.15%
THC	C	0.15%
RS	D	0.15%
SWK	B	0.15%
LPLA	D	0.15%
KEY	C	0.15%
SSNC	C	0.15%
PODD	C	0.15%
ROL	C	0.14%
FNF	B	0.14%
L	D	0.14%
CF	B	0.14%
AKAM	D	0.14%
SNA	B	0.14%
DLTR	F	0.14%
NI	B	0.14%
LNT	A	0.14%
PSTG	F	0.14%
LYV	A	0.14%
GEN	A	0.14%
DOC	B	0.14%
OC	C	0.14%
NTRA	C	0.14%
RVTY	B	0.14%
KIM	C	0.14%
MRO	D	0.14%
ACM	B	0.13%
UDR	C	0.13%
TW	B	0.13%
POOL	C	0.13%
UHS	C	0.13%
CE	D	0.13%
DPZ	D	0.13%
IBKR	B	0.13%
USFD	C	0.13%
VTRS	D	0.13%
NTNX	D	0.13%
GGG	C	0.13%
JBHT	D	0.13%
TRMB	C	0.13%
WING	C	0.12%
SJM	C	0.12%
CLH	C	0.12%
ALLE	B	0.12%
FFIV	B	0.12%
TECH	C	0.12%
BXP	C	0.12%
FND	C	0.12%
EMN	B	0.12%
JKHY	B	0.12%
HST	D	0.12%
EXAS	D	0.12%
JBL	C	0.12%
FLEX	B	0.12%
BLD	C	0.12%
NDSN	C	0.12%
XPO	D	0.12%
AES	C	0.12%
CPT	C	0.12%
FIX	B	0.12%
TFX	B	0.11%
SRPT	F	0.11%
SCI	C	0.11%
RRX	C	0.11%
NVT	C	0.11%
HOOD	C	0.11%
DOCU	C	0.11%
IPG	C	0.11%
PFGC	B	0.11%
OKTA	F	0.11%
EQH	C	0.11%
SAIA	D	0.11%
REG	C	0.11%
KMX	D	0.11%
TTEK	C	0.11%
DKS	D	0.11%
ALB	D	0.1%
TWLO	C	0.1%
HII	F	0.1%
OVV	F	0.1%
LECO	D	0.1%
CRL	F	0.1%
LKQ	F	0.1%
SNAP	D	0.1%
WMS	D	0.1%
EPAM	F	0.1%
HEI	C	0.1%
RPRX	C	0.1%
MEDP	F	0.09%
DAY	D	0.09%
APA	F	0.09%
ALLY	F	0.09%
FOXA	B	0.09%
LW	D	0.09%
CG	C	0.09%
TAP	D	0.09%
QRVO	F	0.09%
CHDN	D	0.09%
CNH	C	0.09%
SOLV	D	0.09%
NWSA	D	0.09%
CPB	C	0.09%
AOS	B	0.09%
CNM	F	0.08%
DVA	B	0.08%
MOS	F	0.08%
PAYC	D	0.08%
MGM	D	0.08%
UHAL	B	0.07%
ACI	F	0.07%
WYNN	C	0.07%
DINO	F	0.07%
AR	C	0.07%
BEN	F	0.06%
U	D	0.06%
AZPN	B	0.06%
WBA	F	0.06%
BRKR	D	0.06%
BSY	C	0.06%
FOX	B	0.05%
WLK	C	0.05%
PCOR	D	0.05%
CELH	F	0.05%
SIRI	C	0.05%
SNX	C	0.05%
NWS	D	0.03%
PAG	D	0.03%
COTY	D	0.03%
FWONA	C	0.02%
LEN	B	0.02%
AGR	C	0.02%
UHAL	B	0.01%
ALAB	C	0.01%

IMCB Underweight 179 Positions Relative to SIXL

Symbol	Grade	Weight
X	F	-0.5%
MASI	C	-0.49%
OLLI	C	-0.47%
BWXT	A	-0.46%
SFM	B	-0.46%
RHI	D	-0.45%
TXRH	B	-0.45%
DLB	D	-0.45%
AVAV	C	-0.45%
FHI	B	-0.45%
CPRI	D	-0.45%
CW	B	-0.45%
PRGS	A	-0.45%
WWD	C	-0.44%
WMT	B	-0.44%
MSA	D	-0.44%
LRN	B	-0.44%
LQDT	C	-0.44%
BRBR	B	-0.44%
DBX	C	-0.44%
ATGE	C	-0.44%
HCI	C	-0.44%
VZ	A	-0.44%
AMBC	F	-0.43%
NYT	B	-0.43%
KBR	D	-0.43%
CVX	F	-0.43%
CHE	C	-0.43%
SMPL	D	-0.43%
VRRM	D	-0.43%
MGY	D	-0.43%
GILD	B	-0.43%
FCN	C	-0.43%
SNDR	B	-0.43%
LOPE	D	-0.43%
MGEE	C	-0.43%
TKO	A	-0.43%
NWE	A	-0.43%
BRC	B	-0.43%
RYAN	C	-0.43%
TMUS	B	-0.43%
ADUS	C	-0.43%
DTM	C	-0.43%
EPRT	B	-0.43%
EHC	B	-0.43%
CACI	B	-0.43%
AM	B	-0.43%
CALM	B	-0.43%
THG	C	-0.42%
PNW	C	-0.42%
FCPT	C	-0.42%
AWR	C	-0.42%
WM	D	-0.42%
HMN	C	-0.42%
ARMK	B	-0.42%
MMSI	C	-0.42%
DFIN	D	-0.42%
HQY	C	-0.42%
MSGS	B	-0.42%
LMT	A	-0.42%
NFG	B	-0.42%
XOM	D	-0.42%
AGO	D	-0.42%
NJR	C	-0.42%
ORLY	B	-0.42%
JJSF	B	-0.42%
UTL	C	-0.42%
WEN	C	-0.42%
NWN	B	-0.42%
RTX	B	-0.42%
PDCO	F	-0.42%
SIGI	D	-0.42%
MCRI	B	-0.42%
RGR	F	-0.42%
MCY	C	-0.42%
NOC	B	-0.42%
SPNT	D	-0.42%
UFCS	D	-0.42%
PRDO	D	-0.42%
OGE	B	-0.42%
NEU	D	-0.42%
NABL	F	-0.42%
T	B	-0.42%
PECO	C	-0.42%
ATR	B	-0.42%
PLMR	C	-0.42%
PGR	C	-0.42%
KELYA	D	-0.42%
ATEN	C	-0.42%
EOG	D	-0.42%
CPK	B	-0.42%
PRI	B	-0.42%
EXEL	C	-0.42%
OHI	C	-0.42%
CHRD	F	-0.41%
ABBV	B	-0.41%
ABT	C	-0.41%
INVA	C	-0.41%
ITGR	C	-0.41%
JBSS	F	-0.41%
UVV	D	-0.41%
FDP	C	-0.41%
STRA	F	-0.41%
POST	B	-0.41%
RBA	D	-0.41%
ADC	C	-0.41%
SPTN	C	-0.41%
EIG	C	-0.41%
DUK	B	-0.41%
COP	F	-0.41%
NNN	B	-0.41%
AMT	C	-0.41%
HSTM	D	-0.41%
INGR	B	-0.41%
AMED	D	-0.41%
LANC	F	-0.41%
TR	C	-0.41%
HRB	C	-0.41%
AVA	B	-0.41%
NPK	D	-0.41%
KO	B	-0.41%
RAMP	F	-0.41%
COLL	C	-0.41%
BOX	C	-0.41%
JAZZ	D	-0.41%
RSG	D	-0.41%
LTC	C	-0.41%
RLI	B	-0.41%
CB	B	-0.41%
ORI	B	-0.41%
ENSG	D	-0.41%
SO	B	-0.41%
GTY	C	-0.41%
FIZZ	D	-0.41%
ALE	A	-0.41%
UNH	C	-0.4%
PM	C	-0.4%
BGC	D	-0.4%
THS	C	-0.4%
CXW	F	-0.4%
CWT	D	-0.4%
COKE	C	-0.4%
NHC	D	-0.4%
SJW	F	-0.4%
KNSL	D	-0.4%
WDFC	C	-0.4%
MRK	F	-0.4%
SAFT	D	-0.4%
CVI	F	-0.4%
DVAX	D	-0.4%
JNJ	C	-0.4%
FLO	C	-0.4%
WU	C	-0.4%
PG	C	-0.4%
MMC	C	-0.4%
MDLZ	C	-0.4%
ALKS	D	-0.4%
VIRT	C	-0.4%
CI	C	-0.4%
CME	B	-0.4%
AMSF	C	-0.4%
PPC	D	-0.39%
EPC	F	-0.39%
ANIP	F	-0.39%
MCK	F	-0.39%
MO	C	-0.39%
SAM	D	-0.39%
PBH	C	-0.39%
AJG	D	-0.39%
PEP	D	-0.39%
ELV	D	-0.39%
CBOE	C	-0.39%
MUSA	D	-0.39%
CL	C	-0.39%
LPG	F	-0.38%
EZPW	D	-0.38%
CLW	F	-0.38%
PINC	D	-0.38%
SUPN	D	-0.36%