IMCG vs. AVMC ETF Comparison

Comparison of iShares Morningstar Mid-Cap Growth ETF (IMCG) to Avantis U.S. Mid Cap Equity ETF (AVMC)
IMCG

iShares Morningstar Mid-Cap Growth ETF

IMCG Description

The investment seeks to track the investment results of the Morningstar® US Mid Cap Broad Growth IndexSM composed of mid-capitalization U.S. equities that exhibit growth characteristics. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of stocks issued by mid-capitalization companies that have exhibited above-average "growth" characteristics as determined by Morningstar, Inc.'s ("Morningstar" or the "index provider") proprietary index methodology.

Grade (RS Rating)

Last Trade

$79.84

Average Daily Volume

131,085

Number of Holdings *

299

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

Avantis U.S. Mid Cap Equity ETF

AVMC Description The fund invests primarily in a diverse group of U.S. mid cap companies across market sectors and industry groups. It seeks to invest in securities of companies that the Advisor expects to have higher returns by placing an enhanced emphasis on securities of companies with higher profitability and value characteristics, as well as smaller market capitalizations relative to others within the fund"s mid cap investment universe.

Grade (RS Rating)

Last Trade

$69.39

Average Daily Volume

8,330

Number of Holdings *

518

* may have additional holdings in another (foreign) market
Performance
Period IMCG AVMC
30 Days 6.52% 6.12%
60 Days 9.36% 8.16%
90 Days 11.15% 9.55%
12 Months 33.38% 33.85%
181 Overlapping Holdings
Symbol Grade Weight in IMCG Weight in AVMC Overlap
A D 0.65% 0.34% 0.34%
ACGL C 0.21% 0.54% 0.21%
ACM B 0.16% 0.18% 0.16%
AFG A 0.07% 0.17% 0.07%
AKAM D 0.1% 0.21% 0.1%
ALB B 0.11% 0.18% 0.11%
ALGN D 0.19% 0.23% 0.19%
ALLE C 0.13% 0.18% 0.13%
AOS F 0.11% 0.15% 0.11%
APP B 1.05% 0.81% 0.81%
APTV F 0.11% 0.22% 0.11%
AVY F 0.14% 0.24% 0.14%
AWK C 0.23% 0.22% 0.22%
AXON A 0.75% 0.12% 0.12%
BAH F 0.26% 0.33% 0.26%
BALL F 0.19% 0.25% 0.19%
BJ A 0.08% 0.18% 0.08%
BLD D 0.11% 0.16% 0.11%
BLDR D 0.18% 0.35% 0.18%
BMRN F 0.21% 0.16% 0.16%
BR A 0.47% 0.38% 0.38%
BRKR D 0.08% 0.05% 0.05%
BRO B 0.47% 0.25% 0.25%
BSY F 0.11% 0.16% 0.11%
BURL B 0.3% 0.17% 0.17%
CASY A 0.18% 0.27% 0.18%
CBRE B 0.43% 0.45% 0.43%
CCK D 0.07% 0.15% 0.07%
CDW F 0.42% 0.4% 0.4%
CELH F 0.07% 0.03% 0.03%
CHD A 0.47% 0.37% 0.37%
CHDN B 0.17% 0.09% 0.09%
CINF A 0.16% 0.34% 0.16%
CLH C 0.22% 0.22% 0.22%
CLX A 0.23% 0.25% 0.23%
CMI A 0.58% 0.57% 0.57%
CMS C 0.12% 0.18% 0.12%
CNM D 0.13% 0.07% 0.07%
COIN C 1.05% 0.53% 0.53%
CPAY A 0.33% 0.34% 0.33%
CSGP D 0.51% 0.38% 0.38%
CSL C 0.36% 0.4% 0.36%
CTRA B 0.13% 0.34% 0.13%
CTVA C 0.3% 0.14% 0.14%
DAL B 0.32% 0.62% 0.32%
DD C 0.28% 0.46% 0.28%
DECK A 0.47% 0.47% 0.47%
DFS B 0.44% 0.64% 0.44%
DKS D 0.09% 0.12% 0.09%
DLTR F 0.1% 0.11% 0.1%
DOV A 0.34% 0.39% 0.34%
DOW F 0.23% 0.34% 0.23%
DRI B 0.17% 0.31% 0.17%
DVA C 0.07% 0.12% 0.07%
DXCM C 0.53% 0.11% 0.11%
EA A 0.49% 0.48% 0.48%
EBAY D 0.2% 0.3% 0.2%
EFX F 0.53% 0.37% 0.37%
EL F 0.26% 0.02% 0.02%
EME A 0.41% 0.44% 0.41%
ENPH F 0.14% 0.05% 0.05%
ENTG D 0.16% 0.05% 0.05%
EPAM B 0.12% 0.16% 0.12%
EQT B 0.27% 0.35% 0.27%
ERIE D 0.18% 0.18% 0.18%
EXPE B 0.21% 0.34% 0.21%
FCNCA A 0.48% 0.47% 0.47%
FDS B 0.32% 0.29% 0.29%
FFIV B 0.1% 0.21% 0.1%
FIX A 0.28% 0.26% 0.26%
FLEX B 0.09% 0.3% 0.09%
FND D 0.19% 0.15% 0.15%
FSLR F 0.34% 0.26% 0.26%
GDDY A 0.43% 0.25% 0.25%
GEHC D 0.25% 0.38% 0.25%
GGG B 0.26% 0.24% 0.24%
GPC D 0.13% 0.19% 0.13%
GRMN B 0.36% 0.48% 0.36%
HII F 0.08% 0.1% 0.08%
HRL D 0.05% 0.12% 0.05%
HSY F 0.24% 0.17% 0.17%
HUBB B 0.41% 0.35% 0.35%
HWM A 0.8% 0.51% 0.51%
IDXX F 0.61% 0.09% 0.09%
IEX C 0.3% 0.22% 0.22%
ILMN C 0.37% 0.14% 0.14%
INCY C 0.12% 0.17% 0.12%
IQV F 0.39% 0.08% 0.08%
IR B 0.72% 0.46% 0.46%
IT C 0.7% 0.55% 0.55%
J D 0.2% 0.18% 0.18%
JBHT C 0.16% 0.26% 0.16%
JBL C 0.14% 0.35% 0.14%
JKHY D 0.22% 0.19% 0.19%
KEYS A 0.21% 0.39% 0.21%
KMX B 0.12% 0.21% 0.12%
LDOS C 0.15% 0.28% 0.15%
LECO C 0.21% 0.18% 0.18%
LII A 0.34% 0.36% 0.34%
LPLA A 0.41% 0.42% 0.41%
LULU C 0.62% 0.07% 0.07%
LUV C 0.15% 0.28% 0.15%
LW C 0.19% 0.12% 0.12%
LYV A 0.33% 0.13% 0.13%
MANH D 0.29% 0.29% 0.29%
MAS D 0.13% 0.11% 0.11%
MEDP D 0.14% 0.12% 0.12%
MGM D 0.07% 0.04% 0.04%
MKC C 0.17% 0.15% 0.15%
MKL A 0.24% 0.37% 0.24%
MLM C 0.63% 0.52% 0.52%
MOH F 0.17% 0.29% 0.17%
MORN B 0.16% 0.13% 0.13%
MPWR F 0.47% 0.24% 0.24%
MRNA F 0.09% 0.13% 0.09%
MSTR B 0.63% 0.44% 0.44%
NBIX C 0.21% 0.18% 0.18%
NDAQ A 0.21% 0.38% 0.21%
NRG B 0.12% 0.23% 0.12%
NTAP C 0.22% 0.4% 0.22%
ON D 0.18% 0.46% 0.18%
PAYC B 0.19% 0.17% 0.17%
PFGC B 0.23% 0.19% 0.19%
PHM D 0.2% 0.5% 0.2%
PINS F 0.16% 0.24% 0.16%
PNR A 0.22% 0.23% 0.22%
POOL C 0.12% 0.21% 0.12%
PPG F 0.2% 0.4% 0.2%
PSTG D 0.26% 0.25% 0.25%
PTC B 0.4% 0.07% 0.07%
PWR A 0.82% 0.15% 0.15%
QRVO F 0.06% 0.09% 0.06%
RCL A 0.66% 0.94% 0.66%
RJF A 0.32% 0.52% 0.32%
RMD C 0.6% 0.41% 0.41%
ROK C 0.57% 0.42% 0.42%
ROL B 0.26% 0.18% 0.18%
RPM A 0.2% 0.28% 0.2%
SAIA B 0.24% 0.27% 0.24%
SCI B 0.12% 0.14% 0.12%
SMCI F 0.16% 0.02% 0.02%
SNA A 0.11% 0.29% 0.11%
SQ A 0.81% 0.28% 0.28%
STE D 0.38% 0.31% 0.31%
SYY D 0.65% 0.41% 0.41%
TECH F 0.19% 0.13% 0.13%
TER F 0.14% 0.25% 0.14%
TFX F 0.06% 0.08% 0.06%
TOL B 0.1% 0.29% 0.1%
TPL A 0.46% 0.59% 0.46%
TRGP A 0.32% 0.73% 0.32%
TRMB B 0.2% 0.03% 0.03%
TSCO D 0.37% 0.38% 0.37%
TSN B 0.16% 0.22% 0.16%
TTWO A 0.51% 0.16% 0.16%
TW A 0.26% 0.2% 0.2%
TWLO A 0.28% 0.24% 0.24%
TXT D 0.14% 0.26% 0.14%
UHAL D 0.0% 0.11% 0.0%
UHAL D 0.05% 0.01% 0.01%
UHAL D 0.05% 0.11% 0.05%
UHAL D 0.0% 0.01% 0.0%
UHS D 0.1% 0.15% 0.1%
ULTA F 0.15% 0.2% 0.15%
URI C 0.46% 0.75% 0.46%
USFD A 0.13% 0.2% 0.13%
VEEV C 0.55% 0.39% 0.39%
VMC B 0.65% 0.5% 0.5%
VRT B 0.76% 0.72% 0.72%
VST A 0.5% 0.92% 0.5%
WAB B 0.6% 0.37% 0.37%
WAT C 0.24% 0.31% 0.24%
WLK D 0.03% 0.08% 0.03%
WMS F 0.16% 0.17% 0.16%
WRB A 0.19% 0.27% 0.19%
WSM C 0.18% 0.35% 0.18%
WSO A 0.32% 0.23% 0.23%
WST C 0.4% 0.35% 0.35%
XPO B 0.2% 0.3% 0.2%
XYL D 0.51% 0.3% 0.3%
ZBH C 0.2% 0.2% 0.2%
IMCG Overweight 120 Positions Relative to AVMC
Symbol Grade Weight
PLTR B 2.29%
ADSK A 1.12%
FTNT C 1.07%
HLT A 1.06%
FICO B 0.97%
WDAY B 0.96%
GWW B 0.92%
TTD B 0.92%
AZO C 0.92%
DASH B 0.91%
CPRT B 0.86%
FAST B 0.82%
GEV B 0.82%
MSCI C 0.82%
PAYX B 0.81%
ROST D 0.8%
AME A 0.78%
DLR B 0.74%
ODFL C 0.72%
HES B 0.71%
EW C 0.71%
VRSK A 0.7%
TEAM A 0.66%
DDOG A 0.65%
AMP A 0.65%
YUM D 0.65%
CARR C 0.64%
HUBS A 0.6%
JCI B 0.58%
ARES A 0.54%
ALNY D 0.52%
ANSS B 0.5%
NEM D 0.47%
NET B 0.47%
RBLX C 0.46%
TRV B 0.45%
TYL B 0.44%
MTD F 0.44%
PSA C 0.44%
SBAC D 0.42%
TEL B 0.42%
OTIS C 0.42%
COR B 0.39%
ALL A 0.38%
BKR A 0.38%
D C 0.37%
STZ D 0.36%
MDB B 0.35%
INVH D 0.34%
LVS B 0.34%
PCG A 0.33%
CPNG D 0.33%
IBKR A 0.33%
PODD C 0.32%
FTV C 0.32%
ZS B 0.32%
TRU D 0.32%
NTRA A 0.31%
NTNX B 0.3%
IRM C 0.3%
FWONK A 0.3%
O C 0.29%
HOOD B 0.29%
WTW B 0.28%
AVB B 0.28%
KMB C 0.28%
DOCU B 0.28%
HEI A 0.28%
SUI C 0.27%
VRSN C 0.27%
LNG A 0.26%
DPZ C 0.26%
ZBRA B 0.26%
DELL B 0.26%
COO D 0.25%
HAL C 0.25%
MCHP F 0.25%
VLTO C 0.25%
DT D 0.25%
NDSN B 0.23%
GPN B 0.21%
OKTA C 0.21%
TDY B 0.21%
NVT B 0.21%
AMH C 0.21%
KIM A 0.21%
KDP F 0.21%
EXR C 0.21%
SNAP D 0.2%
HEI A 0.2%
DAY B 0.2%
TTEK F 0.19%
EQR C 0.18%
DKNG B 0.18%
SRPT F 0.17%
GEN B 0.16%
VTR B 0.16%
EXAS D 0.16%
ESS B 0.16%
WING D 0.16%
WYNN C 0.15%
ELS C 0.14%
UDR B 0.14%
AVTR F 0.14%
AZPN A 0.12%
MAA B 0.12%
SWK D 0.11%
CRL D 0.11%
RRX B 0.11%
CPT B 0.1%
RVTY F 0.1%
PCOR B 0.1%
U C 0.09%
CE F 0.08%
REG A 0.08%
ARE F 0.08%
WTRG B 0.05%
COTY F 0.04%
ALAB B 0.04%
FWONA A 0.03%
IMCG Underweight 339 Positions Relative to AVMC
Symbol Grade Weight
HIG B -0.63%
MTB A -0.55%
GLW B -0.55%
FITB B -0.53%
CCL A -0.52%
UAL A -0.51%
FIS C -0.5%
SYF B -0.46%
DVN F -0.45%
HPE B -0.44%
PEG A -0.44%
STT B -0.43%
TROW B -0.41%
HBAN A -0.41%
STLD B -0.4%
RF A -0.4%
PKG A -0.38%
LYB F -0.37%
ETR B -0.36%
NTRS A -0.35%
MRO B -0.34%
OC A -0.33%
K A -0.32%
CFG B -0.32%
IP A -0.32%
ED C -0.31%
PFG D -0.31%
EXPD C -0.31%
XEL A -0.31%
RS B -0.3%
CF A -0.3%
BBY D -0.3%
ATO A -0.29%
UTHR C -0.29%
EQH C -0.29%
KEY B -0.29%
BIIB F -0.29%
CBOE C -0.29%
OVV B -0.28%
ZM C -0.26%
FTI A -0.26%
VTRS A -0.25%
LH B -0.25%
EWBC A -0.25%
RGA A -0.24%
GIS D -0.24%
L A -0.24%
EG C -0.24%
FNF B -0.24%
PPL A -0.23%
WBD B -0.22%
FOXA A -0.22%
KNSL B -0.21%
THC D -0.21%
EMN C -0.21%
SWKS F -0.21%
PRI B -0.2%
ITT A -0.2%
EVR B -0.2%
AEE A -0.2%
DTE C -0.2%
KVUE A -0.2%
UNM A -0.2%
WAL B -0.2%
OMC C -0.19%
GWRE A -0.19%
ADM D -0.19%
LAD A -0.19%
WEC A -0.19%
RNR C -0.19%
BWXT B -0.19%
HOLX D -0.19%
MUSA B -0.19%
CG B -0.19%
SSNC B -0.19%
AMCR C -0.19%
SOFI B -0.19%
AIZ A -0.18%
CMA B -0.18%
SF B -0.18%
TXRH B -0.18%
ALLY C -0.18%
NCLH B -0.18%
AIT B -0.18%
ATR B -0.18%
EXP B -0.18%
MLI B -0.18%
TAP C -0.18%
IFF D -0.18%
ZION B -0.18%
FN C -0.17%
AR B -0.17%
AYI B -0.17%
NWSA A -0.17%
AFRM A -0.17%
PNFP B -0.17%
ALSN B -0.17%
JEF A -0.17%
WBS A -0.17%
CTSH B -0.16%
PR B -0.16%
UFPI C -0.16%
SEIC B -0.16%
EXEL B -0.16%
R B -0.16%
GME C -0.16%
DTM A -0.16%
GL C -0.16%
JLL D -0.16%
COHR B -0.16%
RRC B -0.16%
CIEN C -0.15%
FBIN D -0.15%
FLR B -0.15%
INGR C -0.15%
DCI B -0.15%
CNC D -0.15%
HRB D -0.15%
LBRDK C -0.15%
WCC B -0.15%
ORI A -0.15%
RHI C -0.14%
TMHC C -0.14%
ROKU D -0.14%
GNRC C -0.14%
TPX B -0.14%
WWD C -0.14%
X B -0.14%
Z A -0.14%
HLNE B -0.14%
EHC B -0.14%
CHRW B -0.14%
MTDR B -0.14%
WTFC A -0.14%
AXTA B -0.13%
AXS A -0.13%
KEX B -0.13%
RL C -0.13%
NYT D -0.13%
SSB B -0.13%
BILL A -0.13%
APA D -0.13%
DG F -0.13%
LNT A -0.13%
JAZZ B -0.13%
ARMK B -0.13%
ENSG C -0.13%
WFRD D -0.13%
EVRG A -0.13%
EIX B -0.13%
GMED A -0.13%
RIVN F -0.13%
NVR D -0.13%
ONTO F -0.13%
CTLT C -0.13%
TPR B -0.13%
VOYA B -0.13%
DINO D -0.13%
BAX F -0.13%
BWA D -0.13%
SSD F -0.13%
CFR B -0.13%
RBC A -0.12%
RLI A -0.12%
RVMD C -0.12%
HALO F -0.12%
LNW F -0.12%
FE C -0.12%
MTG C -0.12%
KR B -0.12%
CHE D -0.12%
NI A -0.12%
SKX D -0.12%
MTH D -0.12%
TREX C -0.12%
PCTY C -0.12%
CBSH B -0.12%
GPK C -0.12%
ATI C -0.12%
CMC B -0.12%
PNW A -0.12%
ALV C -0.12%
OSK C -0.12%
CHRD D -0.11%
ES C -0.11%
NOV C -0.11%
IPG D -0.11%
WEX D -0.11%
WH B -0.11%
OGE A -0.11%
LSTR D -0.11%
PCVX D -0.11%
FLS B -0.11%
OLED F -0.11%
CHX C -0.11%
SM B -0.11%
KBR F -0.11%
MAT D -0.11%
HAS D -0.11%
GNTX C -0.11%
OMF A -0.11%
SNX D -0.1%
SITE F -0.1%
CZR F -0.1%
PB B -0.1%
KNX C -0.1%
MUR D -0.1%
ELAN D -0.1%
APG B -0.1%
FAF A -0.1%
FHN A -0.1%
ARW D -0.1%
AGCO D -0.1%
MOS F -0.1%
WSC F -0.1%
MSA F -0.1%
CR A -0.1%
EXC C -0.1%
FOX A -0.1%
BPOP C -0.1%
CLF F -0.1%
BERY C -0.1%
FANG C -0.1%
NSIT F -0.09%
G B -0.09%
JNPR D -0.09%
IVZ B -0.09%
RGLD C -0.09%
S B -0.09%
AM A -0.09%
MHK D -0.09%
SIGI C -0.09%
THO B -0.09%
OLLI D -0.09%
LSCC D -0.09%
ESNT F -0.09%
BECN B -0.09%
RYAN A -0.09%
ZWS B -0.09%
VNT C -0.09%
BEN C -0.09%
LFUS D -0.09%
GAP C -0.09%
RPRX D -0.09%
ESAB C -0.09%
CIVI D -0.09%
PVH C -0.08%
ENLC A -0.08%
NFG A -0.08%
CGNX D -0.08%
DAR C -0.08%
AMG B -0.08%
CPB D -0.08%
MKTX D -0.08%
TKR D -0.08%
MTN C -0.08%
AES F -0.08%
AN C -0.08%
BIO C -0.08%
TTC C -0.08%
BC C -0.08%
COKE C -0.08%
CNP A -0.08%
MGY A -0.08%
LEA F -0.08%
CHH A -0.07%
BYD B -0.07%
AA A -0.07%
SW A -0.07%
SON F -0.07%
PATH C -0.07%
VFC C -0.07%
CROX D -0.07%
DLB B -0.07%
NEU D -0.07%
POST C -0.07%
FYBR C -0.07%
WTS B -0.07%
OLN F -0.07%
GFS C -0.06%
ST F -0.06%
NWS A -0.06%
NXST C -0.06%
WHR B -0.06%
FMC D -0.06%
BFAM D -0.06%
HXL F -0.06%
H B -0.06%
TNET F -0.05%
FRPT A -0.05%
PAG B -0.05%
AMKR D -0.05%
HESM B -0.04%
ADTN A -0.04%
COLM C -0.04%
PARA C -0.04%
SEE C -0.04%
BOKF B -0.04%
IDA A -0.04%
SPSC D -0.04%
LBRDA C -0.03%
OZK B -0.03%
CACC D -0.03%
CHWY B -0.03%
COLB B -0.03%
PPC C -0.03%
ZG A -0.03%
DDS B -0.03%
XRAY F -0.03%
FLO D -0.03%
LCID F -0.02%
CWEN C -0.02%
CLVT D -0.02%
HAE C -0.02%
CNA C -0.02%
MSM C -0.02%
LANC C -0.02%
LEVI F -0.02%
LUMN C -0.02%
ATKR D -0.01%
VAL F -0.01%
LKQ F -0.01%
CWEN C -0.01%
PII F -0.01%
SAIC F -0.01%
QLYS B -0.01%
ACT C -0.01%
AGR A -0.01%
RMBS B -0.0%
CNXC F -0.0%
NFE D -0.0%
FRHC B -0.0%
RIG D -0.0%
PTEN C -0.0%
IGT F -0.0%
FRSH B -0.0%
RGEN D -0.0%
FIZZ C -0.0%
REYN D -0.0%
Compare ETFs