IYH vs. IMCG ETF Comparison

Comparison of iShares U.S. Healthcare ETF (IYH) to iShares Morningstar Mid-Cap Growth ETF (IMCG)

IYH

iShares U.S. Healthcare ETF

IYH Description

The investment seeks to track the investment results of an index composed of U.S. equities in the healthcare sector. 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. It seeks to track the investment results of the Dow Jones U.S. Health Care Index (the "underlying index"), which measures the performance of the healthcare sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$60.65

Average Daily Volume

250,176

Number of Holdings ^*

106

* may have additional holdings in another (foreign) market

IMCG

iShares Morningstar Mid-Cap Growth ETF

IMCG Description

The investment seeks to track the investment results of the MorningstarÂ® 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

$78.87

Average Daily Volume

131,085

Number of Holdings ^*

299

* may have additional holdings in another (foreign) market

Performance

Period	IYH	IMCG
30 Days	-5.01%	6.52%
60 Days	-7.26%	9.36%
90 Days	-7.35%	11.15%
12 Months	12.50%	33.38%

34 Overlapping Holdings

Symbol	Grade	Weight in IYH	Weight in IMCG	Overlap
A	D	0.69%	0.65%	0.65%
ALGN	D	0.31%	0.19%	0.19%
ALNY	D	0.55%	0.52%	0.52%
AVTR	F	0.26%	0.14%	0.14%
BMRN	F	0.22%	0.21%	0.21%
BRKR	D	0.1%	0.08%	0.08%
COO	D	0.36%	0.25%	0.25%
CRL	D	0.18%	0.11%	0.11%
DVA	C	0.15%	0.07%	0.07%
DXCM	C	0.56%	0.53%	0.53%
EW	C	0.75%	0.71%	0.71%
EXAS	D	0.17%	0.16%	0.16%
GEHC	D	0.69%	0.25%	0.25%
IDXX	F	0.64%	0.61%	0.61%
ILMN	C	0.4%	0.37%	0.37%
INCY	C	0.22%	0.12%	0.12%
IQV	F	0.64%	0.39%	0.39%
MEDP	D	0.15%	0.14%	0.14%
MOH	F	0.32%	0.17%	0.17%
MRNA	F	0.22%	0.09%	0.09%
NBIX	C	0.22%	0.21%	0.21%
NTRA	A	0.31%	0.31%	0.31%
PODD	C	0.34%	0.32%	0.32%
RMD	C	0.63%	0.6%	0.6%
RVTY	F	0.25%	0.1%	0.1%
SRPT	F	0.18%	0.17%	0.17%
STE	D	0.4%	0.38%	0.38%
TECH	F	0.19%	0.19%	0.19%
TFX	F	0.17%	0.06%	0.06%
UHS	D	0.22%	0.1%	0.1%
VEEV	C	0.58%	0.55%	0.55%
WAT	C	0.39%	0.24%	0.24%
WST	C	0.42%	0.4%	0.4%
ZBH	C	0.43%	0.2%	0.2%

IYH Overweight 72 Positions Relative to IMCG

Symbol	Grade	Weight
LLY	F	11.08%
UNH	B	10.1%
JNJ	C	6.89%
ABBV	F	5.42%
MRK	D	4.53%
ABT	B	3.72%
TMO	F	3.63%
ISRG	A	3.46%
AMGN	F	2.82%
DHR	F	2.76%
SYK	B	2.62%
PFE	F	2.61%
BSX	A	2.37%
VRTX	D	2.23%
BMY	B	2.11%
MDT	D	2.08%
GILD	C	2.05%
ELV	F	1.73%
CI	D	1.66%
ZTS	D	1.49%
REGN	F	1.47%
BDX	F	1.21%
HCA	F	1.2%
HUM	C	0.62%
CNC	D	0.56%
CAH	B	0.54%
BIIB	F	0.43%
LH	B	0.37%
DGX	A	0.33%
HOLX	D	0.33%
BAX	F	0.3%
UTHR	C	0.29%
VTRS	A	0.28%
THC	D	0.27%
CTLT	C	0.2%
RPRX	D	0.19%
EHC	B	0.18%
EXEL	B	0.18%
GMED	A	0.17%
SOLV	D	0.17%
ITCI	C	0.16%
PEN	B	0.16%
HSIC	C	0.16%
CHE	D	0.15%
JAZZ	B	0.14%
ELAN	D	0.13%
MASI	B	0.13%
RGEN	D	0.13%
DOCS	C	0.11%
BIO	C	0.11%
VKTX	F	0.1%
IONS	F	0.1%
ROIV	C	0.09%
INSP	D	0.09%
NVST	B	0.07%
PRGO	C	0.07%
XRAY	F	0.07%
OGN	F	0.07%
RARE	F	0.07%
ACHC	F	0.06%
ENOV	C	0.05%
APLS	F	0.05%
AMED	F	0.05%
QDEL	F	0.04%
SHC	F	0.04%
AZTA	D	0.04%
RCM	A	0.04%
PINC	B	0.04%
TXG	F	0.03%
FTRE	D	0.03%
CERT	F	0.02%
GRAL	B	0.01%

IYH Underweight 265 Positions Relative to IMCG

Symbol	Grade	Weight
PLTR	B	-2.29%
ADSK	A	-1.12%
FTNT	C	-1.07%
HLT	A	-1.06%
COIN	C	-1.05%
APP	B	-1.05%
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%
PWR	A	-0.82%
PAYX	B	-0.81%
SQ	A	-0.81%
HWM	A	-0.8%
ROST	D	-0.8%
AME	A	-0.78%
VRT	B	-0.76%
AXON	A	-0.75%
DLR	B	-0.74%
ODFL	C	-0.72%
IR	B	-0.72%
HES	B	-0.71%
IT	C	-0.7%
VRSK	A	-0.7%
RCL	A	-0.66%
TEAM	A	-0.66%
VMC	B	-0.65%
DDOG	A	-0.65%
SYY	D	-0.65%
AMP	A	-0.65%
YUM	D	-0.65%
CARR	C	-0.64%
MLM	C	-0.63%
MSTR	B	-0.63%
LULU	C	-0.62%
WAB	B	-0.6%
HUBS	A	-0.6%
JCI	B	-0.58%
CMI	A	-0.58%
ROK	C	-0.57%
ARES	A	-0.54%
EFX	F	-0.53%
TTWO	A	-0.51%
CSGP	D	-0.51%
XYL	D	-0.51%
VST	A	-0.5%
ANSS	B	-0.5%
EA	A	-0.49%
FCNCA	A	-0.48%
NEM	D	-0.47%
MPWR	F	-0.47%
BR	A	-0.47%
CHD	A	-0.47%
BRO	B	-0.47%
NET	B	-0.47%
DECK	A	-0.47%
TPL	A	-0.46%
RBLX	C	-0.46%
URI	C	-0.46%
TRV	B	-0.45%
TYL	B	-0.44%
DFS	B	-0.44%
MTD	F	-0.44%
PSA	C	-0.44%
CBRE	B	-0.43%
GDDY	A	-0.43%
CDW	F	-0.42%
SBAC	D	-0.42%
TEL	B	-0.42%
OTIS	C	-0.42%
HUBB	B	-0.41%
LPLA	A	-0.41%
EME	A	-0.41%
PTC	B	-0.4%
COR	B	-0.39%
ALL	A	-0.38%
BKR	A	-0.38%
D	C	-0.37%
TSCO	D	-0.37%
CSL	C	-0.36%
STZ	D	-0.36%
GRMN	B	-0.36%
MDB	B	-0.35%
DOV	A	-0.34%
FSLR	F	-0.34%
INVH	D	-0.34%
LII	A	-0.34%
LVS	B	-0.34%
PCG	A	-0.33%
CPAY	A	-0.33%
LYV	A	-0.33%
CPNG	D	-0.33%
IBKR	A	-0.33%
TRGP	A	-0.32%
WSO	A	-0.32%
RJF	A	-0.32%
FDS	B	-0.32%
FTV	C	-0.32%
ZS	B	-0.32%
TRU	D	-0.32%
DAL	B	-0.32%
NTNX	B	-0.3%
IRM	C	-0.3%
BURL	B	-0.3%
FWONK	A	-0.3%
IEX	C	-0.3%
CTVA	C	-0.3%
O	C	-0.29%
HOOD	B	-0.29%
MANH	D	-0.29%
WTW	B	-0.28%
FIX	A	-0.28%
AVB	B	-0.28%
KMB	C	-0.28%
DOCU	B	-0.28%
DD	C	-0.28%
HEI	A	-0.28%
TWLO	A	-0.28%
SUI	C	-0.27%
EQT	B	-0.27%
VRSN	C	-0.27%
BAH	F	-0.26%
ROL	B	-0.26%
LNG	A	-0.26%
EL	F	-0.26%
PSTG	D	-0.26%
TW	A	-0.26%
DPZ	C	-0.26%
ZBRA	B	-0.26%
DELL	B	-0.26%
GGG	B	-0.26%
HAL	C	-0.25%
MCHP	F	-0.25%
VLTO	C	-0.25%
DT	D	-0.25%
MKL	A	-0.24%
SAIA	B	-0.24%
HSY	F	-0.24%
PFGC	B	-0.23%
AWK	C	-0.23%
DOW	F	-0.23%
NDSN	B	-0.23%
CLX	A	-0.23%
CLH	C	-0.22%
NTAP	C	-0.22%
JKHY	D	-0.22%
PNR	A	-0.22%
KEYS	A	-0.21%
EXPE	B	-0.21%
GPN	B	-0.21%
LECO	C	-0.21%
OKTA	C	-0.21%
TDY	B	-0.21%
NVT	B	-0.21%
AMH	C	-0.21%
KIM	A	-0.21%
NDAQ	A	-0.21%
ACGL	C	-0.21%
KDP	F	-0.21%
EXR	C	-0.21%
XPO	B	-0.2%
SNAP	D	-0.2%
EBAY	D	-0.2%
HEI	A	-0.2%
PPG	F	-0.2%
PHM	D	-0.2%
TRMB	B	-0.2%
RPM	A	-0.2%
DAY	B	-0.2%
J	D	-0.2%
LW	C	-0.19%
FND	D	-0.19%
TTEK	F	-0.19%
WRB	A	-0.19%
BALL	F	-0.19%
PAYC	B	-0.19%
ON	D	-0.18%
EQR	C	-0.18%
BLDR	D	-0.18%
ERIE	D	-0.18%
WSM	C	-0.18%
CASY	A	-0.18%
DKNG	B	-0.18%
CHDN	B	-0.17%
MKC	C	-0.17%
DRI	B	-0.17%
ACM	B	-0.16%
GEN	B	-0.16%
TSN	B	-0.16%
VTR	B	-0.16%
ENTG	D	-0.16%
MORN	B	-0.16%
CINF	A	-0.16%
ESS	B	-0.16%
WMS	F	-0.16%
SMCI	F	-0.16%
JBHT	C	-0.16%
WING	D	-0.16%
PINS	F	-0.16%
ULTA	F	-0.15%
LUV	C	-0.15%
WYNN	C	-0.15%
LDOS	C	-0.15%
TER	F	-0.14%
TXT	D	-0.14%
JBL	C	-0.14%
ELS	C	-0.14%
AVY	F	-0.14%
ENPH	F	-0.14%
UDR	B	-0.14%
ALLE	C	-0.13%
GPC	D	-0.13%
MAS	D	-0.13%
USFD	A	-0.13%
CTRA	B	-0.13%
CNM	D	-0.13%
POOL	C	-0.12%
KMX	B	-0.12%
NRG	B	-0.12%
AZPN	A	-0.12%
SCI	B	-0.12%
EPAM	B	-0.12%
MAA	B	-0.12%
CMS	C	-0.12%
SWK	D	-0.11%
AOS	F	-0.11%
BSY	F	-0.11%
APTV	F	-0.11%
RRX	B	-0.11%
ALB	B	-0.11%
SNA	A	-0.11%
BLD	D	-0.11%
CPT	B	-0.1%
FFIV	B	-0.1%
TOL	B	-0.1%
DLTR	F	-0.1%
PCOR	B	-0.1%
AKAM	D	-0.1%
FLEX	B	-0.09%
U	C	-0.09%
DKS	D	-0.09%
CE	F	-0.08%
HII	F	-0.08%
BJ	A	-0.08%
REG	A	-0.08%
ARE	F	-0.08%
AFG	A	-0.07%
CCK	D	-0.07%
MGM	D	-0.07%
CELH	F	-0.07%
QRVO	F	-0.06%
UHAL	D	-0.05%
HRL	D	-0.05%
WTRG	B	-0.05%
COTY	F	-0.04%
ALAB	B	-0.04%
FWONA	A	-0.03%
WLK	D	-0.03%
UHAL	D	-0.0%