USMV vs. IMCB ETF Comparison
Comparison of iShares MSCI USA Minimum Volatility ETF (USMV) to iShares Morningstar Mid-Cap ETF (IMCB)
USMV
iShares MSCI USA Minimum Volatility ETF
USMV Description
The investment seeks the investment results of an index composed of U.S. equities that, in the aggregate, have lower volatility characteristics relative to the broader U.S. equity market. The fund generally invests at least 90% of its assets in securities of the underlying index or in depositary receipts representing securities in the underlying index. The underlying index follows a rules-based methodology to determine weights for securities in the index that seeks to minimize total risk of the MSCI USA Index. Components primarily include consumer staples, healthcare and information technology companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$93.46
Average Daily Volume
1,630,912
170
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
447
Performance
Period | USMV | IMCB |
---|---|---|
30 Days | 1.70% | 6.60% |
60 Days | 2.42% | 7.43% |
90 Days | 4.02% | 9.78% |
12 Months | 25.63% | 32.75% |
83 Overlapping Holdings
Symbol | Grade | Weight in USMV | Weight in IMCB | Overlap | |
---|---|---|---|---|---|
ACGL | D | 0.68% | 0.33% | 0.33% | |
AEE | A | 0.24% | 0.21% | 0.21% | |
AEP | D | 0.39% | 0.44% | 0.39% | |
AFG | A | 0.35% | 0.09% | 0.09% | |
AKAM | D | 0.39% | 0.12% | 0.12% | |
ALNY | D | 0.22% | 0.28% | 0.22% | |
ATO | A | 0.06% | 0.19% | 0.06% | |
AZO | C | 0.98% | 0.47% | 0.47% | |
AZPN | A | 0.23% | 0.06% | 0.06% | |
BAH | F | 0.39% | 0.17% | 0.17% | |
BMRN | D | 0.22% | 0.11% | 0.11% | |
BR | A | 0.05% | 0.23% | 0.05% | |
CDW | F | 0.35% | 0.21% | 0.21% | |
CHD | B | 0.4% | 0.23% | 0.23% | |
CMS | C | 0.19% | 0.18% | 0.18% | |
COR | B | 0.67% | 0.37% | 0.37% | |
CPB | D | 0.33% | 0.08% | 0.08% | |
CTSH | B | 0.76% | 0.36% | 0.36% | |
CTVA | C | 0.38% | 0.35% | 0.35% | |
D | C | 0.23% | 0.41% | 0.23% | |
DELL | C | 0.12% | 0.31% | 0.12% | |
DGX | A | 0.11% | 0.15% | 0.11% | |
DPZ | C | 0.19% | 0.13% | 0.13% | |
DTE | C | 0.2% | 0.22% | 0.2% | |
EA | A | 0.89% | 0.35% | 0.35% | |
ED | D | 1.13% | 0.29% | 0.29% | |
EG | C | 0.43% | 0.14% | 0.14% | |
ERIE | D | 0.42% | 0.09% | 0.09% | |
FANG | D | 0.55% | 0.28% | 0.28% | |
FCNCA | A | 0.88% | 0.24% | 0.24% | |
FFIV | B | 0.55% | 0.13% | 0.13% | |
FICO | B | 0.59% | 0.5% | 0.5% | |
FSLR | F | 0.06% | 0.17% | 0.06% | |
FWONK | B | 0.31% | 0.16% | 0.16% | |
GDDY | A | 1.0% | 0.22% | 0.22% | |
GEN | B | 0.35% | 0.15% | 0.15% | |
GIS | D | 0.66% | 0.32% | 0.32% | |
GLW | B | 0.31% | 0.32% | 0.31% | |
GRMN | B | 0.33% | 0.29% | 0.29% | |
HIG | B | 0.12% | 0.3% | 0.12% | |
HOLX | D | 0.16% | 0.16% | 0.16% | |
HRL | D | 0.21% | 0.08% | 0.08% | |
HSY | F | 0.3% | 0.23% | 0.23% | |
HUBS | A | 0.24% | 0.31% | 0.24% | |
HUM | C | 0.4% | 0.3% | 0.3% | |
INCY | C | 0.53% | 0.11% | 0.11% | |
IT | C | 0.35% | 0.36% | 0.35% | |
JNPR | F | 0.45% | 0.11% | 0.11% | |
K | A | 0.8% | 0.19% | 0.19% | |
KDP | D | 0.59% | 0.32% | 0.32% | |
KEYS | A | 0.55% | 0.24% | 0.24% | |
KHC | F | 0.38% | 0.25% | 0.25% | |
KMB | D | 0.21% | 0.39% | 0.21% | |
KR | B | 0.61% | 0.35% | 0.35% | |
L | A | 0.28% | 0.14% | 0.14% | |
LNT | A | 0.1% | 0.13% | 0.1% | |
MKL | A | 0.34% | 0.19% | 0.19% | |
MOH | F | 0.18% | 0.16% | 0.16% | |
NBIX | C | 0.32% | 0.11% | 0.11% | |
NEM | D | 0.46% | 0.41% | 0.41% | |
NTAP | C | 0.22% | 0.21% | 0.21% | |
OTIS | C | 0.07% | 0.36% | 0.07% | |
PKG | A | 0.2% | 0.19% | 0.19% | |
PTC | A | 0.52% | 0.2% | 0.2% | |
ROL | B | 0.36% | 0.13% | 0.13% | |
STX | D | 0.16% | 0.17% | 0.16% | |
TDY | B | 0.57% | 0.2% | 0.2% | |
TEL | B | 0.07% | 0.41% | 0.07% | |
TRV | B | 1.15% | 0.52% | 0.52% | |
TSN | B | 0.71% | 0.16% | 0.16% | |
TW | A | 0.2% | 0.13% | 0.13% | |
ULTA | F | 0.04% | 0.16% | 0.04% | |
UTHR | C | 0.14% | 0.13% | 0.13% | |
VLO | C | 0.05% | 0.39% | 0.05% | |
VRSK | A | 0.42% | 0.36% | 0.36% | |
VRSN | F | 0.64% | 0.14% | 0.14% | |
WDAY | B | 0.43% | 0.51% | 0.43% | |
WEC | A | 0.78% | 0.27% | 0.27% | |
WMB | A | 0.31% | 0.59% | 0.31% | |
WRB | A | 0.31% | 0.16% | 0.16% | |
WTW | B | 0.38% | 0.29% | 0.29% | |
XEL | A | 0.46% | 0.34% | 0.34% | |
YUM | B | 0.5% | 0.34% | 0.34% |
USMV Overweight 87 Positions Relative to IMCB
Symbol | Grade | Weight | |
---|---|---|---|
TMUS | B | 1.95% | |
MSI | B | 1.81% | |
WMT | A | 1.78% | |
PGR | A | 1.67% | |
IBM | C | 1.66% | |
WCN | A | 1.56% | |
RSG | A | 1.55% | |
BRK.A | B | 1.55% | |
DUK | C | 1.49% | |
CSCO | B | 1.47% | |
CB | C | 1.47% | |
APH | A | 1.44% | |
WM | A | 1.44% | |
NOC | D | 1.43% | |
TXN | C | 1.39% | |
VZ | C | 1.35% | |
SO | D | 1.35% | |
MCK | B | 1.35% | |
MSFT | F | 1.34% | |
UNH | C | 1.34% | |
ORCL | B | 1.31% | |
ROP | B | 1.3% | |
ACN | C | 1.29% | |
AJG | B | 1.27% | |
MCD | D | 1.25% | |
LLY | F | 1.25% | |
PG | A | 1.23% | |
AVGO | D | 1.19% | |
JNJ | D | 1.18% | |
MMC | B | 1.11% | |
ABBV | D | 1.04% | |
MRK | F | 1.01% | |
PEP | F | 1.01% | |
AAPL | C | 0.99% | |
GILD | C | 0.94% | |
V | A | 0.9% | |
CBOE | B | 0.85% | |
LMT | D | 0.82% | |
NOW | A | 0.75% | |
T | A | 0.74% | |
MA | C | 0.7% | |
VRTX | F | 0.69% | |
FI | A | 0.69% | |
ORLY | B | 0.68% | |
NVDA | C | 0.67% | |
AMGN | D | 0.59% | |
REGN | F | 0.59% | |
BDX | F | 0.56% | |
MPC | D | 0.54% | |
AON | A | 0.53% | |
CME | A | 0.53% | |
ELV | F | 0.52% | |
BMY | B | 0.49% | |
UBER | D | 0.45% | |
TJX | A | 0.45% | |
XOM | B | 0.45% | |
MDLZ | F | 0.44% | |
CL | D | 0.41% | |
CMCSA | B | 0.39% | |
CVX | A | 0.34% | |
AIZ | A | 0.32% | |
HD | A | 0.3% | |
ANET | C | 0.29% | |
ICE | C | 0.28% | |
HON | B | 0.25% | |
ADI | D | 0.23% | |
CI | F | 0.21% | |
PFE | D | 0.2% | |
CRWD | B | 0.19% | |
CDNS | B | 0.18% | |
MELI | D | 0.18% | |
SNPS | B | 0.18% | |
EOG | A | 0.17% | |
LIN | D | 0.16% | |
GOOG | C | 0.16% | |
AMZN | C | 0.14% | |
MDT | D | 0.13% | |
OXY | D | 0.12% | |
KO | D | 0.1% | |
RTX | C | 0.09% | |
ADP | B | 0.09% | |
ABT | B | 0.09% | |
PSX | C | 0.06% | |
KNX | B | 0.06% | |
CRM | B | 0.05% | |
GD | F | 0.05% | |
CVS | D | 0.04% |
USMV Underweight 364 Positions Relative to IMCB
Symbol | Grade | Weight | |
---|---|---|---|
PLTR | B | -1.04% | |
GEV | B | -0.79% | |
COF | B | -0.61% | |
ADSK | A | -0.58% | |
GM | B | -0.57% | |
OKE | A | -0.55% | |
CARR | D | -0.55% | |
HLT | A | -0.54% | |
FTNT | C | -0.54% | |
TFC | A | -0.54% | |
NSC | B | -0.53% | |
APP | B | -0.52% | |
PCAR | B | -0.52% | |
DLR | B | -0.51% | |
URI | B | -0.5% | |
JCI | C | -0.5% | |
SRE | A | -0.5% | |
BK | A | -0.5% | |
MSTR | C | -0.5% | |
AFL | B | -0.49% | |
AMP | A | -0.49% | |
TTD | B | -0.49% | |
SPG | B | -0.48% | |
RCL | A | -0.48% | |
COIN | C | -0.48% | |
DASH | A | -0.47% | |
GWW | B | -0.46% | |
PSA | D | -0.46% | |
KMI | A | -0.46% | |
ALL | A | -0.45% | |
CMI | A | -0.44% | |
FIS | C | -0.44% | |
CPRT | A | -0.44% | |
DHI | D | -0.43% | |
O | D | -0.43% | |
AIG | B | -0.43% | |
PWR | A | -0.42% | |
PAYX | C | -0.42% | |
MSCI | C | -0.42% | |
LNG | B | -0.42% | |
HWM | A | -0.41% | |
SQ | B | -0.41% | |
ROST | C | -0.41% | |
LHX | C | -0.41% | |
FAST | B | -0.41% | |
VST | B | -0.4% | |
PRU | A | -0.4% | |
VRT | B | -0.39% | |
CCI | D | -0.39% | |
AME | A | -0.39% | |
PCG | A | -0.39% | |
AXON | A | -0.38% | |
PEG | A | -0.38% | |
DFS | B | -0.38% | |
BKR | B | -0.38% | |
F | C | -0.38% | |
IR | B | -0.37% | |
DAL | C | -0.37% | |
TRGP | B | -0.37% | |
ODFL | B | -0.37% | |
HES | B | -0.36% | |
KVUE | A | -0.36% | |
FERG | B | -0.36% | |
STZ | D | -0.35% | |
TEAM | A | -0.35% | |
EW | C | -0.35% | |
LEN | D | -0.35% | |
CBRE | B | -0.35% | |
A | D | -0.34% | |
DDOG | A | -0.34% | |
CHTR | C | -0.34% | |
IQV | D | -0.33% | |
SYY | B | -0.33% | |
VMC | B | -0.33% | |
EXC | C | -0.33% | |
HPQ | B | -0.32% | |
MLM | B | -0.32% | |
LULU | C | -0.32% | |
DD | D | -0.31% | |
MCHP | D | -0.31% | |
IDXX | F | -0.31% | |
NUE | C | -0.31% | |
MTB | A | -0.31% | |
VEEV | C | -0.3% | |
RMD | C | -0.3% | |
EXR | D | -0.3% | |
WAB | B | -0.3% | |
VICI | C | -0.29% | |
GEHC | F | -0.29% | |
ROK | B | -0.29% | |
IRM | D | -0.29% | |
DOW | F | -0.28% | |
ARES | A | -0.28% | |
EIX | B | -0.28% | |
EBAY | D | -0.28% | |
FITB | A | -0.28% | |
EFX | F | -0.28% | |
AVB | B | -0.28% | |
NDAQ | A | -0.27% | |
RJF | A | -0.27% | |
CPNG | D | -0.27% | |
CSGP | D | -0.27% | |
CNC | D | -0.27% | |
ETR | B | -0.27% | |
PPG | F | -0.26% | |
XYL | D | -0.26% | |
ANSS | B | -0.26% | |
GPN | B | -0.26% | |
TTWO | A | -0.26% | |
CAH | B | -0.26% | |
DXCM | D | -0.26% | |
UAL | A | -0.26% | |
TSCO | D | -0.26% | |
STT | A | -0.25% | |
ON | D | -0.25% | |
MPWR | F | -0.24% | |
BRO | B | -0.24% | |
DECK | 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% | |
VTR | C | -0.23% | |
CPAY | A | -0.23% | |
AWK | D | -0.23% | |
TYL | B | -0.23% | |
SYF | B | -0.23% | |
TPL | A | -0.23% | |
MTD | D | -0.23% | |
TROW | B | -0.23% | |
FTV | C | -0.23% | |
HAL | C | -0.23% | |
PPL | B | -0.22% | |
WST | C | -0.22% | |
DVN | F | -0.22% | |
ADM | D | -0.22% | |
EQR | B | -0.22% | |
SW | A | -0.22% | |
HBAN | A | -0.22% | |
EME | C | -0.21% | |
LPLA | A | -0.21% | |
HUBB | B | -0.21% | |
SBAC | D | -0.21% | |
BIIB | F | -0.21% | |
RF | A | -0.21% | |
EQT | B | -0.21% | |
CCL | B | -0.21% | |
VLTO | D | -0.21% | |
WAT | B | -0.2% | |
ZBH | C | -0.2% | |
WY | D | -0.2% | |
ILMN | D | -0.2% | |
LDOS | C | -0.2% | |
IFF | D | -0.2% | |
EXPE | B | -0.2% | |
CINF | A | -0.2% | |
CFG | B | -0.19% | |
LYB | F | -0.19% | |
ES | D | -0.19% | |
NTRS | A | -0.19% | |
STE | F | -0.19% | |
BLDR | D | -0.19% | |
WBD | C | -0.19% | |
ZBRA | B | -0.18% | |
PFG | D | -0.18% | |
LH | C | -0.18% | |
STLD | B | -0.18% | |
DRI | B | -0.18% | |
WDC | D | -0.18% | |
CLX | B | -0.18% | |
OMC | C | -0.18% | |
MDB | C | -0.18% | |
FE | C | -0.18% | |
CSL | C | -0.18% | |
SNA | A | -0.17% | |
MKC | D | -0.17% | |
FDS | B | -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% | |
INVH | D | -0.17% | |
CNP | B | -0.17% | |
LUV | C | -0.17% | |
TRU | D | -0.17% | |
ESS | B | -0.17% | |
IP | B | -0.17% | |
BALL | D | -0.17% | |
DKNG | B | -0.17% | |
LII | A | -0.17% | |
LVS | C | -0.17% | |
COO | D | -0.17% | |
ZM | B | -0.17% | |
J | F | -0.16% | |
BBY | D | -0.16% | |
KEY | B | -0.16% | |
PODD | C | -0.16% | |
WSO | A | -0.16% | |
MAA | B | -0.16% | |
NTRA | B | -0.16% | |
HOOD | B | -0.15% | |
HEI | B | -0.15% | |
ALGN | D | -0.15% | |
KIM | A | -0.15% | |
TER | D | -0.15% | |
OC | A | -0.15% | |
DG | F | -0.15% | |
ARE | D | -0.15% | |
EXPD | D | -0.15% | |
BURL | A | -0.15% | |
MANH | D | -0.15% | |
TRMB | B | -0.15% | |
XPO | B | -0.15% | |
RS | B | -0.15% | |
GPC | D | -0.15% | |
NTNX | A | -0.15% | |
IEX | B | -0.15% | |
MAS | D | -0.15% | |
PNR | A | -0.15% | |
PINS | D | -0.15% | |
RPM | A | -0.15% | |
JBHT | C | -0.14% | |
FLEX | A | -0.14% | |
SUI | D | -0.14% | |
CF | B | -0.14% | |
FNF | B | -0.14% | |
FIX | A | -0.14% | |
THC | D | -0.14% | |
TOL | B | -0.14% | |
WSM | B | -0.14% | |
AVY | D | -0.14% | |
SSNC | B | -0.14% | |
NI | A | -0.14% | |
BAX | D | -0.14% | |
MRO | B | -0.14% | |
TXT | D | -0.14% | |
DOCU | A | -0.14% | |
TWLO | A | -0.14% | |
JBL | B | -0.13% | |
AVTR | F | -0.13% | |
RVTY | F | -0.13% | |
EVRG | A | -0.13% | |
SAIA | B | -0.13% | |
AMCR | D | -0.13% | |
ACM | A | -0.13% | |
DT | C | -0.13% | |
EL | F | -0.13% | |
DOC | D | -0.13% | |
GGG | B | -0.13% | |
USFD | A | -0.13% | |
CASY | A | -0.13% | |
RGA | A | -0.13% | |
VTRS | A | -0.13% | |
ENTG | D | -0.13% | |
PSTG | D | -0.13% | |
SWK | D | -0.12% | |
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% | |
OVV | B | -0.11% | |
LECO | B | -0.11% | |
EMN | D | -0.11% | |
UHS | D | -0.11% | |
DAY | B | -0.11% | |
UNM | A | -0.11% | |
ALB | C | -0.11% | |
AMH | D | -0.11% | |
HST | C | -0.11% | |
SCI | B | -0.11% | |
NVT | B | -0.11% | |
REG | B | -0.11% | |
BXP | D | -0.11% | |
KMX | B | -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% | |
APTV | D | -0.11% | |
TTEK | F | -0.1% | |
CCK | C | -0.1% | |
FND | C | -0.1% | |
IPG | D | -0.1% | |
TAP | C | -0.1% | |
NWSA | B | -0.1% | |
FOXA | B | -0.1% | |
CG | A | -0.1% | |
PAYC | B | -0.1% | |
DKS | C | -0.1% | |
BLD | D | -0.1% | |
RRX | B | -0.1% | |
TECH | D | -0.1% | |
SNAP | C | -0.1% | |
LW | C | -0.1% | |
SJM | D | -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% | |
CRL | C | -0.09% | |
RPRX | D | -0.09% | |
LKQ | D | -0.09% | |
BJ | A | -0.09% | |
MOS | F | -0.08% | |
ENPH | F | -0.08% | |
AOS | F | -0.08% | |
TFX | F | -0.08% | |
SMCI | F | -0.08% | |
AR | B | -0.08% | |
WYNN | D | -0.08% | |
MGM | D | -0.08% | |
WMS | D | -0.08% | |
MORN | B | -0.08% | |
EXAS | D | -0.08% | |
SOLV | C | -0.08% | |
WTRG | B | -0.08% | |
ACI | C | -0.07% | |
CNM | D | -0.07% | |
DVA | B | -0.07% | |
HII | D | -0.07% | |
CE | F | -0.07% | |
APA | D | -0.07% | |
MEDP | D | -0.07% | |
PCOR | B | -0.06% | |
UHAL | D | -0.06% | |
QRVO | F | -0.06% | |
WBA | F | -0.06% | |
BSY | D | -0.06% | |
SIRI | C | -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% |
USMV: Top Represented Industries & Keywords
IMCB: Top Represented Industries & Keywords