USMV vs. IMCG ETF Comparison
Comparison of iShares MSCI USA Minimum Volatility ETF (USMV) to iShares Morningstar Mid-Cap Growth ETF (IMCG)
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
$89.97
Average Daily Volume
1,743,360
170
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
$72.91
Average Daily Volume
96,410
299
Performance
Period | USMV | IMCG |
---|---|---|
30 Days | -1.11% | 0.61% |
60 Days | -1.04% | 2.56% |
90 Days | 4.01% | 9.26% |
12 Months | 25.17% | 32.24% |
55 Overlapping Holdings
Symbol | Grade | Weight in USMV | Weight in IMCG | Overlap | |
---|---|---|---|---|---|
ACGL | F | 0.76% | 0.23% | 0.23% | |
AFG | D | 0.33% | 0.07% | 0.07% | |
AKAM | D | 0.46% | 0.13% | 0.13% | |
ALNY | C | 0.27% | 0.67% | 0.27% | |
AZO | D | 0.99% | 0.98% | 0.98% | |
AZPN | B | 0.22% | 0.12% | 0.12% | |
BAH | A | 0.47% | 0.3% | 0.3% | |
BMRN | F | 0.25% | 0.24% | 0.24% | |
BR | C | 0.05% | 0.46% | 0.05% | |
CDW | F | 0.44% | 0.53% | 0.44% | |
CHD | B | 0.36% | 0.46% | 0.36% | |
CMS | C | 0.2% | 0.14% | 0.14% | |
COR | A | 0.65% | 0.39% | 0.39% | |
CTVA | A | 0.39% | 0.35% | 0.35% | |
D | B | 0.24% | 0.4% | 0.24% | |
DELL | A | 0.1% | 0.25% | 0.1% | |
DPZ | B | 0.18% | 0.26% | 0.18% | |
EA | A | 0.78% | 0.45% | 0.45% | |
ERIE | D | 0.46% | 0.21% | 0.21% | |
FCNCA | C | 0.75% | 0.43% | 0.43% | |
FFIV | A | 0.49% | 0.09% | 0.09% | |
FICO | B | 0.51% | 0.89% | 0.51% | |
FSLR | C | 0.06% | 0.36% | 0.06% | |
FWONK | A | 0.31% | 0.3% | 0.3% | |
GDDY | A | 0.86% | 0.39% | 0.39% | |
GEN | A | 0.32% | 0.15% | 0.15% | |
GRMN | A | 0.25% | 0.29% | 0.25% | |
HRL | F | 0.21% | 0.05% | 0.05% | |
HSY | F | 0.32% | 0.27% | 0.27% | |
HUBS | B | 0.2% | 0.51% | 0.2% | |
INCY | A | 0.49% | 0.11% | 0.11% | |
IT | C | 0.35% | 0.72% | 0.35% | |
KDP | F | 0.66% | 0.25% | 0.25% | |
KEYS | C | 0.55% | 0.22% | 0.22% | |
KMB | D | 0.21% | 0.3% | 0.21% | |
MKL | D | 0.32% | 0.23% | 0.23% | |
MOH | D | 0.21% | 0.19% | 0.19% | |
NBIX | C | 0.31% | 0.21% | 0.21% | |
NEM | D | 0.53% | 0.58% | 0.53% | |
NTAP | D | 0.21% | 0.23% | 0.21% | |
OTIS | B | 0.07% | 0.45% | 0.07% | |
PTC | B | 0.5% | 0.4% | 0.4% | |
ROL | D | 0.34% | 0.25% | 0.25% | |
TDY | B | 0.58% | 0.22% | 0.22% | |
TEL | A | 0.07% | 0.43% | 0.07% | |
TRV | B | 1.13% | 0.46% | 0.46% | |
TSN | D | 0.66% | 0.15% | 0.15% | |
TW | B | 0.19% | 0.28% | 0.19% | |
ULTA | C | 0.04% | 0.15% | 0.04% | |
VRSK | B | 0.39% | 0.69% | 0.39% | |
VRSN | F | 0.66% | 0.29% | 0.29% | |
WDAY | F | 0.39% | 0.91% | 0.39% | |
WRB | C | 0.3% | 0.19% | 0.19% | |
WTW | A | 0.35% | 0.27% | 0.27% | |
YUM | D | 0.5% | 0.68% | 0.5% |
USMV Overweight 115 Positions Relative to IMCG
Symbol | Grade | Weight | |
---|---|---|---|
TMUS | B | 1.95% | |
MSI | B | 1.72% | |
IBM | C | 1.72% | |
WMT | A | 1.7% | |
PGR | D | 1.61% | |
DUK | C | 1.56% | |
CB | C | 1.52% | |
NOC | D | 1.52% | |
LLY | F | 1.52% | |
BRK.A | D | 1.51% | |
RSG | D | 1.48% | |
WCN | D | 1.48% | |
CSCO | B | 1.44% | |
SO | C | 1.43% | |
TXN | A | 1.42% | |
APH | B | 1.41% | |
WM | A | 1.37% | |
MSFT | D | 1.36% | |
VZ | D | 1.34% | |
ACN | C | 1.32% | |
UNH | C | 1.3% | |
MCD | C | 1.29% | |
ROP | D | 1.28% | |
JNJ | D | 1.26% | |
ED | C | 1.24% | |
AJG | D | 1.24% | |
AVGO | B | 1.23% | |
PG | D | 1.22% | |
ORCL | B | 1.2% | |
ABBV | A | 1.18% | |
MMC | D | 1.12% | |
MCK | C | 1.11% | |
MRK | F | 1.11% | |
PEP | D | 1.11% | |
AAPL | C | 1.0% | |
GILD | A | 0.95% | |
CBOE | B | 0.89% | |
LMT | D | 0.87% | |
K | A | 0.81% | |
V | A | 0.81% | |
WEC | B | 0.77% | |
REGN | F | 0.74% | |
CTSH | D | 0.74% | |
T | A | 0.73% | |
GIS | D | 0.72% | |
VRTX | D | 0.72% | |
NOW | A | 0.7% | |
MA | B | 0.68% | |
ORLY | C | 0.67% | |
AMGN | C | 0.66% | |
FI | A | 0.65% | |
NVDA | B | 0.64% | |
BDX | C | 0.6% | |
KR | A | 0.59% | |
ELV | F | 0.55% | |
FANG | F | 0.55% | |
CME | B | 0.53% | |
MPC | F | 0.52% | |
JNPR | A | 0.5% | |
AON | A | 0.5% | |
UBER | C | 0.5% | |
MDLZ | D | 0.48% | |
XOM | C | 0.46% | |
EG | F | 0.45% | |
CL | F | 0.44% | |
BMY | A | 0.44% | |
TJX | D | 0.43% | |
KHC | D | 0.43% | |
XEL | A | 0.43% | |
AEP | D | 0.4% | |
CMCSA | A | 0.38% | |
HUM | F | 0.37% | |
CPB | D | 0.36% | |
CVX | A | 0.32% | |
GLW | A | 0.31% | |
ICE | C | 0.3% | |
ANET | B | 0.3% | |
HD | B | 0.29% | |
AIZ | D | 0.28% | |
L | C | 0.27% | |
WMB | A | 0.27% | |
ADI | C | 0.25% | |
PFE | D | 0.23% | |
AEE | B | 0.23% | |
HON | B | 0.22% | |
DTE | C | 0.21% | |
CI | D | 0.2% | |
PKG | A | 0.19% | |
MELI | A | 0.19% | |
HOLX | A | 0.17% | |
SNPS | B | 0.17% | |
STX | D | 0.17% | |
LIN | C | 0.17% | |
EOG | D | 0.16% | |
CRWD | C | 0.16% | |
CDNS | C | 0.15% | |
GOOG | A | 0.15% | |
MDT | B | 0.14% | |
OXY | F | 0.13% | |
UTHR | A | 0.13% | |
AMZN | A | 0.12% | |
HIG | D | 0.12% | |
LNT | C | 0.1% | |
KO | D | 0.1% | |
DGX | B | 0.1% | |
ADP | A | 0.09% | |
RTX | C | 0.09% | |
ABT | A | 0.09% | |
PSX | F | 0.06% | |
GD | C | 0.06% | |
KNX | A | 0.06% | |
CRM | A | 0.05% | |
ATO | B | 0.05% | |
CVS | F | 0.04% | |
VLO | F | 0.04% |
USMV Underweight 244 Positions Relative to IMCG
Symbol | Grade | Weight | |
---|---|---|---|
PLTR | B | -1.58% | |
ADSK | B | -1.11% | |
HLT | A | -1.05% | |
TTD | B | -0.96% | |
FTNT | B | -0.95% | |
GWW | A | -0.88% | |
ROST | F | -0.86% | |
MSCI | C | -0.85% | |
DASH | A | -0.85% | |
PAYX | B | -0.83% | |
CPRT | D | -0.82% | |
PWR | B | -0.82% | |
FAST | A | -0.79% | |
GEV | A | -0.77% | |
EW | D | -0.77% | |
MPWR | F | -0.76% | |
COIN | C | -0.75% | |
HWM | B | -0.74% | |
SQ | B | -0.73% | |
VRT | B | -0.72% | |
DLR | A | -0.71% | |
AME | A | -0.7% | |
HES | B | -0.7% | |
IR | C | -0.7% | |
A | D | -0.69% | |
IDXX | F | -0.68% | |
SYY | D | -0.67% | |
ODFL | A | -0.66% | |
DDOG | B | -0.66% | |
CARR | D | -0.65% | |
RMD | A | -0.64% | |
MLM | A | -0.64% | |
VMC | A | -0.62% | |
EFX | D | -0.61% | |
AMP | B | -0.61% | |
APP | B | -0.6% | |
RCL | B | -0.6% | |
WAB | B | -0.6% | |
LULU | C | -0.6% | |
ARES | B | -0.58% | |
VEEV | B | -0.57% | |
XYL | F | -0.57% | |
AXON | B | -0.57% | |
CMI | B | -0.56% | |
ROK | B | -0.56% | |
CSGP | F | -0.55% | |
JCI | B | -0.55% | |
DXCM | C | -0.54% | |
TEAM | A | -0.54% | |
ANSS | C | -0.51% | |
MTD | D | -0.5% | |
NET | B | -0.49% | |
URI | B | -0.48% | |
TTWO | A | -0.48% | |
SBAC | D | -0.48% | |
TYL | A | -0.47% | |
PSA | D | -0.47% | |
BRO | B | -0.47% | |
MSTR | B | -0.46% | |
VST | B | -0.46% | |
IQV | F | -0.45% | |
CBRE | A | -0.45% | |
HUBB | B | -0.44% | |
WST | B | -0.44% | |
DECK | B | -0.43% | |
SMCI | F | -0.42% | |
STE | D | -0.41% | |
ILMN | A | -0.41% | |
RBLX | A | -0.4% | |
CSL | C | -0.39% | |
LVS | B | -0.39% | |
TRU | C | -0.38% | |
STZ | F | -0.38% | |
EME | A | -0.38% | |
ALL | C | -0.38% | |
TSCO | D | -0.38% | |
TPL | A | -0.38% | |
DFS | A | -0.37% | |
EL | F | -0.37% | |
LPLA | A | -0.36% | |
INVH | F | -0.36% | |
LII | B | -0.36% | |
CPNG | B | -0.36% | |
O | D | -0.34% | |
BKR | A | -0.34% | |
FTV | F | -0.34% | |
PCG | B | -0.34% | |
MDB | F | -0.34% | |
IRM | B | -0.34% | |
CPAY | B | -0.33% | |
FDS | B | -0.32% | |
DOV | B | -0.32% | |
MANH | D | -0.31% | |
RJF | A | -0.31% | |
ZS | C | -0.31% | |
SUI | D | -0.31% | |
MCHP | F | -0.31% | |
LYV | A | -0.31% | |
PSTG | D | -0.3% | |
DD | D | -0.3% | |
WSO | D | -0.3% | |
PODD | A | -0.3% | |
IBKR | A | -0.29% | |
GEHC | D | -0.29% | |
DAL | A | -0.29% | |
AVB | C | -0.29% | |
BURL | D | -0.29% | |
HEI | D | -0.28% | |
COO | D | -0.28% | |
IEX | A | -0.28% | |
TRGP | A | -0.28% | |
FIX | B | -0.27% | |
VLTO | D | -0.27% | |
DT | B | -0.27% | |
DOW | F | -0.27% | |
NTNX | B | -0.27% | |
ZBRA | A | -0.26% | |
DOCU | A | -0.26% | |
NTRA | B | -0.26% | |
AWK | D | -0.25% | |
GGG | D | -0.25% | |
HOOD | B | -0.25% | |
LNG | A | -0.24% | |
CLH | C | -0.24% | |
HAL | F | -0.24% | |
EQT | C | -0.24% | |
JKHY | A | -0.24% | |
CLX | B | -0.23% | |
EXR | D | -0.23% | |
PFGC | B | -0.23% | |
NDSN | D | -0.23% | |
TTEK | B | -0.23% | |
EXAS | A | -0.23% | |
EBAY | D | -0.22% | |
PPG | F | -0.22% | |
PNR | B | -0.22% | |
TWLO | A | -0.22% | |
SRPT | D | -0.22% | |
PHM | D | -0.22% | |
NVT | D | -0.22% | |
WAT | A | -0.22% | |
AMH | F | -0.22% | |
KIM | B | -0.21% | |
OKTA | D | -0.21% | |
NDAQ | B | -0.21% | |
BALL | F | -0.21% | |
J | D | -0.21% | |
HEI | D | -0.2% | |
TECH | B | -0.2% | |
WSM | F | -0.2% | |
ON | D | -0.2% | |
SAIA | A | -0.2% | |
FND | D | -0.2% | |
SNAP | B | -0.2% | |
ENPH | F | -0.2% | |
LECO | B | -0.2% | |
RPM | B | -0.2% | |
LW | B | -0.2% | |
EXPE | B | -0.19% | |
BLDR | F | -0.19% | |
EQR | D | -0.19% | |
ALGN | F | -0.19% | |
WING | F | -0.19% | |
MKC | C | -0.19% | |
PINS | C | -0.19% | |
WMS | F | -0.19% | |
ZBH | C | -0.19% | |
DKNG | F | -0.18% | |
DRI | C | -0.18% | |
TRMB | A | -0.18% | |
CHDN | B | -0.18% | |
CASY | A | -0.18% | |
GPN | D | -0.18% | |
DAY | A | -0.18% | |
ESS | D | -0.17% | |
LDOS | A | -0.17% | |
VTR | B | -0.17% | |
AVTR | F | -0.17% | |
WYNN | B | -0.17% | |
ENTG | D | -0.17% | |
XPO | A | -0.16% | |
ACM | A | -0.16% | |
MORN | B | -0.16% | |
JBHT | A | -0.16% | |
APTV | F | -0.15% | |
UDR | D | -0.15% | |
CINF | B | -0.15% | |
MEDP | F | -0.15% | |
CNM | D | -0.15% | |
AVY | D | -0.15% | |
PAYC | A | -0.15% | |
TER | F | -0.15% | |
TXT | F | -0.14% | |
ALLE | C | -0.14% | |
LUV | A | -0.14% | |
MRNA | F | -0.14% | |
JBL | A | -0.14% | |
ELS | D | -0.14% | |
MAS | D | -0.14% | |
CE | F | -0.14% | |
BLD | F | -0.13% | |
POOL | B | -0.13% | |
USFD | B | -0.13% | |
CTRA | F | -0.13% | |
SWK | D | -0.13% | |
NRG | B | -0.12% | |
BSY | F | -0.12% | |
AOS | F | -0.12% | |
GPC | F | -0.12% | |
MAA | D | -0.12% | |
ALB | C | -0.11% | |
SNA | A | -0.11% | |
SCI | A | -0.11% | |
CRL | F | -0.11% | |
U | C | -0.11% | |
UHS | D | -0.11% | |
KMX | F | -0.11% | |
RVTY | C | -0.11% | |
DLTR | F | -0.11% | |
HII | F | -0.11% | |
RRX | A | -0.11% | |
ARE | F | -0.1% | |
DKS | F | -0.1% | |
PCOR | B | -0.1% | |
QRVO | F | -0.1% | |
BRKR | D | -0.1% | |
EPAM | F | -0.1% | |
CPT | D | -0.1% | |
TOL | C | -0.1% | |
REG | D | -0.09% | |
FLEX | A | -0.09% | |
CELH | F | -0.09% | |
CCK | B | -0.08% | |
TFX | F | -0.08% | |
MGM | D | -0.08% | |
BJ | A | -0.08% | |
DVA | D | -0.07% | |
WTRG | C | -0.06% | |
UHAL | C | -0.05% | |
WLK | F | -0.04% | |
COTY | F | -0.04% | |
FWONA | A | -0.03% | |
ALAB | A | -0.03% | |
UHAL | C | -0.0% |
USMV: Top Represented Industries & Keywords
IMCG: Top Represented Industries & Keywords