What is IJK?
IJK was created on 2000-07-24 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 8486.79m in AUM and 239 holdings. IJK tracks a market-cap-weighted index of growth companies culled from the S&P 400.
What is ISCG?
ISCG was created on 2004-06-28 by iShares. The fund's investment portfolio concentrates primarily on small cap equity. The ETF currently has 662.25m in AUM and 960 holdings. ISCG tracks a market-cap-weighted index of US small-cap growth stocks. The index selects stocks from 90-99.5% of market cap that fall into Morningstar's growth style categorization.
Key Details
Jul 24, 2000
Jun 28, 2004
Equity
Equity
Mid Cap
Small Cap
Holdings
Stock Correlation
The stocks that are correlated to IJK - iShares S&P Mid Cap 400 Growth ETF are ITT, BN, FLS, PH, AIT
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
I ITTITT, Inc. | 87.95% | $10.21B | -3.35% | 1.07% |
| 86.16% | $75.61B | +28.76% | 0.68% | |
F FLSFlowserve Corp. | 84.50% | $5.87B | -6.04% | 1.96% |
| 84.25% | $76.76B | +7.33% | 1.14% | |
| 84.23% | $8.90B | +20.62% | 0.70% | |
| 83.92% | $10.14B | +28.86% | 0.00% | |
| 83.04% | $5.23B | +3.17% | 4.83% | |
| 82.83% | $5.89B | +14.14% | 0.88% | |
E EVREvercore, Inc. | 82.32% | $7.42B | -0.97% | 1.69% |
| 82.31% | $7.51B | -7.88% | 1.14% | |
| 82.28% | $167.40B | +8.95% | 2.96% | |
N NPOEnpro, Inc. | 81.87% | $3.26B | -3.28% | 0.80% |
A AVNTAvient Corp. | 81.84% | $3.01B | -21.16% | 3.39% |
F FTVFortive Corp. | 81.81% | $23.06B | -18.59% | 0.48% |
| 81.75% | $3.61B | -0.94% | 0.45% | |
D DOVDover Corp. | 81.58% | $22.73B | -4.58% | 1.27% |
| 81.32% | $1.32B | -4.13% | 0.00% | |
S SEICSEI Investments Co. | 81.05% | $9.27B | +5.70% | 1.33% |
| 80.99% | $14.29B | -15.72% | 3.66% | |
| 80.83% | $9.73B | +8.51% | 3.08% | |
The stocks that are correlated to ISCG - iShares Morningstar Small Cap Growth ETF are ITT, BN, EVR, FLS, PH
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
|---|---|---|---|---|
I ITTITT, Inc. | 86.00% | $10.21B | -3.35% | 1.07% |
| 84.51% | $75.61B | +28.76% | 0.68% | |
E EVREvercore, Inc. | 83.95% | $7.42B | -0.97% | 1.69% |
F FLSFlowserve Corp. | 83.55% | $5.87B | -6.04% | 1.96% |
| 83.29% | $76.76B | +7.33% | 1.14% | |
N NPOEnpro, Inc. | 82.66% | $3.26B | -3.28% | 0.80% |
| 82.63% | $5.23B | +3.17% | 4.83% | |
| 82.48% | $8.90B | +20.62% | 0.70% | |
| 82.43% | $1.32B | -4.13% | 0.00% | |
| 82.15% | $10.14B | +28.86% | 0.00% | |
| 81.31% | $3.61B | -0.94% | 0.45% | |
F FTVFortive Corp. | 81.27% | $23.06B | -18.59% | 0.48% |
| 81.23% | $167.40B | +8.95% | 2.96% | |
P PIPRPiper Sandler Cos. | 81.15% | $4.26B | +25.83% | 1.10% |
| 80.99% | $7.51B | -7.88% | 1.14% | |
H HLNEHamilton Lane, Inc. | 80.89% | $6.37B | +27.71% | 1.35% |
| 80.83% | $9.73B | +8.51% | 3.08% | |
A AVNTAvient Corp. | 80.70% | $3.01B | -21.16% | 3.39% |
| 80.40% | $2.40B | -24.93% | 0.00% | |
| 80.36% | $5.89B | +14.14% | 0.88% | |
ETF Correlation
The ETFs that are correlated to IJK - iShares S&P Mid Cap 400 Growth ETF are MDYG, IVOG, IJH, MDY, IVOO
The ETFs that are correlated to ISCG - iShares Morningstar Small Cap Growth ETF are VXF, VBK, VB, SMMD, ESML
Holding Overlap
IJK - iShares S&P Mid Cap 400 Growth ETF and ISCG - iShares Morningstar Small Cap Growth ETF have a 160 holding overlap. Which accounts for a 36.4% overlap.
Number of overlapping holdings
160
% of overlapping holdings
36.36%
Name | Weight in IJK | Weight in ISCG |
|---|---|---|
| 0.91% | 0.57% | |
| 0.79% | 0.51% | |
| 0.78% | 0.52% | |
| 0.78% | 0.50% | |
| 0.77% | 0.47% | |
| 0.74% | 0.18% | |
| 0.70% | 0.26% | |
| 0.70% | 0.45% | |
| 0.67% | 0.30% | |
| 0.66% | 0.22% |
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ISCGDisclaimer
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
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