IMCG was created on 2004-06-28 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. The ETF currently has 2856.05m in AUM and 273 holdings. IMCG tracks a market cap-weighted index of US mid-cap stocks companies selected based on their growth characteristics.
SHE was created on 2016-03-07 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 261.87m in AUM and 231 holdings. SHE tracks a market cap-weighted index of US large- and mid-sized companies promoting gender diversity whilst exhibiting a relatively high proportion of women throughout all levels of their organizations.
Key Details
Jun 28, 2004
Mar 07, 2016
Equity
Equity
Mid Cap
Total Market
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.
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 84.77% | $111.25B | +38.40% | 0.51% |
BNT | 83.47% | $13.56B | +37.83% | 0.00% |
DOV | 82.94% | $24.99B | -1.11% | 1.13% |
PH | 82.30% | $93.54B | +30.45% | 0.92% |
JHG | 82.04% | $6.80B | +15.90% | 3.71% |
AXP | 81.60% | $211.14B | +19.91% | 1.01% |
GS | 80.69% | $224.22B | +43.56% | 1.64% |
ITT | 80.64% | $12.56B | +12.83% | 0.85% |
SEIC | 80.40% | $10.95B | +30.56% | 1.10% |
TROW | 80.28% | $22.89B | -9.03% | 4.85% |
KKR | 80.15% | $133.98B | +21.85% | 0.47% |
CPAY | 79.68% | $23.20B | +12.80% | 0.00% |
MCO | 79.51% | $91.96B | +12.30% | 0.70% |
BLK | 79.19% | $172.69B | +27.17% | 1.86% |
EVR | 79.19% | $11.99B | +23.91% | 1.06% |
AMP | 79.05% | $49.49B | +20.85% | 1.17% |
BX | 79.02% | $214.04B | +23.35% | 1.54% |
ARES | 78.63% | $41.01B | +22.54% | 2.18% |
PFG | 78.54% | $17.17B | -6.04% | 3.88% |
PNR | 78.52% | $16.61B | +15.28% | 0.97% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MKTX | -9.97% | $7.88B | -6.01% | 1.45% |
CBOE | -8.44% | $25.31B | +31.70% | 1.05% |
AWK | -6.80% | $27.23B | -1.90% | 2.25% |
VSA | -5.65% | $10.63M | +30.19% | 0.00% |
UPXI | -5.28% | $262.78M | -29.57% | 0.00% |
ED | -4.59% | $36.96B | +5.20% | 3.30% |
LITB | -3.61% | $22.98M | -66.66% | 0.00% |
HUSA | -3.42% | $351.35M | -23.87% | 0.00% |
VRCA | -3.32% | $55.41M | -90.91% | 0.00% |
DG | -3.26% | $23.23B | -12.33% | 2.24% |
BCE | -2.96% | $21.69B | -30.24% | 10.46% |
ASPS | -2.84% | $104.37M | -10.71% | 0.00% |
DFDV | -2.77% | $218.16M | +1,755.57% | 0.00% |
ZCMD | -2.56% | $26.01M | -8.84% | 0.00% |
KR | -2.30% | $45.82B | +27.16% | 1.86% |
VSTA | -2.20% | $332.84M | +38.80% | 0.00% |
CYCN | 0.22% | $8.47M | -26.26% | 0.00% |
CPSH | 0.30% | $37.91M | +56.29% | 0.00% |
CREG | 0.83% | $4.71M | -81.10% | 0.00% |
STG | 1.06% | $51.27M | +15.32% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
MLN | -0.08% | $502.62M | 0.24% | |
IBTF | -0.38% | $1.94B | 0.07% | |
JBND | 0.57% | $2.46B | 0.25% | |
YEAR | 0.60% | $1.49B | 0.25% | |
BUXX | 0.62% | $308.20M | 0.25% | |
IGOV | -0.62% | $1.23B | 0.35% | |
BNDX | 0.64% | $68.14B | 0.07% | |
OWNS | -1.08% | $129.47M | 0.3% | |
WEAT | 1.12% | $120.75M | 0.28% | |
SMMU | -1.18% | $909.62M | 0.35% | |
SHM | -1.23% | $3.42B | 0.2% | |
BSMR | 1.33% | $264.89M | 0.18% | |
TOTL | 1.33% | $3.81B | 0.55% | |
IBND | 1.39% | $416.38M | 0.5% | |
CARY | 1.55% | $347.36M | 0.8% | |
DFNM | 1.67% | $1.60B | 0.17% | |
NEAR | -1.71% | $3.41B | 0.25% | |
NYF | 1.87% | $879.14M | 0.25% | |
IBMS | 2.00% | $92.37M | 0.18% | |
SUB | 2.07% | $10.03B | 0.07% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -85.52% | $88.17M | 0.59% | |
VIXY | -81.06% | $280.49M | 0.85% | |
VIXM | -74.96% | $25.97M | 0.85% | |
BTAL | -58.21% | $311.96M | 1.43% | |
IVOL | -41.67% | $337.06M | 1.02% | |
XONE | -33.35% | $632.14M | 0.03% | |
SPTS | -31.95% | $5.82B | 0.03% | |
FTSD | -30.16% | $233.62M | 0.25% | |
VGSH | -26.90% | $22.75B | 0.03% | |
UTWO | -26.63% | $373.54M | 0.15% | |
SCHO | -25.85% | $10.95B | 0.03% | |
FXY | -25.02% | $599.36M | 0.4% | |
IBTH | -23.29% | $1.67B | 0.07% | |
IBTG | -23.22% | $1.96B | 0.07% | |
TBLL | -22.58% | $2.13B | 0.08% | |
BILS | -22.34% | $3.82B | 0.1356% | |
IBTI | -22.21% | $1.07B | 0.07% | |
XHLF | -20.75% | $1.76B | 0.03% | |
IBTJ | -18.29% | $698.84M | 0.07% | |
SHYM | -17.92% | $363.48M | 0.35% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CYCN | 0.22% | $8.47M | -26.26% | 0.00% |
CPSH | 0.30% | $37.91M | +56.29% | 0.00% |
CREG | 0.83% | $4.71M | -81.10% | 0.00% |
STG | 1.06% | $51.27M | +15.32% | 0.00% |
SBDS | 1.25% | $22.44M | -84.14% | 0.00% |
CME | 1.27% | $100.09B | +46.94% | 1.73% |
TU | 1.45% | $24.69B | +0.31% | 7.13% |
SRRK | 1.70% | $3.59B | +316.63% | 0.00% |
VSTA | -2.20% | $332.84M | +38.80% | 0.00% |
NEOG | 2.26% | $1.02B | -72.43% | 0.00% |
KR | -2.30% | $45.82B | +27.16% | 1.86% |
PHYS | 2.38% | - | - | 0.00% |
NEUE | 2.50% | $61.01M | +4.65% | 0.00% |
ZCMD | -2.56% | $26.01M | -8.84% | 0.00% |
DFDV | -2.77% | $218.16M | +1,755.57% | 0.00% |
TEF | 2.84% | $29.23B | +14.10% | 6.44% |
UUU | 2.84% | $8.10M | +138.10% | 0.00% |
ASPS | -2.84% | $104.37M | -10.71% | 0.00% |
AMT | 2.91% | $97.72B | -5.29% | 3.21% |
BCE | -2.96% | $21.69B | -30.24% | 10.46% |
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Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
JHML | 96.96% | $1.01B | 0.29% | |
GSLC | 96.74% | $14.23B | 0.09% | |
QUAL | 96.71% | $53.61B | 0.15% | |
JQUA | 96.66% | $6.94B | 0.12% | |
LRGF | 96.57% | $2.72B | 0.08% | |
SUSA | 96.48% | $3.58B | 0.25% | |
DCOR | 96.45% | $1.93B | 0.14% | |
LCTU | 96.45% | $1.32B | 0.14% | |
DFSU | 96.41% | $1.56B | 0.17% | |
DFAU | 96.38% | $8.87B | 0.12% | |
ITOT | 96.28% | $73.53B | 0.03% | |
IWB | 96.28% | $42.63B | 0.15% | |
SCHB | 96.27% | $35.46B | 0.03% | |
SPTM | 96.27% | $10.84B | 0.03% | |
VTI | 96.26% | $517.49B | 0.03% | |
EPS | 96.25% | $1.20B | 0.08% | |
IWV | 96.25% | $16.33B | 0.2% | |
ILCB | 96.22% | $1.09B | 0.03% | |
DFAC | 96.21% | $36.11B | 0.17% | |
AVUS | 96.16% | $9.14B | 0.15% |
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Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
CMBS | 0.04% | $447.24M | 0.25% | |
SMMU | 0.09% | $909.62M | 0.35% | |
TOTL | 0.25% | $3.81B | 0.55% | |
BNDX | -0.33% | $68.14B | 0.07% | |
BUXX | -0.36% | $308.20M | 0.25% | |
WEAT | 0.42% | $120.75M | 0.28% | |
JBND | -0.43% | $2.46B | 0.25% | |
IBND | 0.43% | $416.38M | 0.5% | |
MLN | 0.66% | $502.62M | 0.24% | |
SHM | 1.19% | $3.42B | 0.2% | |
GOVI | 1.22% | $939.90M | 0.15% | |
IBTF | 1.29% | $1.94B | 0.07% | |
SGOV | -1.53% | $52.19B | 0.09% | |
GLDM | 1.59% | $15.92B | 0.1% | |
CTA | 1.66% | $1.14B | 0.76% | |
LMBS | 1.87% | $5.17B | 0.64% | |
FMHI | -2.02% | $740.65M | 0.7% | |
SGOL | 2.03% | $5.17B | 0.17% | |
DFNM | 2.03% | $1.60B | 0.17% | |
YEAR | -2.14% | $1.49B | 0.25% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BN | 86.99% | $111.25B | +38.40% | 0.51% |
BNT | 85.94% | $13.56B | +37.83% | 0.00% |
ITT | 85.80% | $12.56B | +12.83% | 0.85% |
DOV | 85.57% | $24.99B | -1.11% | 1.13% |
PH | 85.35% | $93.54B | +30.45% | 0.92% |
JHG | 85.01% | $6.80B | +15.90% | 3.71% |
GS | 84.18% | $224.22B | +43.56% | 1.64% |
AXP | 84.10% | $211.14B | +19.91% | 1.01% |
KKR | 83.98% | $133.98B | +21.85% | 0.47% |
EVR | 83.62% | $11.99B | +23.91% | 1.06% |
ARES | 82.73% | $41.01B | +22.54% | 2.18% |
MS | 82.31% | $231.61B | +40.43% | 2.58% |
SF | 82.16% | $11.72B | +28.66% | 1.52% |
APO | 82.03% | $83.13B | +16.08% | 1.30% |
EMR | 81.98% | $82.16B | +24.72% | 1.43% |
BX | 81.96% | $214.04B | +23.35% | 1.54% |
PNR | 81.71% | $16.61B | +15.28% | 0.97% |
SEIC | 81.65% | $10.95B | +30.56% | 1.10% |
CG | 81.51% | $22.38B | +24.59% | 2.26% |
JEF | 81.31% | $12.09B | +0.21% | 2.58% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CPSH | -0.05% | $37.91M | +56.29% | 0.00% |
MO | -0.15% | $103.59B | +25.48% | 6.67% |
SBDS | 0.46% | $22.44M | -84.14% | 0.00% |
TEF | 0.78% | $29.23B | +14.10% | 6.44% |
NEUE | 0.88% | $61.01M | +4.65% | 0.00% |
PHYS | 1.12% | - | - | 0.00% |
ASPS | -1.18% | $104.37M | -10.71% | 0.00% |
DUK | 1.22% | $93.64B | +10.26% | 3.48% |
TU | -1.43% | $24.69B | +0.31% | 7.13% |
VRCA | -1.46% | $55.41M | -90.91% | 0.00% |
AEP | 1.57% | $60.50B | +15.42% | 3.26% |
HUSA | -1.61% | $351.35M | -23.87% | 0.00% |
WTRG | 1.89% | $10.35B | -9.18% | 3.55% |
STG | 1.94% | $51.27M | +15.32% | 0.00% |
AMT | 2.28% | $97.72B | -5.29% | 3.21% |
CME | -2.59% | $100.09B | +46.94% | 1.73% |
MSEX | 2.67% | $931.13M | -21.84% | 2.63% |
EMA | 2.79% | $14.00B | +30.16% | 4.37% |
LITB | -2.82% | $22.98M | -66.66% | 0.00% |
DFDV | -2.99% | $218.16M | +1,755.57% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -13.63% | $25.31B | +31.70% | 1.05% |
MKTX | -12.24% | $7.88B | -6.01% | 1.45% |
AWK | -10.52% | $27.23B | -1.90% | 2.25% |
ED | -8.16% | $36.96B | +5.20% | 3.30% |
BCE | -7.25% | $21.69B | -30.24% | 10.46% |
DG | -6.73% | $23.23B | -12.33% | 2.24% |
UPXI | -5.39% | $262.78M | -29.57% | 0.00% |
VSA | -4.31% | $10.63M | +30.19% | 0.00% |
KR | -4.30% | $45.82B | +27.16% | 1.86% |
ZCMD | -4.21% | $26.01M | -8.84% | 0.00% |
VSTA | -3.53% | $332.84M | +38.80% | 0.00% |
DFDV | -2.99% | $218.16M | +1,755.57% | 0.00% |
LITB | -2.82% | $22.98M | -66.66% | 0.00% |
CME | -2.59% | $100.09B | +46.94% | 1.73% |
HUSA | -1.61% | $351.35M | -23.87% | 0.00% |
VRCA | -1.46% | $55.41M | -90.91% | 0.00% |
TU | -1.43% | $24.69B | +0.31% | 7.13% |
ASPS | -1.18% | $104.37M | -10.71% | 0.00% |
MO | -0.15% | $103.59B | +25.48% | 6.67% |
CPSH | -0.05% | $37.91M | +56.29% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VOT | 98.60% | $17.87B | 0.07% | |
VO | 97.96% | $86.87B | 0.04% | |
IWR | 97.95% | $43.64B | 0.19% | |
FMDE | 97.74% | $3.13B | 0.23% | |
IWP | 97.48% | $20.35B | 0.23% | |
JMOM | 97.47% | $1.59B | 0.12% | |
JHML | 97.42% | $1.01B | 0.29% | |
DCOR | 97.16% | $1.93B | 0.14% | |
VXF | 97.16% | $23.19B | 0.05% | |
VBK | 97.09% | $19.67B | 0.07% | |
AVUS | 97.05% | $9.14B | 0.15% | |
JHMM | 97.00% | $4.22B | 0.42% | |
DFAC | 96.98% | $36.11B | 0.17% | |
DFSU | 96.92% | $1.56B | 0.17% | |
GSEW | 96.89% | $1.32B | 0.09% | |
LRGF | 96.82% | $2.72B | 0.08% | |
GSLC | 96.81% | $14.23B | 0.09% | |
PFUT | 96.77% | $373.19M | 0.65% | |
MDYG | 96.77% | $2.38B | 0.15% | |
DFAU | 96.74% | $8.87B | 0.12% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -84.59% | $88.17M | 0.59% | |
VIXY | -81.28% | $280.49M | 0.85% | |
VIXM | -74.49% | $25.97M | 0.85% | |
BTAL | -66.80% | $311.96M | 1.43% | |
IVOL | -44.69% | $337.06M | 1.02% | |
XONE | -33.84% | $632.14M | 0.03% | |
SPTS | -32.88% | $5.82B | 0.03% | |
FTSD | -30.69% | $233.62M | 0.25% | |
VGSH | -28.25% | $22.75B | 0.03% | |
UTWO | -27.94% | $373.54M | 0.15% | |
FXY | -27.65% | $599.36M | 0.4% | |
SCHO | -27.50% | $10.95B | 0.03% | |
IBTG | -23.91% | $1.96B | 0.07% | |
IBTH | -23.85% | $1.67B | 0.07% | |
IBTI | -23.73% | $1.07B | 0.07% | |
TBLL | -22.28% | $2.13B | 0.08% | |
BILS | -19.46% | $3.82B | 0.1356% | |
IBTJ | -19.28% | $698.84M | 0.07% | |
XHLF | -17.87% | $1.76B | 0.03% | |
IEI | -17.62% | $15.74B | 0.15% |
IMCG - iShares Morningstar Mid Cap Growth ETF and SHE - SPDR MSCI USA Gender Diversity ETF have a 97 holding overlap. Which accounts for a 17.7% overlap.
Number of overlapping holdings
97
% of overlapping holdings
17.72%
Name | Weight in IMCG | Weight in SHE |
---|---|---|
1.41% | 0.55% | |
1.10% | 0.95% | |
1.09% | 0.35% | |
1.07% | 0.70% | |
1.04% | 0.68% | |
0.90% | 0.18% | |
0.87% | 0.58% | |
0.86% | 0.52% | |
0.81% | 0.21% | |
0.81% | 0.16% |
iShares Morningstar Mid Cap Growth ETF - IMCG is made up of 271 holdings. SPDR MSCI USA Gender Diversity ETF - SHE is made up of 228 holdings.
Name | Weight |
---|---|
1.41% | |
1.28% | |
1.26% | |
1.24% | |
![]() | 1.20% |
![]() | 1.20% |
![]() | 1.13% |
1.11% | |
![]() | 1.10% |
1.09% | |
1.07% | |
1.04% | |
1.01% | |
1.01% | |
0.91% | |
0.90% | |
![]() | 0.90% |
0.90% | |
![]() | 0.87% |
0.86% | |
0.81% | |
0.81% | |
0.80% | |
0.78% | |
0.76% | |
![]() | 0.76% |
![]() | 0.74% |
0.74% | |
0.73% | |
0.72% |
Name | Weight |
---|---|
![]() | 5.81% |
![]() | 4.88% |
![]() | 3.60% |
3.28% | |
3.19% | |
![]() | 3.09% |
2.63% | |
2.36% | |
2.21% | |
1.94% | |
1.64% | |
![]() | 1.57% |
1.48% | |
1.46% | |
1.46% | |
1.37% | |
1.35% | |
1.29% | |
1.26% | |
1.26% | |
![]() | 1.23% |
1.19% | |
1.03% | |
1.00% | |
0.98% | |
![]() | 0.95% |
![]() | 0.90% |
![]() | 0.88% |
0.85% | |
0.85% |