VS

Correlation: 96.5%

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.

What is MDYG?

MDYG was created on 2005-11-08 by SPDR. The fund's investment portfolio concentrates primarily on mid cap equity. MDYG tracks a market-cap-weighted index of growth companies selected from the S&P 400.

Key Details

ISCG
MDYG
Website
www.ishares.com
us.spdrs.com
Inception Date

Jun 28, 2004

Nov 08, 2005

Asset Class

Equity

Equity

Investment Segment

Small Cap

Mid Cap

AUM
$586.56M
$2.24B
Dividend Yield
0.90%
1.10%
Expense Ratio
0.06%
0.15%
Return 1Y
-11.57%
-16.21%

Holdings

iShares Morningstar Small Cap Growth ETF - ISCG is made up of 962 holdings. SPDR S&P 400 Mid Cap Growth ETF - MDYG is made up of 240 holdings.

Name
Weight
-

0.71%

I
INSMInsmed, Inc.

0.62%

D
DUOLDuolingo, Inc.

0.56%

S
SOFISoFi Technologies, Inc.

0.55%

R
RGLDRoyal Gold, Inc.

0.53%

E
EXELExelixis, Inc.

0.52%

T
TKOTKO Group Holdings, Inc.

0.51%

P
PENPenumbra, Inc.

0.5%

K
KNSLKinsale Capital Group, Inc.

0.5%

E
EHCEncompass Health Corp.

0.5%

L
LECOLincoln Electric Holdings, Inc.

0.5%

R
RBCRBC Bearings, Inc.

0.49%

I
ITTITT, Inc.

0.48%

B
BRBRBellRing Brands, Inc.

0.47%

W
WWDWoodward, Inc.

0.47%

A
ATRAptarGroup, Inc.

0.45%

C
CHEChemed Corp.

0.44%

A
AFRMAffirm Holdings, Inc.

0.44%

I
IOTSamsara, Inc.

0.43%

B
BWXTBWX Technologies, Inc.

0.42%

A
AITApplied Industrial Technologies, Inc.

0.41%

P
PLNTPlanet Fitness, Inc.

0.41%

D
DAYDayforce, Inc.

0.41%

M
MKTXMarketAxess Holdings, Inc.

0.4%

P
PCTYPaylocity Holding Corp.

0.39%

H
HLIHoulihan Lokey, Inc.

0.39%

H
HALOHalozyme Therapeutics, Inc.

0.39%

C
CRSCarpenter Technology Corp.

0.39%

B
BJBJ's Wholesale Club Holdings, Inc.

0.38%

C
CORTCorcept Therapeutics, Inc.

0.38%

Name
Weight
R
RBARB Global, Inc.

1.36%

E
EMEEMCOR Group, Inc.

1.34%

I
IBKRInteractive Brokers Group, Inc.

1.32%

S
SFMSprouts Farmers Market, Inc.

1.19%

G
GWREGuidewire Software, Inc.

1.18%

D
DOCUDocuSign, Inc.

1.17%

C
CSLCarlisle Cos., Inc.

1.16%

B
BURLBurlington Stores, Inc.

1.13%

E
EQHEquitable Holdings, Inc.

1.12%

U
UTHRUnited Therapeutics Corp.

1.03%

D
DTDynatrace, Inc.

1.01%

P
PSTGPure Storage, Inc.

0.99%

R
RNRRenaissanceRe Holdings Ltd.

0.92%

D
DUOLDuolingo, Inc.

0.91%

F
FIXComfort Systems USA, Inc.

0.91%

C
CWCurtiss-Wright Corp.

0.91%

O
OCOwens Corning

0.89%

C
CASYCasey's General Stores, Inc.

0.88%

T
TXRHTexas Roadhouse, Inc.

0.84%

W
WSOWatsco, Inc.

0.82%

E
EWBCEast West Bancorp, Inc.

0.81%

K
KNSLKinsale Capital Group, Inc.

0.8%

E
EXELExelixis, Inc.

0.78%

R
RBCRBC Bearings, Inc.

0.78%

W
WWDWoodward, Inc.

0.77%

C
CLHClean Harbors, Inc.

0.76%

T
TOLToll Brothers, Inc.

0.74%

D
DTMDT Midstream, Inc.

0.74%

M
MANHManhattan Associates, Inc.

0.72%

N
NBIXNeurocrine Biosciences, Inc.

0.72%

Strategies that include

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Stock Correlation

The stocks that are correlated to ISCG - iShares Morningstar Small Cap Growth ETF are ITT, BN, EVR, NPO, FLS

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
I
ITTITT, Inc.
84.04%$9.17B-14.68%1.16%
B
BNBrookfield Corp.
80.89%$66.97B+8.71%0.75%
E
EVREvercore, Inc.
80.37%$6.41B-15.52%1.99%
N
NPOEnpro, Inc.
79.77%$2.89B-17.07%0.89%
F
FLSFlowserve Corp.
79.68%$5.20B-17.23%2.15%
R
REZIResideo Technologies, Inc.
79.39%$2.17B-34.24%0.00%
P
PHParker-Hannifin Corp.
79.01%$67.66B-6.39%1.26%
A
AITApplied Industrial Technologies, Inc.
78.81%$7.91B+5.25%0.76%
J
JHGJanus Henderson Group Plc
78.43%$4.64B-11.15%5.37%
A
AWIArmstrong World Industries, Inc.
78.34%$5.48B+5.10%0.94%
B
BNTBrookfield Wealth Solutions Ltd.
78.07%$8.99B+8.94%0.00%
F
FTVFortive Corp.
77.92%$21.30B-25.67%0.52%
K
KNKnowles Corp.
77.89%$1.13B-20.77%0.00%
C
CGThe Carlyle Group Inc.
77.88%$12.79B-25.98%4.09%
W
WCCWESCO International, Inc.
77.84%$6.48B-23.10%1.29%
P
PIPRPiper Sandler Cos.
77.32%$3.74B+7.57%1.23%
E
ENVAEnova International, Inc.
76.93%$2.22B+36.72%0.00%
B
BXBlackstone, Inc.
76.67%$146.32B-9.04%3.34%
G
GTLSChart Industries, Inc.
76.53%$5.26B-29.16%0.00%
A
AVNTAvient Corp.
76.49%$2.65B-33.25%3.70%

The stocks that are correlated to MDYG - SPDR S&P 400 Mid Cap Growth ETF are ITT, BN, AWI, FLS, AIT

Name
Correlation
Market Cap
Return % (1 Year)
Div Yield %
I
ITTITT, Inc.
86.22%$9.17B-14.68%1.16%
B
BNBrookfield Corp.
83.05%$66.97B+8.71%0.75%
A
AWIArmstrong World Industries, Inc.
81.46%$5.48B+5.10%0.94%
F
FLSFlowserve Corp.
81.41%$5.20B-17.23%2.15%
A
AITApplied Industrial Technologies, Inc.
81.19%$7.91B+5.25%0.76%
P
PHParker-Hannifin Corp.
80.87%$67.66B-6.39%1.26%
B
BNTBrookfield Wealth Solutions Ltd.
80.27%$8.99B+8.94%0.00%
C
CGThe Carlyle Group Inc.
80.02%$12.79B-25.98%4.09%
W
WCCWESCO International, Inc.
79.74%$6.48B-23.10%1.29%
E
EVREvercore, Inc.
79.13%$6.41B-15.52%1.99%
J
JHGJanus Henderson Group Plc
78.84%$4.64B-11.15%5.37%
F
FTVFortive Corp.
78.83%$21.30B-25.67%0.52%
N
NPOEnpro, Inc.
78.72%$2.89B-17.07%0.89%
B
BXBlackstone, Inc.
78.22%$146.32B-9.04%3.34%
D
DOVDover Corp.
78.19%$20.72B-14.78%1.36%
R
REZIResideo Technologies, Inc.
77.70%$2.17B-34.24%0.00%
G
GTLSChart Industries, Inc.
77.09%$5.26B-29.16%0.00%
A
AEISAdvanced Energy Industries, Inc.
77.07%$3.02B-20.43%0.50%
A
AVNTAvient Corp.
77.01%$2.65B-33.25%3.70%
J
JEFJefferies Financial Group, Inc.
76.95%$8.46B-7.02%3.49%

ETF Correlation

The ETFs that are correlated to ISCG - iShares Morningstar Small Cap Growth ETF are VXF, VBK, SCHA, VB, SMMD

Name
Correlation
AUM
Expense Ratio
V
VXFVanguard Extended Market Index ETF
98.37%$17.79B0.05%
V
VBKVanguard Small Cap Growth ETF
98.03%$15.49B0.07%
S
SCHASchwab U.S. Small Cap ETF
98.02%$14.27B0.04%
V
VBVanguard Small Cap ETF
98.01%$52.88B0.05%
S
SMMDiShares Russell 2500 ETF
97.97%$1.15B0.15%
E
ESMLiShares ESG Aware MSCI USA Small Cap ETF
97.94%$1.57B0.17%
I
IWOiShares Russell 2000 Growth ETF
97.72%$9.72B0.24%
S
SMLFiShares U.S. Small Cap Equity Factor ETF
97.49%$1.55B0.15%
N
NUSCNuveen ESG Small Cap ETF
97.22%$996.32M0.31%
I
IWMiShares Russell 2000 ETF
97.18%$57.16B0.19%
V
VTWOVanguard Russell 2000 Index ETF
97.15%$10.11B0.07%
S
SCHMSchwab U.S. Mid Cap ETF
96.88%$9.67B0.04%
F
FNYTraded Fund III First Trust Mid Cap Growth AlphaDEX Fund
96.79%$337.38M0.7%
I
IJHiShares Core S&P Mid Cap ETF
96.58%$80.18B0.05%
M
MDYS&P MidCap 400 ETF
96.58%$19.59B0.24%
M
MDYGSPDR S&P 400 Mid Cap Growth ETF
96.55%$2.24B0.15%
S
SPMDSPDR Portfolio S&P 400 Mid Cap ETF
96.54%$10.95B0.03%
J
JMEETraded Fund Trust JPMorgan Small & Mid Cap Enhanced Equity ETF
96.54%$1.49B0.24%
I
IJKiShares S&P Mid Cap 400 Growth ETF
96.49%$7.54B0.17%
I
IVOOVanguard S&P Mid Cap 400 ETF
96.37%$2.13B0.07%

The ETFs that are correlated to MDYG - SPDR S&P 400 Mid Cap Growth ETF are IJK, IVOG, MDY, IJH, SCHM

Name
Correlation
AUM
Expense Ratio
I
IJKiShares S&P Mid Cap 400 Growth ETF
99.71%$7.54B0.17%
I
IVOGVanguard S&P Mid Cap 400 Growth ETF
99.53%$926.83M0.1%
M
MDYS&P MidCap 400 ETF
98.35%$19.59B0.24%
I
IJHiShares Core S&P Mid Cap ETF
98.34%$80.18B0.05%
S
SCHMSchwab U.S. Mid Cap ETF
98.26%$9.67B0.04%
S
SPMDSPDR Portfolio S&P 400 Mid Cap ETF
98.24%$10.95B0.03%
I
IVOOVanguard S&P Mid Cap 400 ETF
98.21%$2.13B0.07%
V
VBVanguard Small Cap ETF
97.58%$52.88B0.05%
J
JMEETraded Fund Trust JPMorgan Small & Mid Cap Enhanced Equity ETF
97.36%$1.49B0.24%
X
XJHiShares ESG Select Screened S&P Mid Cap ETF
97.33%$231.51M0.12%
S
SMMDiShares Russell 2500 ETF
97.24%$1.15B0.15%
J
JHMMJohn Hancock Multifactor Mid Cap ETF
97.21%$3.50B0.42%
X
XMHQInvesco S&P MidCap Quality ETF
97.20%$4.82B0.25%
T
TMSLT. Rowe Price Small Mid Cap ETF
97.07%$583.47M0.55%
X
XMMOInvesco S&P MidCap Momentum ETF
97.04%$3.08B0.34%
E
ESMLiShares ESG Aware MSCI USA Small Cap ETF
96.99%$1.57B0.17%
V
VXFVanguard Extended Market Index ETF
96.98%$17.79B0.05%
S
SMLFiShares U.S. Small Cap Equity Factor ETF
96.96%$1.55B0.15%
F
FNYTraded Fund III First Trust Mid Cap Growth AlphaDEX Fund
96.83%$337.38M0.7%
V
VBKVanguard Small Cap Growth ETF
96.81%$15.49B0.07%

Holding Overlap

ISCG - iShares Morningstar Small Cap Growth ETF and MDYG - SPDR S&P 400 Mid Cap Growth ETF have a 160 holding overlap. Which accounts for a 36.1% overlap.

Number of overlapping holdings

160

% of overlapping holdings

36.1%

Name
Weight in ISCG
Weight in MDYG
D
DUOLDuolingo Inc - Ordinary Shares - Class A
0.56%0.91%
R
RGLDRoyal Gold, Inc.
0.53%0.38%
E
EXELExelixis Inc
0.52%0.78%
P
PENPenumbra Inc
0.50%0.52%
K
KNSLKinsale Capital Group Inc
0.50%0.80%
E
EHCEncompass Health Corp
0.50%0.58%
L
LECOLincoln Electric Holdings, Inc.
0.50%0.44%
R
RBCRBC Bearings Inc.
0.49%0.78%
I
ITTITT Inc
0.48%0.54%
B
BRBRBellring Brands Inc
0.47%0.34%

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