IWR was created on 2001-07-17 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. IWR tracks a market-cap-weighted index of the 800-smallest companies in the Russell 1000.
IMCG was created on 2004-06-28 by iShares. The fund's investment portfolio concentrates primarily on mid cap equity. IMCG tracks a market cap-weighted index of US mid-cap stocks companies selected based on their growth characteristics.
Key Details
Jul 17, 2001
Jun 28, 2004
Equity
Equity
Mid Cap
Mid Cap
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 | AUM | Expense Ratio | |
---|---|---|---|---|
JHMM | 99.27% | $4.03B | 0.42% | |
VO | 99.24% | $85.25B | 0.04% | |
GSEW | 98.91% | $1.25B | 0.09% | |
SCHM | 98.76% | $11.21B | 0.04% | |
FMDE | 98.75% | $2.72B | 0.23% | |
FEX | 98.73% | $1.27B | 0.6% | |
IWS | 98.73% | $12.98B | 0.23% | |
RSP | 98.36% | $70.50B | 0.2% | |
SIZE | 98.20% | $329.48M | 0.15% | |
IMCG | 98.15% | $2.70B | 0.06% | |
VB | 98.07% | $63.05B | 0.05% | |
MDY | 98.05% | $22.08B | 0.24% | |
SPMD | 97.99% | $12.72B | 0.03% | |
CFA | 97.98% | $517.15M | 0.35% | |
IJH | 97.97% | $92.35B | 0.05% | |
IVOO | 97.87% | $2.63B | 0.07% | |
TMSL | 97.72% | $794.24M | 0.55% | |
JVAL | 97.61% | $503.80M | 0.12% | |
SMMD | 97.45% | $1.42B | 0.15% | |
IJK | 97.32% | $8.65B | 0.17% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
OWNS | 0.04% | $127.31M | 0.3% | |
FMHI | -0.05% | $752.22M | 0.7% | |
CMBS | -0.05% | $440.65M | 0.25% | |
SGOV | -0.52% | $49.06B | 0.09% | |
CTA | -0.68% | $1.09B | 0.76% | |
SMB | -0.78% | $273.24M | 0.07% | |
STIP | -0.87% | $12.62B | 0.03% | |
FLMI | -0.94% | $711.54M | 0.3% | |
SMMU | 1.58% | $874.35M | 0.35% | |
YEAR | 1.58% | $1.44B | 0.25% | |
IBTF | -1.58% | $2.07B | 0.07% | |
IGOV | -1.62% | $1.17B | 0.35% | |
JBND | 1.78% | $2.19B | 0.25% | |
IBND | 1.81% | $372.21M | 0.5% | |
IBTP | -1.82% | $136.87M | 0.07% | |
WEAT | -1.85% | $122.67M | 0.28% | |
TFLO | -1.88% | $6.92B | 0.15% | |
SHM | 2.00% | $3.40B | 0.2% | |
GOVT | -2.19% | $27.17B | 0.05% | |
LGOV | -2.28% | $696.81M | 0.67% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITT | 88.83% | $11.86B | +15.05% | 0.88% |
BN | 88.74% | $98.03B | +43.85% | 0.57% |
BNT | 87.40% | $11.97B | +44.10% | 0.00% |
PH | 85.82% | $83.35B | +28.70% | 1.02% |
DOV | 85.65% | $24.09B | -3.88% | 1.16% |
JHG | 84.78% | $5.77B | +9.24% | 4.26% |
AXP | 84.49% | $207.67B | +29.27% | 0.98% |
BX | 84.03% | $166.81B | +11.87% | 2.52% |
TROW | 83.99% | $20.30B | -21.63% | 5.41% |
FTV | 83.63% | $23.73B | -4.75% | 0.45% |
AVNT | 83.29% | $3.13B | -21.77% | 3.10% |
GS | 83.18% | $194.92B | +38.87% | 1.88% |
PFG | 83.08% | $17.03B | -3.07% | 3.90% |
EMR | 83.07% | $72.37B | +18.38% | 1.63% |
EVR | 83.04% | $9.54B | +20.65% | 1.30% |
SEIC | 83.02% | $10.36B | +26.55% | 1.18% |
EQH | 82.93% | $16.07B | +32.08% | 1.86% |
KKR | 82.55% | $109.03B | +10.81% | 0.57% |
FLS | 82.40% | $6.07B | -2.99% | 1.80% |
JEF | 82.31% | $10.98B | +14.45% | 2.81% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
BCE | 0.33% | $20.10B | -32.92% | 11.20% |
ASPS | -0.66% | $111.52M | -23.08% | 0.00% |
CYCN | 1.03% | $10.11M | +42.53% | 0.00% |
CME | -1.07% | $98.05B | +38.45% | 3.91% |
VHC | 1.10% | $33.48M | +63.90% | 0.00% |
VSTA | -1.20% | $350.48M | +43.28% | 0.00% |
KR | 1.29% | $43.63B | +26.05% | 1.89% |
HUSA | -1.30% | $27.45M | +41.13% | 0.00% |
VRCA | 1.39% | $53.53M | -92.77% | 0.00% |
AWK | -1.42% | $27.52B | +8.15% | 2.21% |
STG | -1.47% | $28.54M | -22.35% | 0.00% |
DG | -1.59% | $24.72B | -11.28% | 2.10% |
ZCMD | -1.76% | $30.81M | +6.09% | 0.00% |
LTM | 2.06% | $11.48B | -96.27% | 2.65% |
TU | 2.49% | $24.43B | +2.89% | 7.17% |
ED | -2.68% | $36.29B | +11.44% | 3.33% |
UUU | 2.89% | $7.08M | +91.25% | 0.00% |
CPSH | 3.09% | $38.06M | +51.45% | 0.00% |
LITB | -3.13% | $22.07M | -76.50% | 0.00% |
CREG | 3.35% | $6.73M | -72.16% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -82.87% | $101.78M | 0.59% | |
VIXY | -76.92% | $185.08M | 0.85% | |
BTAL | -65.18% | $291.48M | 1.43% | |
IVOL | -46.05% | $349.05M | 1.02% | |
XONE | -32.88% | $640.90M | 0.03% | |
FTSD | -32.45% | $228.56M | 0.25% | |
SPTS | -31.78% | $5.74B | 0.03% | |
FXY | -27.80% | $853.67M | 0.4% | |
UTWO | -26.50% | $372.79M | 0.15% | |
SCHO | -25.76% | $10.92B | 0.03% | |
VGSH | -25.41% | $22.55B | 0.03% | |
IBTH | -20.43% | $1.58B | 0.07% | |
IBTG | -20.27% | $1.96B | 0.07% | |
IBTI | -19.95% | $1.04B | 0.07% | |
XHLF | -18.79% | $1.72B | 0.03% | |
BILS | -18.76% | $3.91B | 0.1356% | |
TBLL | -18.23% | $2.22B | 0.08% | |
IBTJ | -16.25% | $676.32M | 0.07% | |
CLIP | -15.98% | $1.51B | 0.07% | |
SHYM | -15.51% | $329.29M | 0.35% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -13.69% | $23.83B | +34.36% | 1.10% |
FMTO | -12.49% | $4.80K | -99.92% | 0.00% |
K | -6.86% | $27.39B | +34.25% | 2.89% |
VSA | -4.89% | $8.84M | -14.05% | 0.00% |
MKTX | -4.53% | $8.28B | +12.88% | 1.36% |
DFDV | -4.40% | $460.68M | +2,996.21% | 0.00% |
LITB | -3.13% | $22.07M | -76.50% | 0.00% |
ED | -2.68% | $36.29B | +11.44% | 3.33% |
ZCMD | -1.76% | $30.81M | +6.09% | 0.00% |
DG | -1.59% | $24.72B | -11.28% | 2.10% |
STG | -1.47% | $28.54M | -22.35% | 0.00% |
AWK | -1.42% | $27.52B | +8.15% | 2.21% |
HUSA | -1.30% | $27.45M | +41.13% | 0.00% |
VSTA | -1.20% | $350.48M | +43.28% | 0.00% |
CME | -1.07% | $98.05B | +38.45% | 3.91% |
ASPS | -0.66% | $111.52M | -23.08% | 0.00% |
BCE | 0.33% | $20.10B | -32.92% | 11.20% |
CYCN | 1.03% | $10.11M | +42.53% | 0.00% |
VHC | 1.10% | $33.48M | +63.90% | 0.00% |
KR | 1.29% | $43.63B | +26.05% | 1.89% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
CBOE | -19.16% | $23.83B | +34.36% | 1.10% |
FMTO | -11.12% | $4.80K | -99.92% | 0.00% |
ED | -10.88% | $36.29B | +11.44% | 3.33% |
AWK | -8.88% | $27.52B | +8.15% | 2.21% |
MKTX | -8.53% | $8.28B | +12.88% | 1.36% |
K | -6.71% | $27.39B | +34.25% | 2.89% |
BCE | -6.30% | $20.10B | -32.92% | 11.20% |
DG | -5.07% | $24.72B | -11.28% | 2.10% |
CME | -4.59% | $98.05B | +38.45% | 3.91% |
VSA | -3.74% | $8.84M | -14.05% | 0.00% |
ASPS | -2.88% | $111.52M | -23.08% | 0.00% |
KR | -2.65% | $43.63B | +26.05% | 1.89% |
DFDV | -2.63% | $460.68M | +2,996.21% | 0.00% |
ZCMD | -2.36% | $30.81M | +6.09% | 0.00% |
TU | -2.11% | $24.43B | +2.89% | 7.17% |
VSTA | -1.82% | $350.48M | +43.28% | 0.00% |
LITB | -1.45% | $22.07M | -76.50% | 0.00% |
MO | -1.40% | $100.21B | +32.79% | 6.87% |
HUSA | -0.86% | $27.45M | +41.13% | 0.00% |
JNJ | 0.20% | $362.67B | +3.49% | 3.34% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
JBND | -0.16% | $2.19B | 0.25% | |
YEAR | -0.17% | $1.44B | 0.25% | |
IBND | 0.28% | $372.21M | 0.5% | |
TOTL | 0.62% | $3.83B | 0.55% | |
SMMU | 0.67% | $874.35M | 0.35% | |
CMBS | -0.70% | $440.65M | 0.25% | |
DFNM | 0.99% | $1.56B | 0.17% | |
SMB | -1.18% | $273.24M | 0.07% | |
CTA | -1.36% | $1.09B | 0.76% | |
SGOV | -1.36% | $49.06B | 0.09% | |
LMBS | 1.38% | $5.06B | 0.64% | |
FLMI | -1.45% | $711.54M | 0.3% | |
BUXX | 1.47% | $309.56M | 0.25% | |
FMHI | -1.54% | $752.22M | 0.7% | |
SHM | 1.54% | $3.40B | 0.2% | |
GOVI | 1.55% | $916.08M | 0.15% | |
BNDX | 1.86% | $67.03B | 0.07% | |
IBTF | -2.21% | $2.07B | 0.07% | |
STIP | -2.25% | $12.62B | 0.03% | |
OWNS | -2.42% | $127.31M | 0.3% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
TAIL | -83.32% | $101.78M | 0.59% | |
VIXY | -77.12% | $185.08M | 0.85% | |
BTAL | -68.86% | $291.48M | 1.43% | |
IVOL | -45.16% | $349.05M | 1.02% | |
XONE | -33.12% | $640.90M | 0.03% | |
SPTS | -33.08% | $5.74B | 0.03% | |
FTSD | -32.16% | $228.56M | 0.25% | |
FXY | -29.79% | $853.67M | 0.4% | |
UTWO | -27.85% | $372.79M | 0.15% | |
SCHO | -26.44% | $10.92B | 0.03% | |
VGSH | -26.25% | $22.55B | 0.03% | |
IBTG | -21.95% | $1.96B | 0.07% | |
IBTI | -21.27% | $1.04B | 0.07% | |
IBTH | -20.83% | $1.58B | 0.07% | |
XHLF | -19.18% | $1.72B | 0.03% | |
TBLL | -18.56% | $2.22B | 0.08% | |
BILS | -18.32% | $3.91B | 0.1356% | |
IBTJ | -18.13% | $676.32M | 0.07% | |
IEI | -16.54% | $15.31B | 0.15% | |
CLIP | -15.36% | $1.51B | 0.07% |
SeekingAlpha
Rare S&P 500 Stasis Reflects Key Investing Tenet
SeekingAlpha
Institutional investors appeared to shrug off the US equities rally in May by boosting their selling of stocks.
SeekingAlpha
VOT: Mid-Caps Are Outperforming Large-Caps, A New Trend Is Likely To Last Longer
SeekingAlpha
For more than a century, markets have advanced over the long term despite war, recession, oil shocks, political assassinations, and much more.
SeekingAlpha
âWarp Speed Price Moves: Jumps after Earnings Announcements,â recently published in the Journal of Financial Economics, shows how efficient markets are at pricing in earnings results.
SeekingAlpha
S&P 500 Retreats On Geopolitical Turmoil
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VOT | 98.58% | $17.50B | 0.07% | |
IWR | 98.15% | $41.05B | 0.19% | |
VO | 98.08% | $85.25B | 0.04% | |
FMDE | 98.05% | $2.72B | 0.23% | |
IWP | 97.55% | $18.84B | 0.23% | |
JHML | 97.27% | $957.29M | 0.29% | |
VBK | 97.26% | $18.40B | 0.07% | |
JHMM | 97.21% | $4.03B | 0.42% | |
JMOM | 97.19% | $1.48B | 0.12% | |
GSEW | 97.14% | $1.25B | 0.09% | |
SCHM | 97.11% | $11.21B | 0.04% | |
AVUS | 97.10% | $8.42B | 0.15% | |
VXF | 97.07% | $22.00B | 0.05% | |
DFAC | 97.01% | $33.55B | 0.17% | |
DCOR | 97.00% | $1.73B | 0.14% | |
MDYG | 96.96% | $2.20B | 0.15% | |
DFSU | 96.89% | $1.43B | 0.17% | |
IJK | 96.88% | $8.65B | 0.17% | |
FEX | 96.72% | $1.27B | 0.6% | |
PFUT | 96.65% | $364.86M | 0.65% |
SeekingAlpha
3 Charts I Am Thinking About
SeekingAlpha
4 Reasons The Stock Market And The Economy Could Get Ugly Fast
SeekingAlpha
The Fedâs dot plot signals stagflation risks, rising unemployment, and policy shifts favoring jobs over inflation. Learn why Fed uncertainty is set to grow.
SeekingAlpha
Oil Price Spike To Cause Stagnation
SeekingAlpha
The AAII bearish sentiment indicator just plummeted to less than 34%. So, even if headlines out of the Middle East get less ominous in the coming days, markets may struggle to get much done.
SeekingAlpha
Business Conditions Monthly April 2025
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
JNJ | 0.20% | $362.67B | +3.49% | 3.34% |
LTM | 0.31% | $11.48B | -96.27% | 2.65% |
VHC | 0.56% | $33.48M | +63.90% | 0.00% |
HUSA | -0.86% | $27.45M | +41.13% | 0.00% |
AEP | 1.05% | $54.06B | +15.59% | 3.62% |
STG | 1.09% | $28.54M | -22.35% | 0.00% |
TEF | 1.17% | $29.46B | +22.25% | 9.27% |
MO | -1.40% | $100.21B | +32.79% | 6.87% |
DUK | 1.42% | $89.06B | +14.55% | 3.64% |
VRCA | 1.43% | $53.53M | -92.77% | 0.00% |
LITB | -1.45% | $22.07M | -76.50% | 0.00% |
EXC | 1.71% | $42.77B | +21.44% | 3.67% |
AMT | 1.72% | $100.87B | +11.78% | 3.09% |
VSTA | -1.82% | $350.48M | +43.28% | 0.00% |
TU | -2.11% | $24.43B | +2.89% | 7.17% |
UUU | 2.18% | $7.08M | +91.25% | 0.00% |
ZCMD | -2.36% | $30.81M | +6.09% | 0.00% |
DFDV | -2.63% | $460.68M | +2,996.21% | 0.00% |
KR | -2.65% | $43.63B | +26.05% | 1.89% |
NEUE | 2.69% | $61.16M | +29.49% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ITT | 88.46% | $11.86B | +15.05% | 0.88% |
BN | 88.07% | $98.03B | +43.85% | 0.57% |
BNT | 86.80% | $11.97B | +44.10% | 0.00% |
PH | 85.65% | $83.35B | +28.70% | 1.02% |
JHG | 84.56% | $5.77B | +9.24% | 4.26% |
DOV | 84.00% | $24.09B | -3.88% | 1.16% |
KKR | 83.86% | $109.03B | +10.81% | 0.57% |
BX | 83.69% | $166.81B | +11.87% | 2.52% |
AXP | 83.41% | $207.67B | +29.27% | 0.98% |
FLS | 82.73% | $6.07B | -2.99% | 1.80% |
EMR | 82.55% | $72.37B | +18.38% | 1.63% |
FTV | 82.45% | $23.73B | -4.75% | 0.45% |
EVR | 82.43% | $9.54B | +20.65% | 1.30% |
APO | 82.34% | $76.06B | +13.44% | 1.42% |
GS | 82.26% | $194.92B | +38.87% | 1.88% |
SEIC | 82.22% | $10.36B | +26.55% | 1.18% |
ARES | 82.07% | $36.56B | +23.96% | 2.44% |
JCI | 81.65% | $68.09B | +49.75% | 1.42% |
WAB | 81.56% | $34.36B | +23.16% | 0.45% |
CG | 81.55% | $17.00B | +18.98% | 2.95% |
IWR - iShares Russell Mid Cap ETF and IMCG - iShares Morningstar Mid Cap Growth ETF have a 260 holding overlap. Which accounts for a 51.3% overlap.
Number of overlapping holdings
260
% of overlapping holdings
51.27%
Name | Weight in IWR | Weight in IMCG |
---|---|---|
0.76% | 1.36% | |
0.72% | 1.08% | |
0.66% | 1.33% | |
0.58% | 1.16% | |
0.56% | 0.45% | |
0.54% | 1.12% | |
0.52% | 1.04% | |
0.50% | 1.04% | |
0.50% | 1.00% | |
0.49% | 0.51% |
iShares Russell Mid Cap ETF - IWR is made up of 806 holdings. iShares Morningstar Mid Cap Growth ETF - IMCG is made up of 294 holdings.
Name | Weight |
---|---|
2.43% | |
0.76% | |
0.72% | |
0.66% | |
0.61% | |
0.58% | |
0.56% | |
0.54% | |
![]() | 0.52% |
0.50% | |
0.50% | |
0.49% | |
![]() | 0.48% |
0.47% | |
0.47% | |
![]() | 0.45% |
0.45% | |
0.44% | |
0.44% | |
0.44% | |
0.43% | |
0.43% | |
![]() | 0.43% |
0.43% | |
![]() | 0.42% |
0.42% | |
0.41% | |
- | 0.41% |
![]() | 0.41% |
![]() | 0.40% |
Name | Weight |
---|---|
1.36% | |
![]() | 1.34% |
1.33% | |
![]() | 1.16% |
1.16% | |
1.12% | |
![]() | 1.11% |
![]() | 1.08% |
1.08% | |
![]() | 1.04% |
1.04% | |
1.03% | |
1.00% | |
1.00% | |
![]() | 0.95% |
0.95% | |
0.95% | |
![]() | 0.94% |
0.89% | |
![]() | 0.85% |
![]() | 0.80% |
0.79% | |
0.74% | |
0.74% | |
0.74% | |
0.73% | |
0.73% | |
![]() | 0.73% |
0.73% | |
![]() | 0.71% |