iShares Morningstar Mid-Cap Growth ETF

iShares Morningstar Mid-Cap Growth ETF

About

iShares Morningstar Mid-Cap Growth ETF (US4642883072) is a US-listed equity ETF tracking the Morningstar US Mid Cap Broad Growth Index. With a expense ratio of 0.06%, it ranks among the lowest-cost options in its category, paying distributions. The fund holds 265 positions across 2 regions with 4.7B in assets, with heavy concentration — 99% in United States.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database. Last updated: Jun 22, 2026
Component Score Details
Cost (30%) 9.3 Tracking Difference: 9.0 · TD Consistency: — · Expense Ratio: 10.0
Liquidity (25%) 9.7 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker IMCG
ISIN
Fund Size $4.7B
Issuer iShares
Distribution Pays Distributions
Replication Physical
Inception Jun 2004
Base Currency USD
Index Morningstar US Mid Cap Broad Growth Index
Asset Class Equities
Category Factor Equity

Costs

9.3
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.06%

Cumulative Returns

Performance across different time periods.
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month
3 Months
6 Months
1 Year +22.04%
3 Years +19.26%
5 Years +8.10%
10 Years +14.22%
YTD +17.24%
Since Inception +11.30%

Holdings

This fund invests into 265 individual investments.
#1
Freeport-McMoRan Inc
1.31%
#2
Cummins Inc
1.31%
#3
Fortinet Inc
1.20%
#4
Johnson Controls International plc
1.18%
#5
Bloom Energy Corp
1.17%
#6
Robinhood Markets Inc
1.12%
#7
Dell Technologies Inc
1.10%
#8
Snowflake Inc
1.05%
#9
Royal Caribbean Cruises Ltd
1.04%
#10
Hilton Worldwide Holdings Inc
1.03%
View all holdings (50)
# Holding Ticker Weight
1 Freeport-McMoRan Inc FCX 131.44%
2 Cummins Inc CMI 131.34%
3 Fortinet Inc FTNT 119.92%
4 Johnson Controls International plc JCI 117.96%
5 Bloom Energy Corp BE 116.71%
6 Robinhood Markets Inc HOOD 111.99%
7 Dell Technologies Inc DELL 110.04%
8 Snowflake Inc SNOW 104.62%
9 Royal Caribbean Cruises Ltd RCL 103.89%
10 Hilton Worldwide Holdings Inc HLT 103.30%
11 Monolithic Power Systems Inc MPWR 97.78%
12 TransDigm Group Inc TDG 95.48%
13 O'Reilly Automotive Inc ORLY 95.46%
14 Coherent Corp COHR 95.44%
15 Cloudflare Inc NET 94.85%
16 Datadog Inc DDOG 92.72%
17 Teradyne Inc TER 91.31%
18 Aon PLC AON 91.04%
19 Moody's Corp MCO 90.76%
20 Ecolab Inc ECL 90.52%
21 Comfort Systems USA Inc FIX 89.35%
22 Motorola Solutions Inc MSI 88.01%
23 Lumentum Holdings Inc LITE 87.79%
24 DoorDash Inc DASH 87.11%
25 Monster Beverage Corp MNST 83.35%
26 Keysight Technologies Inc KEYS 82.43%
27 WW Grainger Inc GWW 81.26%
28 Ciena Corp CIEN 80.64%
29 Cintas Corp CTAS 78.22%
30 Bank of New York Mellon Corp/The BNY 78.06%
31 Rocket Lab Corp RKLB 77.10%
32 Baker Hughes Co BKR 77.03%
33 Astera Labs Inc ALAB 76.74%
34 Airbnb Inc ABNB 76.47%
35 CSX Corp CSX 76.26%
36 Vistra Corp VST 73.69%
37 USD CASH USD 73.48%
38 AMETEK Inc AME 72.89%
39 Ross Stores Inc ROST 71.98%
40 Microchip Technology Inc MCHP 71.95%
41 Rockwell Automation Inc ROK 70.27%
42 Cencora Inc COR 69.97%
43 NXP Semiconductors NV NXPI 69.21%
44 Emerson Electric Co EMR 68.91%
45 Flex Ltd FLEX 68.71%
46 Fastenal Co FAST 67.61%
47 AutoZone Inc AZO 67.60%
48 Edwards Lifesciences Corp EW 64.59%
49 Sherwin-Williams Co/The SHW 63.74%
50 ON Semiconductor Corp ON 63.46%

Sectors

Allocation by industry sector.
 
Sector Weight
Industrials 2496.00%
Technology 2380.00%
Financials 1171.00%
Consumer Discretionary 1031.00%
Health Care 700.00%
Materials 662.00%
Real Estate 358.00%
Utilities 318.00%
Energy 289.00%
Communication Services 272.00%
Consumer Staples 237.00%
Unknown 86.00%

Regions

Geographic allocation by country of risk.
 
Country Weight
United States 9895.00%
UNKNOWN 84.00%
United Kingdom 21.00%
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