BEEZvsIMCGETF Comparison
Honeytree U.S. Equity ETF (BEEZ) belongs to the US Large Cap segment. iShares Morningstar Mid-Cap Growth ETF (IMCG) is part of the US Mid Cap Growth segment. BEEZ's top 3 sector exposures are Industrials, Information Technology and Health Care. In contrast, IMCG's top sector exposures are Industrials, Information Technology and Consumer Discretionary. BEEZ is more expensive with a Total Expense Ratio (TER) of 0.64%, versus 0.06% for IMCG. BEEZ is down -0.17% year-to-date (YTD) with -$3M in YTD flows. IMCG performs better with 19.45% YTD performance, and +$867M in YTD flows. Run a side-by-side ETF comparison of BEEZ and IMCG below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
BEEZ vs IMCG performance and flow charts
Performance
Cumulative Flows
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | BEEZ IMCG | -0.42%+7.58% | -1.03%+17.67% | -0.17%+19.45% | +2.59%+24.05% | n/a+63.57% | n/a+47.67% |
| Flows | BEEZ IMCG | -+$751M | -$323K+$817M | -$3M+$867M | -$3M+$1.19B | -+$1.83B | -+$2.31B |
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | BEEZ IMCG | +15.12%+22.28% | +13.03%+16.74% | n/a+17.63% | n/a+20.44% |
| Max drawdown | BEEZ IMCG | -4.94%-6.10% | -8.50%-10.11% | n/a-21.86% | n/a-35.09% |
| Max drawdown duration | BEEZ IMCG | 21d21d | 108d43d | n/a206d | n/a1060d |
BEEZ | IMCG | |
Last sale 6/17/2026 at 1:30 PM | $32.73 | $95.23 |
| Previous close 06/17/2026 | $33.30 | $96.03 |
| Consolidated volume 06/17/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Create an account to view replication metrics
BEEZ | IMCG | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
BEEZ | IMCG | |
|---|---|---|
| Last price | $32.73 | $95.23 |
| 1D performance | -1.72% | -0.83% |
| AuM | $5.56 M | $4.56 B |
| E/R | 0.64% | 0.06% |
BEEZ | IMCG | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Alpha Architect | iShares |
| Benchmark | - | Morningstar US Mid Cap Broad Growth Index |
| N° of holdings | 24 | 245 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | November 7, 2023 | June 28, 2004 |
| ESG | Yes | No |
Countries
Sectors
Diversification
Total weight of top 15 holdings out of 15
Total weight of top 15 holdings out of 15
