IAK vs. MBCC ETF Comparison

Comparison of iShares U.S. Insurance ETF (IAK) to Monarch Blue Chips Core ETF (MBCC)
IAK

iShares U.S. Insurance ETF

IAK Description

The investment seeks to track the investment results of an index composed of U.S. equities in the insurance sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Insurance Index (the "underlying index"), which measures the performance of the insurance sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include financial and insurance companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$112.88

Average Daily Volume

81,988

Number of Holdings *

55

* may have additional holdings in another (foreign) market
MBCC

Monarch Blue Chips Core ETF

MBCC Description The investment seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Kingsview Blue Chips Core Index. The fund generally invests at least 80% of its total assets in the component securities of the index. The index consists of established, well-recognized companies listed on the S&P 500 from a broad range of industries that demonstrate strength in the marketplace based on fundamental company data such as revenue, revenue growth, net income, and net income growth.

Grade (RS Rating)

Last Trade

$31.22

Average Daily Volume

13,808

Number of Holdings *

24

* may have additional holdings in another (foreign) market
Performance
Period IAK MBCC
30 Days -2.96% -3.26%
60 Days 2.35% -3.54%
90 Days 6.57% 1.17%
12 Months 35.41% 24.03%
1 Overlapping Holdings
Symbol Grade Weight in IAK Weight in MBCC Overlap
ALL B 4.92% 4.5% 4.5%
IAK Overweight 54 Positions Relative to MBCC
Symbol Grade Weight
PGR B 15.28%
CB C 12.63%
AIG A 6.63%
TRV C 6.07%
MET D 5.35%
AFL B 4.62%
ACGL A 4.58%
PRU C 4.57%
HIG D 3.83%
MKL A 2.53%
CINF D 2.41%
PFG C 2.31%
WRB D 2.07%
L A 1.82%
FNF A 1.61%
ERIE C 1.27%
AIZ C 1.2%
UNM A 1.15%
AFG D 1.12%
KNSL F 1.07%
ORI A 1.04%
PRI D 0.99%
GL F 0.87%
SIGI F 0.83%
RLI D 0.77%
FAF F 0.74%
AXS B 0.65%
THG A 0.62%
WTM A 0.61%
AGO D 0.57%
LNC D 0.48%
AEL A 0.48%
KMPR B 0.48%
BHF C 0.43%
CNO A 0.39%
OSCR A 0.34%
PLMR B 0.27%
GNW C 0.22%
STC A 0.21%
MCY A 0.2%
HMN A 0.19%
CNA B 0.17%
SKWD B 0.16%
LMND B 0.16%
NWLI A 0.15%
AMSF F 0.13%
TRUP F 0.12%
SAFT C 0.11%
AMBC D 0.1%
PRA C 0.09%
EIG D 0.09%
UFCS B 0.08%
JRVR D 0.05%
MBI D 0.05%
IAK Underweight 23 Positions Relative to MBCC
Symbol Grade Weight
GE A -5.48%
NVDA C -4.69%
PEP B -4.51%
ORCL D -4.41%
EMR D -4.35%
MRK B -4.33%
AMZN A -4.33%
TMO C -4.28%
DIS C -4.25%
LLY D -4.14%
COST C -4.13%
MSFT C -4.11%
V D -4.07%
MA D -4.07%
AAPL C -4.06%
MCD F -3.96%
SBUX F -3.94%
NFLX D -3.93%
NKE F -3.83%
CRM D -3.78%
AMT D -3.72%
ADBE D -3.57%
INTC F -3.08%
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