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
$132.89
Average Daily Volume
68,067
52
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
$34.89
Average Daily Volume
15,097
24
Performance
| Period | IAK | MBCC |
|---|---|---|
| 30 Days | 0.76% | -0.51% |
| 60 Days | 3.14% | 1.38% |
| 90 Days | 9.09% | 6.34% |
| 12 Months | 39.56% | 25.44% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IAK | Weight in MBCC | Overlap |
|---|
IAK Overweight 52 Positions Relative to MBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| PGR | B | 16.51% | |
| CB | C | 11.54% | |
| TRV | A | 6.35% | |
| AFL | C | 5.98% | |
| MET | A | 4.7% | |
| PRU | A | 4.68% | |
| AIG | B | 4.6% | |
| ALL | A | 4.48% | |
| HIG | C | 4.05% | |
| ACGL | C | 3.94% | |
| CINF | A | 2.76% | |
| MKL | A | 2.54% | |
| PFG | C | 2.2% | |
| WRB | A | 2.15% | |
| L | A | 1.8% | |
| FNF | C | 1.8% | |
| UNM | A | 1.39% | |
| AIZ | A | 1.28% | |
| ERIE | F | 1.27% | |
| KNSL | C | 1.2% | |
| GL | B | 1.18% | |
| PRI | A | 1.18% | |
| AFG | A | 1.16% | |
| ORI | A | 1.04% | |
| RLI | A | 0.84% | |
| FAF | C | 0.78% | |
| AXS | A | 0.76% | |
| SIGI | A | 0.72% | |
| THG | A | 0.68% | |
| LNC | A | 0.62% | |
| WTM | A | 0.58% | |
| AGO | A | 0.52% | |
| CNO | A | 0.49% | |
| KMPR | A | 0.48% | |
| BHF | A | 0.38% | |
| GNW | A | 0.35% | |
| OSCR | F | 0.32% | |
| PLMR | A | 0.31% | |
| MCY | A | 0.24% | |
| STC | A | 0.24% | |
| HMN | A | 0.21% | |
| SKWD | A | 0.2% | |
| TRUP | A | 0.2% | |
| LMND | A | 0.18% | |
| EIG | A | 0.16% | |
| SAFT | A | 0.16% | |
| AMSF | A | 0.14% | |
| CNA | C | 0.14% | |
| PRA | A | 0.1% | |
| AMBC | C | 0.07% | |
| UFCS | A | 0.06% | |
| JRVR | F | 0.04% |
IAK Underweight 24 Positions Relative to MBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | A | -5.26% | |
| BKNG | A | -5.02% | |
| NVDA | B | -4.97% | |
| CRM | A | -4.9% | |
| AMZN | B | -4.69% | |
| NFLX | A | -4.53% | |
| META | C | -4.52% | |
| V | A | -4.41% | |
| DIS | A | -4.37% | |
| MA | A | -4.27% | |
| COST | B | -4.08% | |
| GE | D | -4.08% | |
| MSFT | D | -4.07% | |
| MCD | D | -4.07% | |
| TXN | C | -4.05% | |
| BRK.A | A | -3.86% | |
| AMGN | D | -3.84% | |
| DHR | D | -3.64% | |
| NKE | D | -3.63% | |
| TMO | D | -3.6% | |
| AMT | D | -3.52% | |
| ADBE | F | -3.48% | |
| MRK | F | -3.41% | |
| LLY | F | -3.31% |
IAK: Top Represented Industries & Keywords
MBCC: Top Represented Industries & Keywords
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