IHI vs. MBCC ETF Comparison

Comparison of iShares U.S. Medical Devices ETF (IHI) to Monarch Blue Chips Core ETF (MBCC)
IHI

iShares U.S. Medical Devices ETF

IHI Description

The investment seeks to track the investment results of an index composed of U.S. equities in the medical devices 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 Medical Equipment Index (the "underlying index"), which measures the performance of the medical equipment sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$58.65

Average Daily Volume

1,180,811

Number of Holdings *

52

* 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

$32.65

Average Daily Volume

11,823

Number of Holdings *

24

* may have additional holdings in another (foreign) market
Performance
Period IHI MBCC
30 Days 2.08% 2.27%
60 Days 6.21% 8.47%
90 Days 8.17% 12.54%
12 Months 12.34% 34.41%
0 Overlapping Holdings
Symbol Grade Weight in IHI Weight in MBCC Overlap
IHI Overweight 52 Positions Relative to MBCC
Symbol Grade Weight
ABT D 16.8%
ISRG B 11.98%
SYK B 10.37%
MDT C 4.97%
EW A 4.86%
BDX D 4.65%
BSX A 4.55%
DXCM B 4.53%
GEHC C 4.44%
IDXX D 4.33%
RMD C 3.53%
ZBH C 3.29%
STE D 2.78%
BAX C 2.64%
HOLX C 2.2%
PODD F 1.44%
TFX F 1.31%
SWAV B 1.3%
PEN F 1.09%
GMED F 0.75%
MASI C 0.73%
INSP C 0.72%
GKOS C 0.53%
ITGR B 0.47%
NVST F 0.46%
AXNX B 0.43%
IRTC D 0.42%
LIVN C 0.38%
ENOV D 0.37%
TMDX D 0.3%
CNMD F 0.29%
NARI F 0.29%
QDEL F 0.29%
IART F 0.29%
PRCT D 0.27%
TNDM C 0.26%
LMAT C 0.17%
NVCR F 0.17%
ATRC F 0.17%
OMCL F 0.16%
ATEC F 0.16%
AORT A 0.1%
VREX F 0.09%
SILK C 0.09%
TMCI F 0.07%
SIBN F 0.07%
NVRO F 0.06%
OFIX D 0.06%
SRDX F 0.05%
SENS F 0.04%
AXGN D 0.04%
FNA F 0.04%
IHI Underweight 24 Positions Relative to MBCC
Symbol Grade Weight
ORCL C -4.7%
NVDA C -4.64%
GE A -4.51%
EMR A -4.26%
DIS B -4.24%
NFLX C -4.23%
PEP C -4.22%
MA C -4.18%
MSFT C -4.18%
LLY B -4.17%
V C -4.16%
TMO C -4.13%
ALL B -4.11%
AMZN B -4.1%
COST C -4.05%
CRM C -4.03%
AAPL D -4.02%
INTC D -3.99%
AMT D -3.98%
SBUX F -3.97%
MCD D -3.96%
MRK B -3.96%
NKE F -3.92%
ADBE F -3.77%
Compare ETFs