MBCC vs. CWS ETF Comparison
Comparison of Monarch Blue Chips Core ETF (MBCC) to AdvisorShares Focused Equity ETF (CWS)
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
$31.72
Average Daily Volume
12,869
24
CWS
AdvisorShares Focused Equity ETF
CWS Description
The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.Grade (RS Rating)
Last Trade
$62.60
Average Daily Volume
12,504
23
Performance
| Period | MBCC | CWS |
|---|---|---|
| 30 Days | -0.94% | -0.59% |
| 60 Days | -1.14% | -0.03% |
| 90 Days | 0.99% | 2.72% |
| 12 Months | 24.55% | 23.49% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MBCC | Weight in CWS | Overlap | |
|---|---|---|---|---|---|
| TMO | D | 4.28% | 4.15% | 4.15% |
MBCC Overweight 23 Positions Relative to CWS
| Symbol | Grade | Weight | |
|---|---|---|---|
| GE | A | 5.48% | |
| NVDA | B | 4.69% | |
| PEP | B | 4.51% | |
| ALL | B | 4.5% | |
| ORCL | D | 4.41% | |
| EMR | C | 4.35% | |
| MRK | B | 4.33% | |
| AMZN | A | 4.33% | |
| DIS | D | 4.25% | |
| LLY | C | 4.14% | |
| COST | B | 4.13% | |
| MSFT | C | 4.11% | |
| V | C | 4.07% | |
| MA | D | 4.07% | |
| AAPL | B | 4.06% | |
| MCD | F | 3.96% | |
| SBUX | F | 3.94% | |
| NFLX | C | 3.93% | |
| NKE | D | 3.83% | |
| CRM | D | 3.78% | |
| AMT | D | 3.72% | |
| ADBE | D | 3.57% | |
| INTC | F | 3.08% |
MBCC Underweight 22 Positions Relative to CWS
| Symbol | Grade | Weight | |
|---|---|---|---|
| APH | A | -4.69% | |
| MLR | A | -4.63% | |
| HEI | A | -4.54% | |
| SYK | D | -4.22% | |
| HSY | B | -4.13% | |
| AFL | A | -4.03% | |
| SAIC | C | -4.01% | |
| ROL | B | -3.96% | |
| OTIS | D | -3.95% | |
| CE | C | -3.89% | |
| AGM | C | -3.88% | |
| FICO | C | -3.86% | |
| ICE | C | -3.84% | |
| SLGN | B | -3.83% | |
| INTU | D | -3.81% | |
| ABT | F | -3.75% | |
| MCO | C | -3.73% | |
| AWK | B | -3.72% | |
| BR | D | -3.72% | |
| MGRC | D | -3.51% | |
| FDS | D | -3.48% | |
| PII | F | -3.42% |
MBCC: Top Represented Industries & Keywords
CWS: Top Represented Industries & Keywords
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