MBCC vs. IBOT ETF Comparison

Comparison of Monarch Blue Chips Core ETF (MBCC) to VanEck Robotics ETF (IBOT)

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

$31.33

Average Daily Volume

13,556

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IBOT

VanEck Robotics ETF

IBOT Description

VanEck Robotics ETF seeks to replicate as closely as possible, before fees and expenses, the price and yield performance of the BlueStar® Robotics Index, which is intended to track the overall performance of companies involved in robotics.

Grade (RS Rating)

Last Trade

$42.27

Average Daily Volume

2,943

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	MBCC	IBOT
30 Days	-4.05%	-4.15%
60 Days	-1.88%	-0.89%
90 Days	4.07%	5.25%
12 Months	22.72%	23.03%

2 Overlapping Holdings

	Symbol	Grade	Weight in MBCC	Weight in IBOT	Overlap
	EMR	C	4.35%	4.15%	4.15%
	NVDA	B	4.41%	8.22%	4.41%

MBCC Overweight 22 Positions Relative to IBOT

Symbol	Grade	Weight
GE	A	5.42%
ALL	A	4.65%
PEP	A	4.38%
ORCL	C	4.36%
DIS	D	4.31%
AMZN	A	4.3%
TMO	B	4.27%
MRK	A	4.22%
LLY	D	4.19%
MSFT	D	4.17%
MA	C	4.12%
V	C	4.11%
COST	B	4.11%
NFLX	D	4.06%
MCD	D	4.01%
SBUX	F	3.92%
AAPL	F	3.91%
NKE	F	3.83%
CRM	D	3.79%
AMT	F	3.71%
ADBE	D	3.57%
INTC	F	3.37%

MBCC Underweight 3 Positions Relative to IBOT

Symbol	Grade	Weight
ASML	C	-5.8%
ABBV	D	-4.74%
ADSK	F	-3.57%