MBCC vs. INFR ETF Comparison
Comparison of Monarch Blue Chips Core ETF (MBCC) to ClearBridge Sustainable Infrastructure ETF (INFR)
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
$35.63
Average Daily Volume
17,301
24
INFR
ClearBridge Sustainable Infrastructure ETF
INFR Description
The fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in securities that compose its underlying index. The underlying index is composed of equity securities in developed and developing markets that are included in the MSCI ACWI All Cap Index. Companies in the MSCI ACWI All Cap Index are screened to include only companies within the Global Industry Classification Standard (GICS) sub-industries and are classified into infrastructure sectors.Grade (RS Rating)
Last Trade
$24.37
Average Daily Volume
169
10
Performance
| Period | MBCC | INFR |
|---|---|---|
| 30 Days | 2.80% | -3.87% |
| 60 Days | 2.36% | -7.48% |
| 90 Days | 5.48% | -4.32% |
| 12 Months | 26.76% | 5.10% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MBCC | Weight in INFR | Overlap | |
|---|---|---|---|---|---|
| AMT | D | 3.54% | 2.96% | 2.96% |
MBCC Overweight 23 Positions Relative to INFR
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | B | 5.25% | |
| CRM | B | 5.19% | |
| BKNG | A | 5.14% | |
| DIS | B | 5.14% | |
| NVDA | C | 4.8% | |
| NFLX | A | 4.74% | |
| AMZN | C | 4.58% | |
| V | A | 4.52% | |
| MA | C | 4.35% | |
| META | D | 4.29% | |
| COST | B | 4.1% | |
| GE | D | 4.09% | |
| MCD | D | 4.09% | |
| MSFT | F | 4.01% | |
| BRK.A | B | 3.99% | |
| TXN | C | 3.79% | |
| NKE | D | 3.71% | |
| ADBE | C | 3.54% | |
| DHR | F | 3.45% | |
| AMGN | D | 3.43% | |
| TMO | F | 3.37% | |
| MRK | F | 3.28% | |
| LLY | F | 3.13% |
MBCC: Top Represented Industries & Keywords
INFR: Top Represented Industries & Keywords
Compare ETFs
