MBCC vs. IYH ETF Comparison

Comparison of Monarch Blue Chips Core ETF (MBCC) to iShares U.S. Healthcare ETF (IYH)
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

$31.44

Average Daily Volume

13,808

Number of Holdings *

24

* may have additional holdings in another (foreign) market
IYH

iShares U.S. Healthcare ETF

IYH Description The investment seeks to track the investment results of an index composed of U.S. equities in the healthcare 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. Health Care Index (the "underlying index"), which measures the performance of the healthcare sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$59.41

Average Daily Volume

359,329

Number of Holdings *

113

* may have additional holdings in another (foreign) market
Performance
Period MBCC IYH
30 Days -3.26% -1.94%
60 Days -3.54% -3.05%
90 Days 1.17% -0.11%
12 Months 24.03% 7.40%
3 Overlapping Holdings
Symbol Grade Weight in MBCC Weight in IYH Overlap
LLY D 4.14% 11.83% 4.14%
MRK B 4.33% 6.03% 4.33%
TMO C 4.28% 4.08% 4.08%
MBCC Overweight 21 Positions Relative to IYH
Symbol Grade Weight
GE A 5.48%
NVDA C 4.69%
PEP B 4.51%
ALL B 4.5%
ORCL D 4.41%
EMR D 4.35%
AMZN A 4.33%
DIS C 4.25%
COST C 4.13%
MSFT C 4.11%
V D 4.07%
MA D 4.07%
AAPL C 4.06%
MCD F 3.96%
SBUX F 3.94%
NFLX D 3.93%
NKE F 3.83%
CRM D 3.78%
AMT D 3.72%
ADBE D 3.57%
INTC F 3.08%
MBCC Underweight 110 Positions Relative to IYH
Symbol Grade Weight
UNH C -8.48%
JNJ F -6.68%
ABBV D -5.25%
ABT D -3.39%
DHR C -3.01%
PFE D -2.9%
AMGN A -2.75%
ISRG C -2.44%
ELV B -2.3%
SYK D -2.15%
MDT C -1.99%
BSX A -1.95%
VRTX D -1.91%
CI C -1.83%
REGN B -1.78%
BMY F -1.65%
GILD F -1.51%
ZTS D -1.43%
BDX F -1.29%
HCA D -1.14%
EW D -0.95%
DXCM D -0.91%
MRNA B -0.77%
IQV D -0.75%
A C -0.74%
HUM F -0.73%
CNC C -0.73%
IDXX F -0.72%
GEHC D -0.6%
RMD B -0.59%
BIIB D -0.57%
VEEV D -0.54%
WST F -0.51%
CAH F -0.47%
ZBH D -0.46%
ICLR D -0.45%
ALGN F -0.4%
STE D -0.38%
ILMN F -0.36%
MOH F -0.36%
ALNY D -0.35%
BAX F -0.34%
COO D -0.32%
HOLX B -0.32%
LH F -0.31%
AVTR C -0.3%
BMRN F -0.29%
DGX A -0.28%
VTRS D -0.26%
NBIX A -0.25%
RVTY F -0.23%
SRPT B -0.22%
UTHR A -0.22%
CRL D -0.22%
TECH C -0.22%
SWAV A -0.22%
THC A -0.22%
PODD D -0.22%
RPRX D -0.2%
EXAS F -0.2%
UHS C -0.19%
CTLT C -0.19%
NTRA A -0.19%
INCY D -0.18%
HSIC F -0.17%
MEDP D -0.17%
RGEN D -0.17%
TFX F -0.17%
QGEN C -0.17%
SOLV C -0.16%
CHE F -0.15%
EHC A -0.15%
INSP B -0.14%
PEN F -0.14%
DVA B -0.14%
EXEL D -0.13%
BRKR F -0.13%
ELAN D -0.12%
JAZZ D -0.12%
BIO D -0.11%
MASI C -0.11%
GMED D -0.11%
XRAY F -0.11%
ACHC F -0.11%
IONS F -0.11%
APLS F -0.09%
OGN B -0.09%
ROIV B -0.08%
PRGO B -0.08%
AMED D -0.06%
FTRE C -0.06%
NVST F -0.06%
RARE D -0.06%
PINC F -0.05%
ENOV F -0.05%
DOCS F -0.05%
AZTA D -0.05%
RCM D -0.04%
IART F -0.04%
ICUI F -0.04%
CERT D -0.04%
TDOC F -0.04%
QDEL F -0.04%
TNDM A -0.04%
TXG F -0.04%
AGL F -0.03%
NVCR D -0.03%
MRVI C -0.02%
DNA F -0.02%
SHC F -0.02%
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