MBCC vs. KIE ETF Comparison
Comparison of Monarch Blue Chips Core ETF (MBCC) to SPDR S&P Insurance ETF (KIE)
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
12,868
24
KIE
SPDR S&P Insurance ETF
KIE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$51.16
Average Daily Volume
945,360
49
Performance
| Period | MBCC | KIE |
|---|---|---|
| 30 Days | -0.94% | 2.10% |
| 60 Days | -1.14% | 2.75% |
| 90 Days | 0.99% | 7.42% |
| 12 Months | 24.55% | 29.85% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MBCC | Weight in KIE | Overlap | |
|---|---|---|---|---|---|
| ALL | B | 4.5% | 2.37% | 2.37% |
MBCC Overweight 23 Positions Relative to KIE
| Symbol | Grade | Weight | |
|---|---|---|---|
| GE | A | 5.48% | |
| NVDA | B | 4.69% | |
| PEP | B | 4.51% | |
| ORCL | D | 4.41% | |
| EMR | A | 4.35% | |
| MRK | B | 4.33% | |
| AMZN | A | 4.33% | |
| TMO | C | 4.28% | |
| DIS | D | 4.25% | |
| LLY | C | 4.14% | |
| COST | A | 4.13% | |
| MSFT | D | 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 | F | 3.83% | |
| CRM | D | 3.78% | |
| AMT | D | 3.72% | |
| ADBE | F | 3.57% | |
| INTC | F | 3.08% |
MBCC Underweight 48 Positions Relative to KIE
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSCR | A | -2.57% | |
| ACGL | A | -2.37% | |
| PGR | A | -2.31% | |
| ORI | A | -2.27% | |
| RGA | A | -2.27% | |
| AFL | A | -2.23% | |
| UNM | B | -2.23% | |
| LNC | C | -2.22% | |
| AIG | A | -2.21% | |
| L | A | -2.21% | |
| KMPR | B | -2.2% | |
| AEL | A | -2.19% | |
| PRU | A | -2.19% | |
| AXS | A | -2.19% | |
| MET | C | -2.19% | |
| CB | C | -2.18% | |
| EG | C | -2.18% | |
| CINF | C | -2.17% | |
| AFG | C | -2.17% | |
| HIG | C | -2.17% | |
| FNF | B | -2.16% | |
| PFG | C | -2.16% | |
| MKL | A | -2.14% | |
| RLI | B | -2.12% | |
| SIGI | F | -2.12% | |
| AIZ | C | -2.12% | |
| MMC | B | -2.11% | |
| TRV | D | -2.11% | |
| BRO | C | -2.1% | |
| RYAN | C | -2.09% | |
| FAF | D | -2.07% | |
| RNR | D | -2.05% | |
| AJG | C | -2.05% | |
| WTW | D | -2.02% | |
| WRB | D | -2.0% | |
| CNO | A | -1.99% | |
| ERIE | C | -1.99% | |
| AON | D | -1.94% | |
| THG | A | -1.91% | |
| PRI | D | -1.89% | |
| BHF | D | -1.85% | |
| AGO | D | -1.82% | |
| GNW | B | -1.57% | |
| KNSL | F | -1.56% | |
| GL | F | -1.39% | |
| WTM | A | -1.3% | |
| ESGR | B | -1.3% | |
| PLMR | B | -0.87% |
MBCC: Top Represented Industries & Keywords
KIE: Top Represented Industries & Keywords
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