MBCC vs. KWEB ETF Comparison

Comparison of Monarch Blue Chips Core ETF (MBCC) to KraneShares CSI China Internet ETF (KWEB)
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

$31.76

Average Daily Volume

13,082

Number of Holdings *

24

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

KraneShares CSI China Internet ETF

KWEB Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of a specific foreign equity securities benchmark. The fund will normally invest at least 80% of its total assets in equity securities of its current benchmark, the CSI Overseas China Internet Index or in depositary receipts representing securities of the underlying index. The underlying index is designed to measure the performance of the investable universe of publicly traded China-based companies whose primary business or businesses are in the Internet and Internet-related sectors. It is non-diversified.

Grade (RS Rating)

Last Trade

$30.10

Average Daily Volume

19,715,734

Number of Holdings *

16

* may have additional holdings in another (foreign) market
Performance
Period MBCC KWEB
30 Days -0.29% 11.56%
60 Days -1.06% 17.12%
90 Days 1.11% 23.77%
12 Months 25.56% 10.92%
0 Overlapping Holdings
Symbol Grade Weight in MBCC Weight in KWEB Overlap
MBCC Overweight 24 Positions Relative to KWEB
Symbol Grade Weight
GE C 5.51%
NVDA B 4.68%
EMR B 4.52%
PEP B 4.5%
ALL B 4.49%
AMZN B 4.48%
ORCL D 4.37%
COST A 4.37%
LLY C 4.28%
MRK B 4.28%
AAPL B 4.27%
TMO B 4.24%
NFLX C 4.24%
MSFT C 4.17%
V C 4.12%
MA D 4.01%
DIS D 3.96%
AMT D 3.92%
MCD D 3.83%
NKE F 3.76%
CRM D 3.72%
ADBE D 3.6%
SBUX F 3.33%
INTC F 2.92%
MBCC Underweight 16 Positions Relative to KWEB
Symbol Grade Weight
BABA B -8.71%
PDD B -7.0%
TCOM A -5.64%
TME B -4.8%
BZ B -4.63%
YMM C -4.41%
BEKE B -3.84%
TAL B -3.49%
BIDU C -3.46%
VIPS D -3.19%
BILI C -2.08%
QFIN B -1.7%
IQ C -1.49%
ATHM B -1.11%
YY C -0.65%
WB C -0.47%
Compare ETFs