MBCC vs. LUXX ETF Comparison
Comparison of Monarch Blue Chips Core ETF (MBCC) to Roundhill S&P Global Luxury ETF (LUXX)
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
$30.76
Average Daily Volume
13,572
24
LUXX
Roundhill S&P Global Luxury ETF
LUXX Description
The index is composed of common stock of U.S. and international companies of any capitalization engaged in the production, distribution, or provision of luxury goods and services. Under normal circumstances, at least 80% of the fund"s net assets (plus any borrowings for investment purposes) will be invested in the constituents of the index or investments with similar economic characteristics, including American Depositary Receipts ("ADRs"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$24.41
Average Daily Volume
1,218
4
Performance
| Period | MBCC | LUXX |
|---|---|---|
| 30 Days | -5.47% | -8.09% |
| 60 Days | -4.79% | -9.44% |
| 90 Days | 0.49% | 0.45% |
| 12 Months | 20.47% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MBCC | Weight in LUXX | Overlap | |
|---|---|---|---|---|---|
| NKE | F | 3.83% | 3.54% | 3.54% |
MBCC Overweight 23 Positions Relative to LUXX
| Symbol | Grade | Weight | |
|---|---|---|---|
| GE | A | 5.42% | |
| ALL | A | 4.65% | |
| NVDA | C | 4.41% | |
| PEP | A | 4.38% | |
| ORCL | D | 4.36% | |
| EMR | C | 4.35% | |
| DIS | D | 4.31% | |
| AMZN | B | 4.3% | |
| TMO | B | 4.27% | |
| MRK | A | 4.22% | |
| LLY | B | 4.19% | |
| MSFT | C | 4.17% | |
| MA | D | 4.12% | |
| V | C | 4.11% | |
| COST | C | 4.11% | |
| NFLX | D | 4.06% | |
| MCD | D | 4.01% | |
| SBUX | F | 3.92% | |
| AAPL | F | 3.91% | |
| CRM | D | 3.79% | |
| AMT | D | 3.71% | |
| ADBE | F | 3.57% | |
| INTC | F | 3.37% |
MBCC: Top Represented Industries & Keywords
LUXX: Top Represented Industries & Keywords
Compare ETFs
