MBCC vs. MVAL ETF Comparison
Comparison of Monarch Blue Chips Core ETF (MBCC) to SHL Telemedicine Ltd VanEck Morningstar Wide Moat Value ETF (MVAL)
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
$34.36
Average Daily Volume
12,900
24
MVAL
SHL Telemedicine Ltd VanEck Morningstar Wide Moat Value ETF
MVAL Description
The fund invests at least 80% of its total assets in securities that comprise the fund"s benchmark index. The index is comprised of equity securities of companies that Morningstar, Inc. determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors and are attractively priced and weighted according to a modified equal weighting scheme that tilts exposure in favor of pure value companies. It is non-diversified.Grade (RS Rating)
Last Trade
$33.17
Average Daily Volume
224
39
Performance
| Period | MBCC | MVAL |
|---|---|---|
| 30 Days | -0.35% | -0.17% |
| 60 Days | 1.28% | 0.61% |
| 90 Days | 5.89% | 5.39% |
| 12 Months | 30.03% |
MBCC Overweight 20 Positions Relative to MVAL
MBCC Underweight 35 Positions Relative to MVAL
| Symbol | Grade | Weight | |
|---|---|---|---|
| GILD | A | -5.13% | |
| BMY | A | -4.87% | |
| USB | B | -4.82% | |
| KVUE | B | -4.68% | |
| EMR | B | -4.37% | |
| CPB | D | -4.35% | |
| MO | A | -4.26% | |
| IFF | D | -4.22% | |
| PFE | D | -4.15% | |
| BA | F | -3.73% | |
| BIO | A | -2.94% | |
| MAS | D | -2.63% | |
| CTVA | A | -2.62% | |
| SCHW | B | -2.47% | |
| NXPI | C | -2.41% | |
| NOC | D | -2.38% | |
| RTX | C | -2.32% | |
| UPS | C | -2.28% | |
| CMCSA | A | -2.25% | |
| HON | B | -2.2% | |
| ZBH | C | -2.04% | |
| MKTX | B | -2.0% | |
| ALLE | C | -1.86% | |
| HII | F | -1.63% | |
| SBUX | A | -1.52% | |
| LRCX | F | -1.38% | |
| KEYS | C | -1.22% | |
| GOOGL | A | -1.19% | |
| GEHC | D | -1.17% | |
| TER | F | -0.97% | |
| STZ | F | -0.96% | |
| OTIS | B | -0.95% | |
| CLX | B | -0.89% | |
| WAT | A | -0.79% | |
| ETSY | D | -0.55% |
MBCC: Top Represented Industries & Keywords
MVAL: Top Represented Industries & Keywords
Compare ETFs
