MBCC vs. XLY ETF Comparison
Comparison of Monarch Blue Chips Core ETF (MBCC) to SPDR Select Sector Fund - Consumer Discretionary (XLY)
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
$31.22
Average Daily Volume
13,808
24
XLY
SPDR Select Sector Fund - Consumer Discretionary
XLY Description
The investment seeks investment results that, before expenses, correspond to the price and yield performance of publicly traded equity securities of companies in The Consumer Discretionary Select Sector Index. The fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: media; retail; hotels, restaurants & leisure; textiles, apparel & luxury goods; household durables; automobiles; auto components; distributors; leisure equipment & products; and diversified consumer services. The fund is non-diversified.Grade (RS Rating)
Last Trade
$177.91
Average Daily Volume
4,527,976
52
Performance
| Period | MBCC | XLY |
|---|---|---|
| 30 Days | -3.26% | -1.14% |
| 60 Days | -3.54% | -2.31% |
| 90 Days | 1.17% | 0.55% |
| 12 Months | 24.03% | 24.28% |
MBCC Overweight 20 Positions Relative to XLY
MBCC Underweight 48 Positions Relative to XLY
| Symbol | Grade | Weight | |
|---|---|---|---|
| TSLA | D | -14.52% | |
| HD | D | -9.05% | |
| LOW | D | -3.68% | |
| BKNG | C | -3.4% | |
| TJX | C | -3.0% | |
| CMG | A | -2.44% | |
| ABNB | D | -1.96% | |
| ORLY | D | -1.69% | |
| MAR | D | -1.64% | |
| GM | B | -1.47% | |
| AZO | D | -1.43% | |
| HLT | D | -1.41% | |
| F | C | -1.38% | |
| ROST | D | -1.22% | |
| DHI | D | -1.2% | |
| LULU | F | -1.15% | |
| YUM | C | -1.11% | |
| LEN | C | -1.06% | |
| RCL | A | -0.93% | |
| TSCO | A | -0.83% | |
| EBAY | C | -0.76% | |
| NVR | D | -0.67% | |
| PHM | A | -0.67% | |
| GPC | B | -0.63% | |
| GRMN | A | -0.61% | |
| DECK | D | -0.59% | |
| APTV | D | -0.56% | |
| ULTA | F | -0.55% | |
| DPZ | B | -0.51% | |
| DRI | F | -0.51% | |
| EXPE | F | -0.49% | |
| LVS | D | -0.47% | |
| CCL | F | -0.42% | |
| POOL | F | -0.4% | |
| BBY | D | -0.4% | |
| LKQ | D | -0.32% | |
| MGM | F | -0.31% | |
| KMX | F | -0.3% | |
| BBWI | C | -0.29% | |
| WYNN | D | -0.26% | |
| TPR | D | -0.26% | |
| NCLH | F | -0.23% | |
| ETSY | F | -0.23% | |
| HAS | B | -0.23% | |
| CZR | F | -0.22% | |
| BWA | B | -0.21% | |
| RL | D | -0.18% | |
| MHK | D | -0.17% |
MBCC: Top Represented Industries & Keywords
XLY: Top Represented Industries & Keywords
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