NBCC vs. MBCC ETF Comparison

Comparison of Neuberger Berman Next Generation Connected Consumer ETF (NBCC) to Monarch Blue Chips Core ETF (MBCC)

NBCC

Neuberger Berman Next Generation Connected Consumer ETF

NBCC Description

Neuberger Berman Next Generation Connected Consumer ETF is an exchange traded fund launched and managed by Neuberger Berman Investment Advisers LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Neuberger Berman Next Generation Connected Consumer ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$22.30

Average Daily Volume

246

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

$31.21

Average Daily Volume

13,797

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	NBCC	MBCC
30 Days	-3.56%	-4.33%
60 Days	-4.37%	-4.25%
90 Days	-1.66%	0.24%
12 Months	5.94%	22.23%

4 Overlapping Holdings

Symbol	Grade	Weight in NBCC	Weight in MBCC	Overlap
ALL	B	3.67%	4.5%	3.67%
GE	A	2.04%	5.48%	2.04%
MCD	D	3.51%	3.96%	3.51%
NKE	F	4.9%	3.83%	3.83%

NBCC Overweight 20 Positions Relative to MBCC

Symbol	Grade	Weight
CCL	F	4.38%
ULTA	F	4.02%
SPOT	A	3.84%
KDP	A	3.83%
DLTR	F	3.74%
LVS	D	3.7%
WRBY	F	3.54%
PM	A	3.51%
TMUS	A	3.36%
GOOG	A	3.02%
WIX	D	2.82%
TJX	C	2.74%
HD	C	2.31%
MTCH	F	2.25%
WMT	D	2.02%
SMPL	A	1.96%
TOST	C	1.78%
DKNG	C	1.44%
CMG	A	1.06%
SNAP	A	1.02%

NBCC Underweight 20 Positions Relative to MBCC

Symbol	Grade	Weight
NVDA	C	-4.69%
PEP	A	-4.51%
ORCL	D	-4.41%
EMR	D	-4.35%
MRK	B	-4.33%
AMZN	B	-4.33%
TMO	C	-4.28%
DIS	C	-4.25%
LLY	C	-4.14%
COST	B	-4.13%
MSFT	D	-4.11%
V	D	-4.07%
MA	D	-4.07%
AAPL	C	-4.06%
SBUX	F	-3.94%
NFLX	C	-3.93%
CRM	D	-3.78%
AMT	D	-3.72%
ADBE	D	-3.57%
INTC	F	-3.08%