NULG vs. MBCC ETF Comparison

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NULG vs. MBCC ETF Comparison

Comparison of NuShares ESG Large-Cap Growth ETF (NULG) to Monarch Blue Chips Core ETF (MBCC)

NULG

NuShares ESG Large-Cap Growth ETF

NULG Description

The Fund seeks to track the investments results, before fees and expenses, of the TIAA ESG USA Large-Cap Growth Index.

Grade (RS Rating)

Last Trade

$88.56

Average Daily Volume

45,874

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

$35.63

Average Daily Volume

17,301

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	NULG	MBCC
30 Days	6.00%	2.80%
60 Days	8.07%	2.36%
90 Days	8.54%	5.48%
12 Months	36.73%	26.76%

9 Overlapping Holdings

Symbol	Grade	Weight in NULG	Weight in MBCC	Overlap
ADBE	C	1.85%	3.54%	1.85%
BKNG	A	2.09%	5.14%	2.09%
COST	B	2.7%	4.1%	2.7%
CRM	B	2.3%	5.19%	2.3%
LLY	F	3.14%	3.13%	3.13%
MA	C	2.85%	4.35%	2.85%
MSFT	F	11.97%	4.01%	4.01%
NVDA	C	14.22%	4.8%	4.8%
V	A	3.05%	4.52%	3.05%

NULG Overweight 50 Positions Relative to MBCC

Symbol	Grade	Weight
GOOGL	C	4.41%
GOOG	C	4.37%
TSLA	B	4.28%
CTAS	B	1.59%
AXON	A	1.58%
GWW	B	1.55%
PWR	A	1.51%
ADSK	A	1.49%
AMAT	F	1.48%
ORLY	B	1.47%
MCO	B	1.46%
DASH	A	1.46%
IT	C	1.42%
MELI	D	1.41%
MRVL	B	1.39%
CMG	B	1.34%
CPRT	A	1.34%
WDAY	B	1.32%
ZTS	D	1.3%
SNPS	B	1.25%
ODFL	B	1.25%
ABNB	C	1.15%
DECK	A	0.99%
EW	C	0.99%
IDXX	F	0.95%
VLTO	D	0.91%
PTC	A	0.84%
WST	C	0.84%
ECL	D	0.83%
LRCX	F	0.83%
AMD	F	0.79%
WBD	C	0.79%
MCK	B	0.78%
STX	D	0.71%
AZO	C	0.64%
PODD	C	0.62%
WSM	B	0.6%
A	D	0.49%
NOW	A	0.46%
FDS	B	0.44%
MTD	D	0.43%
BR	A	0.35%
KEYS	A	0.34%
CHD	B	0.34%
EXPE	B	0.23%
PANW	C	0.22%
GGG	B	0.2%
LW	C	0.2%
IEX	B	0.12%
APTV	D	0.06%

NULG Underweight 15 Positions Relative to MBCC

Symbol	Grade	Weight
ORCL	B	-5.25%
DIS	B	-5.14%
NFLX	A	-4.74%
AMZN	C	-4.58%
META	D	-4.29%
GE	D	-4.09%
MCD	D	-4.09%
BRK.A	B	-3.99%
TXN	C	-3.79%
NKE	D	-3.71%
AMT	D	-3.54%
DHR	F	-3.45%
AMGN	D	-3.43%
TMO	F	-3.37%
MRK	F	-3.28%