PBJ vs. MBCC ETF Comparison
Comparison of PowerShares Dynamic Food & Beverage (PBJ) to Monarch Blue Chips Core ETF (MBCC)
PBJ
PowerShares Dynamic Food & Beverage
PBJ Description
The PowerShares Dynamic Food & Beverage Portfolio (Fund) is based on the Dynamic Food & Beverage IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 30 US food and beverage companies. These are companies that are principally engaged in the manufacture, sale or distribution of sale or distribution of food and beverage products, agricultural products and products related to the development of new food technologies. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$47.76
Average Daily Volume
21,227
28
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
$31.56
Average Daily Volume
13,768
24
Performance
| Period | PBJ | MBCC |
|---|---|---|
| 30 Days | -1.12% | -1.94% |
| 60 Days | 1.62% | -2.47% |
| 90 Days | 6.62% | 2.17% |
| 12 Months | 2.11% | 23.17% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PBJ | Weight in MBCC | Overlap | |
|---|---|---|---|---|---|
| PEP | B | 4.9% | 4.51% | 4.51% |
PBJ Overweight 27 Positions Relative to MBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| KR | B | 5.41% | |
| STZ | D | 4.88% | |
| KHC | C | 4.86% | |
| DASH | D | 4.66% | |
| MDLZ | D | 4.54% | |
| MNST | D | 4.54% | |
| SYY | D | 4.42% | |
| KLG | B | 4.1% | |
| SFM | A | 3.49% | |
| WING | A | 3.02% | |
| TSN | B | 2.9% | |
| DOLE | B | 2.86% | |
| BG | B | 2.84% | |
| FDP | D | 2.8% | |
| AGRO | B | 2.78% | |
| SHAK | B | 2.76% | |
| ANDE | B | 2.7% | |
| BRBR | D | 2.69% | |
| USFD | C | 2.63% | |
| COKE | B | 2.58% | |
| NOMD | D | 2.56% | |
| GO | F | 2.55% | |
| CALM | D | 2.53% | |
| SEB | F | 2.48% | |
| TAP | F | 2.37% | |
| PFGC | D | 2.35% | |
| SAM | F | 2.06% |
PBJ Underweight 23 Positions Relative to MBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| GE | A | -5.48% | |
| NVDA | C | -4.69% | |
| ALL | B | -4.5% | |
| ORCL | D | -4.41% | |
| EMR | D | -4.35% | |
| MRK | B | -4.33% | |
| AMZN | A | -4.33% | |
| TMO | D | -4.28% | |
| DIS | C | -4.25% | |
| LLY | C | -4.14% | |
| COST | C | -4.13% | |
| MSFT | C | -4.11% | |
| V | D | -4.07% | |
| MA | D | -4.07% | |
| AAPL | B | -4.06% | |
| MCD | F | -3.96% | |
| SBUX | F | -3.94% | |
| NFLX | D | -3.93% | |
| NKE | D | -3.83% | |
| CRM | D | -3.78% | |
| AMT | D | -3.72% | |
| ADBE | D | -3.57% | |
| INTC | F | -3.08% |
PBJ: Top Represented Industries & Keywords
MBCC: Top Represented Industries & Keywords
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