XPND vs. MBCC ETF Comparison
Comparison of First Trust Expanded Technology ETF (XPND) to Monarch Blue Chips Core ETF (MBCC)
XPND
First Trust Expanded Technology ETF
XPND Description
The investment seeks to provide long-term capital appreciation. The fund will invest at least 80% of its net assets in the common stocks of companies identified by it?s investment advisor as either information technology companies or consumer discretionary and communication services companies whose operations are principally derived from and/or dependent upon technology (such companies are collectively referred to herein as ?Expanded Technology Companies?). The fund?s investments will be concentrated (i.e., invest more than 25% of fund assets) in the industries or group of industries comprising the information technology sector. It is non-diversified.
Grade (RS Rating)
Last Trade
$30.35
Average Daily Volume
2,793
50
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
$35.52
Average Daily Volume
17,096
24
Performance
| Period | XPND | MBCC |
|---|---|---|
| 30 Days | 3.77% | 1.49% |
| 60 Days | 6.73% | 2.28% |
| 90 Days | 8.67% | 5.15% |
| 12 Months | 36.07% | 26.37% |
XPND Overweight 41 Positions Relative to MBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| TMUS | B | 4.81% | |
| GOOGL | C | 4.41% | |
| AVGO | D | 4.3% | |
| AAPL | C | 4.09% | |
| NOW | A | 3.71% | |
| INTU | B | 3.4% | |
| IBM | C | 3.34% | |
| QCOM | F | 3.17% | |
| AMAT | F | 2.66% | |
| PANW | B | 2.22% | |
| FI | A | 2.11% | |
| ANET | C | 2.1% | |
| LRCX | F | 1.69% | |
| APH | A | 1.52% | |
| PYPL | B | 1.52% | |
| KLAC | F | 1.5% | |
| CRWD | B | 1.46% | |
| MSI | B | 1.43% | |
| MRVL | B | 1.36% | |
| WDAY | B | 1.24% | |
| ADSK | A | 1.15% | |
| CHTR | C | 0.98% | |
| APP | B | 0.7% | |
| WMG | D | 0.27% | |
| CPAY | A | 0.27% | |
| GEN | B | 0.26% | |
| FOXA | A | 0.26% | |
| EA | A | 0.25% | |
| IT | C | 0.25% | |
| TDY | B | 0.25% | |
| HPE | B | 0.25% | |
| TYL | B | 0.24% | |
| OMC | C | 0.24% | |
| MANH | D | 0.24% | |
| PTC | B | 0.24% | |
| NTAP | C | 0.22% | |
| BSY | F | 0.21% | |
| SWKS | F | 0.18% | |
| TER | F | 0.18% | |
| CDW | F | 0.18% | |
| MPWR | F | 0.14% |
XPND: Top Represented Industries & Keywords
MBCC: Top Represented Industries & Keywords
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