EGUS vs. MBCC ETF Comparison
Comparison of iShares ESG Aware MSCI USA Growth ETF (EGUS) to Monarch Blue Chips Core ETF (MBCC)
EGUS
iShares ESG Aware MSCI USA Growth ETF
EGUS Description
iShares Trust - iShares ESG Aware MSCI USA Growth ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. It invests in growth 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. The fund seeks to track the performance of the MSCI USA Growth Extended ESG Focus Index, by using full replication technique. The fund does not invest in companies operating across tobacco, controversial weapons, producers and retailers of civilian firearms, and companies included in certain climate change-related activity such as the production of thermal coal, thermal coal-based power generation and extraction of oil sands. iShares Trust - iShares ESG Aware MSCI USA Growth ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$40.91
Average Daily Volume
1,158
99
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
$34.26
Average Daily Volume
10,916
24
Performance
| Period | EGUS | MBCC |
|---|---|---|
| 30 Days | 6.75% | 3.85% |
| 60 Days | 8.53% | 7.53% |
| 90 Days | -2.90% | 4.07% |
| 12 Months | 36.18% | 33.22% |
14 Overlapping Holdings
| Symbol | Grade | Weight in EGUS | Weight in MBCC | Overlap | |
|---|---|---|---|---|---|
| ADBE | F | 1.21% | 3.64% | 1.21% | |
| AMZN | C | 6.41% | 4.27% | 4.27% | |
| BKNG | B | 0.45% | 4.41% | 0.45% | |
| COST | C | 1.28% | 4.02% | 1.28% | |
| CRM | B | 1.23% | 4.44% | 1.23% | |
| GE | B | 0.8% | 4.3% | 0.8% | |
| LLY | C | 2.79% | 3.71% | 2.79% | |
| MA | A | 1.53% | 4.14% | 1.53% | |
| META | B | 4.38% | 4.41% | 4.38% | |
| MRK | F | 0.33% | 3.89% | 0.33% | |
| MSFT | D | 11.58% | 4.16% | 4.16% | |
| NFLX | C | 0.87% | 4.09% | 0.87% | |
| NVDA | B | 12.13% | 4.12% | 4.12% | |
| V | C | 1.86% | 4.04% | 1.86% |
EGUS Overweight 85 Positions Relative to MBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 12.37% | |
| GOOG | C | 4.72% | |
| TSLA | C | 2.66% | |
| GOOGL | B | 1.88% | |
| NOW | B | 1.39% | |
| TT | A | 1.21% | |
| AMAT | C | 1.21% | |
| INTU | F | 1.2% | |
| AMD | B | 1.06% | |
| ADSK | C | 0.91% | |
| ECL | C | 0.89% | |
| GWW | B | 0.88% | |
| ZTS | C | 0.78% | |
| LRCX | D | 0.75% | |
| BR | B | 0.7% | |
| IDXX | D | 0.7% | |
| VRTX | D | 0.69% | |
| MCK | F | 0.64% | |
| ANSS | D | 0.58% | |
| VLTO | A | 0.56% | |
| HES | C | 0.56% | |
| EW | F | 0.55% | |
| UNP | F | 0.54% | |
| CHD | D | 0.52% | |
| KEYS | C | 0.51% | |
| WSM | C | 0.49% | |
| DECK | C | 0.47% | |
| WAT | C | 0.46% | |
| TRGP | A | 0.46% | |
| PANW | B | 0.46% | |
| MCO | D | 0.43% | |
| ANET | A | 0.42% | |
| PGR | C | 0.41% | |
| LII | C | 0.41% | |
| PTC | D | 0.4% | |
| SPGI | C | 0.4% | |
| SNPS | F | 0.38% | |
| UBER | C | 0.37% | |
| CDNS | D | 0.37% | |
| WDAY | D | 0.35% | |
| TSCO | A | 0.35% | |
| MELI | C | 0.34% | |
| ISRG | D | 0.34% | |
| LNG | A | 0.34% | |
| GDDY | D | 0.32% | |
| IT | B | 0.32% | |
| AXON | A | 0.31% | |
| SBAC | C | 0.31% | |
| FDS | C | 0.3% | |
| MRVL | B | 0.29% | |
| VEEV | D | 0.27% | |
| EME | A | 0.27% | |
| IQV | F | 0.27% | |
| ACN | B | 0.26% | |
| A | C | 0.22% | |
| HUBB | A | 0.2% | |
| STX | C | 0.19% | |
| DVA | C | 0.19% | |
| MOH | F | 0.18% | |
| IEX | D | 0.18% | |
| POOL | D | 0.17% | |
| TEAM | C | 0.17% | |
| HUBS | D | 0.15% | |
| ALNY | D | 0.14% | |
| ODFL | F | 0.14% | |
| MRNA | F | 0.13% | |
| WST | D | 0.13% | |
| DELL | B | 0.13% | |
| FICO | A | 0.12% | |
| MDB | F | 0.12% | |
| LULU | D | 0.11% | |
| HLT | A | 0.11% | |
| MTD | C | 0.11% | |
| LW | D | 0.11% | |
| CMG | C | 0.11% | |
| PWR | A | 0.11% | |
| ZS | F | 0.1% | |
| WBD | D | 0.1% | |
| DAY | B | 0.1% | |
| BURL | D | 0.1% | |
| DXCM | F | 0.09% | |
| ENPH | F | 0.09% | |
| OKTA | F | 0.08% | |
| SNOW | F | 0.08% | |
| EQH | B | 0.03% |
EGUS: Top Represented Industries & Keywords
MBCC: Top Represented Industries & Keywords
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