KBWP vs. MBCC ETF Comparison
Comparison of PowerShares KBW Property & Casualty Insurance Portfolio ETF (KBWP) to Monarch Blue Chips Core ETF (MBCC)
KBWP
PowerShares KBW Property & Casualty Insurance Portfolio ETF
KBWP Description
The PowerShares KBW Property & Casualty Insurance Portfolio (Fund) is based on the KBW Property & Casualty Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Index. The Index is a modified market capitalization weighted index that seeks to reflect the performance of approximately 24 property and casualty insurance companies. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$115.92
Average Daily Volume
49,921
24
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
$34.48
Average Daily Volume
10,937
24
Performance
Period | KBWP | MBCC |
---|---|---|
30 Days | 0.60% | 1.63% |
60 Days | 8.33% | 6.26% |
90 Days | 14.49% | 4.88% |
12 Months | 42.04% | 36.47% |
0 Overlapping Holdings
Symbol | Grade | Weight in KBWP | Weight in MBCC | Overlap |
---|
KBWP Overweight 24 Positions Relative to MBCC
Symbol | Grade | Weight | |
---|---|---|---|
TRV | C | 8.21% | |
CB | A | 8.12% | |
PGR | C | 8.05% | |
ALL | B | 8.03% | |
AIG | F | 7.6% | |
RNR | A | 4.28% | |
SIGI | D | 4.1% | |
AIZ | A | 4.05% | |
HIG | A | 4.05% | |
AFG | C | 4.03% | |
THG | C | 4.03% | |
RLI | A | 4.02% | |
EG | B | 4.0% | |
AXS | A | 3.99% | |
CINF | A | 3.97% | |
ACGL | A | 3.96% | |
WRB | B | 3.8% | |
KMPR | D | 3.56% | |
MCY | B | 3.15% | |
SPNT | D | 2.21% | |
HMN | B | 1.29% | |
PRA | B | 0.69% | |
UVE | C | 0.57% | |
JRVR | F | 0.21% |
KBWP Underweight 24 Positions Relative to MBCC
Symbol | Grade | Weight | |
---|---|---|---|
ORCL | B | -4.84% | |
CRM | B | -4.44% | |
BKNG | C | -4.41% | |
META | A | -4.41% | |
NKE | D | -4.35% | |
DIS | D | -4.31% | |
GE | C | -4.3% | |
MCD | A | -4.27% | |
AMZN | C | -4.27% | |
AMT | C | -4.17% | |
MSFT | D | -4.16% | |
DHR | C | -4.15% | |
MA | A | -4.14% | |
NVDA | C | -4.12% | |
NFLX | A | -4.09% | |
TMO | C | -4.05% | |
V | C | -4.04% | |
COST | C | -4.02% | |
TXN | C | -3.96% | |
AMGN | D | -3.92% | |
BRK.A | C | -3.9% | |
MRK | F | -3.89% | |
LLY | D | -3.71% | |
ADBE | F | -3.64% |
KBWP: Top Represented Industries & Keywords
MBCC: Top Represented Industries & Keywords