MBCC vs. FEUS ETF Comparison
Comparison of Monarch Blue Chips Core ETF (MBCC) to FlexShares ESG & Climate US Large Cap Core Index Fund (FEUS)
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
*
24
* may have additional holdings in another (foreign) market
FEUS
FlexShares ESG & Climate US Large Cap Core Index Fund
FEUS Description
FlexShares ESG & Climate US Large Cap Core Index Fund is an exchange traded indexed fund launched by Northern Trust Corporation. It is managed by Northern Trust Investments, Incorporated. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across large market capitalization. The fund 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 Northern Trust ESG & Climate US Large Cap Core Index, by using representative sampling technique. FlexShares ESG & Climate US Large Cap Core Index Fund was formed on September 20, 2021 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$66.92
Average Daily Volume
1,485
Number of Holdings
*
136
* may have additional holdings in another (foreign) market
Performance
| Period | MBCC | FEUS |
|---|---|---|
| 30 Days | 2.80% | 2.93% |
| 60 Days | 2.36% | 4.29% |
| 90 Days | 5.48% | 6.05% |
| 12 Months | 26.76% | 31.07% |
15 Overlapping Holdings
| Symbol | Grade | Weight in MBCC | Weight in FEUS | Overlap | |
|---|---|---|---|---|---|
| ADBE | C | 3.54% | 1.11% | 1.11% | |
| AMGN | D | 3.43% | 0.92% | 0.92% | |
| AMZN | C | 4.58% | 4.53% | 4.53% | |
| BKNG | A | 5.14% | 0.33% | 0.33% | |
| BRK.A | B | 3.99% | 0.65% | 0.65% | |
| CRM | B | 5.19% | 1.47% | 1.47% | |
| DIS | B | 5.14% | 0.87% | 0.87% | |
| LLY | F | 3.13% | 0.42% | 0.42% | |
| MA | C | 4.35% | 1.59% | 1.59% | |
| META | D | 4.29% | 1.66% | 1.66% | |
| MRK | F | 3.28% | 0.97% | 0.97% | |
| MSFT | F | 4.01% | 6.4% | 4.01% | |
| NKE | D | 3.71% | 0.8% | 0.8% | |
| NVDA | C | 4.8% | 7.67% | 4.8% | |
| V | A | 4.52% | 1.78% | 1.78% |
MBCC Underweight 121 Positions Relative to FEUS
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -6.68% | |
| GOOGL | C | -2.7% | |
| TSLA | B | -2.69% | |
| GOOG | C | -2.44% | |
| JPM | A | -2.1% | |
| JNJ | D | -1.35% | |
| MS | A | -1.18% | |
| IBM | C | -1.12% | |
| AXP | A | -1.11% | |
| PEP | F | -1.09% | |
| ADP | B | -1.03% | |
| BSX | B | -1.02% | |
| INTC | D | -1.01% | |
| SPGI | C | -1.01% | |
| UNP | C | -0.93% | |
| TT | A | -0.89% | |
| PFE | D | -0.87% | |
| AMAT | F | -0.86% | |
| CI | F | -0.84% | |
| WMT | A | -0.84% | |
| DE | A | -0.83% | |
| EQIX | A | -0.81% | |
| NOW | A | -0.8% | |
| PG | A | -0.8% | |
| PLD | D | -0.79% | |
| PYPL | B | -0.79% | |
| VZ | C | -0.76% | |
| MCO | B | -0.75% | |
| CTAS | B | -0.73% | |
| ACN | C | -0.72% | |
| WM | A | -0.71% | |
| CMCSA | B | -0.67% | |
| TGT | F | -0.67% | |
| CL | D | -0.67% | |
| CSX | B | -0.66% | |
| ELV | F | -0.66% | |
| CVS | D | -0.65% | |
| WMB | A | -0.64% | |
| SHW | A | -0.61% | |
| ECL | D | -0.61% | |
| REGN | F | -0.61% | |
| OKE | A | -0.6% | |
| MDT | D | -0.59% | |
| SLB | C | -0.58% | |
| CB | C | -0.57% | |
| NSC | B | -0.56% | |
| QCOM | F | -0.55% | |
| WDAY | B | -0.54% | |
| MPC | D | -0.52% | |
| ABNB | C | -0.52% | |
| GILD | C | -0.48% | |
| CMI | A | -0.48% | |
| AVGO | D | -0.48% | |
| MET | A | -0.47% | |
| HD | A | -0.46% | |
| PAYX | C | -0.45% | |
| MSCI | C | -0.44% | |
| NEM | D | -0.44% | |
| PCG | A | -0.41% | |
| JCI | C | -0.41% | |
| LNG | B | -0.4% | |
| KR | B | -0.38% | |
| SYY | B | -0.36% | |
| EXC | C | -0.36% | |
| HPQ | B | -0.34% | |
| DELL | C | -0.34% | |
| ADSK | A | -0.33% | |
| C | A | -0.33% | |
| PEG | A | -0.33% | |
| FI | A | -0.32% | |
| WAB | B | -0.32% | |
| HIG | B | -0.32% | |
| HUM | C | -0.32% | |
| ED | D | -0.31% | |
| EBAY | D | -0.29% | |
| TSCO | D | -0.28% | |
| HPE | B | -0.27% | |
| AWK | D | -0.25% | |
| BLK | C | -0.25% | |
| NDAQ | A | -0.25% | |
| BIIB | F | -0.23% | |
| EXPE | B | -0.22% | |
| TJX | A | -0.21% | |
| WY | D | -0.21% | |
| ILMN | D | -0.21% | |
| ES | D | -0.2% | |
| FSLR | F | -0.19% | |
| CLX | B | -0.19% | |
| ZM | B | -0.19% | |
| ULTA | F | -0.18% | |
| EQT | B | -0.17% | |
| LVS | C | -0.17% | |
| WSM | B | -0.15% | |
| OC | A | -0.15% | |
| AVB | B | -0.14% | |
| EL | F | -0.14% | |
| AVY | D | -0.14% | |
| AKAM | D | -0.13% | |
| VLO | C | -0.13% | |
| XYL | D | -0.12% | |
| UNH | C | -0.11% | |
| BLD | D | -0.11% | |
| AFL | B | -0.11% | |
| HST | C | -0.11% | |
| BXP | D | -0.11% | |
| CSCO | B | -0.1% | |
| IPG | D | -0.1% | |
| CNH | C | -0.09% | |
| XOM | B | -0.09% | |
| LULU | C | -0.08% | |
| ENPH | F | -0.08% | |
| MTD | D | -0.07% | |
| MDLZ | F | -0.06% | |
| CVX | A | -0.05% | |
| LOW | D | -0.05% | |
| BMY | B | -0.05% | |
| NEE | D | -0.04% | |
| HUBB | B | -0.03% | |
| PPG | F | -0.03% | |
| MAR | B | -0.03% | |
| EFX | F | -0.02% |
MBCC: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Credit Services
Diagnostics & Research
Media - Diversified
Semiconductors
Software - Application
Software - Infrastructure
Discount Stores
Footwear & Accessories
Insurance - Diversified
Internet Content & Information
Restaurants
Specialty Industrial Machinery
Specialty Retail
Telecom Services
Travel Services
Keywords:
S&P 500
Dow Jones Component
Nasdaq 100
Computing
Software
Work From Home
CRM
Consumer Electronics
Hyperscale
Mobile Devices
Obesity
Pharmaceutical Products
Systems Integrator
Advertising Services
Analytical Instruments
Animal Health
Animal Health Products
Antibiotics
Application Software
Baseband
FEUS: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Software - Application
Business Services
Health Care Plans
Specialty Retail
Capital Markets
Credit Services
Household & Personal Products
Railroads
Semiconductors
Utilities - Regulated Electric
Internet Content & Information
Oil & Gas Midstream
Specialty Chemicals
Apparel Stores
Banks - Global
Building Materials
Communication Equipment
Computer Systems
Diagnostics & Research
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