MBCC vs. IYZ ETF Comparison
Comparison of Monarch Blue Chips Core ETF (MBCC) to iShares U.S. Telecommunications ETF (IYZ)
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
$32.88
Average Daily Volume
10,136
24
IYZ
iShares U.S. Telecommunications ETF
IYZ Description
The investment seeks to track the investment results of an index composed of U.S. equities in the telecommunications sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Telecommunications Index (the "underlying index"), which measures the performance of the telecommunications sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$21.76
Average Daily Volume
270,964
19
Performance
| Period | MBCC | IYZ |
|---|---|---|
| 30 Days | 3.10% | 1.44% |
| 60 Days | 5.31% | 4.84% |
| 90 Days | 3.19% | 2.59% |
| 12 Months | 21.48% | 0.41% |
0 Overlapping Holdings
| Symbol | Grade | Weight in MBCC | Weight in IYZ | Overlap |
|---|
MBCC Overweight 24 Positions Relative to IYZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | A | 4.76% | |
| ADBE | B | 4.75% | |
| NVDA | B | 4.61% | |
| LLY | B | 4.42% | |
| META | B | 4.38% | |
| MSFT | A | 4.35% | |
| MRK | C | 4.24% | |
| COST | A | 4.23% | |
| AMZN | A | 4.23% | |
| NFLX | A | 4.2% | |
| CRM | C | 4.13% | |
| WMT | A | 4.11% | |
| MA | D | 4.08% | |
| V | D | 4.02% | |
| NKE | F | 3.99% | |
| MCD | F | 3.98% | |
| DHR | D | 3.97% | |
| DIS | F | 3.94% | |
| AMT | B | 3.94% | |
| TMO | D | 3.93% | |
| PFE | D | 3.91% | |
| GE | C | 3.88% | |
| ALL | D | 3.86% | |
| EMR | C | 3.85% |
MBCC Underweight 19 Positions Relative to IYZ
MBCC: Top Represented Industries & Keywords
IYZ: Top Represented Industries & Keywords
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