MBCC vs. LRGE ETF Comparison
Comparison of Monarch Blue Chips Core ETF (MBCC) to ClearBridge Large Cap Growth ESG ETF (LRGE)
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
$32.99
Average Daily Volume
13,666
24
LRGE
ClearBridge Large Cap Growth ESG ETF
LRGE Description
The investment seeks long-term capital appreciation through investing in large-capitalization companies with the potential for high future earnings growth. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations that meet its financial and environmental, social and governance (ESG) criteria.Grade (RS Rating)
Last Trade
$68.84
Average Daily Volume
11,555
39
Performance
| Period | MBCC | LRGE |
|---|---|---|
| 30 Days | 3.55% | 4.59% |
| 60 Days | -0.15% | -3.38% |
| 90 Days | 1.84% | 0.98% |
| 12 Months | 20.34% | 26.35% |
10 Overlapping Holdings
MBCC Underweight 29 Positions Relative to LRGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -4.72% | |
| UNH | A | -3.92% | |
| PANW | B | -2.66% | |
| ISRG | B | -2.3% | |
| UBER | B | -2.12% | |
| GWW | C | -2.01% | |
| TSM | D | -2.01% | |
| ETN | D | -1.89% | |
| SPGI | A | -1.85% | |
| ACN | A | -1.81% | |
| SHW | B | -1.78% | |
| ASML | F | -1.76% | |
| EQIX | B | -1.73% | |
| PYPL | B | -1.73% | |
| GOOGL | D | -1.65% | |
| MMC | A | -1.61% | |
| ZTS | A | -1.55% | |
| INTU | D | -1.49% | |
| TGT | B | -1.49% | |
| UNP | B | -1.48% | |
| WDAY | C | -1.45% | |
| SYK | A | -1.44% | |
| MNST | D | -1.12% | |
| ICE | A | -1.02% | |
| HON | D | -1.0% | |
| NEE | A | -0.76% | |
| EL | F | -0.61% | |
| SBUX | B | -0.58% | |
| TSLA | D | -0.52% |
MBCC: Top Represented Industries & Keywords
LRGE: Top Represented Industries & Keywords
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