MBCC vs. NBCC ETF Comparison

Comparison of Monarch Blue Chips Core ETF (MBCC) to Neuberger Berman Next Generation Connected Consumer ETF (NBCC)
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

$34.89

Average Daily Volume

15,362

Number of Holdings *

24

* may have additional holdings in another (foreign) market
NBCC

Neuberger Berman Next Generation Connected Consumer ETF

NBCC Description Neuberger Berman Next Generation Connected Consumer ETF is an exchange traded fund launched and managed by Neuberger Berman Investment Advisers LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value 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. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Neuberger Berman Next Generation Connected Consumer ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$24.48

Average Daily Volume

263

Number of Holdings *

24

* may have additional holdings in another (foreign) market
Performance
Period MBCC NBCC
30 Days -1.16% 0.41%
60 Days 0.69% 4.48%
90 Days 3.53% 6.90%
12 Months 25.53% 18.00%
4 Overlapping Holdings
Symbol Grade Weight in MBCC Weight in NBCC Overlap
GE D 4.09% 2.12% 2.12%
MCD D 4.09% 4.05% 4.05%
NFLX A 4.74% 2.41% 2.41%
NKE F 3.71% 2.66% 2.66%
MBCC Overweight 20 Positions Relative to NBCC
Symbol Grade Weight
ORCL A 5.25%
CRM B 5.19%
BKNG A 5.14%
DIS B 5.14%
NVDA B 4.8%
AMZN B 4.58%
V A 4.52%
MA A 4.35%
META C 4.29%
COST B 4.1%
MSFT D 4.01%
BRK.A A 3.99%
TXN B 3.79%
ADBE F 3.54%
AMT D 3.54%
DHR F 3.45%
AMGN F 3.43%
TMO F 3.37%
MRK F 3.28%
LLY F 3.13%
MBCC Underweight 20 Positions Relative to NBCC
Symbol Grade Weight
SPOT A -5.19%
DKNG B -4.95%
CCL A -4.8%
PM A -4.54%
TMUS A -4.43%
ULTA F -4.3%
WIX A -3.96%
HD A -3.89%
ALL A -3.83%
LVS B -3.6%
TJX A -3.13%
GOOG B -3.12%
MTCH F -2.76%
UL D -2.74%
WRBY A -2.73%
KDP F -2.66%
DLTR F -1.72%
WMT A -1.39%
CMG B -0.99%
PSMT D -0.97%
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