MBCC vs. PLDR ETF Comparison
Comparison of Monarch Blue Chips Core ETF (MBCC) to Putnam Sustainable Leaders ETF (PLDR)
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
24
PLDR
Putnam Sustainable Leaders ETF
PLDR Description
The investment seeks long-term capital appreciation. The fund invests mainly in common stocks of U.S. companies of any size, with a focus on companies that exhibit a commitment to financially material sustainable business practices. Under normal circumstances, the fund invests at least 80% of the value of its net assets in securities that meet Putnam Investment Management, LLC?s (Putnam Management) sustainability criteria.Grade (RS Rating)
Last Trade
$34.45
Average Daily Volume
52,617
54
Performance
| Period | MBCC | PLDR |
|---|---|---|
| 30 Days | 2.80% | 1.98% |
| 60 Days | 2.36% | 2.45% |
| 90 Days | 5.48% | 4.24% |
| 12 Months | 26.76% | 33.89% |
11 Overlapping Holdings
| Symbol | Grade | Weight in MBCC | Weight in PLDR | Overlap | |
|---|---|---|---|---|---|
| ADBE | C | 3.54% | 1.41% | 1.41% | |
| AMT | D | 3.54% | 1.21% | 1.21% | |
| AMZN | C | 4.58% | 4.55% | 4.55% | |
| CRM | B | 5.19% | 1.21% | 1.21% | |
| DHR | F | 3.45% | 1.32% | 1.32% | |
| DIS | B | 5.14% | 1.08% | 1.08% | |
| LLY | F | 3.13% | 2.05% | 2.05% | |
| MSFT | F | 4.01% | 7.89% | 4.01% | |
| NVDA | C | 4.8% | 5.48% | 4.8% | |
| TMO | F | 3.37% | 1.57% | 1.57% | |
| V | A | 4.52% | 2.45% | 2.45% |
MBCC Underweight 43 Positions Relative to PLDR
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -8.35% | |
| WMT | A | -2.65% | |
| BSX | B | -2.08% | |
| LIN | D | -2.0% | |
| HD | A | -1.82% | |
| ROP | B | -1.74% | |
| HLT | A | -1.74% | |
| JPM | A | -1.7% | |
| FTV | C | -1.7% | |
| AMD | F | -1.64% | |
| ISRG | A | -1.63% | |
| BAC | A | -1.51% | |
| UL | D | -1.51% | |
| NEE | D | -1.49% | |
| CEG | D | -1.46% | |
| PLD | D | -1.45% | |
| OTIS | C | -1.44% | |
| REGN | F | -1.34% | |
| CMG | B | -1.33% | |
| SCHW | B | -1.27% | |
| TPG | A | -1.25% | |
| IR | B | -1.25% | |
| BALL | D | -1.24% | |
| EMN | D | -1.23% | |
| COF | B | -1.23% | |
| MSCI | C | -1.12% | |
| STX | D | -1.1% | |
| GSK | F | -1.1% | |
| AMAT | F | -1.07% | |
| MTD | D | -1.06% | |
| ADI | D | -1.05% | |
| TMUS | B | -1.03% | |
| CDNS | B | -0.98% | |
| SBUX | A | -0.94% | |
| ASML | F | -0.93% | |
| KKR | A | -0.91% | |
| CPB | D | -0.88% | |
| SNY | F | -0.85% | |
| SNPS | B | -0.85% | |
| ECL | D | -0.65% | |
| AZN | D | -0.48% | |
| ONON | A | -0.39% | |
| WCN | A | -0.3% |
MBCC: Top Represented Industries & Keywords
PLDR: Top Represented Industries & Keywords
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