MBCC vs. TBG ETF Comparison
Comparison of Monarch Blue Chips Core ETF (MBCC) to TBG Dividend Focus ETF (TBG)
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
TBG
TBG Dividend Focus ETF
TBG Description
The fund seeks to achieve its investment objective by investing in equity securities of small-, mid- and large- capitalization companies that the sub-adviser believes have the potential to grow their dividends over time. The fund will invest primarily in companies that have operations in and/or domiciled in the U.S. and that trade on U.S. stock exchanges. In addition, the fund may invest in real estate investment trusts (REITs) and master limited partnerships (MLPs).Grade (RS Rating)
Last Trade
$33.72
Average Daily Volume
16,908
33
Performance
| Period | MBCC | TBG |
|---|---|---|
| 30 Days | 2.80% | 3.97% |
| 60 Days | 2.36% | 5.35% |
| 90 Days | 5.48% | 9.29% |
| 12 Months | 26.76% | 34.63% |
MBCC Overweight 20 Positions Relative to TBG
MBCC Underweight 29 Positions Relative to TBG
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPG | B | -4.54% | |
| CVX | A | -4.33% | |
| GILD | C | -4.28% | |
| IBM | C | -4.27% | |
| CSCO | B | -4.13% | |
| ET | A | -4.0% | |
| LYB | F | -3.98% | |
| VZ | C | -3.89% | |
| CMI | A | -3.72% | |
| EPD | A | -3.69% | |
| BX | A | -3.66% | |
| TFC | A | -3.54% | |
| KVUE | A | -3.08% | |
| OWL | A | -3.07% | |
| AEP | D | -2.8% | |
| PG | A | -2.72% | |
| MS | A | -2.54% | |
| GIS | D | -2.52% | |
| LAMR | D | -2.51% | |
| LMT | D | -2.47% | |
| MC | C | -2.22% | |
| JPM | A | -2.1% | |
| APO | B | -2.08% | |
| CLX | B | -2.01% | |
| PEP | F | -1.98% | |
| XOM | B | -1.96% | |
| SBUX | A | -1.73% | |
| JNJ | D | -1.54% | |
| AVGO | D | -1.41% |
MBCC: Top Represented Industries & Keywords
TBG: Top Represented Industries & Keywords
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