SMIG vs. MBCC ETF Comparison
Comparison of AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) to Monarch Blue Chips Core ETF (MBCC)
SMIG
AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG Description
ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF is an exchange traded fund launched by ETF Series Solutions. The fund is co-managed by Advisors Asset Management, Inc. and Bahl & Gaynor, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization, within the market capitalization range of the Russell 2500 Index. The fund invests in dividend paying stocks of companies. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF is domiciled in the United States.
Grade (RS Rating)
Last Trade
$31.29
Average Daily Volume
104,347
44
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
$35.52
Average Daily Volume
17,096
24
Performance
| Period | SMIG | MBCC |
|---|---|---|
| 30 Days | 5.72% | 1.49% |
| 60 Days | 8.06% | 2.28% |
| 90 Days | 9.31% | 5.15% |
| 12 Months | 35.70% | 26.37% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SMIG | Weight in MBCC | Overlap |
|---|
SMIG Overweight 44 Positions Relative to MBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| VCTR | B | 5.14% | |
| TRGP | A | 4.92% | |
| BAH | F | 4.65% | |
| HUBB | B | 4.29% | |
| SNA | A | 4.23% | |
| BR | A | 4.22% | |
| PKG | A | 4.12% | |
| WSO | A | 3.93% | |
| HIG | B | 3.85% | |
| EVR | B | 3.76% | |
| NI | A | 3.35% | |
| DGX | A | 3.14% | |
| ADC | A | 2.71% | |
| DOX | D | 2.66% | |
| PRGO | C | 2.54% | |
| IPAR | B | 2.54% | |
| AFG | A | 2.46% | |
| AVY | F | 2.43% | |
| TXRH | B | 2.36% | |
| ATO | A | 1.99% | |
| RPM | A | 1.97% | |
| LANC | C | 1.89% | |
| AVT | C | 1.88% | |
| LNT | A | 1.86% | |
| HOMB | A | 1.85% | |
| NTAP | C | 1.76% | |
| TRNO | F | 1.72% | |
| AVNT | B | 1.54% | |
| CBOE | C | 1.43% | |
| CMS | C | 1.19% | |
| CAG | F | 1.18% | |
| USPH | B | 1.17% | |
| NXST | C | 1.14% | |
| ELS | C | 1.1% | |
| PAGP | A | 1.05% | |
| PAG | B | 1.01% | |
| FFBC | B | 0.94% | |
| MTH | D | 0.88% | |
| DTM | A | 0.8% | |
| SON | F | 0.67% | |
| NSP | F | 0.63% | |
| TSCO | D | 0.48% | |
| CSGS | B | 0.36% | |
| WKC | C | 0.33% |
SMIG Underweight 24 Positions Relative to MBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | A | -5.25% | |
| CRM | B | -5.19% | |
| BKNG | A | -5.14% | |
| DIS | B | -5.14% | |
| NVDA | B | -4.8% | |
| NFLX | A | -4.74% | |
| AMZN | C | -4.58% | |
| V | A | -4.52% | |
| MA | B | -4.35% | |
| META | D | -4.29% | |
| COST | A | -4.1% | |
| GE | D | -4.09% | |
| MCD | D | -4.09% | |
| MSFT | D | -4.01% | |
| BRK.A | B | -3.99% | |
| TXN | C | -3.79% | |
| NKE | F | -3.71% | |
| ADBE | C | -3.54% | |
| AMT | C | -3.54% | |
| DHR | F | -3.45% | |
| AMGN | F | -3.43% | |
| TMO | F | -3.37% | |
| MRK | D | -3.28% | |
| LLY | F | -3.13% |
SMIG: Top Represented Industries & Keywords
MBCC: Top Represented Industries & Keywords
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