BCHP vs. BEDZ ETF Comparison
Comparison of Principal Focused Blue Chip ETF (BCHP) to AdvisorShares Hotel ETF (BEDZ)
BCHP
Principal Focused Blue Chip ETF
BCHP Description
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase that, in the opinion of Principal Global Investors, LLC ("PGI"), the fund"s investment advisor, display characteristics of a "blue chip" company. Blue chip companies are firms that, in PGI"s view, are well established in their industries and have the potential for growth of capital and an expectation for above-average earnings. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$33.97
Average Daily Volume
5,845
22
BEDZ
AdvisorShares Hotel ETF
BEDZ Description
The investment seeks long-term capital appreciation. The fund is an actively ETF that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in securities of companies that derive at least 50% of their net revenue from the hotel business. It may also invest in companies involved in other lodging and travel-related services. The fund invests primarily in U.S. exchange listed equity securities, including common and preferred stock and ?ADRs. It is non-diversified.Grade (RS Rating)
Last Trade
$33.21
Average Daily Volume
295
23
Performance
Period | BCHP | BEDZ |
---|---|---|
30 Days | 2.39% | 8.74% |
60 Days | 2.42% | 12.03% |
90 Days | 5.95% | 18.31% |
12 Months | 23.68% | 27.96% |
1 Overlapping Holdings
Symbol | Grade | Weight in BCHP | Weight in BEDZ | Overlap | |
---|---|---|---|---|---|
HLT | A | 3.0% | 2.89% | 2.89% |
BCHP Overweight 21 Positions Relative to BEDZ
BCHP Underweight 22 Positions Relative to BEDZ
Symbol | Grade | Weight | |
---|---|---|---|
NCLH | B | -6.06% | |
RCL | A | -5.88% | |
CCL | A | -5.52% | |
EXPE | B | -5.36% | |
BKNG | A | -5.27% | |
TH | C | -5.12% | |
MCRI | A | -4.63% | |
TCOM | B | -4.53% | |
RHP | B | -4.52% | |
PEB | D | -4.25% | |
MAR | A | -4.17% | |
BYD | B | -4.15% | |
PK | C | -4.05% | |
WH | B | -4.04% | |
INN | D | -3.99% | |
VICI | C | -3.78% | |
HST | C | -3.63% | |
APLE | B | -3.32% | |
IHG | A | -2.7% | |
XHR | B | -2.68% | |
GLPI | C | -2.55% | |
H | B | -2.22% |
BCHP: Top Represented Industries & Keywords
BEDZ: Top Represented Industries & Keywords