BCHP vs. FDTX ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to Fidelity Disruptive Technology ETF (FDTX)
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

$34.36

Average Daily Volume

5,840

Number of Holdings *

22

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

Fidelity Disruptive Technology ETF

FDTX Description The fund normally invests at least 80% of assets in securities of disruptive technology companies. Fidelity's disruptive strategies seek to identify innovative developments that could signal new directions for delivering products and services to customers. Generally, these companies have or are developing new or unconventional ways of doing business that could disrupt and displace incumbents over time. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$35.73

Average Daily Volume

14,705

Number of Holdings *

35

* may have additional holdings in another (foreign) market
Performance
Period BCHP FDTX
30 Days 4.78% 6.50%
60 Days 4.14% 8.24%
90 Days 7.11% 11.03%
12 Months 25.33% 36.11%
6 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in FDTX Overlap
ADBE C 3.24% 3.44% 3.24%
AMZN C 11.66% 3.98% 3.98%
GOOG C 11.03% 3.77% 3.77%
INTU C 3.69% 2.02% 2.02%
MSFT D 13.49% 4.82% 4.82%
NFLX B 3.18% 4.57% 3.18%
BCHP Overweight 16 Positions Relative to FDTX
Symbol Grade Weight
MA B 7.07%
TDG D 4.9%
PGR A 4.88%
V A 4.79%
DHR D 4.47%
HLT A 3.0%
CSGP C 2.67%
ROP B 2.57%
ORLY B 2.39%
ZTS D 2.35%
TMO F 2.27%
SCHW A 2.13%
CPRT A 2.07%
CDNS B 1.91%
AMT D 1.0%
APH B 0.0%
BCHP Underweight 29 Positions Relative to FDTX
Symbol Grade Weight
NVDA C -6.68%
CRM B -5.27%
TSM C -5.08%
META D -4.33%
MRVL B -4.25%
SHOP B -4.09%
HUBS B -2.65%
PANW C -2.33%
DDOG A -2.22%
SNPS B -2.14%
SE B -1.89%
ON C -1.83%
WDAY C -1.8%
MNDY C -1.62%
TEAM B -1.55%
AAPL B -1.3%
CRWD B -1.25%
MU D -1.15%
NXPI D -1.14%
ACN B -1.13%
PDD F -1.1%
TMUS A -1.09%
SPOT B -1.08%
SQ B -1.07%
TOST B -1.05%
SNAP C -0.96%
UBER D -0.93%
GLBE A -0.7%
ABNB C -0.54%
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