BCHP vs. HELX ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to Franklin Genomic Advancements ETF (HELX)
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

Number of Holdings *

22

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

Franklin Genomic Advancements ETF

HELX Description Seeks capital appreciation by investing in innovative companies related to genomic-based technologies designed to enhance the quality of life. Provides access to companies benefitting from or facilitating the use of new research including DNA sequencing, gene editing and personalized medicine Uses bottom-up fundamental research conducted by dedicated, industry-specific analysts to identify disruptive business models at the right stage for investment Actively managed by a seasoned portfolio management team that is based in Silicon Valley and has a long history of investing in the craft of innovation

Grade (RS Rating)

Last Trade

$29.53

Average Daily Volume

2,580

Number of Holdings *

53

* may have additional holdings in another (foreign) market
Performance
Period BCHP HELX
30 Days 2.39% -5.99%
60 Days 2.42% -10.44%
90 Days 5.95% -11.92%
12 Months 23.68% 6.42%
3 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in HELX Overlap
CDNS B 1.91% 2.34% 1.91%
DHR F 4.47% 3.99% 3.99%
TMO F 2.27% 4.01% 2.27%
BCHP Overweight 19 Positions Relative to HELX
Symbol Grade Weight
MSFT D 13.49%
AMZN C 11.66%
GOOG C 11.03%
MA B 7.07%
TDG D 4.9%
PGR A 4.88%
V A 4.79%
INTU B 3.69%
ADBE C 3.24%
NFLX A 3.18%
HLT A 3.0%
CSGP D 2.67%
ROP B 2.57%
ORLY B 2.39%
ZTS D 2.35%
SCHW B 2.13%
CPRT B 2.07%
AMT C 1.0%
APH A 0.0%
BCHP Underweight 50 Positions Relative to HELX
Symbol Grade Weight
VRTX D -5.94%
KRYS C -4.7%
NTRA A -4.64%
LLY F -4.63%
REGN F -4.3%
MEDP D -4.07%
UTHR C -2.75%
AZN F -2.34%
CTVA C -2.29%
CRL D -2.23%
BNTX C -2.21%
A D -2.11%
IONS F -2.1%
INSM C -2.08%
RVTY F -2.01%
ALNY D -1.98%
QGEN D -1.96%
BRKR D -1.94%
SRPT F -1.5%
RARE F -1.46%
RCKT F -1.42%
TWST F -1.27%
LGND C -1.27%
ICLR D -1.25%
EXAS D -1.2%
LH B -1.15%
IQV F -1.08%
RGEN D -1.08%
BEAM D -1.03%
TECH F -1.01%
VYGR F -0.99%
AZTA D -0.95%
NBIX C -0.94%
BBIO F -0.91%
RXRX F -0.69%
MRNA F -0.66%
BIO C -0.59%
VCYT B -0.56%
DVAX C -0.53%
NTLA F -0.51%
DOCS C -0.51%
CDMO A -0.51%
CRSP D -0.5%
AVTR F -0.46%
BMY B -0.36%
CRNX C -0.25%
BMRN F -0.2%
ARE F -0.15%
SLP D -0.11%
FDMT F -0.1%
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