BCHP vs. ITA ETF Comparison
Comparison of Principal Focused Blue Chip ETF (BCHP) to iShares U.S. Aerospace & Defense ETF (ITA)
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
$31.01
Average Daily Volume
7,186
9
ITA
iShares U.S. Aerospace & Defense ETF
ITA Description
The investment seeks to track the investment results of an index composed of U.S. equities in the aerospace and defense sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Aerospace & Defense Index (the "underlying index"), which measures the performance of the aerospace and defense sector of the U.S. equity market. The fund is non-diversified.Grade (RS Rating)
Last Trade
$132.57
Average Daily Volume
419,801
34
Performance
| Period | BCHP | ITA |
|---|---|---|
| 30 Days | -0.36% | 2.24% |
| 60 Days | 2.30% | 3.07% |
| 90 Days | 4.62% | 7.45% |
| 12 Months | 20.90% |
1 Overlapping Holdings
| Symbol | Grade | Weight in BCHP | Weight in ITA | Overlap | |
|---|---|---|---|---|---|
| TDG | A | 4.71% | 4.85% | 4.71% |
BCHP Underweight 33 Positions Relative to ITA
| Symbol | Grade | Weight | |
|---|---|---|---|
| RTX | B | -18.61% | |
| LMT | B | -13.32% | |
| BA | D | -13.27% | |
| NOC | B | -4.69% | |
| GD | A | -4.68% | |
| LHX | A | -4.48% | |
| AXON | A | -4.41% | |
| HWM | A | -4.35% | |
| TXT | D | -4.25% | |
| HEI | A | -2.97% | |
| HII | D | -2.75% | |
| CW | A | -2.44% | |
| WWD | A | -2.28% | |
| BWXT | D | -2.2% | |
| HEI | A | -1.93% | |
| HXL | D | -1.36% | |
| MOG.A | A | -1.21% | |
| AVAV | B | -1.11% | |
| SPR | D | -0.95% | |
| KTOS | B | -0.69% | |
| AIR | B | -0.57% | |
| MRCY | D | -0.38% | |
| DRS | D | -0.38% | |
| TGI | D | -0.26% | |
| RKLB | F | -0.25% | |
| RGR | C | -0.21% | |
| SWBI | A | -0.2% | |
| ACHR | F | -0.19% | |
| DCO | A | -0.18% | |
| CDRE | D | -0.15% | |
| VVX | B | -0.14% | |
| NPK | A | -0.11% | |
| SPCE | F | -0.08% |
BCHP: Top Represented Industries & Keywords
ITA: Top Represented Industries & Keywords
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