BCHP vs. JDOC ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to JPMorgan Healthcare Leaders ETF (JDOC)
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

$33.98

Average Daily Volume

5,897

Number of Holdings *

22

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

JPMorgan Healthcare Leaders ETF

JDOC Description The fund will invest primarily in equity securities issued by pharmaceutical, biotechnology, healthcare services, healthcare technology, medical technology and life sciences companies which the adviser believes are leaders and where the magnitude and/or duration of future growth for these companies is underappreciated by the market. Under normal circumstances, the fund invests at least 80% of its assets in the equity securities of healthcare companies.

Grade (RS Rating)

Last Trade

$55.55

Average Daily Volume

603

Number of Holdings *

44

* may have additional holdings in another (foreign) market
Performance
Period BCHP JDOC
30 Days 2.47% -6.85%
60 Days 2.63% -9.62%
90 Days 6.70% -11.25%
12 Months 25.20% 10.34%
2 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in JDOC Overlap
DHR D 4.47% 3.86% 3.86%
TMO D 2.27% 4.58% 2.27%
BCHP Overweight 20 Positions Relative to JDOC
Symbol Grade Weight
MSFT D 13.49%
AMZN B 11.66%
GOOG B 11.03%
MA B 7.07%
TDG D 4.9%
PGR B 4.88%
V A 4.79%
INTU B 3.69%
ADBE D 3.24%
NFLX A 3.18%
HLT A 3.0%
CSGP C 2.67%
ROP C 2.57%
ORLY B 2.39%
ZTS D 2.35%
SCHW A 2.13%
CPRT B 2.07%
CDNS B 1.91%
AMT D 1.0%
APH B 0.0%
BCHP Underweight 42 Positions Relative to JDOC
Symbol Grade Weight
LLY F -8.8%
UNH B -8.71%
ABBV F -4.17%
BSX A -3.46%
REGN F -3.18%
MCK A -2.94%
SYK A -2.77%
BMY B -2.76%
VRTX D -2.69%
MDT D -2.54%
CI D -2.46%
JNJ D -2.36%
ISRG A -1.65%
HCA F -1.62%
MRK F -1.6%
IQV F -1.19%
WST C -1.0%
EXAS D -0.9%
NTRA A -0.85%
CNC F -0.83%
DXCM C -0.81%
AGIO C -0.79%
HALO F -0.78%
ITCI B -0.77%
NBIX C -0.76%
AMGN D -0.71%
INSP F -0.69%
HUM C -0.69%
BPMC C -0.6%
SRPT F -0.59%
RVMD B -0.56%
NVS D -0.55%
BMRN F -0.55%
TWST F -0.52%
BIIB F -0.46%
IRTC C -0.42%
ACHC F -0.41%
ALNY D -0.38%
APLS F -0.33%
ARVN F -0.28%
EVH F -0.26%
IDXX F -0.2%
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