BCHP vs. KIE ETF Comparison
Comparison of Principal Focused Blue Chip ETF (BCHP) to SPDR S&P Insurance ETF (KIE)
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
$30.99
Average Daily Volume
7,007
9
KIE
SPDR S&P Insurance ETF
KIE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$48.53
Average Daily Volume
927,789
49
Performance
| Period | BCHP | KIE |
|---|---|---|
| 30 Days | -0.58% | -6.62% |
| 60 Days | 1.99% | -0.94% |
| 90 Days | 4.61% | 2.34% |
| 12 Months | 23.20% |
1 Overlapping Holdings
| Symbol | Grade | Weight in BCHP | Weight in KIE | Overlap | |
|---|---|---|---|---|---|
| PGR | B | 4.71% | 2.31% | 2.31% |
BCHP Underweight 48 Positions Relative to KIE
| Symbol | Grade | Weight | |
|---|---|---|---|
| OSCR | A | -2.55% | |
| ALL | A | -2.39% | |
| ACGL | B | -2.29% | |
| LNC | D | -2.27% | |
| ORI | A | -2.24% | |
| FAF | D | -2.23% | |
| RGA | A | -2.23% | |
| HIG | D | -2.21% | |
| UNM | C | -2.2% | |
| CINF | B | -2.2% | |
| L | C | -2.19% | |
| MET | D | -2.18% | |
| AXS | D | -2.18% | |
| AFL | B | -2.18% | |
| PFG | D | -2.18% | |
| AEL | A | -2.17% | |
| KMPR | D | -2.17% | |
| AFG | D | -2.16% | |
| FNF | C | -2.16% | |
| PRU | C | -2.16% | |
| EG | D | -2.15% | |
| CB | D | -2.15% | |
| AIG | B | -2.15% | |
| RLI | C | -2.13% | |
| AIZ | D | -2.12% | |
| SIGI | D | -2.12% | |
| AON | D | -2.11% | |
| MKL | D | -2.11% | |
| TRV | D | -2.1% | |
| MMC | D | -2.1% | |
| BRO | D | -2.08% | |
| WTW | D | -2.06% | |
| RNR | D | -2.05% | |
| AJG | D | -2.02% | |
| RYAN | D | -2.01% | |
| WRB | D | -2.0% | |
| ERIE | C | -1.99% | |
| CNO | C | -1.96% | |
| THG | D | -1.92% | |
| PRI | D | -1.89% | |
| KNSL | F | -1.89% | |
| BHF | B | -1.87% | |
| AGO | C | -1.84% | |
| GNW | D | -1.56% | |
| GL | D | -1.31% | |
| ESGR | C | -1.27% | |
| WTM | B | -1.21% | |
| PLMR | A | -0.89% |
BCHP: Top Represented Industries & Keywords
KIE: Top Represented Industries & Keywords
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