BCHP vs. LRGE ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to ClearBridge Large Cap Growth ESG ETF (LRGE)
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
LRGE

ClearBridge Large Cap Growth ESG ETF

LRGE Description The investment seeks long-term capital appreciation through investing in large-capitalization companies with the potential for high future earnings growth. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations that meet its financial and environmental, social and governance (ESG) criteria.

Grade (RS Rating)

Last Trade

$76.37

Average Daily Volume

11,149

Number of Holdings *

39

* may have additional holdings in another (foreign) market
Performance
Period BCHP LRGE
30 Days 4.78% 2.88%
60 Days 4.14% 4.12%
90 Days 7.11% 6.59%
12 Months 25.33% 34.17%
8 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in LRGE Overlap
ADBE C 3.24% 1.62% 1.62%
AMZN C 11.66% 7.38% 7.38%
INTU C 3.69% 1.84% 1.84%
MSFT D 13.49% 6.84% 6.84%
NFLX B 3.18% 4.07% 3.18%
TMO F 2.27% 1.83% 1.83%
V A 4.79% 4.94% 4.79%
ZTS D 2.35% 1.4% 1.4%
BCHP Overweight 14 Positions Relative to LRGE
Symbol Grade Weight
GOOG C 11.03%
MA B 7.07%
TDG D 4.9%
PGR A 4.88%
DHR D 4.47%
HLT A 3.0%
CSGP C 2.67%
ROP B 2.57%
ORLY B 2.39%
SCHW A 2.13%
CPRT A 2.07%
CDNS B 1.91%
AMT D 1.0%
APH B 0.0%
BCHP Underweight 31 Positions Relative to LRGE
Symbol Grade Weight
NVDA C -10.46%
AAPL B -4.93%
META D -4.83%
UNH B -2.8%
PANW C -2.72%
CRM B -2.47%
GWW A -2.27%
ETN A -2.11%
ISRG C -2.07%
PYPL A -1.99%
UBER D -1.91%
TSM C -1.86%
EQIX A -1.8%
SPGI C -1.71%
SHW A -1.69%
GOOGL C -1.68%
TSLA B -1.66%
HON B -1.53%
LLY F -1.5%
ASML F -1.49%
MMC A -1.49%
UNP C -1.48%
ACN B -1.48%
SYK C -1.45%
WDAY C -1.35%
MNST B -1.21%
TGT F -1.12%
ICE D -0.93%
ABNB C -0.8%
NEE D -0.58%
SBUX B -0.57%
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