BCHP vs. MGRO ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF (MGRO)
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
MGRO

SHL Telemedicine Ltd VanEck Morningstar Wide Moat Growth ETF

MGRO Description The fund invests at least 80% of its total assets in securities that comprise the index. The index is comprised of equity securities of companies that Morningstar, Inc. determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors and are attractively priced and weighted according to a modified equal weighting scheme that tilts exposure in favor of pure growth companies. It is non-diversified.

Grade (RS Rating)

Last Trade

$30.70

Average Daily Volume

258

Number of Holdings *

38

* may have additional holdings in another (foreign) market
Performance
Period BCHP MGRO
30 Days 2.47% -1.75%
60 Days 2.63% 0.04%
90 Days 6.70% 2.85%
12 Months 25.20%
4 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in MGRO Overlap
ADBE D 3.24% 4.28% 3.24%
AMZN B 11.66% 4.66% 4.66%
MSFT D 13.49% 2.14% 2.14%
TMO D 2.27% 0.26% 0.26%
BCHP Overweight 18 Positions Relative to MGRO
Symbol Grade Weight
GOOG B 11.03%
MA B 7.07%
TDG D 4.9%
PGR B 4.88%
V A 4.79%
DHR D 4.47%
INTU B 3.69%
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 34 Positions Relative to MGRO
Symbol Grade Weight
CRM B -5.64%
ADSK A -5.29%
TRU D -4.84%
ROK B -4.63%
VEEV C -4.61%
A F -3.97%
FTNT B -3.14%
MKTX D -3.08%
EL F -2.78%
ALLE D -2.68%
TYL B -2.63%
OTIS D -2.62%
IEX B -2.47%
WST C -2.36%
GOOGL B -2.28%
WDAY C -2.26%
EFX F -2.18%
STZ D -2.16%
VRSN D -2.14%
ZBH C -2.13%
HII F -2.01%
YUM D -2.01%
KEYS A -2.01%
CTVA C -2.0%
CLX A -1.66%
WAT B -1.61%
DIS B -1.4%
ETSY D -1.06%
GEHC C -0.91%
BIO C -0.86%
NKE F -0.85%
TER F -0.83%
LRCX F -0.82%
ICE D -0.44%
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