BCHP vs. PJFM ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to PGIM Jennison Focused Mid-Cap ETF (PJFM)
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

$33.97

Average Daily Volume

5,845

Number of Holdings *

22

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

PGIM Jennison Focused Mid-Cap ETF

PJFM Description Under normal circumstances, the fund invests at least 80% of the fund's investable assets in equity and equity-related securities of medium-sized companies. The subadviser uses a combination of fundamental research and systematic portfolio construction. The fund's managers consider medium-sized companies to be those with market capitalizations that are within the market capitalization range of the Russell Midcap Index.

Grade (RS Rating)

Last Trade

$61.72

Average Daily Volume

202

Number of Holdings *

42

* may have additional holdings in another (foreign) market
Performance
Period BCHP PJFM
30 Days 2.39% 4.05%
60 Days 2.42% 8.25%
90 Days 5.95% 11.66%
12 Months 23.68%
1 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in PJFM Overlap
HLT A 3.0% 2.97% 2.97%
BCHP Overweight 21 Positions Relative to PJFM
Symbol Grade Weight
MSFT D 13.49%
AMZN C 11.66%
GOOG C 11.03%
MA B 7.07%
TDG D 4.9%
PGR A 4.88%
V A 4.79%
DHR F 4.47%
INTU B 3.69%
ADBE C 3.24%
NFLX A 3.18%
CSGP D 2.67%
ROP B 2.57%
ORLY B 2.39%
ZTS D 2.35%
TMO F 2.27%
SCHW B 2.13%
CPRT B 2.07%
CDNS B 1.91%
AMT C 1.0%
APH A 0.0%
BCHP Underweight 41 Positions Relative to PJFM
Symbol Grade Weight
GLPI C -4.67%
FOUR A -4.26%
NI A -4.19%
TRGP A -4.07%
CHDN B -3.75%
MKL A -3.68%
WTFC A -3.29%
CCK D -3.29%
EWBC A -3.03%
LNG A -2.98%
BURL B -2.96%
GTES A -2.78%
RL C -2.74%
KEX B -2.65%
PR B -2.54%
LHX C -2.45%
AXS A -2.44%
GNRC C -2.4%
ALSN B -2.17%
VRT B -2.02%
CYBR A -1.95%
IRT A -1.89%
LFUS D -1.87%
NTRA A -1.87%
CMS C -1.85%
RNR C -1.81%
CBRE B -1.79%
KBR F -1.58%
PFGC B -1.57%
NBIX C -1.53%
ESNT F -1.5%
LPLA A -1.42%
MNDY C -1.34%
RYAN A -1.12%
PINS F -1.05%
ENTG D -1.03%
COHR B -0.97%
OLED F -0.89%
EHC B -0.88%
HEI A -0.56%
PCVX D -0.55%
Compare ETFs