BCHP vs. SCHJ ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to HCM Defender 500 Index ETF (SCHJ)
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
SCHJ

HCM Defender 500 Index ETF

SCHJ Description The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 1-5 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to one year and less than five years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.

Grade (RS Rating)

Last Trade

$24.44

Average Daily Volume

89,713

Number of Holdings *

436

* may have additional holdings in another (foreign) market
Performance
Period BCHP SCHJ
30 Days 2.39% -0.15%
60 Days 2.42% -0.88%
90 Days 5.95% 0.18%
12 Months 23.68% 6.69%
14 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in SCHJ Overlap
ADBE C 3.24% 0.01% 0.01%
AMT C 1.0% 0.01% 0.01%
AMZN C 11.66% 0.04% 0.04%
APH A 0.0% 0.0% 0.0%
DHR F 4.47% 0.01% 0.01%
INTU B 3.69% 0.02% 0.02%
MA B 7.07% 0.04% 0.04%
MSFT D 13.49% 0.05% 0.05%
ORLY B 2.39% 0.02% 0.02%
ROP B 2.57% 0.01% 0.01%
SCHW B 2.13% 0.01% 0.01%
TMO F 2.27% 0.03% 0.03%
V A 4.79% 0.09% 0.09%
ZTS D 2.35% 0.02% 0.02%
BCHP Overweight 8 Positions Relative to SCHJ
Symbol Grade Weight
GOOG C 11.03%
TDG D 4.9%
PGR A 4.88%
NFLX A 3.18%
HLT A 3.0%
CSGP D 2.67%
CPRT B 2.07%
CDNS B 1.91%
BCHP Underweight 422 Positions Relative to SCHJ
Symbol Grade Weight
HPQ B -0.1%
CARR C -0.1%
MDT D -0.1%
BIIB F -0.1%
COP C -0.09%
BABA D -0.09%
DD C -0.09%
TAP C -0.08%
OTIS C -0.07%
KLAC F -0.07%
CME B -0.07%
BLK B -0.07%
STLA F -0.07%
GILD C -0.07%
NI A -0.06%
WBA F -0.06%
TMUS B -0.06%
ORCL A -0.06%
CHTR C -0.06%
ETN A -0.05%
KO D -0.05%
RF A -0.05%
MCHP F -0.05%
SJM D -0.05%
EMN C -0.05%
ADP A -0.05%
SF B -0.05%
HRL D -0.05%
ATO A -0.05%
VRSK A -0.05%
TGT F -0.05%
BDX F -0.05%
BERY C -0.05%
SYF B -0.05%
DLTR F -0.05%
MRK D -0.05%
GS A -0.05%
ITW B -0.04%
SPGI C -0.04%
UHS D -0.04%
DXC B -0.04%
AMAT F -0.04%
NTRS A -0.04%
CMA B -0.04%
BHP F -0.04%
PPL A -0.04%
FDX B -0.04%
MLM C -0.04%
WLK D -0.04%
JBHT C -0.04%
DOW F -0.04%
VFC C -0.04%
PH A -0.04%
HON C -0.04%
MOS F -0.04%
RPRX D -0.04%
FOXA A -0.04%
JEF A -0.04%
GSK F -0.04%
NOC D -0.04%
LUV C -0.04%
DIS B -0.04%
SBUX A -0.04%
AXP A -0.04%
HCA F -0.04%
AIG B -0.04%
AAPL C -0.04%
DELL B -0.04%
AMCR C -0.03%
TPR B -0.03%
FAF A -0.03%
KEYS A -0.03%
VMC B -0.03%
HP C -0.03%
THG A -0.03%
DLR B -0.03%
EA A -0.03%
BWA D -0.03%
PHM D -0.03%
IFF D -0.03%
SWKS F -0.03%
EMR B -0.03%
EQR C -0.03%
KMPR A -0.03%
HAS D -0.03%
CLX A -0.03%
MAIN A -0.03%
TEL B -0.03%
RL C -0.03%
GP F -0.03%
ORI A -0.03%
TME D -0.03%
GWW B -0.03%
FTNT C -0.03%
BC C -0.03%
LII A -0.03%
JBL C -0.03%
ED C -0.03%
SNX D -0.03%
AN C -0.03%
LDOS C -0.03%
MHK D -0.03%
WB D -0.03%
BAX F -0.03%
CE F -0.03%
FRT B -0.03%
OPI F -0.03%
FTV C -0.03%
JD D -0.03%
MSI B -0.03%
AWH F -0.03%
JCI B -0.03%
IP A -0.03%
PVH C -0.03%
JHG B -0.03%
VNT C -0.03%
BKU A -0.03%
VRSN C -0.03%
CNO B -0.03%
KEY B -0.03%
ALL A -0.03%
SWK D -0.03%
DG F -0.03%
LHX C -0.03%
MKC C -0.03%
DGX A -0.03%
FANG C -0.03%
EBAY D -0.03%
EVRG A -0.03%
AVT C -0.03%
ALLY C -0.03%
MDLZ F -0.03%
HAL C -0.03%
TT A -0.03%
MPC D -0.03%
VLO C -0.03%
WMB A -0.03%
LVS B -0.03%
MU D -0.03%
EPD A -0.03%
EXC C -0.03%
NVDA B -0.03%
FIS C -0.03%
PFE F -0.03%
GOOGL C -0.03%
PYPL B -0.03%
ARCC A -0.03%
BIDU F -0.03%
USB A -0.03%
CSCO B -0.03%
HPE B -0.03%
GE D -0.03%
IBM C -0.03%
WMT A -0.03%
XOM B -0.03%
C A -0.03%
ABBV F -0.03%
HSBC A -0.03%
MS A -0.03%
BAC A -0.03%
TSLX C -0.02%
TCPC C -0.02%
FNB A -0.02%
VLY B -0.02%
SNV C -0.02%
WAL B -0.02%
ALLE C -0.02%
ADI D -0.02%
AIZ A -0.02%
APD A -0.02%
DOV A -0.02%
LEG F -0.02%
RGA A -0.02%
KSS F -0.02%
SBRA C -0.02%
OCSL F -0.02%
EQH C -0.02%
GXO B -0.02%
HTGC D -0.02%
NEU D -0.02%
BCSF C -0.02%
CTVA C -0.02%
PSEC D -0.02%
AGO B -0.02%
RNR C -0.02%
HES B -0.02%
TRMB B -0.02%
ADM D -0.02%
KRC B -0.02%
TKR D -0.02%
OC A -0.02%
ADSK A -0.02%
JNPR D -0.02%
RS B -0.02%
PNW A -0.02%
ILMN C -0.02%
G B -0.02%
HRB D -0.02%
RPM A -0.02%
EL F -0.02%
GBDC D -0.02%
FHN A -0.02%
CF A -0.02%
STLD B -0.02%
DAL B -0.02%
LLY F -0.02%
LNC C -0.02%
LNT A -0.02%
HOG D -0.02%
UNM A -0.02%
PKG A -0.02%
HUBB B -0.02%
LAZ B -0.02%
BR A -0.02%
GSBD F -0.02%
TDY B -0.02%
BKH A -0.02%
VOYA B -0.02%
SLG B -0.02%
PFG D -0.02%
NUE C -0.02%
WPC C -0.02%
WM B -0.02%
MRVL B -0.02%
ROK C -0.02%
BG D -0.02%
NTAP C -0.02%
L A -0.02%
KR B -0.02%
SHW B -0.02%
AON A -0.02%
KMB C -0.02%
A D -0.02%
HII F -0.02%
MCO B -0.02%
LYB F -0.02%
H B -0.02%
ARE F -0.02%
DHI F -0.02%
CNP A -0.02%
CNA C -0.02%
NNN C -0.02%
UAL A -0.02%
EQIX A -0.02%
WEC A -0.02%
AWK C -0.02%
R B -0.02%
DVN F -0.02%
TJX A -0.02%
CAH B -0.02%
HBAN A -0.02%
SRE A -0.02%
XEL A -0.02%
MMM D -0.02%
WAB B -0.02%
SITC D -0.02%
CFG B -0.02%
NDAQ A -0.02%
LEN D -0.02%
EXPE B -0.02%
BKNG A -0.02%
PEG A -0.02%
D C -0.02%
ABT B -0.02%
AMP A -0.02%
LH B -0.02%
SYK B -0.02%
ROST D -0.02%
AGR A -0.02%
PM B -0.02%
K A -0.02%
ETR B -0.02%
CNH C -0.02%
MET A -0.02%
NXPI D -0.02%
SPG A -0.02%
HST C -0.02%
GLPI C -0.02%
STZ D -0.02%
CRM B -0.02%
MO A -0.02%
GPN B -0.02%
CAT B -0.02%
CM A -0.02%
TSN B -0.02%
QCOM F -0.02%
DUK C -0.02%
ICE C -0.02%
AL B -0.02%
SYY D -0.02%
UPS C -0.02%
MMC B -0.02%
SLB C -0.02%
GD D -0.02%
RTX D -0.02%
VOD F -0.02%
PG C -0.02%
AVGO D -0.02%
KDP F -0.02%
PNC B -0.02%
MAR A -0.02%
EOG A -0.02%
BXP C -0.02%
AER A -0.02%
BNS A -0.02%
DB D -0.02%
OMC C -0.02%
PEP F -0.02%
CB C -0.02%
PCG A -0.02%
TFC A -0.02%
LMT D -0.02%
DFS B -0.02%
VZ C -0.02%
BMY B -0.02%
JNJ C -0.02%
RY A -0.02%
CI D -0.02%
MUFG B -0.02%
CVX A -0.02%
NWG A -0.02%
INTC C -0.02%
WFC A -0.02%
JPM A -0.02%
CHD A -0.01%
NEM D -0.01%
BEN C -0.01%
VNO C -0.01%
FE C -0.01%
BRO B -0.01%
ALB B -0.01%
PDM D -0.01%
ARW D -0.01%
CSL C -0.01%
OGE A -0.01%
MAA B -0.01%
O C -0.01%
CSX C -0.01%
OHI C -0.01%
EFX F -0.01%
RSG A -0.01%
AEP C -0.01%
AFL B -0.01%
CP F -0.01%
NKE F -0.01%
WEST C -0.01%
MTB A -0.01%
ES C -0.01%
PSA C -0.01%
AVB B -0.01%
CPB D -0.01%
PPG F -0.01%
HSY F -0.01%
AMG B -0.01%
OGS A -0.01%
LRCX F -0.01%
PAA B -0.01%
APTV F -0.01%
HUM C -0.01%
MCK A -0.01%
KMI A -0.01%
VTR B -0.01%
NFG A -0.01%
PRU A -0.01%
CAG F -0.01%
GIS D -0.01%
DTE C -0.01%
LOW C -0.01%
STT B -0.01%
CCI C -0.01%
FITB B -0.01%
HD B -0.01%
BK A -0.01%
PSX C -0.01%
UNH B -0.01%
AMGN F -0.01%
BMO A -0.01%
TD D -0.01%
COF C -0.01%
AZN F -0.01%
MCD D -0.01%
GM C -0.01%
ZBH C -0.01%
CVS D -0.01%
T A -0.01%
CMCSA B -0.01%
BA F -0.01%
FCNCA A -0.0%
CTRA B -0.0%
COST A -0.0%
CMS C -0.0%
AEE A -0.0%
SCCO F -0.0%
CMI A -0.0%
PCAR B -0.0%
KIM A -0.0%
WHR B -0.0%
FLEX B -0.0%
CUBE C -0.0%
AZO C -0.0%
ESS B -0.0%
BDN C -0.0%
BRX A -0.0%
NSC B -0.0%
WU F -0.0%
IVZ B -0.0%
TXT D -0.0%
TXN C -0.0%
CL D -0.0%
UNP C -0.0%
LIN C -0.0%
OKE A -0.0%
WELL A -0.0%
BSX A -0.0%
EIX B -0.0%
AES F -0.0%
DOC C -0.0%
FSK A -0.0%
MPLX A -0.0%
DE B -0.0%
SO C -0.0%
NEE C -0.0%
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