BCHP vs. TOLL ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to Tema Monopolies and Oligopolies ETF (TOLL)
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

$34.05

Average Daily Volume

5,845

Number of Holdings *

22

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

Tema Monopolies and Oligopolies ETF

TOLL Description Under normal circumstances, the fund seeks to achieve its investment objective by investing at least 80% of its net assets, which include borrowings for investment purposes, in domestic and foreign, common and preferred stocks of publicly listed companies where the Herfindahl"Hirschman (HHI) index of the market of operation representing more than 50% of the company"s revenue is above 2,500. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$33.12

Average Daily Volume

1,614

Number of Holdings *

28

* may have additional holdings in another (foreign) market
Performance
Period BCHP TOLL
30 Days 2.39% -0.06%
60 Days 2.42% -1.76%
90 Days 5.95% -0.44%
12 Months 23.68% 23.30%
4 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in TOLL Overlap
CPRT B 2.07% 3.29% 2.07%
INTU B 3.69% 3.61% 3.61%
TMO F 2.27% 2.22% 2.22%
V A 4.79% 5.4% 4.79%
BCHP Overweight 18 Positions Relative to TOLL
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%
DHR F 4.47%
ADBE C 3.24%
NFLX A 3.18%
HLT A 3.0%
CSGP D 2.67%
ROP B 2.57%
ORLY B 2.39%
ZTS D 2.35%
SCHW B 2.13%
CDNS B 1.91%
AMT C 1.0%
APH A 0.0%
BCHP Underweight 24 Positions Relative to TOLL
Symbol Grade Weight
GE D -6.07%
MCO B -5.89%
FICO B -5.6%
ICE C -5.5%
SPGI C -4.6%
SHW B -4.25%
MSCI C -3.4%
VMC B -3.28%
EFX F -2.79%
CME B -2.78%
AON A -2.75%
TER F -2.7%
TYL B -2.69%
KLAC F -2.58%
WAT C -2.38%
LOW C -2.1%
LRCX F -2.09%
CNI F -1.91%
TECH F -1.9%
ADI D -1.89%
DE B -1.5%
IDXX F -1.5%
GILD C -1.09%
BDX F -1.0%
Compare ETFs