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
22
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
28
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% |
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% |
BCHP: Top Represented Industries & Keywords
TOLL: Top Represented Industries & Keywords