BCHP vs. XLC ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to The Communication Services Select Sector SPDR Fund (XLC)
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

$30.62

Average Daily Volume

7,303

Number of Holdings *

9

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

The Communication Services Select Sector SPDR Fund

XLC Description The investment seeks to correspond generally to the price and yield performance of publicly traded equity securities of companies in the Communication Services Select Sector Index. Normally, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Communication Services companies by the GICSĀ®, including securities of companies from the following industries: diversified telecommunication services; wireless telecommunication services; media; entertainment; and interactive media & services. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$79.37

Average Daily Volume

6,266,726

Number of Holdings *

22

* may have additional holdings in another (foreign) market
Performance
Period BCHP XLC
30 Days -1.40% -3.40%
60 Days 1.08% -0.54%
90 Days 3.36% -0.19%
12 Months 36.82%
1 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in XLC Overlap
GOOG A 11.11% 12.29% 11.11%
BCHP Overweight 8 Positions Relative to XLC
Symbol Grade Weight
MSFT D 13.84%
AMZN B 11.85%
MA D 7.21%
PGR B 4.71%
TDG A 4.71%
DHR C 4.44%
V D 4.37%
INTU D 3.52%
BCHP Underweight 21 Positions Relative to XLC
Symbol Grade Weight
META D -21.08%
GOOGL A -14.53%
TMUS A -4.65%
EA D -4.46%
T B -4.39%
VZ D -4.39%
DIS C -4.28%
NFLX C -4.2%
CMCSA F -4.11%
CHTR D -3.66%
TTWO D -3.34%
OMC B -2.77%
WBD F -2.62%
LYV F -1.86%
IPG F -1.76%
NWSA D -1.34%
MTCH F -1.26%
FOXA A -1.09%
PARA B -0.84%
FOX A -0.55%
NWS D -0.42%
Compare ETFs