BCHP vs. XLF ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to SPDR Select Sector Fund - Financial (XLF)
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

$31.02

Average Daily Volume

7,186

Number of Holdings *

9

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

SPDR Select Sector Fund - Financial

XLF Description The investment seeks investment results that, before expenses, correspond to the price and yield performance of publicly traded equity securities of companies in The Financial Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: diversified financial services; insurance; commercial banks; capital markets; REITs; consumer finance; thrifts & mortgage finance; and real estate management & development. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$40.55

Average Daily Volume

46,029,285

Number of Holdings *

69

* may have additional holdings in another (foreign) market
Performance
Period BCHP XLF
30 Days -0.36% -2.64%
60 Days 2.30% 0.77%
90 Days 4.62% 4.42%
12 Months 30.81%
3 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in XLF Overlap
MA D 7.21% 6.75% 6.75%
PGR B 4.71% 2.21% 2.21%
V D 4.37% 7.66% 4.37%
BCHP Overweight 6 Positions Relative to XLF
Symbol Grade Weight
MSFT C 13.84%
AMZN A 11.85%
GOOG A 11.11%
TDG A 4.71%
DHR C 4.44%
INTU C 3.52%
BCHP Underweight 66 Positions Relative to XLF
Symbol Grade Weight
BRK.A D -13.14%
JPM B -9.82%
BAC B -4.67%
WFC B -3.88%
GS A -2.45%
AXP B -2.41%
SPGI C -2.34%
C A -2.1%
MS A -2.07%
SCHW A -1.98%
BLK D -1.89%
CB C -1.79%
MMC D -1.75%
BX D -1.58%
CME D -1.38%
ICE D -1.34%
PYPL B -1.22%
USB C -1.13%
PNC A -1.11%
AON F -1.11%
MCO C -1.06%
COF B -0.99%
AIG A -0.93%
AJG C -0.91%
TFC A -0.91%
TRV C -0.86%
ALL B -0.81%
AFL B -0.78%
MET D -0.78%
BK A -0.77%
FIS C -0.75%
AMP B -0.72%
PRU C -0.71%
MSCI F -0.62%
ACGL A -0.61%
GPN F -0.58%
DFS B -0.57%
HIG D -0.53%
WTW D -0.48%
TROW D -0.44%
FITB A -0.44%
MTB A -0.43%
RJF A -0.42%
NDAQ B -0.41%
STT C -0.4%
BRO C -0.35%
HBAN A -0.35%
CBOE D -0.33%
CINF D -0.33%
RF B -0.32%
PFG C -0.32%
SYF A -0.31%
NTRS C -0.3%
CFG A -0.29%
FDS D -0.28%
EG D -0.28%
WRB D -0.28%
L A -0.25%
KEY C -0.24%
JKHY D -0.21%
AIZ C -0.16%
MKTX F -0.14%
BEN F -0.13%
GL F -0.12%
CMA B -0.12%
IVZ D -0.11%
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