CWS vs. BCHP ETF Comparison
Comparison of AdvisorShares Focused Equity ETF (CWS) to Principal Focused Blue Chip ETF (BCHP)
CWS
AdvisorShares Focused Equity ETF
CWS Description
The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.
Grade (RS Rating)
Last Trade
$68.39
Average Daily Volume
9,535
Number of Holdings
*
25
* may have additional holdings in another (foreign) market
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
$32.80
Average Daily Volume
22,174
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
Performance
| Period | CWS | BCHP |
|---|---|---|
| 30 Days | 2.06% | 2.74% |
| 60 Days | 7.63% | 9.02% |
| 90 Days | 9.64% | 0.09% |
| 12 Months | 33.60% | 33.82% |
1 Overlapping Holdings
| Symbol | Grade | Weight in CWS | Weight in BCHP | Overlap | |
|---|---|---|---|---|---|
| INTU | F | 3.41% | 3.64% | 3.41% |
CWS Overweight 24 Positions Relative to BCHP
| Symbol | Grade | Weight | |
|---|---|---|---|
| FICO | C | 5.69% | |
| HEI | C | 5.0% | |
| MLR | B | 4.9% | |
| AFL | A | 4.74% | |
| FI | A | 4.64% | |
| APH | D | 4.47% | |
| ICE | A | 4.31% | |
| MCO | D | 4.16% | |
| SYK | C | 4.13% | |
| TMO | D | 3.98% | |
| ROL | C | 3.97% | |
| OTIS | A | 3.96% | |
| SLGN | B | 3.92% | |
| AWK | D | 3.82% | |
| SAIC | A | 3.81% | |
| COR | F | 3.79% | |
| BR | B | 3.63% | |
| HSY | D | 3.57% | |
| ABT | C | 3.57% | |
| FDS | C | 3.34% | |
| AGM | D | 3.33% | |
| PII | D | 3.01% | |
| MGRC | D | 3.01% | |
| CE | D | 3.0% |
CWS: Top Represented Industries & Keywords
Industries:
Business Services
Capital Markets
Medical Devices
Aerospace & Defense
Auto Parts
Chemicals
Confectioners
Credit Services
Diagnostics & Research
Electronic Components
Financial Data & Stock Exchanges
Information Technology Services
Insurance - Life
Medical Distribution
Packaging & Containers
Recreational Vehicles
Rental & Leasing Services
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
BCHP: Top Represented Industries & Keywords
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