EMOT vs. BCHP ETF Comparison

Comparison of First Trust S&P 500 Economic Moat ETF (EMOT) to Principal Focused Blue Chip ETF (BCHP)
EMOT

First Trust S&P 500 Economic Moat ETF

EMOT Description

Under normal conditions, the fund will invest at least 80% of its net assets in the securities that comprise the index. The index is designed to measure the performance of common stock of companies in the S&P 500® Index which are identified as having sustainable competitive advantages, or "an economic moat," as evidenced by their sustained high gross margins, sustained high return on invested capital and high market share. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$21.10

Average Daily Volume

3,404

Number of Holdings *

50

* 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

$33.86

Average Daily Volume

5,743

Number of Holdings *

22

* may have additional holdings in another (foreign) market
Performance
Period EMOT BCHP
30 Days -0.73% 2.03%
60 Days 1.58% 3.39%
90 Days 3.14% 6.49%
12 Months 25.56%
10 Overlapping Holdings
Symbol Grade Weight in EMOT Weight in BCHP Overlap
ADBE F 2.06% 3.24% 2.06%
AMZN B 2.09% 11.66% 2.09%
CDNS B 1.79% 1.91% 1.79%
CPRT A 1.93% 2.07% 1.93%
GOOG B 1.87% 11.03% 1.87%
INTU A 2.07% 3.69% 2.07%
MA A 2.2% 7.07% 2.2%
MSFT D 1.79% 13.49% 1.79%
ORLY A 2.3% 2.39% 2.3%
ZTS D 1.82% 2.35% 1.82%
EMOT Overweight 40 Positions Relative to BCHP
Symbol Grade Weight
FTNT A 2.51%
ORCL A 2.43%
CSCO B 2.38%
WMT A 2.37%
BKNG A 2.37%
ACN C 2.34%
ADP B 2.33%
PM A 2.29%
SBUX A 2.28%
UNH B 2.28%
AVGO C 2.26%
LMT D 2.26%
NVDA B 2.19%
LOW A 2.19%
TPR A 2.18%
MCD D 2.17%
BRK.A A 2.16%
AZO C 2.12%
HD A 2.12%
META C 2.11%
SPGI C 2.09%
TXN C 2.03%
AAPL C 1.96%
VRSN D 1.95%
HPQ B 1.91%
KO D 1.9%
PEP F 1.89%
YUM D 1.84%
KMB C 1.83%
PG C 1.83%
CL D 1.82%
MTD F 1.81%
MCK A 1.77%
IDXX F 1.55%
KLAC F 1.52%
QCOM F 1.51%
NKE D 1.51%
AMAT F 1.49%
LRCX F 1.38%
EL F 1.04%
EMOT Underweight 12 Positions Relative to BCHP
Symbol Grade Weight
TDG D -4.9%
PGR B -4.88%
V A -4.79%
DHR D -4.47%
NFLX A -3.18%
HLT A -3.0%
CSGP F -2.67%
ROP C -2.57%
TMO D -2.27%
SCHW A -2.13%
AMT D -1.0%
APH B -0.0%
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