FIW vs. BCHP ETF Comparison
Comparison of First Trust ISE Water Index Fund (FIW) to Principal Focused Blue Chip ETF (BCHP)
FIW
First Trust ISE Water Index Fund
FIW Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the ISE Water Index(TM). The fund will normally invest at least 90% of its net assets plus the amount of any borrowings for investment purposes in common stocks that comprise the index. The index is a modified market-capitalization weighted portfolio of 36 stocks of companies as of March 31, 2013 that derive a substantial portion of their revenues from the potable and wastewater industries. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$106.61
Average Daily Volume
34,048
33
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
$32.95
Average Daily Volume
7,634
22
Performance
| Period | FIW | BCHP |
|---|---|---|
| 30 Days | -2.03% | 0.51% |
| 60 Days | -1.43% | 1.70% |
| 90 Days | 0.97% | 5.77% |
| 12 Months | 31.31% | 30.41% |
1 Overlapping Holdings
| Symbol | Grade | Weight in FIW | Weight in BCHP | Overlap | |
|---|---|---|---|---|---|
| ROP | D | 3.94% | 2.57% | 2.57% |
FIW Overweight 32 Positions Relative to BCHP
| Symbol | Grade | Weight | |
|---|---|---|---|
| ECL | C | 4.08% | |
| IEX | A | 3.97% | |
| PNR | B | 3.95% | |
| AWK | D | 3.94% | |
| XYL | F | 3.83% | |
| WAT | A | 3.81% | |
| IDXX | F | 3.79% | |
| VLTO | D | 3.79% | |
| ACM | A | 3.69% | |
| A | D | 3.68% | |
| TTEK | B | 3.58% | |
| WTRG | C | 3.57% | |
| WMS | F | 3.4% | |
| MLI | A | 3.4% | |
| BMI | D | 2.94% | |
| CNM | D | 2.87% | |
| AOS | F | 2.79% | |
| PRMW | B | 2.51% | |
| ZWS | A | 2.26% | |
| VMI | A | 2.26% | |
| AWR | C | 2.06% | |
| MWA | B | 2.05% | |
| WTS | D | 2.04% | |
| ITRI | A | 2.0% | |
| FELE | D | 1.98% | |
| CWT | D | 1.9% | |
| MSEX | B | 1.27% | |
| LNN | C | 1.26% | |
| SJW | F | 1.2% | |
| SBS | F | 1.19% | |
| HWKN | D | 1.18% | |
| MEG | F | 1.02% |
FIW Underweight 21 Positions Relative to BCHP
FIW: Top Represented Industries & Keywords
BCHP: Top Represented Industries & Keywords
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