IAI vs. BCHP ETF Comparison
Comparison of iShares U.S. Broker-Dealers ETF (IAI) to Principal Focused Blue Chip ETF (BCHP)
IAI
iShares U.S. Broker-Dealers ETF
IAI Description
The investment seeks to track the investment results of an index composed of U.S. equities in the investment services sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Select Investment Services Index (the "underlying index"), which measures the performance of the investment services sector of the U.S. equity market. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$112.07
Average Daily Volume
161,489
32
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
$30.37
Average Daily Volume
7,214
9
Performance
| Period | IAI | BCHP |
|---|---|---|
| 30 Days | -2.72% | -2.84% |
| 60 Days | 1.74% | 0.20% |
| 90 Days | 5.65% | 2.46% |
| 12 Months | 28.48% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IAI | Weight in BCHP | Overlap |
|---|
IAI Overweight 32 Positions Relative to BCHP
| Symbol | Grade | Weight | |
|---|---|---|---|
| GS | A | 14.23% | |
| SPGI | C | 13.66% | |
| MS | A | 11.64% | |
| SCHW | A | 7.54% | |
| CME | C | 4.3% | |
| MCO | C | 4.29% | |
| ICE | C | 4.16% | |
| COIN | D | 3.85% | |
| MSCI | F | 3.82% | |
| RJF | B | 3.76% | |
| NDAQ | B | 3.73% | |
| LPLA | A | 3.3% | |
| FDS | D | 2.61% | |
| IBKR | A | 2.03% | |
| TW | B | 1.94% | |
| HOOD | D | 1.41% | |
| SF | A | 1.35% | |
| MKTX | F | 1.26% | |
| MORN | D | 1.22% | |
| JEF | B | 1.21% | |
| HLI | A | 1.1% | |
| EVR | C | 1.04% | |
| LAZ | D | 0.73% | |
| PIPR | A | 0.51% | |
| VIRT | A | 0.34% | |
| SNEX | A | 0.34% | |
| PJT | D | 0.34% | |
| DFIN | B | 0.27% | |
| MC | D | 0.23% | |
| BGC | A | 0.21% | |
| RILY | B | 0.11% | |
| LPRO | F | 0.1% |
IAI: Top Represented Industries & Keywords
BCHP: Top Represented Industries & Keywords
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