IYG vs. BCHP ETF Comparison

Comparison of iShares U.S. Financial Services ETF (IYG) to Principal Focused Blue Chip ETF (BCHP)
IYG

iShares U.S. Financial Services ETF

IYG Description

The investment seeks to track the investment results of an index composed of U.S. equities in the financial 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 underlying index. It seeks to track the investment results of the Dow Jones U.S. Financial Services Index (the "underlying index"), which measures the performance of the financial services sector of the U.S. equity market. It is a subset of the Dow Jones U.S. Financials Index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$64.54

Average Daily Volume

68,741

Number of Holdings *

102

* 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

$30.99

Average Daily Volume

7,007

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period IYG BCHP
30 Days -2.17% -0.58%
60 Days 2.60% 1.99%
90 Days 6.69% 4.61%
12 Months 29.62%
2 Overlapping Holdings
Symbol Grade Weight in IYG Weight in BCHP Overlap
MA C 7.62% 7.21% 7.21%
V C 8.65% 4.37% 4.37%
IYG Overweight 100 Positions Relative to BCHP
Symbol Grade Weight
BRK.A D 14.84%
JPM B 11.08%
BAC A 5.27%
WFC A 4.38%
GS A 2.76%
AXP A 2.72%
SPGI C 2.65%
C A 2.38%
MS A 2.35%
SCHW A 2.23%
BLK C 2.14%
BX C 1.78%
CME D 1.56%
ICE C 1.51%
KKR C 1.3%
USB C 1.28%
PNC A 1.25%
MCO D 1.2%
COF A 1.13%
TFC A 1.03%
APO B 0.99%
BK A 0.87%
AMP D 0.82%
COIN B 0.81%
MSCI F 0.7%
DFS A 0.64%
FITB A 0.51%
TROW C 0.5%
MTB A 0.49%
RJF B 0.48%
NDAQ B 0.46%
ARES B 0.46%
STT B 0.45%
LPLA B 0.4%
HBAN A 0.4%
FCNCA A 0.39%
RF B 0.36%
SYF A 0.35%
NTRS B 0.34%
CFG A 0.33%
FDS D 0.32%
KEY C 0.28%
IBKR A 0.25%
TW C 0.24%
EQH A 0.24%
ALLY A 0.22%
EWBC B 0.21%
CG B 0.2%
HOOD B 0.18%
MORN D 0.16%
SF A 0.16%
FHN B 0.16%
CFR B 0.15%
SOFI C 0.15%
OWL A 0.15%
WBS D 0.15%
JEF B 0.15%
BEN D 0.15%
MKTX F 0.15%
HLI C 0.14%
CMA A 0.14%
VOYA D 0.14%
WAL C 0.13%
BPOP A 0.13%
CBSH A 0.13%
IVZ F 0.13%
SEIC C 0.13%
ESNT C 0.12%
PB B 0.12%
ZION B 0.12%
OMF A 0.12%
PNFP C 0.12%
SSB D 0.12%
WTFC B 0.12%
SNV C 0.11%
AMG C 0.11%
MTG B 0.11%
HOMB A 0.1%
RDN C 0.1%
SLM A 0.1%
OZK A 0.1%
FNB B 0.1%
FCFS B 0.1%
JHG B 0.09%
LAZ C 0.09%
UBSI D 0.09%
FFIN C 0.08%
GBCI C 0.08%
VLY F 0.07%
TPG C 0.07%
UMBF A 0.07%
FHI F 0.06%
CACC D 0.06%
NYCB F 0.05%
BOKF A 0.05%
VIRT A 0.04%
NATL B 0.03%
RKT C 0.03%
TFSL D 0.01%
UWMC C 0.01%
IYG Underweight 7 Positions Relative to BCHP
Symbol Grade Weight
MSFT D -13.84%
AMZN A -11.85%
GOOG A -11.11%
PGR B -4.71%
TDG A -4.71%
DHR C -4.44%
INTU C -3.52%
Compare ETFs