LCG vs. BCHP ETF Comparison

Comparison of Sterling Capital Focus Equity ETF (LCG) to Principal Focused Blue Chip ETF (BCHP)
LCG

Sterling Capital Focus Equity ETF

LCG Description

Seeks positions featuring attractive and sustainable multi-year return profiles underpinned by businesses perceived to possess: Robust financial returns and visible reinvestment opportunities Talented management Exposure to the four pillars: operating growth, strong balance sheets, high profitability, and attractive valuations

Grade (RS Rating)

Last Trade

$30.21

Average Daily Volume

7,708

Number of Holdings *

19

* 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

$33.97

Average Daily Volume

5,845

Number of Holdings *

22

* may have additional holdings in another (foreign) market
Performance
Period LCG BCHP
30 Days 5.55% 2.39%
60 Days 4.65% 2.42%
90 Days 6.42% 5.95%
12 Months 16.99% 23.68%
5 Overlapping Holdings
Symbol Grade Weight in LCG Weight in BCHP Overlap
AMZN C 4.83% 11.66% 4.83%
CDNS B 3.14% 1.91% 1.91%
CSGP D 6.38% 2.67% 2.67%
GOOG C 4.7% 11.03% 4.7%
MSFT D 3.08% 13.49% 3.08%
LCG Overweight 14 Positions Relative to BCHP
Symbol Grade Weight
SHOP B 9.42%
SPGI C 7.79%
IDXX F 4.81%
VEEV C 4.49%
SAIA B 4.47%
MDB B 4.44%
MSCI C 4.36%
HUBS A 3.87%
ODFL C 3.72%
NOW A 3.68%
WDAY B 3.63%
ASML F 3.56%
TEAM A 3.36%
SNPS B 3.12%
LCG Underweight 17 Positions Relative to BCHP
Symbol Grade Weight
MA B -7.07%
TDG D -4.9%
PGR A -4.88%
V A -4.79%
DHR F -4.47%
INTU B -3.69%
ADBE C -3.24%
NFLX A -3.18%
HLT A -3.0%
ROP B -2.57%
ORLY B -2.39%
ZTS D -2.35%
TMO F -2.27%
SCHW B -2.13%
CPRT B -2.07%
AMT C -1.0%
APH A -0.0%
Compare ETFs