RECS vs. BCHP ETF Comparison

Comparison of Columbia Research Enhanced Core ETF (RECS) to Principal Focused Blue Chip ETF (BCHP)
RECS

Columbia Research Enhanced Core ETF

RECS Description

The investment seeks investment results that, before fees and expenses, closely correspond to the performance of the Beta Advantage® Research Enhanced U.S. Equity Index. The fund invests at least 80% of its assets in the securities of the index. The index is comprised of a subset of the companies within the Russell 1000® Index. The index was designed to reflect the performance of U.S. large- and mid-cap growth and value companies through the application of a rules-based methodology, which typically results in approximately 325-400 Index holdings, but this range can fluctuate because the index has no constraints on number of holdings.

Grade (RS Rating)

Last Trade

$31.95

Average Daily Volume

232,515

Number of Holdings *

351

* 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

$31.56

Average Daily Volume

6,605

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period RECS BCHP
30 Days 1.43% -0.83%
60 Days 6.43% 3.84%
90 Days 6.01% 3.53%
12 Months 25.87%
5 Overlapping Holdings
Symbol Grade Weight in RECS Weight in BCHP Overlap
AMZN B 7.31% 11.89% 7.31%
GOOG A 2.39% 12.86% 2.39%
INTU C 0.42% 3.57% 0.42%
MSFT A 8.33% 13.86% 8.33%
V D 2.39% 4.33% 2.39%
RECS Overweight 346 Positions Relative to BCHP
Symbol Grade Weight
AAPL B 7.58%
NVDA A 4.97%
JPM C 2.99%
META B 2.79%
SMH A 2.41%
GOOGL A 2.24%
JNJ F 2.0%
MRK B 1.87%
PG A 1.75%
XOM D 1.65%
BAC A 1.46%
CAT D 1.14%
WFC D 1.09%
KO B 1.09%
ABT D 1.01%
CVX D 0.87%
ADP C 0.7%
PM B 0.7%
C D 0.64%
MDT C 0.62%
QCOM A 0.62%
ABBV B 0.6%
CRM F 0.6%
BKNG A 0.6%
CI D 0.55%
MMC A 0.55%
AMT B 0.55%
XLC A 0.55%
ADBE C 0.54%
TJX A 0.53%
AMAT A 0.5%
CSCO F 0.5%
BMY F 0.48%
CSX D 0.46%
VZ C 0.46%
PH D 0.45%
MCK A 0.44%
CMCSA F 0.41%
CTAS A 0.41%
EQIX C 0.41%
AEP B 0.4%
FDX D 0.39%
PCAR D 0.38%
CME D 0.38%
MMM B 0.37%
NOW C 0.37%
MO B 0.36%
NUE F 0.35%
LRCX A 0.35%
AMGN B 0.34%
CL A 0.34%
CARR B 0.34%
PCG B 0.31%
SPG B 0.29%
TGT D 0.29%
VST B 0.27%
PAYX B 0.27%
VRSK A 0.26%
ORLY C 0.26%
PPG D 0.26%
VRTX A 0.25%
EIX B 0.24%
HUM C 0.24%
BK B 0.24%
HLT B 0.23%
MPC D 0.23%
EOG D 0.23%
PANW B 0.23%
MET D 0.23%
CNC D 0.22%
CDNS B 0.22%
DAL C 0.22%
KMB A 0.21%
LYB D 0.21%
ROST B 0.21%
REGN A 0.21%
VRT D 0.2%
ETR C 0.2%
PSX D 0.2%
CRWD A 0.19%
DHI D 0.19%
ANET A 0.19%
VLO D 0.18%
FTV D 0.18%
GEHC D 0.18%
CSGP F 0.18%
STLD D 0.17%
GIS D 0.17%
BR D 0.16%
RCL B 0.16%
MSI A 0.16%
GILD D 0.16%
HIG B 0.16%
AEE D 0.16%
CNP A 0.16%
LEN D 0.16%
ATO C 0.15%
KR D 0.15%
VLTO A 0.15%
ICLR B 0.15%
GPN F 0.14%
TROW B 0.14%
PKG B 0.14%
WTW D 0.14%
CAH D 0.14%
CSL B 0.14%
RS D 0.14%
BLDR D 0.13%
EXPD B 0.13%
CF D 0.13%
MTB D 0.13%
FITB D 0.13%
IP B 0.13%
ZBH F 0.13%
NDAQ D 0.12%
RPM B 0.12%
SPOT B 0.12%
UAL C 0.12%
ADSK C 0.12%
J D 0.12%
KHC D 0.12%
EBAY B 0.12%
STT D 0.12%
INVH A 0.12%
DECK B 0.12%
SBAC D 0.12%
ALGN F 0.11%
PHM B 0.11%
MOH F 0.11%
OC B 0.11%
TTD B 0.11%
LPLA B 0.11%
WDAY F 0.11%
BRO A 0.11%
EME B 0.11%
BAX D 0.1%
SNA D 0.1%
HOLX D 0.1%
EA B 0.1%
ESS A 0.1%
FTNT D 0.1%
BKR D 0.1%
NI B 0.1%
MAS C 0.1%
EVRG C 0.1%
MRNA B 0.1%
CPNG D 0.1%
NVR C 0.09%
SWK D 0.09%
FCNCA D 0.09%
PNR D 0.09%
EG D 0.09%
AVTR D 0.09%
SSNC D 0.09%
SYF D 0.09%
CBOE D 0.09%
PNW B 0.08%
WMS C 0.08%
SCCO D 0.08%
ACM D 0.08%
DOC B 0.08%
MOS F 0.08%
WSM B 0.08%
DDOG C 0.08%
HPQ B 0.08%
NTAP A 0.07%
BIIB C 0.07%
CTRA D 0.07%
GLPI C 0.07%
DKNG C 0.07%
BG C 0.07%
LVS F 0.07%
CLF F 0.07%
AMH C 0.07%
K C 0.07%
AOS C 0.07%
ITT D 0.07%
GPK D 0.07%
VTRS F 0.07%
CW C 0.07%
LECO F 0.07%
X F 0.07%
CCL C 0.07%
HST D 0.07%
THC B 0.07%
RGA B 0.07%
HUBS D 0.07%
EXPE C 0.07%
L D 0.07%
BLD B 0.06%
TOL C 0.06%
AYI D 0.06%
RPRX D 0.06%
DCI D 0.06%
BERY C 0.06%
RNR C 0.06%
TEAM F 0.06%
CACI A 0.06%
EXP D 0.06%
PINS B 0.06%
ALSN D 0.05%
RHI D 0.05%
EQT C 0.05%
AIZ D 0.05%
KEX B 0.05%
MGM D 0.05%
PSTG A 0.05%
CR C 0.05%
WBA F 0.05%
ENPH C 0.05%
CNM C 0.05%
WCC C 0.05%
SOLV F 0.05%
AAL F 0.05%
MEDP C 0.05%
UNM D 0.05%
OLN D 0.05%
DKS B 0.05%
MRO C 0.05%
EWBC D 0.05%
USFD C 0.05%
SJM F 0.05%
R D 0.04%
SEIC D 0.04%
BIO F 0.04%
CRBG C 0.04%
ESAB D 0.04%
STAG D 0.04%
ACI F 0.04%
LYV D 0.04%
CPB C 0.04%
SWKS C 0.04%
BEN F 0.04%
WBS F 0.04%
JAZZ C 0.04%
CROX A 0.04%
ALNY C 0.04%
BRX B 0.04%
TAP F 0.04%
G D 0.04%
WLK D 0.04%
DVA B 0.04%
ZM F 0.04%
SKX B 0.04%
AGCO F 0.04%
ZS C 0.04%
ORI C 0.04%
SAIC D 0.04%
WYNN D 0.04%
AZEK C 0.04%
VRSN C 0.04%
TPR B 0.04%
LSTR D 0.04%
NNN B 0.04%
FNB D 0.03%
MAN D 0.03%
WU D 0.03%
AMG D 0.03%
EEFT C 0.03%
DINO D 0.03%
MHK D 0.03%
DOCU D 0.03%
UTHR A 0.03%
NBIX C 0.03%
LNC B 0.03%
AXS B 0.03%
RL B 0.03%
IVZ D 0.03%
JNPR B 0.03%
OGN B 0.03%
BMRN C 0.03%
ZION D 0.03%
DT F 0.03%
MTG C 0.03%
LEA F 0.03%
NTNX C 0.03%
WTFC D 0.03%
INGR D 0.03%
BPOP D 0.03%
CZR F 0.03%
CMA D 0.03%
AIRC A 0.03%
HRB B 0.03%
FTI D 0.03%
XP F 0.03%
XRAY F 0.03%
TKR D 0.03%
OKTA C 0.03%
SMAR C 0.02%
EXAS F 0.02%
CRUS A 0.02%
EPR D 0.02%
ROKU F 0.02%
PK D 0.02%
GTES D 0.02%
SNX A 0.02%
MPW C 0.02%
SRPT C 0.02%
CWEN B 0.02%
CUZ C 0.02%
PRGO F 0.02%
NYT B 0.02%
KRC F 0.02%
INCY B 0.02%
GPS B 0.02%
NEU D 0.02%
LSCC F 0.02%
FOXA B 0.02%
OLLI B 0.02%
THO F 0.02%
OZK F 0.02%
JHG B 0.02%
MTCH C 0.02%
NTRA B 0.02%
SMG D 0.02%
FFIV D 0.02%
MSM F 0.02%
MRVI F 0.01%
RARE F 0.01%
LEN D 0.01%
CNA C 0.01%
ALGM D 0.01%
REYN C 0.01%
CWEN B 0.01%
LEG F 0.01%
CACC F 0.01%
ADTN D 0.01%
APLS D 0.01%
PHIN C 0.01%
HE F 0.01%
CRI F 0.01%
VIRT B 0.01%
JWN B 0.01%
KSS F 0.01%
IONS C 0.01%
FOX B 0.01%
NYCB F 0.01%
IART D 0.01%
PINC F 0.01%
WEN F 0.01%
TNL C 0.01%
FTRE F 0.01%
EXEL D 0.01%
DBX F 0.01%
PLTK C 0.0%
SEB F 0.0%
RECS Underweight 4 Positions Relative to BCHP
Symbol Grade Weight
MA D -6.65%
TDG B -5.17%
PGR D -4.72%
DHR B -4.55%
Compare ETFs