SUPP vs. BCHP ETF Comparison

Comparison of Engine No. 1 Transform Supply Chain ETF (SUPP) to Principal Focused Blue Chip ETF (BCHP)
SUPP

Engine No. 1 Transform Supply Chain ETF

SUPP Description

The fund is an actively managed exchange-traded fund ("ETF") that invests in U.S.-listed equity, ADR securities, and non-U.S. developed and emerging market-listed securities, which over time may vary as market and investment opportunities change. The fund may also enter into currency-related spot transactions when it transacts in equities denominated in foreign currencies or invest in certain derivative instruments, such as currency futures or forwards that will help the adviser manage risk associated with foreign currency exposure, if any, or futures contracts. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$66.48

Average Daily Volume

1,028

Number of Holdings *

17

* 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

$34.04

Average Daily Volume

5,642

Number of Holdings *

22

* may have additional holdings in another (foreign) market
Performance
Period SUPP BCHP
30 Days -1.25% 1.91%
60 Days 2.36% 2.62%
90 Days 2.80% 5.65%
12 Months 29.77% 25.06%
1 Overlapping Holdings
Symbol Grade Weight in SUPP Weight in BCHP Overlap
TDG D 6.36% 4.9% 4.9%
SUPP Overweight 16 Positions Relative to BCHP
Symbol Grade Weight
WCN A 9.25%
WSC F 7.52%
MLM B 6.91%
TSM B 6.71%
NVDA A 6.33%
ETN B 5.67%
VMC B 5.45%
PTC B 5.27%
TT A 5.17%
WM B 3.96%
MU D 3.16%
WMS F 2.82%
CSX C 2.54%
SAIA C 1.37%
LRCX F 1.27%
URI B 1.04%
SUPP Underweight 21 Positions Relative to BCHP
Symbol Grade Weight
MSFT D -13.49%
AMZN B -11.66%
GOOG B -11.03%
MA B -7.07%
PGR B -4.88%
V A -4.79%
DHR D -4.47%
INTU B -3.69%
ADBE D -3.24%
NFLX A -3.18%
HLT A -3.0%
CSGP F -2.67%
ROP C -2.57%
ORLY B -2.39%
ZTS D -2.35%
TMO F -2.27%
SCHW A -2.13%
CPRT B -2.07%
CDNS B -1.91%
AMT D -1.0%
APH B -0.0%
Compare ETFs