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
17
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
22
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 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% |
SUPP: Top Represented Industries & Keywords
BCHP: Top Represented Industries & Keywords