WTAI vs. BCHP ETF Comparison

Comparison of WisdomTree Artificial Intelligence and Innovation Fund (WTAI) to Principal Focused Blue Chip ETF (BCHP)
WTAI

WisdomTree Artificial Intelligence and Innovation Fund

WTAI Description

WisdomTree Artificial Intelligence and Innovation Fund is an exchange traded fund launched by WisdomTree Investments, Inc. The fund is co-managed by Mellon Investments Corporation and WisdomTree Asset Management, Inc. It invests in public equity markets across the globe. The fund invests in stocks of companies operating across information technology, semiconductors and semiconductor equipment, software and services, software, system software, software research, artificial intelligence software and technology hardware and equipment sectors. It invests in growth and value stocks of diversified market cap companies. It seeks to track the performance of the WisdomTree Artificial Intelligence & Innovation Index, by using representative sampling technique. WisdomTree Artificial Intelligence and Innovation Fund is domiciled in the United States.

Grade (RS Rating)

Last Trade

$21.97

Average Daily Volume

51,600

Number of Holdings *

61

* 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

$34.05

Average Daily Volume

5,845

Number of Holdings *

22

* may have additional holdings in another (foreign) market
Performance
Period WTAI BCHP
30 Days 6.06% 2.39%
60 Days 10.82% 2.42%
90 Days 8.93% 5.95%
12 Months 18.13% 23.68%
4 Overlapping Holdings
Symbol Grade Weight in WTAI Weight in BCHP Overlap
ADBE C 0.71% 3.24% 0.71%
AMZN C 2.07% 11.66% 2.07%
CDNS B 1.97% 1.91% 1.91%
MSFT D 1.88% 13.49% 1.88%
WTAI Overweight 57 Positions Relative to BCHP
Symbol Grade Weight
NVDA B 3.46%
TSLA B 2.64%
PLTR B 2.63%
META D 2.56%
AVGO D 2.43%
MRVL B 2.43%
TSM B 2.4%
ARM F 2.38%
AAPL C 2.23%
GOOGL C 2.22%
SNPS B 1.85%
IOT A 1.83%
QCOM F 1.78%
RBLX C 1.74%
ZS B 1.67%
AMD F 1.66%
ISRG A 1.64%
DOCN C 1.6%
NOW A 1.59%
MU D 1.54%
CRWD B 1.5%
NET B 1.45%
S B 1.42%
TEAM A 1.38%
AVAV C 1.37%
ASML F 1.34%
DDOG A 1.3%
NICE D 1.23%
AMBA B 1.22%
TER F 1.19%
ALTR B 1.18%
HPE B 1.17%
ESTC C 1.16%
DT D 1.15%
HPQ B 1.14%
GTLB B 1.13%
OKTA C 1.1%
FROG C 1.06%
PTC B 1.02%
ADI D 0.94%
LMT D 0.94%
DELL B 0.93%
DE B 0.81%
SNOW B 0.8%
RXRX F 0.78%
NXPI D 0.78%
MDB B 0.78%
PATH C 0.76%
GFS C 0.75%
SYNA C 0.74%
PRO C 0.68%
MCHP F 0.66%
LSCC D 0.66%
SLP D 0.65%
U C 0.65%
SDGR C 0.61%
INTC C 0.53%
WTAI Underweight 18 Positions Relative to BCHP
Symbol Grade Weight
GOOG C -11.03%
MA B -7.07%
TDG D -4.9%
PGR A -4.88%
V A -4.79%
DHR F -4.47%
INTU B -3.69%
NFLX A -3.18%
HLT A -3.0%
CSGP D -2.67%
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%
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