XES vs. BCHP ETF Comparison

Comparison of SPDR S&P Oil & Gas Equipment & Services ETF (XES) to Principal Focused Blue Chip ETF (BCHP)
XES

SPDR S&P Oil & Gas Equipment & Services ETF

XES Description

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the oil and gas equipment and services segment of a U.S. total market composite index. In seeking to track the performance of the S&P Oil & Gas Equipment & Services Select Industry Index, the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the oil and gas equipment and services industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$85.79

Average Daily Volume

48,238

Number of Holdings *

27

* 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 XES BCHP
30 Days 9.00% 2.39%
60 Days 1.96% 2.42%
90 Days -1.69% 5.95%
12 Months 3.83% 23.68%
0 Overlapping Holdings
Symbol Grade Weight in XES Weight in BCHP Overlap
XES Overweight 27 Positions Relative to BCHP
Symbol Grade Weight
BKR A 5.69%
FTI A 5.17%
WHD B 5.13%
HP C 5.02%
SLB C 4.95%
HAL C 4.93%
CHX C 4.88%
AROC A 4.83%
PTEN C 4.73%
RIG D 4.66%
NOV C 4.64%
VAL F 4.2%
WFRD D 4.12%
LBRT D 4.04%
OII B 3.57%
TDW F 3.36%
HLX B 2.9%
AESI B 2.62%
XPRO D 2.33%
WTTR A 2.1%
NBR C 1.89%
CLB B 1.72%
PUMP C 1.62%
RES D 1.29%
NR B 0.79%
TTI B 0.77%
VTOL B 0.68%
XES Underweight 22 Positions Relative to BCHP
Symbol Grade Weight
MSFT D -13.49%
AMZN C -11.66%
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%
ADBE C -3.24%
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%
CDNS B -1.91%
AMT C -1.0%
APH A -0.0%
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