AWEG vs. BCHP ETF Comparison
Comparison of Alger Weatherbie Enduring Growth ETF (AWEG) to Principal Focused Blue Chip ETF (BCHP)
AWEG
Alger Weatherbie Enduring Growth ETF
AWEG Description
The fund invests primarily in equity securities of mid-cap growth companies with an environmental, social and governance ("ESG") rating of medium or better, as rated by Sustainalytics, a third-party ESG rating agency, at the time of purchase. Under normal circumstances, 80% of companies in the fund"s portfolio, based on net assets, will have a Sustainalytics ESG rating. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$23.60
Average Daily Volume
50
Number of Holdings
*
9
* 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
$32.78
Average Daily Volume
5,868
Number of Holdings
*
9
* may have additional holdings in another (foreign) market
Performance
Period | AWEG | BCHP |
---|---|---|
30 Days | -0.29% | 4.45% |
60 Days | 1.22% | 4.68% |
90 Days | 2.16% | 5.16% |
12 Months | 15.89% |
1 Overlapping Holdings
Symbol | Grade | Weight in AWEG | Weight in BCHP | Overlap | |
---|---|---|---|---|---|
TDG | D | 11.24% | 5.17% | 5.17% |
AWEG: Top Represented Industries & Keywords
Industries:
Software - Application
Waste Management
Aerospace & Defense
Asset Management
Electronic Components
Medical Instruments & Supplies
Keywords:
Cardboard
Landfill
Municipal Solid Waste
Recycling
Solid Waste Collection
Solid Waste Services
Supply Chain
Sustainability And Environmental Management
Transfer Station
Waste
Waste Collection
Waste Management
Waste Services
Actuator
Aerospace Components
Algorithms
Aluminum Metal
Analytics Applications
Application Developers
Audio Systems
BCHP: Top Represented Industries & Keywords