BCHP vs. IXP ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to iShares Global Telecom ETF (IXP)
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

$32.85

Average Daily Volume

22,111

Number of Holdings *

9

* may have additional holdings in another (foreign) market
IXP

iShares Global Telecom ETF

IXP Description The investment seeks to track the investment results of an index composed of global equities in the telecommunications sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P Global 1200 Telecommunications Sector IndexTM, which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), deems to be part of the telecommunications sector of the economy and that S&P believes are important to global markets. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$94.41

Average Daily Volume

13,017

Number of Holdings *

25

* may have additional holdings in another (foreign) market
Performance
Period BCHP IXP
30 Days 1.33% 5.61%
60 Days 5.39% 9.56%
90 Days 0.89% 5.22%
12 Months 34.04% 39.14%
1 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in IXP Overlap
GOOG C 11.56% 10.43% 10.43%
BCHP Overweight 8 Positions Relative to IXP
Symbol Grade Weight
MSFT C 13.2%
AMZN C 11.36%
MA A 6.94%
TDG A 5.05%
PGR C 4.85%
DHR B 4.4%
V C 4.34%
INTU F 3.64%
BCHP Underweight 24 Positions Relative to IXP
Symbol Grade Weight
META A -23.38%
GOOGL C -12.64%
NFLX C -4.39%
VZ A -4.32%
DIS D -4.1%
CMCSA B -3.73%
T A -3.72%
TMUS A -2.36%
EA D -0.81%
CHTR D -0.77%
TTWO F -0.58%
OMC A -0.48%
WBD D -0.44%
LYV A -0.39%
CHT C -0.36%
IPG C -0.28%
NWSA D -0.24%
MTCH C -0.23%
FOXA A -0.22%
PARA F -0.15%
FOX A -0.12%
NWS D -0.07%
HKD D -0.0%
NOK B -0.0%
Compare ETFs