BCHP vs. IYG ETF Comparison
Comparison of Principal Focused Blue Chip ETF (BCHP) to iShares U.S. Financial Services ETF (IYG)
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
$34.14
Average Daily Volume
5,829
Number of Holdings
*
22
* may have additional holdings in another (foreign) market
IYG
iShares U.S. Financial Services ETF
IYG Description
The investment seeks to track the investment results of an index composed of U.S. equities in the financial services 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 Dow Jones U.S. Financial Services Index (the "underlying index"), which measures the performance of the financial services sector of the U.S. equity market. It is a subset of the Dow Jones U.S. Financials Index. The fund is non-diversified.Grade (RS Rating)
Last Trade
$81.46
Average Daily Volume
47,515
Number of Holdings
*
102
* may have additional holdings in another (foreign) market
Performance
| Period | BCHP | IYG |
|---|---|---|
| 30 Days | 4.02% | 9.66% |
| 60 Days | 2.86% | 14.50% |
| 90 Days | 6.47% | 16.89% |
| 12 Months | 24.29% | 51.21% |
BCHP Overweight 19 Positions Relative to IYG
BCHP Underweight 99 Positions Relative to IYG
| Symbol | Grade | Weight | |
|---|---|---|---|
| BRK.A | B | -13.92% | |
| JPM | A | -11.28% | |
| BAC | A | -5.1% | |
| WFC | A | -4.09% | |
| GS | A | -3.03% | |
| MS | A | -2.7% | |
| AXP | A | -2.6% | |
| SPGI | C | -2.6% | |
| BLK | C | -2.36% | |
| C | A | -2.12% | |
| BX | A | -2.11% | |
| KKR | A | -1.63% | |
| ICE | C | -1.44% | |
| PNC | B | -1.34% | |
| CME | A | -1.31% | |
| USB | A | -1.26% | |
| MCO | B | -1.2% | |
| APO | B | -1.19% | |
| COF | B | -1.14% | |
| TFC | A | -1.01% | |
| COIN | C | -1.0% | |
| BK | A | -0.93% | |
| AMP | A | -0.89% | |
| MSCI | C | -0.75% | |
| DFS | B | -0.72% | |
| MTB | A | -0.58% | |
| NDAQ | A | -0.53% | |
| FITB | A | -0.52% | |
| ARES | A | -0.5% | |
| RJF | A | -0.48% | |
| STT | A | -0.46% | |
| TROW | B | -0.43% | |
| FCNCA | A | -0.43% | |
| HBAN | A | -0.42% | |
| SYF | B | -0.42% | |
| RF | A | -0.39% | |
| LPLA | A | -0.38% | |
| HOOD | B | -0.37% | |
| NTRS | A | -0.35% | |
| CBOE | B | -0.34% | |
| CFG | B | -0.34% | |
| IBKR | A | -0.32% | |
| FDS | B | -0.3% | |
| KEY | B | -0.29% | |
| EWBC | A | -0.24% | |
| EQH | B | -0.24% | |
| TW | A | -0.24% | |
| SOFI | A | -0.23% | |
| JEF | A | -0.2% | |
| OWL | A | -0.19% | |
| SF | B | -0.19% | |
| FHN | A | -0.18% | |
| WBS | A | -0.17% | |
| CG | A | -0.17% | |
| EVR | B | -0.17% | |
| HLI | B | -0.16% | |
| WAL | B | -0.16% | |
| MKTX | D | -0.16% | |
| ALLY | C | -0.16% | |
| CMA | A | -0.15% | |
| MORN | B | -0.15% | |
| PNFP | B | -0.15% | |
| CBSH | A | -0.14% | |
| WTFC | A | -0.14% | |
| ZION | B | -0.14% | |
| CFR | B | -0.14% | |
| HLNE | B | -0.13% | |
| SEIC | B | -0.13% | |
| PB | A | -0.13% | |
| IVZ | B | -0.13% | |
| VOYA | B | -0.13% | |
| SSB | B | -0.13% | |
| SNV | B | -0.13% | |
| BPOP | B | -0.12% | |
| LAZ | B | -0.11% | |
| MTG | C | -0.11% | |
| BEN | C | -0.11% | |
| OMF | A | -0.11% | |
| JHG | A | -0.1% | |
| ESNT | D | -0.1% | |
| FNB | A | -0.1% | |
| GBCI | B | -0.1% | |
| FFIN | B | -0.09% | |
| RDN | C | -0.09% | |
| UMBF | B | -0.09% | |
| SLM | A | -0.09% | |
| TPG | A | -0.09% | |
| UBSI | B | -0.09% | |
| HOMB | A | -0.09% | |
| AMG | B | -0.09% | |
| VLY | B | -0.08% | |
| OZK | B | -0.08% | |
| FCFS | F | -0.07% | |
| CACC | D | -0.05% | |
| VIRT | B | -0.05% | |
| BOKF | B | -0.04% | |
| RKT | F | -0.03% | |
| UWMC | D | -0.01% | |
| TFSL | A | -0.01% |
BCHP: Top Represented Industries & Keywords
Industries:
Software - Application
Credit Services
Diagnostics & Research
Specialty Retail
Aerospace & Defense
Auto & Truck Dealerships
Capital Markets
Diversified Industrials
Drug Manufacturers - Specialty & Generic
Electronic Components
Insurance - Property & Casualty
Internet Content & Information
Lodging
Media - Diversified
Real Estate Services
Software - Infrastructure
Telecom Services
Keywords:
S&P 500
Nasdaq 100
Work From Home
Dow Jones Component
Hyperscale
Payment Systems
Software
Analytical Instruments
Batteries
Computing
Credit Card
Debit Card
E-Commerce
Electronics
Fleet Operators
Information And Communications Technology
Insurance
Mobile Devices
Online Market
Online Services
IYG: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
Asset Management
Capital Markets
Credit Services
Banks - Global
Financial Data & Stock Exchanges
Insurance - Diversified
Insurance - Specialty
Specialty Finance
Business Services
Mortgage Finance
Shell Companies
Software - Application
Software - Infrastructure
Keywords:
S&P 500
Bank
Banking
Commercial Banking
Investment Bank
Deposit Products
Financial Products
Cash Management
Investment Banking
Commercial Bank
Investment Management
Real Estate Loans
Cash Management Services
Trust Services
Insurance
Advisory Services
Asset Management
Hedge Funds
Individual Retirement Account
Investment Product
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