BCHP vs. MOTE ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to VanEck Morningstar ESG Moat ETF (MOTE)
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

$34.10

Average Daily Volume

5,845

Number of Holdings *

22

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

VanEck Morningstar ESG Moat ETF

MOTE Description VanEck Morningstar ESG Moat ETF is an exchange traded fund launched and managed by Van Eck Associates Corporation. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. The fund seeks to track the performance of the Morningstar US Sustainability Moat Focus Index. The fund was formed on October 5, 2021 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$29.49

Average Daily Volume

388

Number of Holdings *

62

* may have additional holdings in another (foreign) market
Performance
Period BCHP MOTE
30 Days 2.39% -0.30%
60 Days 2.42% 1.66%
90 Days 5.95% 4.15%
12 Months 23.68% 23.45%
6 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in MOTE Overlap
ADBE C 3.24% 1.27% 1.27%
CSGP D 2.67% 1.07% 1.07%
MA B 7.07% 1.3% 1.3%
MSFT D 13.49% 1.1% 1.1%
ROP B 2.57% 1.02% 1.02%
TMO F 2.27% 2.1% 2.1%
BCHP Overweight 16 Positions Relative to MOTE
Symbol Grade Weight
AMZN C 11.66%
GOOG C 11.03%
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%
ORLY B 2.39%
ZTS D 2.35%
SCHW B 2.13%
CPRT B 2.07%
CDNS B 1.91%
AMT C 1.0%
APH A 0.0%
BCHP Underweight 56 Positions Relative to MOTE
Symbol Grade Weight
TRU D -3.01%
TYL B -2.97%
EMR B -2.86%
ADSK A -2.8%
NTRS A -2.74%
ALLE C -2.69%
ICE C -2.65%
VEEV C -2.55%
MAS D -2.55%
DIS B -2.44%
GOOGL C -2.42%
CMCSA B -2.39%
CME B -2.36%
EFX F -2.31%
YUM D -2.21%
PEP F -2.17%
STZ D -2.1%
AXP A -1.87%
FTNT C -1.81%
BK A -1.68%
NOW A -1.59%
CRM B -1.56%
BLK B -1.51%
LNG A -1.47%
STT B -1.44%
WDAY B -1.43%
USB A -1.42%
WAT C -1.38%
PANW B -1.37%
LOW C -1.33%
ECL D -1.27%
CSCO B -1.25%
APD A -1.24%
CSX C -1.2%
OTIS C -1.19%
JKHY D -1.19%
AMAT F -1.18%
CLX A -1.18%
SYY D -1.17%
ADI D -1.17%
GILD C -1.17%
KLAC F -1.13%
TROW B -1.12%
TER F -1.12%
AMGN F -1.09%
MDT D -1.09%
HOG D -1.08%
A D -1.08%
SBUX A -1.05%
ROK C -1.03%
ZBH C -1.02%
IFF D -1.02%
MKTX D -1.01%
MDLZ F -0.97%
VRSN C -0.84%
NKE F -0.67%
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