BCHP vs. NWLG ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to Nuveen Winslow Large-Cap Growth ESG ETF (NWLG)
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

$33.19

Average Daily Volume

21,992

Number of Holdings *

9

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

Nuveen Winslow Large-Cap Growth ESG ETF

NWLG Description The investment seeks to provide long-term capital appreciation. The fund invests primarily in exchange-traded equity securities of large-cap U.S. companies that exhibit ESG characteristics. It invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in exchange-traded equity securities of companies with large capitalizations at the time of purchase. The fund may invest up to 20% of its net assets in non-U.S. equity securities listed on a foreign exchange that trade on such exchange contemporaneously with the shares of the fund.

Grade (RS Rating)

Last Trade

$32.01

Average Daily Volume

1,634

Number of Holdings *

41

* may have additional holdings in another (foreign) market
Performance
Period BCHP NWLG
30 Days 3.51% 1.13%
60 Days 6.04% 6.00%
90 Days 3.26% 0.60%
12 Months 34.06% 45.55%
5 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in NWLG Overlap
AMZN C 11.36% 8.59% 8.59%
GOOG D 11.56% 2.69% 2.69%
INTU C 3.64% 2.08% 2.08%
MA B 6.94% 2.85% 2.85%
MSFT C 13.2% 13.47% 13.2%
BCHP Overweight 4 Positions Relative to NWLG
Symbol Grade Weight
TDG A 5.05%
PGR B 4.85%
DHR C 4.4%
V B 4.34%
BCHP Underweight 36 Positions Relative to NWLG
Symbol Grade Weight
NVDA D -8.24%
AAPL C -6.25%
AVGO C -3.7%
GOOGL D -3.14%
TT B -2.94%
ISRG B -2.38%
SPOT B -2.34%
WDAY D -2.32%
LLY C -2.28%
MELI B -2.22%
KKR B -2.19%
GE B -2.03%
NFLX B -1.86%
NOW B -1.79%
FICO B -1.71%
ORCL C -1.65%
AMD D -1.61%
ASML F -1.55%
UBER C -1.53%
BKNG B -1.52%
LRCX F -1.39%
CMG C -1.34%
SYK B -1.22%
ORLY C -1.21%
ANET B -1.12%
APH D -1.11%
SHOP C -1.09%
ECL A -1.06%
BSX B -1.01%
HLT B -1.01%
SNPS D -0.97%
WCN D -0.94%
ALNY C -0.93%
TXN C -0.91%
VMC D -0.89%
ADBE F -0.86%
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