BCHP vs. PCGG ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to Polen Capital Global Growth ETF (PCGG)
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
PCGG

Polen Capital Global Growth ETF

PCGG Description The fund is a non-diversified, actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing in a focused portfolio of approximately 25 to 40 common stocks of large capitalization companies that are located anywhere in the world, including companies in both developed and emerging markets, and, in the opinion of the sub-advisor to the fund, have a sustainable competitive advantage. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$11.89

Average Daily Volume

50,318

Number of Holdings *

21

* may have additional holdings in another (foreign) market
Performance
Period BCHP PCGG
30 Days 4.02% 4.21%
60 Days 2.86% 3.15%
90 Days 6.47% 4.76%
12 Months 24.29% 16.97%
8 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in PCGG Overlap
ADBE C 3.24% 4.24% 3.24%
AMZN C 11.66% 9.22% 9.22%
GOOG C 11.03% 7.72% 7.72%
MA C 7.07% 4.62% 4.62%
MSFT F 13.49% 5.96% 5.96%
TMO F 2.27% 2.85% 2.27%
V A 4.79% 4.19% 4.19%
ZTS D 2.35% 2.14% 2.14%
BCHP Overweight 14 Positions Relative to PCGG
Symbol Grade Weight
TDG D 4.9%
PGR A 4.88%
DHR F 4.47%
INTU C 3.69%
NFLX A 3.18%
HLT A 3.0%
CSGP D 2.67%
ROP B 2.57%
ORLY B 2.39%
SCHW B 2.13%
CPRT A 2.07%
CDNS B 1.91%
AMT D 1.0%
APH A 0.0%
BCHP Underweight 13 Positions Relative to PCGG
Symbol Grade Weight
ABT B -4.56%
WDAY B -4.12%
MSCI C -4.1%
AON A -4.03%
SHOP B -3.88%
ICLR D -3.35%
PAYC B -3.06%
ACN C -2.73%
GLOB B -2.42%
NOW A -2.27%
ABNB C -1.62%
ORCL B -1.53%
ADP B -1.47%
Compare ETFs