BCHP vs. SHE ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to SPDR SSGA Gender Diversity Index ETF (SHE)
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
SHE

SPDR SSGA Gender Diversity Index ETF

SHE Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the SSGA Gender Diversity Index, which tracks U.S. companies that are leaders in advancing women through gender diversity on their boards of directors and in management. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. In addition, it may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$119.89

Average Daily Volume

3,450

Number of Holdings *

239

* may have additional holdings in another (foreign) market
Performance
Period BCHP SHE
30 Days 4.02% 2.93%
60 Days 2.86% 5.56%
90 Days 6.47% 7.44%
12 Months 24.29% 34.03%
9 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in SHE Overlap
CSGP D 2.67% 0.14% 0.14%
HLT A 3.0% 0.53% 0.53%
INTU C 3.69% 3.56% 3.56%
MSFT F 13.49% 4.17% 4.17%
NFLX A 3.18% 1.78% 1.78%
PGR A 4.88% 0.67% 0.67%
SCHW B 2.13% 0.47% 0.47%
V A 4.79% 1.62% 1.62%
ZTS D 2.35% 0.31% 0.31%
BCHP Overweight 13 Positions Relative to SHE
Symbol Grade Weight
AMZN C 11.66%
GOOG C 11.03%
MA C 7.07%
TDG D 4.9%
DHR F 4.47%
ADBE C 3.24%
ROP B 2.57%
ORLY B 2.39%
TMO F 2.27%
CPRT A 2.07%
CDNS B 1.91%
AMT D 1.0%
APH A 0.0%
BCHP Underweight 230 Positions Relative to SHE
Symbol Grade Weight
NVDA C -4.79%
META D -4.59%
ACN C -4.39%
AAPL C -4.14%
CSCO B -4.03%
JPM A -2.69%
LLY F -2.32%
INTC D -1.87%
UNH C -1.75%
PG A -1.5%
XOM B -1.46%
JNJ D -1.41%
BKNG A -1.33%
ADSK A -1.25%
TJX A -1.21%
BAC A -1.2%
COST B -1.13%
FTNT C -1.08%
KO D -0.99%
CVX A -0.98%
WFC A -0.97%
LOW D -0.96%
SBUX A -0.94%
CAT B -0.94%
MRK F -0.89%
LIN D -0.89%
VZ C -0.77%
ABT B -0.73%
AXP A -0.65%
MAR B -0.65%
T A -0.63%
CMG B -0.63%
GE D -0.58%
SPGI C -0.58%
HUBS A -0.58%
UBER D -0.57%
HON B -0.52%
TMUS B -0.52%
ETN A -0.51%
C A -0.51%
RTX C -0.5%
ANSS B -0.49%
GDDY A -0.47%
VRTX F -0.45%
CDW F -0.44%
TYL B -0.44%
MMC B -0.43%
NKE D -0.42%
GILD C -0.42%
ROST C -0.41%
MDT D -0.41%
ABNB C -0.36%
TT A -0.34%
LULU C -0.33%
MCO B -0.33%
CI F -0.32%
PNC B -0.32%
DE A -0.32%
NOC D -0.31%
MCK B -0.31%
RCL A -0.31%
FLUT A -0.31%
ITW B -0.29%
TWLO A -0.28%
DUK C -0.27%
TGT F -0.27%
TSCO D -0.26%
CL D -0.26%
BA F -0.26%
MMM D -0.25%
CVS D -0.25%
EQIX A -0.25%
EMR A -0.25%
TFC A -0.24%
COF B -0.24%
JCI C -0.24%
CMI A -0.24%
D C -0.23%
DHI D -0.22%
DLR B -0.22%
AKAM D -0.22%
SPG B -0.22%
FDX B -0.22%
EOG A -0.21%
WCN A -0.21%
BK A -0.21%
VST B -0.2%
ECL D -0.2%
NEM D -0.2%
CARR D -0.19%
PSA D -0.19%
AIG B -0.19%
PRU A -0.19%
CHTR C -0.18%
NSC B -0.18%
ALL A -0.18%
PEG A -0.17%
GWW B -0.17%
LNG B -0.17%
SQ B -0.17%
FIS C -0.17%
AEP D -0.16%
O D -0.16%
ULTA F -0.16%
HIG B -0.15%
KR B -0.15%
BURL A -0.15%
COR B -0.15%
PSX C -0.15%
IDXX F -0.14%
BKR B -0.14%
EBAY D -0.14%
DECK A -0.14%
MTB A -0.14%
WSM B -0.14%
VICI C -0.14%
OXY D -0.14%
ED D -0.13%
IRM D -0.13%
GIS D -0.13%
WTW B -0.13%
TTD B -0.13%
EIX B -0.13%
EXC C -0.13%
EXR D -0.12%
STZ D -0.12%
VLTO D -0.12%
ALNY D -0.12%
CNC D -0.12%
AWK D -0.12%
XEL A -0.12%
VTR C -0.12%
FITB A -0.12%
EA A -0.12%
AVB B -0.11%
WEC A -0.11%
WAB B -0.11%
WBD C -0.11%
APTV D -0.11%
ROK B -0.11%
ETR B -0.11%
XYL D -0.11%
FANG D -0.11%
DTE C -0.11%
DOW F -0.11%
CAH B -0.11%
BR A -0.1%
LDOS C -0.1%
HSY F -0.1%
FTV C -0.1%
DD D -0.1%
GPN B -0.1%
INVH D -0.09%
EQR B -0.09%
HUBB B -0.09%
SYF B -0.09%
BIIB F -0.09%
BBY D -0.09%
RF A -0.09%
TROW B -0.09%
TTWO A -0.09%
PPL B -0.09%
LVS C -0.09%
NTRS A -0.08%
AEE A -0.08%
PFG D -0.08%
CHD B -0.08%
ADM D -0.08%
SW A -0.08%
ILMN D -0.08%
DKS C -0.08%
LPLA A -0.08%
CLX B -0.08%
CNP B -0.08%
OMC C -0.07%
KMX B -0.07%
LYB F -0.07%
PNR A -0.07%
DG F -0.07%
J F -0.07%
SSNC B -0.07%
EQT B -0.07%
KEY B -0.07%
IFF D -0.07%
KIM A -0.07%
MAA B -0.07%
FDS B -0.07%
WY D -0.07%
LH C -0.07%
HST C -0.06%
UTHR C -0.06%
OC A -0.06%
EL F -0.06%
AMCR D -0.06%
TRU D -0.06%
PINS D -0.06%
CMS C -0.06%
MGM D -0.06%
SJM D -0.05%
FBIN D -0.05%
INCY C -0.05%
RPM A -0.05%
TXT D -0.05%
SWK D -0.05%
IPG D -0.05%
SNAP C -0.05%
ACM A -0.05%
TSN B -0.05%
DAL C -0.04%
ALB C -0.04%
BBWI D -0.04%
CRL C -0.04%
Z A -0.04%
RIVN F -0.04%
HRL D -0.04%
OVV B -0.04%
PARA C -0.04%
DAY B -0.04%
AMH D -0.04%
AIZ A -0.04%
NBIX C -0.04%
WYNN D -0.04%
CPB D -0.03%
WBA F -0.03%
CE F -0.03%
NWSA B -0.03%
TFX F -0.03%
LUV C -0.02%
APA D -0.02%
ACI C -0.02%
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