BCHP vs. SXQG ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to 6 Meridian Quality Growth ETF (SXQG)
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

$34.36

Average Daily Volume

5,840

Number of Holdings *

22

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

6 Meridian Quality Growth ETF

SXQG Description The investment seeks capital appreciation. The fund is an actively managed exchange-traded fund (ETF) that seeks to achieve its investment objective primarily by investing in equity securities. It invests mainly in common stocks and may invest in the securities of companies of any capitalization. Currently, the Sub-Adviser expects to invest a significant portion of the fund's assets in the securities of companies in the health care and information technology sectors, although this may change from time to time. It is non-diversified.

Grade (RS Rating)

Last Trade

$32.72

Average Daily Volume

2,527

Number of Holdings *

78

* may have additional holdings in another (foreign) market
Performance
Period BCHP SXQG
30 Days 4.78% 5.79%
60 Days 4.14% 7.19%
90 Days 7.11% 8.06%
12 Months 25.33% 29.24%
6 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in SXQG Overlap
ADBE C 3.24% 3.51% 3.24%
CPRT A 2.07% 1.85% 1.85%
MA B 7.07% 4.29% 4.29%
MSFT D 13.49% 4.47% 4.47%
PGR A 4.88% 3.71% 3.71%
V A 4.79% 4.35% 4.35%
BCHP Overweight 16 Positions Relative to SXQG
Symbol Grade Weight
AMZN C 11.66%
GOOG C 11.03%
TDG D 4.9%
DHR D 4.47%
INTU C 3.69%
NFLX B 3.18%
HLT A 3.0%
CSGP C 2.67%
ROP B 2.57%
ORLY B 2.39%
ZTS D 2.35%
TMO F 2.27%
SCHW A 2.13%
CDNS B 1.91%
AMT D 1.0%
APH B 0.0%
BCHP Underweight 72 Positions Relative to SXQG
Symbol Grade Weight
NVDA C -5.85%
GOOGL C -5.17%
META D -4.89%
AAPL B -4.56%
ISRG C -3.93%
PG A -3.82%
TJX A -3.68%
ANET C -3.36%
ITW A -2.79%
CTAS B -2.62%
APO A -2.5%
REGN F -2.4%
ADSK B -2.35%
FTNT C -2.2%
GWW A -1.87%
LNG B -1.75%
PAYX B -1.66%
FAST B -1.66%
ODFL B -1.51%
DDOG A -1.49%
SYY C -1.37%
IDXX F -1.21%
VEEV B -1.12%
TPL B -0.99%
DECK A -0.96%
PINS F -0.73%
DOCU A -0.64%
EXPD C -0.63%
MANH C -0.6%
DT C -0.55%
ROL B -0.54%
INCY C -0.45%
NBIX C -0.44%
MLI C -0.36%
EXEL A -0.34%
AAON B -0.33%
MEDP F -0.31%
CHE D -0.31%
HRB D -0.31%
CWAN B -0.3%
APPF B -0.29%
CVLT B -0.27%
SPSC C -0.24%
BMI B -0.23%
KNTK B -0.22%
HALO F -0.22%
CROX F -0.22%
MGY B -0.21%
CSWI A -0.21%
QLYS C -0.2%
LNTH D -0.2%
ALKS B -0.17%
INSP D -0.17%
LOPE B -0.17%
FELE B -0.16%
LRN B -0.16%
WDFC B -0.14%
CALM B -0.14%
LANC C -0.13%
AGYS B -0.12%
CRVL B -0.12%
YETI C -0.12%
SHOO D -0.11%
EPAC B -0.1%
LBRT F -0.1%
YELP C -0.09%
CPRX C -0.09%
PTGX C -0.08%
CNMD C -0.08%
GPOR B -0.07%
NSSC D -0.05%
PGNY F -0.04%
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