BCHP vs. TDV ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to ProShares S&P Global Technology Dividend Aristocrats ETF (TDV)
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

$32.80

Average Daily Volume

22,102

Number of Holdings *

9

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

ProShares S&P Global Technology Dividend Aristocrats ETF

TDV Description The investment seeks investment results, before fees and expenses, that track the performance of the S&P Technology Dividend Aristocrats Index (the index). The index, constructed and maintained by S&P Dow Jones Indices LLC, targets companies from the U.S. technology sector and select U.S. technology-related companies from the communication services and consumer discretionary sectors. Under normal circumstances, the fund will invest at least 80% of its total assets in component securities. It is non-diversified.

Grade (RS Rating)

Last Trade

$76.28

Average Daily Volume

10,630

Number of Holdings *

35

* may have additional holdings in another (foreign) market
Performance
Period BCHP TDV
30 Days 1.18% 0.00%
60 Days 5.24% 1.96%
90 Days 0.74% 1.64%
12 Months 35.99% 25.78%
4 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in TDV Overlap
INTU F 3.64% 2.79% 2.79%
MA A 6.94% 3.1% 3.1%
MSFT D 13.2% 2.75% 2.75%
V C 4.34% 2.87% 2.87%
BCHP Overweight 5 Positions Relative to TDV
Symbol Grade Weight
GOOG B 11.56%
AMZN C 11.36%
TDG A 5.05%
PGR C 4.85%
DHR C 4.4%
BCHP Underweight 31 Positions Relative to TDV
Symbol Grade Weight
IBM B -3.43%
ORCL B -3.39%
MSI A -3.2%
CSCO A -3.19%
AVGO C -3.12%
SSNC C -3.11%
CSGS C -3.08%
ACN B -3.03%
BMI A -3.02%
CASS D -2.96%
BR B -2.92%
JKHY A -2.91%
GLW B -2.89%
AAPL C -2.87%
TXN C -2.87%
AVT C -2.86%
LFUS C -2.83%
KLAC B -2.81%
APH D -2.8%
CDW D -2.78%
TEL D -2.76%
ADI C -2.74%
HPQ C -2.74%
ROP C -2.71%
DLB D -2.67%
QCOM D -2.5%
LRCX D -2.45%
MCHP F -2.44%
SWKS F -2.39%
POWI F -2.39%
CGNX F -2.26%
Compare ETFs