BCHP vs. WBIL ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to WBI Large Cap Tactical Select Shares (WBIL)
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

$32.43

Average Daily Volume

6,127

Number of Holdings *

9

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

WBI Large Cap Tactical Select Shares

WBIL Description The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the equity securities of large capitalization domestic and foreign companies which WBI Investments, Inc., the sub-advisor to the fund and an affiliate of Millington Securities Inc., the advisor, believes display an attractive financial condition and prospects for ongoing financial stability, and up to 20% of its net assets in other tactical investment opportunities.

Grade (RS Rating)

Last Trade

$33.62

Average Daily Volume

1,579

Number of Holdings *

32

* may have additional holdings in another (foreign) market
Performance
Period BCHP WBIL
30 Days 3.85% 0.54%
60 Days 3.27% -0.20%
90 Days 4.67% -1.36%
12 Months 15.47%
2 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in WBIL Overlap
INTU C 3.97% 1.82% 1.82%
PGR B 4.23% 4.64% 4.23%
BCHP Overweight 7 Positions Relative to WBIL
Symbol Grade Weight
MSFT A 14.29%
GOOG A 12.95%
AMZN A 12.26%
MA D 6.37%
TDG D 4.55%
DHR D 4.29%
V D 4.02%
BCHP Underweight 30 Positions Relative to WBIL
Symbol Grade Weight
USHY A -5.06%
SPOT C -4.97%
GOOGL A -4.94%
HWM C -4.43%
ADP D -4.36%
ETN C -4.23%
BSX B -4.22%
APO B -4.19%
AAPL A -4.12%
NFLX C -4.03%
AMAT A -3.96%
UHS C -3.95%
CI D -3.94%
MCO A -3.88%
AEP C -3.88%
CDW D -3.87%
KBH D -3.82%
PANW C -2.2%
VRSK A -2.15%
QCOM B -2.06%
LRCX A -1.98%
DECK D -1.89%
TW D -1.84%
BR B -1.72%
BX B -1.7%
FAST D -1.48%
MPC F -1.44%
VOYA D -1.03%
PRI C -0.76%
PCAR D -0.73%
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