BCHP vs. XES ETF Comparison

Comparison of Principal Focused Blue Chip ETF (BCHP) to SPDR S&P Oil & Gas Equipment & Services ETF (XES)
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

$32.49

Average Daily Volume

6,125

Number of Holdings *

9

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

SPDR S&P Oil & Gas Equipment & Services ETF

XES Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the oil and gas equipment and services segment of a U.S. total market composite index. In seeking to track the performance of the S&P Oil & Gas Equipment & Services Select Industry Index, the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the oil and gas equipment and services industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$91.53

Average Daily Volume

67,426

Number of Holdings *

30

* may have additional holdings in another (foreign) market
Performance
Period BCHP XES
30 Days 3.52% 2.50%
60 Days 2.97% -0.32%
90 Days 5.77% -2.23%
12 Months 5.43%
0 Overlapping Holdings
Symbol Grade Weight in BCHP Weight in XES Overlap
BCHP Overweight 9 Positions Relative to XES
Symbol Grade Weight
MSFT C 14.29%
GOOG C 12.95%
AMZN C 12.26%
MA D 6.37%
TDG D 4.55%
DHR D 4.29%
PGR B 4.23%
V F 4.02%
INTU C 3.97%
BCHP Underweight 30 Positions Relative to XES
Symbol Grade Weight
BKR B -4.83%
WFRD B -4.81%
CHX D -4.79%
SLB D -4.77%
HP D -4.75%
NOV C -4.71%
FTI B -4.67%
PTEN F -4.51%
RIG F -4.5%
AROC A -4.48%
HAL F -4.46%
VAL B -4.42%
LBRT D -4.31%
TDW D -4.24%
WHD B -3.95%
OII C -3.0%
DO C -2.88%
HLX A -2.78%
XPRO C -2.46%
AESI D -2.43%
PUMP F -1.82%
SLCA D -1.81%
NBR D -1.74%
WTTR B -1.64%
RES F -1.32%
CLB C -1.0%
TTI F -0.88%
DRQ F -0.88%
NR D -0.66%
VTOL C -0.48%
Compare ETFs