CSD vs. BCHP ETF Comparison
Comparison of Guggenheim Spin-Off ETF (CSD) to Principal Focused Blue Chip ETF (BCHP)
CSD
Guggenheim Spin-Off ETF
CSD Description
The investment seeks investment results that correspond generally to the performance, before the fund's fees and expenses, of an equity index called the Beacon Spin-off Index. The fund invests at least 90% of its assets in common stock, ADRs and MLPs that comprise the index and depositary receipts representing common stocks included in the index. It generally will invest in all of the securities comprising the index in proportion to their weightings in the index. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$86.65
Average Daily Volume
2,219
24
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
$33.97
Average Daily Volume
5,845
22
Performance
Period | CSD | BCHP |
---|---|---|
30 Days | 6.29% | 2.39% |
60 Days | 8.22% | 2.42% |
90 Days | 14.87% | 5.95% |
12 Months | 47.42% | 23.68% |
0 Overlapping Holdings
Symbol | Grade | Weight in CSD | Weight in BCHP | Overlap |
---|
CSD Overweight 24 Positions Relative to BCHP
Symbol | Grade | Weight | |
---|---|---|---|
GEV | B | 8.93% | |
VLTO | C | 6.56% | |
GEHC | D | 6.5% | |
CEG | C | 6.17% | |
SOLV | D | 5.46% | |
DTM | A | 5.19% | |
ESAB | C | 5.17% | |
KD | B | 5.03% | |
CR | A | 5.0% | |
GXO | B | 4.99% | |
VNT | C | 4.92% | |
KNF | B | 4.36% | |
UHAL | D | 3.86% | |
OGN | F | 3.16% | |
RXO | D | 3.09% | |
VSCO | C | 2.37% | |
PHIN | A | 1.88% | |
NATL | B | 1.82% | |
FTRE | D | 1.48% | |
CNXC | F | 1.47% | |
VSTS | C | 1.37% | |
VMEO | B | 0.82% | |
EMBC | C | 0.69% | |
CCSI | C | 0.37% |
CSD Underweight 22 Positions Relative to BCHP
Symbol | Grade | Weight | |
---|---|---|---|
MSFT | D | -13.49% | |
AMZN | C | -11.66% | |
GOOG | C | -11.03% | |
MA | B | -7.07% | |
TDG | D | -4.9% | |
PGR | A | -4.88% | |
V | A | -4.79% | |
DHR | F | -4.47% | |
INTU | B | -3.69% | |
ADBE | C | -3.24% | |
NFLX | A | -3.18% | |
HLT | A | -3.0% | |
CSGP | D | -2.67% | |
ROP | B | -2.57% | |
ORLY | B | -2.39% | |
ZTS | D | -2.35% | |
TMO | F | -2.27% | |
SCHW | B | -2.13% | |
CPRT | B | -2.07% | |
CDNS | B | -1.91% | |
AMT | C | -1.0% | |
APH | A | -0.0% |
CSD: Top Represented Industries & Keywords
BCHP: Top Represented Industries & Keywords