FINX vs. BCHP ETF Comparison

Comparison of Global X FinTech Thematic ETF (FINX) to Principal Focused Blue Chip ETF (BCHP)
FINX

Global X FinTech Thematic ETF

FINX Description

The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutions

Grade (RS Rating)

Last Trade

$27.92

Average Daily Volume

63,870

Number of Holdings *

42

* may have additional holdings in another (foreign) market
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

22,174

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period FINX BCHP
30 Days 4.57% 2.74%
60 Days 16.09% 9.02%
90 Days 9.79% 0.09%
12 Months 42.43% 33.82%
1 Overlapping Holdings
Symbol Grade Weight in FINX Weight in BCHP Overlap
INTU F 5.39% 3.64% 3.64%
FINX Overweight 41 Positions Relative to BCHP
Symbol Grade Weight
PYPL A 7.57%
FI A 7.17%
FIS A 7.13%
SSNC C 5.01%
SQ D 4.89%
XRX D 4.29%
GWRE A 4.08%
JKHY A 3.6%
COIN F 3.59%
GPN F 3.43%
TOST B 3.37%
AFRM C 2.74%
SOFI C 2.05%
HQY B 1.89%
ACIW A 1.51%
BILL D 1.48%
FOUR A 1.38%
NCNO F 0.97%
ENV C 0.94%
MARA F 0.92%
UPST C 0.9%
STNE F 0.85%
PAYO A 0.76%
VIRT B 0.75%
VERX B 0.64%
SPNS B 0.55%
FLYW F 0.52%
PAGS F 0.47%
MLNK F 0.42%
RIOT F 0.4%
DLO D 0.36%
LC D 0.34%
LMND F 0.31%
CIFR C 0.25%
BLND C 0.23%
TREE C 0.2%
LPRO D 0.19%
CTLP B 0.16%
IIIV D 0.13%
PAY D 0.12%
MITK F 0.11%
FINX Underweight 8 Positions Relative to BCHP
Symbol Grade Weight
MSFT D -13.2%
GOOG B -11.56%
AMZN C -11.36%
MA A -6.94%
TDG A -5.05%
PGR B -4.85%
DHR D -4.4%
V B -4.34%
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