IYF vs. BCHP ETF Comparison

Comparison of iShares U.S. Financial ETF (IYF) to Principal Focused Blue Chip ETF (BCHP)

IYF

iShares U.S. Financial ETF

IYF Description

The investment seeks to track the investment results of an index composed of U.S. equities in the financial sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Financials Index (the "underlying index"), which measures the performance of the financial sector of the U.S. equity market. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$115.32

Average Daily Volume

281,577

Number of Holdings ^*

135

* 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

$33.86

Average Daily Volume

5,743

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	IYF	BCHP
30 Days	5.66%	2.03%
60 Days	12.57%	3.39%
90 Days	15.02%	6.49%
12 Months	49.47%	25.56%

2 Overlapping Holdings

	Symbol	Grade	Weight in IYF	Weight in BCHP	Overlap
	PGR	B	2.55%	4.88%	2.55%
	SCHW	A	1.87%	2.13%	1.87%

IYF Overweight 133 Positions Relative to BCHP

Symbol	Grade	Weight
BRK.A	A	11.71%
JPM	A	9.68%
BAC	A	4.6%
WFC	A	4.19%
GS	A	3.14%
SPGI	C	2.66%
BLK	A	2.62%
MS	A	2.55%
C	A	2.23%
BX	A	2.13%
CB	C	1.93%
MMC	C	1.89%
KKR	A	1.74%
ICE	D	1.52%
APO	A	1.43%
PNC	A	1.38%
CME	A	1.37%
USB	B	1.33%
AON	A	1.28%
MCO	C	1.26%
AJG	A	1.08%
TFC	A	1.06%
AFL	C	1.03%
TRV	A	0.99%
BK	A	0.98%
AMP	A	0.94%
COIN	A	0.87%
ALL	A	0.86%
AIG	B	0.85%
MET	A	0.82%
PRU	A	0.77%
DFS	A	0.76%
MSCI	A	0.76%
ACGL	C	0.62%
MTB	A	0.59%
HIG	C	0.58%
NDAQ	A	0.55%
WTW	B	0.55%
FITB	A	0.54%
ARES	B	0.53%
RJF	A	0.51%
STT	A	0.49%
BRO	B	0.45%
FCNCA	A	0.45%
TROW	A	0.45%
BR	A	0.44%
HBAN	A	0.43%
RF	A	0.4%
CINF	A	0.39%
LPLA	A	0.39%
CFG	A	0.36%
NTRS	A	0.36%
CBOE	D	0.36%
MKL	A	0.36%
HOOD	A	0.34%
PFG	C	0.34%
FDS	A	0.31%
WRB	A	0.3%
KEY	A	0.3%
IBKR	A	0.3%
EG	D	0.27%
L	A	0.26%
FNF	C	0.26%
TW	B	0.26%
EWBC	A	0.25%
RGA	A	0.25%
RNR	D	0.23%
JEF	A	0.22%
EQH	B	0.22%
UNM	A	0.21%
SOFI	A	0.21%
SF	A	0.2%
OWL	A	0.2%
CG	B	0.2%
AIZ	A	0.19%
FHN	A	0.19%
EVR	A	0.19%
PRI	A	0.18%
ALLY	C	0.18%
WAL	A	0.17%
AFG	A	0.17%
GL	B	0.17%
NLY	C	0.17%
KNSL	C	0.17%
MKTX	C	0.17%
WBS	A	0.17%
PNFP	A	0.16%
MORN	B	0.16%
ORI	A	0.16%
HLI	A	0.16%
WTFC	A	0.15%
CMA	A	0.15%
CBSH	A	0.14%
CFR	A	0.14%
VOYA	A	0.14%
ZION	A	0.14%
SNV	A	0.14%
RYAN	A	0.13%
SEIC	A	0.13%
RLI	A	0.12%
IVZ	B	0.12%
AGNC	C	0.12%
PB	A	0.12%
BPOP	C	0.12%
MTG	C	0.11%
BEN	C	0.11%
FAF	C	0.11%
COLB	A	0.11%
OMF	A	0.11%
LAZ	B	0.11%
AXS	A	0.11%
RITM	C	0.1%
TPG	B	0.1%
AMG	A	0.1%
FNB	A	0.1%
JHG	A	0.1%
STWD	D	0.1%
WTM	A	0.09%
OZK	A	0.09%
SLM	A	0.09%
THG	A	0.09%
LNC	A	0.08%
AGO	A	0.08%
KMPR	A	0.07%
FHB	A	0.06%
BHF	A	0.06%
BOKF	A	0.05%
VIRT	A	0.05%
CACC	D	0.05%
RKT	F	0.04%
CNA	C	0.02%
TFSL	A	0.01%
UWMC	F	0.01%

IYF Underweight 20 Positions Relative to BCHP

Symbol	Grade	Weight
MSFT	D	-13.49%
AMZN	B	-11.66%
GOOG	B	-11.03%
MA	A	-7.07%
TDG	D	-4.9%
V	A	-4.79%
DHR	D	-4.47%
INTU	A	-3.69%
ADBE	F	-3.24%
NFLX	A	-3.18%
HLT	A	-3.0%
CSGP	F	-2.67%
ROP	C	-2.57%
ORLY	A	-2.39%
ZTS	D	-2.35%
TMO	D	-2.27%
CPRT	A	-2.07%
CDNS	B	-1.91%
AMT	D	-1.0%
APH	B	-0.0%