JGRW vs. BCHP ETF Comparison

Comparison of Trust for Professional Managers Jensen Quality Growth ETF (JGRW) to Principal Focused Blue Chip ETF (BCHP)
JGRW

Trust for Professional Managers Jensen Quality Growth ETF

JGRW Description

To achieve the fund"s investment objective of long-term capital appreciation, the fund invests in equity securities of approximately 25 to 30 companies Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies meeting the criteria for quality and growth as determined by the fund's investment adviser,. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$25.94

Average Daily Volume

9,178

Number of Holdings *

28

* 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

$32.97

Average Daily Volume

7,634

Number of Holdings *

22

* may have additional holdings in another (foreign) market
Performance
Period JGRW BCHP
30 Days -1.49% 0.51%
60 Days -1.49% 1.70%
90 Days 5.77%
12 Months 30.41%
6 Overlapping Holdings
Symbol Grade Weight in JGRW Weight in BCHP Overlap
APH B 1.77% 0.0% 0.0%
CPRT D 1.55% 2.07% 1.55%
INTU D 5.26% 3.69% 3.69%
MA B 4.3% 7.07% 4.3%
MSFT D 7.37% 13.49% 7.37%
ZTS D 3.6% 2.35% 2.35%
JGRW Overweight 22 Positions Relative to BCHP
Symbol Grade Weight
ACN C 7.35%
AAPL C 7.31%
MMC D 5.95%
SYK A 5.68%
GOOGL A 5.28%
ADP A 4.19%
PEP D 3.68%
UNH C 3.65%
TXN A 3.27%
BR C 3.04%
KLAC F 3.03%
EFX D 2.8%
WM A 2.74%
PG D 2.64%
JNJ D 2.59%
NKE F 2.34%
VRSK B 1.82%
HD B 1.67%
SHW D 1.65%
MCD C 1.59%
BALL F 1.37%
SBUX A 1.12%
JGRW Underweight 16 Positions Relative to BCHP
Symbol Grade Weight
AMZN A -11.66%
GOOG A -11.03%
TDG C -4.9%
PGR D -4.88%
V A -4.79%
DHR D -4.47%
ADBE F -3.24%
NFLX A -3.18%
HLT A -3.0%
CSGP F -2.67%
ROP D -2.57%
ORLY C -2.39%
TMO D -2.27%
SCHW B -2.13%
CDNS C -1.91%
AMT D -1.0%
Compare ETFs