NUMG vs. BCHP ETF Comparison
Comparison of NuShares ESG Mid-Cap Growth ETF (NUMG) to Principal Focused Blue Chip ETF (BCHP)
NUMG
NuShares ESG Mid-Cap Growth ETF
NUMG Description
Fund seeks to track the investments results, before fees and expenses, of the TIAA ESG USA Mid-Cap Growth Index.
Grade (RS Rating)
Last Trade
$50.06
Average Daily Volume
18,211
Number of Holdings
*
44
* 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
$34.14
Average Daily Volume
5,829
Number of Holdings
*
22
* may have additional holdings in another (foreign) market
Performance
Period | NUMG | BCHP |
---|---|---|
30 Days | 11.44% | 4.02% |
60 Days | 12.69% | 2.86% |
90 Days | 15.67% | 6.47% |
12 Months | 30.23% | 24.29% |
1 Overlapping Holdings
Symbol | Grade | Weight in NUMG | Weight in BCHP | Overlap | |
---|---|---|---|---|---|
CSGP | D | 2.55% | 2.67% | 2.55% |
NUMG Overweight 43 Positions Relative to BCHP
Symbol | Grade | Weight | |
---|---|---|---|
FICO | B | 4.17% | |
TTD | B | 4.0% | |
AXON | A | 3.83% | |
GWW | B | 3.79% | |
IT | C | 3.19% | |
HUBS | A | 3.16% | |
VMC | B | 3.03% | |
VEEV | C | 2.97% | |
LPLA | A | 2.68% | |
EME | C | 2.6% | |
DECK | A | 2.5% | |
WBD | C | 2.48% | |
GDDY | A | 2.48% | |
LYV | A | 2.45% | |
WST | C | 2.41% | |
DOCU | A | 2.33% | |
WAT | B | 2.29% | |
PTC | A | 2.27% | |
VLTO | D | 2.24% | |
IR | B | 2.23% | |
MTD | D | 2.2% | |
SBAC | D | 2.2% | |
HOOD | B | 2.19% | |
LII | A | 2.12% | |
DAY | B | 2.11% | |
ANSS | B | 2.06% | |
ZS | C | 2.05% | |
MANH | D | 2.01% | |
STX | D | 1.95% | |
BURL | A | 1.93% | |
WSM | B | 1.84% | |
EQH | B | 1.78% | |
HUBB | B | 1.69% | |
KEYS | A | 1.66% | |
BR | A | 1.64% | |
PSTG | D | 1.62% | |
INCY | C | 1.54% | |
DVA | B | 1.53% | |
POOL | C | 1.36% | |
APTV | D | 1.09% | |
ENPH | F | 1.01% | |
FDS | B | 0.8% | |
TSCO | D | 0.02% |
NUMG Underweight 21 Positions Relative to BCHP
NUMG: Top Represented Industries & Keywords
Industries:
Software - Application
Software - Infrastructure
Capital Markets
Data Storage
Diagnostics & Research
Diversified Industrials
Specialty Retail
Aerospace & Defense
Auto Parts
Biotechnology
Building Materials
Business Services
Discount Stores
Electronic Components
Engineering & Construction
Entertainment
Footwear & Accessories
Health Information Services
Industrial Distribution
Information Technology Services
BCHP: Top Represented Industries & Keywords
Industries:
Software - Application
Credit Services
Diagnostics & Research
Specialty Retail
Aerospace & Defense
Auto & Truck Dealerships
Capital Markets
Diversified Industrials
Drug Manufacturers - Specialty & Generic
Electronic Components
Insurance - Property & Casualty
Internet Content & Information
Lodging
Media - Diversified
Real Estate Services
Software - Infrastructure
Telecom Services
Keywords:
S&P 500
Nasdaq 100
Work From Home
Dow Jones Component
Hyperscale
Payment Systems
Software
Analytical Instruments
Batteries
Computing
Credit Card
Debit Card
E-Commerce
Electronics
Fleet Operators
Information And Communications Technology
Insurance
Mobile Devices
Online Market
Online Services