SCHZ vs. BCHP ETF Comparison

Comparison of Schwab US Aggregate Bond ETF (SCHZ) to Principal Focused Blue Chip ETF (BCHP)
SCHZ

Schwab US Aggregate Bond ETF

SCHZ Description

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Barclays U.S. Aggregate Bond IndexSM. The fund invests at least 90% of its net assets in securities included in the index. The index is a broad based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Grade (RS Rating)

Last Trade

$22.97

Average Daily Volume

1,159,510

Number of Holdings *

539

* 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

$34.04

Average Daily Volume

5,642

Number of Holdings *

22

* may have additional holdings in another (foreign) market
Performance
Period SCHZ BCHP
30 Days -1.28% 1.91%
60 Days -2.97% 2.62%
90 Days -1.87% 5.65%
12 Months 6.45% 25.06%
16 Overlapping Holdings
Symbol Grade Weight in SCHZ Weight in BCHP Overlap
ADBE D 0.0% 3.24% 0.0%
AMT D 0.0% 1.0% 0.0%
AMZN B 0.0% 11.66% 0.0%
APH B 0.0% 0.0% 0.0%
CDNS B 0.0% 1.91% 0.0%
DHR D 0.0% 4.47% 0.0%
INTU B 0.0% 3.69% 0.0%
MA B 0.0% 7.07% 0.0%
MSFT D 0.0% 13.49% 0.0%
ORLY B 0.0% 2.39% 0.0%
PGR B 0.0% 4.88% 0.0%
ROP C 0.0% 2.57% 0.0%
SCHW A 0.0% 2.13% 0.0%
TMO F 0.0% 2.27% 0.0%
V A 0.0% 4.79% 0.0%
ZTS D 0.0% 2.35% 0.0%
SCHZ Overweight 523 Positions Relative to BCHP
Symbol Grade Weight
WIT B 0.08%
NOW B 0.01%
UHS D 0.01%
CHD A 0.01%
DLTR F 0.01%
MCHP F 0.01%
BIIB F 0.01%
STLA F 0.01%
EDC F 0.01%
CTS C 0.01%
DD D 0.01%
MDT D 0.01%
DT C 0.01%
COO D 0.0%
VLY B 0.0%
OCSL F 0.0%
WBS A 0.0%
GPC F 0.0%
SAN C 0.0%
SIGI B 0.0%
SAVE F 0.0%
GXO B 0.0%
SAFE F 0.0%
EPRT A 0.0%
SUI C 0.0%
VNO C 0.0%
SKT A 0.0%
ALB B 0.0%
CBT C 0.0%
COKE C 0.0%
CACC F 0.0%
FAF C 0.0%
TKR F 0.0%
THG A 0.0%
TEL C 0.0%
PRE C 0.0%
AVA C 0.0%
VMI B 0.0%
WRB B 0.0%
TME F 0.0%
FTNT B 0.0%
KMPR A 0.0%
FLO D 0.0%
DAL A 0.0%
NEU D 0.0%
BC D 0.0%
PSEC D 0.0%
STE D 0.0%
CTVA C 0.0%
PWR A 0.0%
GBDC B 0.0%
XRAY D 0.0%
CHH A 0.0%
AIZ A 0.0%
AMH C 0.0%
TSCO D 0.0%
BDN C 0.0%
JD D 0.0%
MHK D 0.0%
LAZ B 0.0%
KEX B 0.0%
EPR D 0.0%
HOG F 0.0%
HP C 0.0%
ROST D 0.0%
SBRA B 0.0%
MCY B 0.0%
NFG A 0.0%
BKU A 0.0%
KMT C 0.0%
CHRW B 0.0%
BBY D 0.0%
SCS B 0.0%
DRI C 0.0%
AVY D 0.0%
INVH D 0.0%
REXR F 0.0%
EA A 0.0%
HR C 0.0%
RS B 0.0%
IDA A 0.0%
AAP D 0.0%
EXP B 0.0%
DXC D 0.0%
DOX D 0.0%
ILMN C 0.0%
XYL D 0.0%
LXP D 0.0%
BCSF A 0.0%
PDM D 0.0%
SLG B 0.0%
SNV B 0.0%
GSBD F 0.0%
ADC A 0.0%
ZION B 0.0%
INGR B 0.0%
NVR D 0.0%
WTRG B 0.0%
OSK C 0.0%
CE F 0.0%
AGO A 0.0%
EG D 0.0%
NHI D 0.0%
TRMB B 0.0%
DOV B 0.0%
SITC D 0.0%
OPI F 0.0%
G B 0.0%
AYI B 0.0%
STLD B 0.0%
OC A 0.0%
CTRA B 0.0%
LNC B 0.0%
MCO D 0.0%
MAIN A 0.0%
MTB A 0.0%
HUBB B 0.0%
CUBE C 0.0%
TPR B 0.0%
JNPR D 0.0%
ORI A 0.0%
H B 0.0%
WEC A 0.0%
VRSN F 0.0%
HII F 0.0%
RPM B 0.0%
SWX A 0.0%
ESGR B 0.0%
OGE A 0.0%
HPP F 0.0%
PNR B 0.0%
EW C 0.0%
VFC C 0.0%
VNT C 0.0%
LII A 0.0%
WB C 0.0%
FMC D 0.0%
FRT B 0.0%
PCAR C 0.0%
PFG C 0.0%
NWE C 0.0%
OGS A 0.0%
FHN A 0.0%
ADI D 0.0%
SWKS F 0.0%
NVT C 0.0%
SNA B 0.0%
NTAP C 0.0%
GL C 0.0%
NNN C 0.0%
ROK B 0.0%
RL C 0.0%
URI B 0.0%
EFX F 0.0%
ARW F 0.0%
WU F 0.0%
AGR A 0.0%
AMG C 0.0%
R B 0.0%
AJG B 0.0%
L A 0.0%
SPGI D 0.0%
ESS A 0.0%
DGX A 0.0%
HAS D 0.0%
AWH F 0.0%
AN D 0.0%
RNR C 0.0%
PHM D 0.0%
PSA C 0.0%
PVH C 0.0%
BEN C 0.0%
SF B 0.0%
AXS A 0.0%
MOS D 0.0%
JBLU F 0.0%
CTAS B 0.0%
UNM A 0.0%
VMC B 0.0%
HIW D 0.0%
DSS F 0.0%
PPG F 0.0%
FNF A 0.0%
AES F 0.0%
AMCR D 0.0%
LEN D 0.0%
MKL A 0.0%
ADP B 0.0%
HRL D 0.0%
APD A 0.0%
REG A 0.0%
IPG F 0.0%
GP F 0.0%
EMR A 0.0%
RF A 0.0%
EE A 0.0%
PLD D 0.0%
SWK F 0.0%
BR B 0.0%
EVRG A 0.0%
IEX B 0.0%
FLS A 0.0%
AFG A 0.0%
CMA B 0.0%
WHR B 0.0%
ALLE D 0.0%
LEG F 0.0%
HRB D 0.0%
CNO B 0.0%
CNH C 0.0%
KSS F 0.0%
DOC D 0.0%
KRG A 0.0%
WM B 0.0%
BWA D 0.0%
EL F 0.0%
CMI A 0.0%
MKC D 0.0%
BAX F 0.0%
IVZ C 0.0%
WLK F 0.0%
CBOE C 0.0%
JBL C 0.0%
LDOS C 0.0%
NDAQ A 0.0%
HST D 0.0%
FLEX B 0.0%
KRC C 0.0%
DG F 0.0%
AFL C 0.0%
RJF A 0.0%
DHI D 0.0%
CNA C 0.0%
RGA B 0.0%
CPT C 0.0%
NOV D 0.0%
GLPI C 0.0%
MAA A 0.0%
LHX B 0.0%
MRVL B 0.0%
MRO A 0.0%
MSI B 0.0%
AMP A 0.0%
DLR A 0.0%
JBHT C 0.0%
LIN D 0.0%
A F 0.0%
SON F 0.0%
ARE F 0.0%
FSK A 0.0%
REGN F 0.0%
CSL C 0.0%
BRO B 0.0%
PKG B 0.0%
FTV D 0.0%
WPC C 0.0%
WEST C 0.0%
HIG B 0.0%
VOYA B 0.0%
LEA F 0.0%
TXT D 0.0%
EMN D 0.0%
MDLZ F 0.0%
SNX D 0.0%
FIS C 0.0%
VTR B 0.0%
AVT C 0.0%
HUN F 0.0%
CINF A 0.0%
CNP A 0.0%
CL D 0.0%
LRCX F 0.0%
BKH A 0.0%
WAB B 0.0%
PH B 0.0%
EQR C 0.0%
CFG B 0.0%
MAR B 0.0%
AAL B 0.0%
HSY F 0.0%
MAS D 0.0%
RPRX F 0.0%
SRE A 0.0%
CME A 0.0%
IP A 0.0%
ECL D 0.0%
VRSK B 0.0%
SYF B 0.0%
EBAY D 0.0%
LNT A 0.0%
NEM D 0.0%
LYB F 0.0%
MLM B 0.0%
NTRS A 0.0%
TDY B 0.0%
CMS C 0.0%
BSX A 0.0%
PPL A 0.0%
LLY F 0.0%
CF A 0.0%
EOG A 0.0%
OTIS C 0.0%
IFF D 0.0%
ACGL D 0.0%
APTV F 0.0%
JCI B 0.0%
XEL A 0.0%
BIDU F 0.0%
KIM A 0.0%
HBAN B 0.0%
DE C 0.0%
AON B 0.0%
MCK A 0.0%
O C 0.0%
AEP C 0.0%
GLW B 0.0%
NUE D 0.0%
SJM D 0.0%
OMC C 0.0%
ETR A 0.0%
OKE A 0.0%
BLK B 0.0%
KR B 0.0%
KLAC F 0.0%
CAH B 0.0%
LUV B 0.0%
TT A 0.0%
MPC D 0.0%
CCI C 0.0%
GD D 0.0%
ALL A 0.0%
CPB D 0.0%
NKE F 0.0%
HES B 0.0%
ATO A 0.0%
PEG C 0.0%
CAF C 0.0%
MU D 0.0%
TJX A 0.0%
STZ D 0.0%
FE C 0.0%
NXPI F 0.0%
JEF A 0.0%
UPS C 0.0%
NSC B 0.0%
CP F 0.0%
PG C 0.0%
BKNG A 0.0%
ICE C 0.0%
BERY D 0.0%
CAG F 0.0%
AMAT F 0.0%
BRX A 0.0%
KDP D 0.0%
TGT B 0.0%
FITB B 0.0%
SHW C 0.0%
GWW B 0.0%
CLX A 0.0%
LVS B 0.0%
STT B 0.0%
GPN C 0.0%
DVN F 0.0%
BHF C 0.0%
SLB C 0.0%
WY D 0.0%
ES C 0.0%
WELL A 0.0%
FANG D 0.0%
ARCC A 0.0%
ZBH C 0.0%
AVB B 0.0%
SCCO F 0.0%
HUM D 0.0%
WBA F 0.0%
RSG A 0.0%
OHI B 0.0%
EIX C 0.0%
AWK C 0.0%
KMB C 0.0%
BG D 0.0%
COE C 0.0%
PAA B 0.0%
MMM D 0.0%
KOF F 0.0%
MMC D 0.0%
UDR C 0.0%
DTE C 0.0%
SYY D 0.0%
EQIX A 0.0%
KEYS C 0.0%
HON B 0.0%
PYPL B 0.0%
BMO A 0.0%
BNS A 0.0%
TXN C 0.0%
AZO C 0.0%
EPD A 0.0%
AL B 0.0%
CSX C 0.0%
SPG A 0.0%
COST A 0.0%
DOW F 0.0%
NI A 0.0%
SBUX A 0.0%
BXP D 0.0%
CARR D 0.0%
TAP B 0.0%
TRV A 0.0%
PNC B 0.0%
NVDA A 0.0%
HAL C 0.0%
FDX B 0.0%
HPQ B 0.0%
PNW B 0.0%
PEP F 0.0%
CM A 0.0%
ITW B 0.0%
VLO C 0.0%
BDX F 0.0%
DB D 0.0%
MPLX A 0.0%
FOXA B 0.0%
USB B 0.0%
LOW C 0.0%
D C 0.0%
GIS F 0.0%
ADSK B 0.0%
MP C 0.0%
RY B 0.0%
TSN B 0.0%
DUK C 0.0%
SO C 0.0%
NEE C 0.0%
CRM B 0.0%
ED C 0.0%
UNP D 0.0%
EQH B 0.0%
CB C 0.0%
PRU B 0.0%
WMB A 0.0%
ETN B 0.0%
AEE A 0.0%
EXPE B 0.0%
NOC D 0.0%
AXP B 0.0%
ADM D 0.0%
PSX C 0.0%
LH B 0.0%
AIG C 0.0%
TFC A 0.0%
K B 0.0%
SYK A 0.0%
GOOGL B 0.0%
MET A 0.0%
KMI A 0.0%
AER B 0.0%
QCOM F 0.0%
HCA F 0.0%
BABA D 0.0%
GM B 0.0%
UAL A 0.0%
UNH C 0.0%
PM A 0.0%
ALLY C 0.0%
LMT D 0.0%
BK B 0.0%
EXC C 0.0%
PFE F 0.0%
DIS B 0.0%
EQNR D 0.0%
MUFG A 0.0%
CAT C 0.0%
KO D 0.0%
KEY B 0.0%
MO A 0.0%
NWG B 0.0%
DFS B 0.0%
MCD D 0.0%
INTC C 0.0%
JNJ D 0.0%
BHP F 0.0%
GILD C 0.0%
RTX D 0.0%
XOM B 0.0%
PCG A 0.0%
CVX A 0.0%
CSCO B 0.0%
TD D 0.0%
HPE B 0.0%
MRK F 0.0%
WMT A 0.0%
COP B 0.0%
AVGO C 0.0%
VOD D 0.0%
HSBC A 0.0%
IBM C 0.0%
CI D 0.0%
ORCL A 0.0%
C B 0.0%
AMGN D 0.0%
GSK F 0.0%
JPM A 0.0%
BMY A 0.0%
ABT A 0.0%
VZ C 0.0%
COF B 0.0%
HD A 0.0%
MS A 0.0%
CMCSA B 0.0%
CHTR B 0.0%
DELL B 0.0%
AZN F 0.0%
AAPL C 0.0%
BAC A 0.0%
ABBV F 0.0%
TMUS B 0.0%
BA D 0.0%
WFC A 0.0%
GS B 0.0%
CVS F 0.0%
GE D 0.0%
T A 0.0%
SCHZ Underweight 6 Positions Relative to BCHP
Symbol Grade Weight
GOOG B -11.03%
TDG D -4.9%
NFLX A -3.18%
HLT A -3.0%
CSGP F -2.67%
CPRT B -2.07%
Compare ETFs