USMC vs. BCHP ETF Comparison

Comparison of Principal U.S. Mega-Cap ETF (USMC) to Principal Focused Blue Chip ETF (BCHP)

USMC

Principal U.S. Mega-Cap ETF

USMC Description

The investment seeks to provide investment results that closely correspond, before expenses, to the performance of the Nasdaq US Mega Cap Select Leaders Index (the index). Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities that compose the index at the time of purchase. The index uses a quantitative model designed to identify equity securities of companies in the Nasdaq US 500 Large Cap Index (the parent index) that have the largest market capitalizations, with higher weights given to less volatile securities.

Grade (RS Rating)

Last Trade

$56.44

Average Daily Volume

42,866

Number of Holdings ^*

* 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

$32.85

Average Daily Volume

22,111

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	USMC	BCHP
30 Days	0.97%	1.33%
60 Days	7.35%	5.39%
90 Days	2.94%	0.89%
12 Months	32.32%	34.04%

4 Overlapping Holdings

Symbol	Grade	Weight in USMC	Weight in BCHP	Overlap
AMZN	C	3.58%	11.36%	3.58%
MA	A	4.68%	6.94%	4.68%
MSFT	C	6.68%	13.2%	6.68%
V	C	4.5%	4.34%	4.34%

USMC Overweight 21 Positions Relative to BCHP

Symbol	Grade	Weight
AAPL	C	6.83%
BRK.A	C	5.08%
META	A	4.74%
NFLX	C	4.73%
PG	C	4.56%
NVDA	C	4.53%
JPM	D	4.46%
XOM	B	4.43%
UNH	B	4.27%
GOOGL	C	3.92%
AVGO	C	3.9%
HD	A	3.27%
WMT	A	3.15%
ABBV	A	3.15%
JNJ	C	3.03%
TSLA	B	2.81%
COST	C	2.81%
LLY	D	2.75%
AMD	D	2.72%
BAC	D	2.7%
MRK	F	2.48%

USMC Underweight 5 Positions Relative to BCHP

Symbol	Grade	Weight
GOOG	C	-11.56%
TDG	A	-5.05%
PGR	C	-4.85%
DHR	B	-4.4%
INTU	F	-3.64%