XES vs. BCHP ETF Comparison
Comparison of SPDR S&P Oil & Gas Equipment & Services ETF (XES) to Principal Focused Blue Chip ETF (BCHP)
XES
SPDR S&P Oil & Gas Equipment & Services ETF
XES Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the oil and gas equipment and services segment of a U.S. total market composite index. In seeking to track the performance of the S&P Oil & Gas Equipment & Services Select Industry Index, the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the oil and gas equipment and services industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$86.10
Average Daily Volume
47,626
27
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
$33.98
Average Daily Volume
5,897
22
Performance
| Period | XES | BCHP |
|---|---|---|
| 30 Days | 4.75% | 2.47% |
| 60 Days | -1.03% | 2.63% |
| 90 Days | -1.17% | 6.70% |
| 12 Months | 0.53% | 25.20% |
0 Overlapping Holdings
| Symbol | Grade | Weight in XES | Weight in BCHP | Overlap |
|---|
XES Overweight 27 Positions Relative to BCHP
| Symbol | Grade | Weight | |
|---|---|---|---|
| BKR | A | 5.69% | |
| FTI | A | 5.17% | |
| WHD | B | 5.13% | |
| HP | C | 5.02% | |
| SLB | C | 4.95% | |
| HAL | C | 4.93% | |
| CHX | C | 4.88% | |
| AROC | A | 4.83% | |
| PTEN | C | 4.73% | |
| RIG | D | 4.66% | |
| NOV | C | 4.64% | |
| VAL | F | 4.2% | |
| WFRD | F | 4.12% | |
| LBRT | F | 4.04% | |
| OII | B | 3.57% | |
| TDW | F | 3.36% | |
| HLX | B | 2.9% | |
| AESI | B | 2.62% | |
| XPRO | F | 2.33% | |
| WTTR | A | 2.1% | |
| NBR | D | 1.89% | |
| CLB | B | 1.72% | |
| PUMP | D | 1.62% | |
| RES | D | 1.29% | |
| NR | B | 0.79% | |
| TTI | B | 0.77% | |
| VTOL | B | 0.68% |
XES Underweight 22 Positions Relative to BCHP
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | D | -13.49% | |
| AMZN | B | -11.66% | |
| GOOG | B | -11.03% | |
| MA | B | -7.07% | |
| TDG | D | -4.9% | |
| PGR | B | -4.88% | |
| V | A | -4.79% | |
| DHR | D | -4.47% | |
| INTU | B | -3.69% | |
| ADBE | D | -3.24% | |
| NFLX | A | -3.18% | |
| HLT | A | -3.0% | |
| CSGP | C | -2.67% | |
| ROP | C | -2.57% | |
| ORLY | B | -2.39% | |
| ZTS | D | -2.35% | |
| TMO | D | -2.27% | |
| SCHW | A | -2.13% | |
| CPRT | B | -2.07% | |
| CDNS | B | -1.91% | |
| AMT | D | -1.0% | |
| APH | B | -0.0% |
XES: Top Represented Industries & Keywords
BCHP: Top Represented Industries & Keywords
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