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EGSHARES BLUE CHIP ETF (BCHP)

Assets
$227.87M
Principal Funds
Fee
0.58%
a year
Yield
0.0%
Components
23
top 10: 73%

Performance

The fund's own total return, a year on average over the longer periods; volatility is the yearly standard deviation of its returns.

This year
+0.6%
1 year
+2.2%
3 years
+13.9%
5 years
–
10 years
–

Volatility 17.8% over one year, 15.9% over three; Sharpe ratio over three years 0.71.

Largest components

NVDANVIDIA Corporation 11.05%Technology
AMZNAmazon.com Inc 10.61%Consumer Cyclical
MSFTMicrosoft Corporation 10.25%Technology
GOOGAlphabet Inc Class C 9.82%Communication Services
K7XBROOKFIELD CORP. CL.A 6.97%Financial Services
MAMastercard Inc 5.10%Financial Services
METAMeta Platforms Inc. 4.90%Communication Services
TDGTransdigm Group Incorporated 4.89%Industrials
AVGOBroadcom Inc 4.65%Technology
VVisa Inc. Class A 4.59%Financial Services

All 23 components ›

Sectors

Technology36.4%
Financial Services20.7%
Communication Services17.5%
Consumer Cyclicals13.7%
Industrials8.3%
Healthcare1.3%

Regions

North America100.0%

Asset classes

Stock US91.8%
Stock non-US8.9%
Cash0.0%

About the fund

Issuer
Principal Funds
Since
2023-07-12
Listed on
BATS
ISIN
US74255Y7141
Turnover
0% a year

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 that, in the opinion of Principal Global Investors, LLC ("PGI"), the fund"s investment advisor, display characteristics of a "blue chip" company. The fund is non-diversified.

From the market data provider's fund data, read 2026-10-19. Returns are the fund's own; past returns say nothing certain about future ones. None of this is advice.