BCHP:BATS-EGSHARES BLUE CHIP ETF EGSHARES BLUE CHIP ETF (USD)

ETF | Others |

Last Closing

USD 34.2537

Change

+0.14 (+0.42)%

Market Cap

USD 0.09B

Volume

0.03M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

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.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-08 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
FBTC Fidelity Wise Origin Bitcoin T..

-2.17 (-2.58%)

USD 19.65B
INDA iShares MSCI India ETF

-0.10 (-0.19%)

USD 10.11B
PAVE Global X U.S. Infrastructure D..

+0.08 (+0.20%)

USD 8.80B
BUFR First Trust Cboe Vest Fund of ..

+0.01 (+0.03%)

USD 6.08B
ARKB ARK 21Shares Bitcoin ETF

-2.44 (-2.54%)

USD 4.54B
BOXX Alpha Architect 1-3 Month Box ..

+0.01 (+0.01%)

USD 4.52B
BBUS JPMorgan BetaBuilders U.S. Equ..

+0.14 (+0.13%)

USD 4.22B
KNG FT Cboe Vest S&P 500® Dividen..

+0.15 (+0.30%)

USD 3.45B
IFRA iShares U.S. Infrastructure ET..

-0.04 (-0.09%)

USD 3.24B
GSUS Goldman Sachs MarketBeta US Eq..

+0.19 (+0.23%)

USD 2.46B

ETFs Containing BCHP

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.74% 83% B 82% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.74% 83% B 82% B
Trailing 12 Months  
Capital Gain 20.34% 88% B+ 87% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.34% 86% B+ 86% B+
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 1.84% 32% F 31% F
Dividend Return 1.84% 25% F 24% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 6.52% 77% C+ 80% B-
Risk Adjusted Return 28.28% 24% F 25% F
Market Capitalization 0.09B 66% D+ 59% D-

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.