Principal Focused Blue Chip ETF
$37.49−0.29 (−0.77%)
- Expense ratio
- 0.58%
- Fund size
- $231M
- 1Y return
- −1.4%
- Yield · Last 12 months
- 0.00%
- Holdings
- 23
- Volume · 30D
- 0M sh
- NAV per share
- $37.19
- 52W range
The ETF.net BCHP Grade
Score 49 of 100 sits in the C band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.
Cost
What you pay to own it — the expense ratio plus trading frictions, ranked within its category.BScore 60Category rankMission
How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.BScore 63Category rankRisk
How violently it can move — volatility, drawdown depth, and downside capture versus its category.DScore 26Category rankTradability
How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.CScore 54Category rankHoldings
What it actually owns — the quality, breadth, and concentration of the underlying portfolio.DScore 36Category rankDurability
Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.BScore 69Category rank
Our read on BCHP
CPrincipal's stock-picker take on the blue chips: a focused, actively run basket of big US companies the manager thinks can keep compounding, priced below what the average active US equity ETF charges.
The Fund seeks long-term growth of capital. It normally invests at least 80% of assets in large-capitalization equity securities that the adviser considers blue-chip companies, with an emphasis on capital-growth potential.
Why people hold it
- Charges 0.58% a year, under the median for actively managed US equity ETFs. Active stock picking without the premium price tag that usually comes with it.
- The mandate is specific, not mush: normally at least 80% of assets in large-cap names the adviser considers blue chip, with the emphasis on capital-growth potential rather than income.
- Lands in the upper half of a peer group of a couple hundred active US equity ETFs, and the data behind that read is complete rather than patchy.
- Backed by Principal, a long-established fund manager, with the fund itself trading since 2023.
Worth knowing
- Trading is light compared with the giants of the category, so bid-ask spreads can be wider and bigger orders can nudge the price.
- A focused book of large-cap growth names concentrates both the wins and the drawdowns. Expect a bumpier path than a whole-market index fund.
- You are paying up for the manager's judgment: broad-market rivals like DFAU (0.12%) and AVLC (0.15%) run at a fraction of the cost.
BCHP Holdings
- Stocks
- 23
- 74%
- NVDA
Sectors
- Technology34.2%
- Financials23.3%
- Communication17.6%
- Consumer Discr.15.2%
- Industrials8.6%
- Health Care1.1%
Geography
- United States89.70%
- Canada8.59%
- Sweden1.71%
BCHP Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | BCHP |
|---|---|
| Year to date | +0.8% |
| 1 month | −1.1% |
| 3 months | +5.1% |
| 1 year | −1.4% |
| 3 years | +15.5% |
| 5 years | — |
| 10 years | — |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | BCHP |
|---|---|---|
| 2026 YTD | +0.8% | |
| 2025 | +10.2% | |
| 2024 | +20.6% | |
| 2023 | +12.7% |
BCHP in the news
ETF.net Research hasn’t filed on BCHP yet — coverage lands here as it’s written.
BCHP Dividends
- 0.00%
No distributions in the last 12 months.
Distribution history
| Ex-date | Pay date | Amount per share |
|---|---|---|
| Dec 27, 2024 | Dec 31, 2024 | $0.0073 |
| Dec 18, 2024 | Dec 20, 2024 | $0.34 |
| Dec 27, 2023 | Jan 2, 2024 | $0.05 |
BCHP Risk
- 15.7%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.66
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −18.6%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 1.04
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
BCHP Cost
- The middle half of US Active Equity funds
- Median 0.70%
46 of the 124 US Active Equity funds charge less.