Principal Focused Blue Chip ETF
$38.68+0.11 (+0.29%)
- 0.58%
- $235M
- +4.9%
- 0.00%
- 0M sh
- $38.58
- low $31.55high $40.00
The ETF.net BCHP Grade
C
Score 51 out of 100
- 60 of 127
Score 51 of 100 falls in the C band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.B60 out of 100Rank 49 of 127Mission
Whether the fund did what it promised, tested against its stated mandate.B63 out of 100Rank 37 of 48Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.D25 out of 100Rank 107 of 126Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.B64 out of 100Rank 38 of 127Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.D36 out of 100Rank 100 of 124Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.B68 out of 100Rank 36 of 127
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
- 24
- 73%
- NVDA
Sectors
- Technology37.1%
- Financials21.0%
- Communication18.5%
- Consumer Discretionary13.9%
- Industrials8.5%
- Health Care1.2%
Geography
- United States89.81%
- Canada8.47%
- Sweden1.72%
BCHP Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
Not enough history yet.Not enough history yet.
BCHP$10,495
Returns run to the Oct 12, 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 | +2.9% |
| 1 month | +2.7% |
| 3 months | +3.3% |
| 1 year | +4.9% |
| 3 years | +15.6% |
| 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 | +2.9% | |
| 2025 | +10.2% | |
| 2024 | +20.6% | |
| 2023 | +12.7% |
BCHP in the news
BCHP Dividends
- 0.00%
No distributions in the last 12 months.
Distribution history
BCHP Risk
- 15.4%
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.
- 0.73
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.
- 1.05
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
0.58%
BCHP0.58%
- The middle half of US Active Equity funds
- Median 0.70%
46 of the 123 US Active Equity funds charge less.
Other funds in US Active Equity
- CUSSESegall Bryant & Hamill Select Equity ETFExpense ratio 0.67%1 year return +29.1%
- CVPXVariant Perception Cycle Aware US Equity ETFExpense ratio 0.75%1 year return —
- CCPAINorthern Lights Fund Trust III - Counterpoint Quantitative Equity ETFExpense ratio 0.75%1 year return +40.8%
- CNANCUnusual Whales Subversive Democratic Trading ETFExpense ratio 0.72%1 year return +20.5%
- CSSUSStrategy Shares Day Hagan Smart Sector ETFExpense ratio 0.77%1 year return +21.3%