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Launched · SEC filings

Principal Focused Blue Chip ETF

BCHPCboePrincipalC

$37.67−0.23 (−0.62%)

As of Nov 10, 2026, 11:17 AM ET

C50/ 100

Rank 62 of 125 in US Active Equity

C50/100Rank 62 of 125inUS Active Equity
Intraday session: down, 23 prints from 37.90 to 37.67. Range 37.62 to 37.90. Use the arrow keys to read each point.37.7537.8037.8510 AM12 PM2 PM4 PM
Expense ratio
0.58%
Fund size
$224M
1Y total return
+1.1%
Yield · Last 12 months
0.00%
Holdings
25
Avg volume · 30D
27.9K sh
52W range
low $31.55high $40.00
Launched
Filings
SEC EDGAR

The ETF.net BCHP Grade

C

Score 50 out of 100

Category
US Active Equity⁠
Rank
62 of 125
Six-pillar profile for BCHP. Scores out of 100: Cost 57, Risk 25, Mission 64, Tradability 65, Holdings 37, Durability 68. Strongest: Durability (68). Weakest: Risk (25). No single pillar leads.

Score 50 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.
    B57 out of 100
    Rank 52 of 125

  • Mission

    Whether the fund did what it promised, tested against its stated mandate.
    B64 out of 100
    Rank 38 of 49

  • Risk

    How the fund held up when markets fell: downside volatility, drawdowns and tail loss.
    D25 out of 100
    Rank 103 of 125

  • Tradability

    How easy the fund is to trade: daily volume, and how far its price strays from net asset value.
    B65 out of 100
    Rank 36 of 125

  • Holdings

    How concentrated the fund is, and how complete and current its disclosed holdings are.
    D37 out of 100
    Rank 92 of 123

  • Durability

    Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.
    B68 out of 100
    Rank 38 of 125

Our read on BCHP

ETF.net Research

In short

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.

Stated mandate

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 Performance

Launched Jul 12, 2023

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$10,112
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,339
Nov 7, 2025 to Nov 9, 2026. BCHP $10,112. SPY $11,339. Use the arrow keys to read each point.$9,000$10,000$11,000$12,000Nov 2025May 2026Nov 2026

Nov 7, 2025 – Nov 9, 2026

Returns run to the Nov 9, 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.

Trailing total return for BCHP. Periods over one year show the average yearly return.
PeriodBCHP
Year to date+1.4%
1 month−1.5%
3 months−3.1%
1 year+1.1%
3 yearsper year+14.0%
5 yearsFund is under 5 years oldper yearNo data
10 yearsFund is under 10 years oldper yearNo data

With distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for BCHP
YearReturn barBCHP
2026 YTD+1.4%
2025+10.2%
2024+20.6%
2023+12.7%

History from Jul 14, 2023

BCHP in the news

BCHP Dividends

Adds up every distribution paid per share over the last 12 months, divided by the last completed close. Distributions are counted by ex-date. Data through Nov 9, 2026.
0.00%Last 12 months
Payout per share
NoneLast 12 months

No distributions in the last 12 months.

Distribution history

Payments through 2024

One bar per payment. 3 payments from 2023 to 2024. Dec 27, 2023 $0.05; Dec 18, 2024 $0.34; Dec 27, 2024 $0.0073. Use the arrow keys to read each point.20232024
Ex-datePay dateAmount per share
Dec 27, 2024Dec 31, 2024$0.0073
Dec 18, 2024Dec 20, 2024$0.34
Dec 27, 2023Jan 2, 2024$0.05

$10,000 in BCHP 3 years ago paid $152 in dividends.

BCHP Risk

Risk pillarD25 out of 100Rank 103 of 125 in US Active Equity
How much the fund’s monthly returns vary, scaled to a year.
15.5%
Annualised · 36 months to Oct 2026
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.

Return above 3-month US Treasury bills per unit of volatility.
0.69
vs 3-month T-bills · to Oct 2026
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.

The largest fall from a peak to the low that followed.
−18.6%
39 months · trough Apr 2025
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.

How strongly the fund’s returns move with its asset-class index.
1.05
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

FMP measures it over up to five years of monthly returns.

BCHP Cost

Compare BCHP and TACU

Overpaying vs TACU, cheapest in US Active Equity

$11,453

On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.

  • BCHP 0.58%

    $11,453

  • TACU 0.00% Cheapest

    $0

$10,000
30 years

Cost over time

  • BCHP 0.58%
  • TACU 0.00%
  • Overpaying
One line per fund, from year 0 to year 30. Use the arrow keys to read each point.$0$2.5K$5K$7.5K$10K$12.5K051015202530BCHP $11,453TACU $0

Year by year

YearBCHPTACUOverpaying
10$1,041$0$1,041
20$3,986$0$3,986
30$11,453$0$11,453

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