TACU ranks 10th and BCHP 61st of 121 funds in the US Active Equity Category.
BCHP vs TACU
TACU −0.58pt a year
0.58%0.00%
BCHP 6.0×the volume
27.9K4.65K
BCHP vs TACU Performance
+1.4%+11.0%
- BCHP 0.58%
- TACU 0.00%, better
- BCHP $224M
- TACU $18M
- BCHP +1.1%
- TACU
- BCHP 0.00%
- TACU
- BCHP 25
- TACU 424
- BCHP 27.9K sh, better
- TACU 4.65K sh
- BCHP $37.16
- TACU $26.97
ETF.net Grade
| Pillar | BCHP | TACU |
|---|---|---|
| Cost | B57 | A99Higher |
| Mission | B64 | A81Higher |
| Risk | D25 | B63Higher |
| Tradability | B65Higher | C51 |
| Holdings | D37 | A81Higher |
| Durability | B68Higher | C45 |
Rank among US Active Equity funds
Same Category. BCHP and TACU are both graded against the same 121 US Active Equity funds, so their Grades compare head to head.
Our read on each fund
BCHPC
TACUA
In short
BCHP Principal'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.
TACU T. Rowe Price's quant-plus-fundamental take on core large-cap U.S. stock, benchmarked to the Russell 1000. Gross fee 0.14%, fully waived to zero through January 30, 2027.
Stated mandate
BCHP 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.
TACU The fund seeks long-term capital growth through a primarily U.S. equity portfolio. It combines quantitative models with fundamental, bottom-up analysis and seeks excess returns relative to the Russell 1000 Index.
Why people hold it
Worth knowing
BCHP vs TACU Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
BCHP vs TACU Cost
Overpaying BCHP vs TACU
$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%
$0
Cost over time
Year by year
| Year | BCHP | TACU | Overpaying |
|---|---|---|---|
| 10 | $1,041 | $0 | $1,041 |
| 20 | $3,986 | $0 | $3,986 |
| 30 | $11,453 | $0 | $11,453 |
- 0.58%BCHP
- 0.00%TACU, cheaper
- Middle half of US Active Equity funds
- Median 0.68%
TACU cheapest of 121 funds
BCHP 51st cheapest of 121 funds
BCHP vs TACU Dividends
- BCHP 0.00%
- TACU
- BCHP None
- TACU None
Distribution history
BCHP vs TACU Risk
Fall from peak · 5 years
Risk facts
- Volatility
- BCHP 15.5%TACU
- Return per unit of risk
- BCHP 0.69TACU
- Worst fall
- BCHP −18.6%TACU
- Market sensitivity
- BCHP 1.05TACU 0.97
Popular comparisons
- 0.58% · 0.15%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.00% · 0.15%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.58% · 0.12%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.00% · 0.12%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.58% · 0.17%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.00% · 0.17%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.