Compare ETFs
Up to five funds side by side — fees, size, yields, performance, risk, top holdings and sector mix, with a normalized total-return chart.
| Metric |  BCHP Principal Focused Blue Chip… |
|---|---|
| Price | 38.55 -0.04% |
| Issuer | Principal Funds |
| AUM | $228.0M |
| Expense Ratio | 0.58% |
| Yield (TTM) | — |
| Inception | Jul 11, 2023 |
| Holdings | 22 |
| Avg Volume | 28.85K |
| YTD | +2.84% |
| 1Y total | +2.58% |
| 3Y total (ann.) | +15.70% |
| 5Y total (ann.) | — |
| Volatility 1Y | 17.26% |
| Sharpe 1Y | 0.024 |
| Max drawdown 1Y | -18.12% |
| Beta vs S&P 500 (3Y) | 1.01 |
| Top 10 holdings | AMZN 11.35% NVDA 11.02% MSFT 10.86% GOOG 9.25% BN 8.15% TDG 4.86% V 4.70% MA 4.64% AVGO 4.49% META 4.22% |
| Sector mix | Technology 32.69% Financial Services 24.21% Communication Services 16.28% Consumer Cyclical 14.20% Industrials 8.62% Healthcare 4.00% |
Total Return — normalized
Dividend-adjusted daily closes over the last 12 months, normalized to 0% at the range start.
Market data delayed approximately 15–20 minutes unless otherwise indicated. Comparison presents measurable characteristics only — it is not advice about which fund suits anyone.