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BCHP vs FBCG

Principal Focused Blue Chip ETF vs Fidelity Blue Chip Growth ETF

BCHP

Principal Focused Blue Chip ETF

Principal Funds

Annual cost

0.58%

Fund size

$223M

FBCG

Fidelity Blue Chip Growth ETF

Fidelity Investments

Annual cost

0.57%

Fund size

$6.2B

Key differences

  • FBCG is significantly larger than BCHP — larger funds tend to be more liquid and less likely to close.
  • BCHP follows a index tracking strategy; FBCG uses active selection.

Side-by-side comparison

BCHPFBCG
Annual cost (TER)0.58%0.57%
Fund size (AUM)$223M$6.2B
Since20232020
Dividend yield0.00%0.04%
Asset classequityequity
Regionglobalglobal
Strategyindex trackingactive selection
CAGR 1Y+7.4%+39.5%
CAGR 3YN/A+32.5%
CAGR 5YN/A+16.0%
Sharpe 3YN/A1.20
Volatility 1Y15.85%18.65%
Max drawdown-18.56%-43.56%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to BCHP and FBCG