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BCHP vs FELV

Principal Focused Blue Chip ETF vs Fidelity Enhanced Large Cap Value ETF

BCHP

Principal Focused Blue Chip ETF

Principal Funds

Annual cost

0.58%

Fund size

$223M

FELV

Fidelity Enhanced Large Cap Value ETF

Fidelity Investments

Annual cost

0.18%

Fund size

$2.9B

Key differences

  • FELV costs 0.40% less per year.
  • FELV is significantly larger than BCHP — larger funds tend to be more liquid and less likely to close.
  • BCHP covers global markets; FELV covers north america.
  • FELV has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCHPFELV
Annual cost (TER)0.58%0.18%
Fund size (AUM)$223M$2.9B
Since20232007
Dividend yield0.00%1.58%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.4%+29.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.85%10.81%
Max drawdown-18.56%-16.08%

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

Similar to BCHP and FELV