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BCHP vs FFLV

Principal Focused Blue Chip ETF vs Fidelity Fundamental Large Cap

BCHP

Principal Focused Blue Chip ETF

Principal Funds

Annual cost

0.58%

Fund size

$223M

FFLV

Fidelity Fundamental Large Cap

Fidelity Investments

Annual cost

0.38%

Fund size

$17M

Key differences

  • FFLV costs 0.20% less per year.
  • BCHP is significantly larger than FFLV — larger funds tend to be more liquid and less likely to close.
  • BCHP follows a index tracking strategy; FFLV uses active selection.

Side-by-side comparison

BCHPFFLV
Annual cost (TER)0.58%0.38%
Fund size (AUM)$223M$17M
Since20232024
Dividend yield0.00%1.48%
Asset classequityequity
Regionglobalglobal
Strategyindex trackingactive selection
CAGR 1Y+7.4%+28.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.85%11.50%
Max drawdown-18.56%-16.71%

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

Similar to BCHP and FFLV