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BCHP vs IG

Principal Focused Blue Chip ETF vs Principal Investment Grade Corporate ETF

BCHP

Principal Focused Blue Chip ETF

Annual cost

0.58%

Fund size

$230M

IG

Principal Investment Grade Corporate ETF

Annual cost

0.19%

Fund size

$180M

Key differences

BCHP is an equity ETF, while IG is a fixed income ETF. BCHP charges 0.58% a year and IG 0.19%.

  • BCHP is an equity fund, while IG is a fixed income fund. They carry different risk/return profiles.
  • IG costs 0.39% less per year.
  • IG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BCHPIG
Annual cost (TER)0.58%0.19%
Fund size (AUM)$230M$180M
Since20232018
Dividend yield0.00%5.04%
Asset classequityfixed income
Regionnorth america
Strategyactive selectionactive selection
CAGR 1Y+3.9%+5.0%
CAGR 3YN/A+5.1%
CAGR 5YN/A+0.1%
Sharpe 3YN/A0.26
Volatility 1Y16.15%4.68%
Max drawdown-18.56%-23.17%

Similar to BCHP and IG