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BCHP vs MBCC

Principal Focused Blue Chip ETF vs Monarch Blue Chips Core ETF

BCHP

Principal Focused Blue Chip ETF

Principal Funds

Annual cost

0.58%

Fund size

$223M

MBCC

Monarch Blue Chips Core ETF

Monarch Funds

Annual cost

1.14%

Fund size

$170M

Key differences

  • BCHP costs 0.56% less per year.
  • BCHP covers global markets; MBCC covers north america.

Side-by-side comparison

BCHPMBCC
Annual cost (TER)0.58%1.14%
Fund size (AUM)$223M$170M
Since20232021
Dividend yield0.00%0.35%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingindex tracking
CAGR 1Y+7.4%+12.8%
CAGR 3YN/A+15.5%
CAGR 5YN/A+8.5%
Sharpe 3YN/A0.82
Volatility 1Y15.85%12.14%
Max drawdown-18.56%-30.62%

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

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