Screener
BCHP vs PEPS
Principal Focused Blue Chip ETF vs Parametric Equity Plus ETF
Key differences
- PEPS costs 0.48% less per year.
- BCHP is significantly larger than PEPS — larger funds tend to be more liquid and less likely to close.
- BCHP is classified as equity, while PEPS is alternative — different risk/return profiles.
- BCHP covers global markets; PEPS covers north america.
- BCHP follows a index tracking strategy; PEPS uses option income.
Side-by-side comparison
| BCHP | PEPS | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.10% |
| Fund size (AUM) | $223M | $26M |
| Since | 2023 | 2024 |
| Dividend yield | 0.00% | 0.94% |
| Asset class | equity | alternative |
| Region | global | north america |
| Strategy | index tracking | option income |
| CAGR 1Y | +7.4% | +32.6% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 15.85% | 13.22% |
| Max drawdown | -18.56% | -9.79% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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