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BCHP vs PQDI

Principal Focused Blue Chip ETF vs Principal Spectrum Preferred and Income ETF

BCHP

Principal Focused Blue Chip ETF

Annual cost

0.58%

Fund size

$230M

PQDI

Principal Spectrum Preferred and Income ETF

Annual cost

0.60%

Fund size

$69M

Key differences

BCHP is an equity ETF, while PQDI is an alternative ETF. BCHP charges 0.58% a year and PQDI 0.60%.

  • BCHP is an equity fund, while PQDI is an alternative fund. They carry different risk/return profiles.
  • BCHP follows a active selection strategy; PQDI uses option income.
  • BCHP is much larger than PQDI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BCHPPQDI
Annual cost (TER)0.58%0.60%
Fund size (AUM)$230M$69M
Since20232020
Dividend yield0.00%5.31%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+3.9%+6.7%
CAGR 3YN/A+9.1%
CAGR 5YN/A+3.3%
Sharpe 3YN/A1.65
Volatility 1Y16.15%3.23%
Max drawdown-18.56%-17.42%

Similar to BCHP and PQDI