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BCHP vs PREF
Principal Focused Blue Chip ETF vs Principal Spectrum Preferred Securities Active ETF
Key differences
BCHP is an equity ETF, while PREF is a fixed income ETF. BCHP charges 0.58% a year and PREF 0.55%.
- BCHP is an equity fund, while PREF is a fixed income fund. They carry different risk/return profiles.
- BCHP covers North America; PREF covers global markets.
- PREF is much larger than BCHP. Larger funds are usually more liquid and less likely to close.
- PREF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BCHP | PREF | |
|---|---|---|
| Annual cost (TER) | 0.58% | 0.55% |
| Fund size (AUM) | $230M | $1.7B |
| Since | 2023 | 2017 |
| Dividend yield | 0.00% | 5.08% |
| Asset class | equity | fixed income |
| Region | north america | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +3.9% | +6.5% |
| CAGR 3Y | N/A | +9.4% |
| CAGR 5Y | N/A | +3.1% |
| Sharpe 3Y | N/A | 1.50 |
| Volatility 1Y | 16.15% | 3.10% |
| Max drawdown | -18.56% | -22.99% |
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