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EMPB vs BCHP

Efficient Market Portfolio Plus ETF vs Principal Focused Blue Chip ETF

EMPB

Efficient Market Portfolio Plus ETF

NextGen EMP, Inc.

Annual cost

2.21%

Fund size

$18M

BCHP

Principal Focused Blue Chip ETF

Principal Funds

Annual cost

0.58%

Fund size

$223M

Key differences

  • BCHP costs 1.63% less per year.
  • BCHP is significantly larger than EMPB — larger funds tend to be more liquid and less likely to close.
  • EMPB is classified as alternative, while BCHP is equity — different risk/return profiles.
  • EMPB covers north america markets; BCHP covers global.
  • EMPB follows a active selection strategy; BCHP uses index tracking.

Side-by-side comparison

EMPBBCHP
Annual cost (TER)2.21%0.58%
Fund size (AUM)$18M$223M
Since20242023
Dividend yield0.82%0.00%
Asset classalternativeequity
Regionnorth americaglobal
Strategyactive selectionindex tracking
CAGR 1Y+21.5%+7.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.41%15.85%
Max drawdown-7.55%-18.56%

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

Similar to EMPB and BCHP