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EZRO vs BCHP

Alphadroid Defensive Sector Rotation ETF vs Principal Focused Blue Chip ETF

EZRO

Alphadroid Defensive Sector Rotation ETF

Annual cost

1.01%

Fund size

$35M

BCHP

Principal Focused Blue Chip ETF

Annual cost

0.58%

Fund size

$230M

Key differences

Both EZRO and BCHP are equity ETFs. EZRO charges 1.01% a year and BCHP 0.58%. The main difference: EZRO follows a index tracking strategy; BCHP uses active selection.

  • EZRO follows a index tracking strategy; BCHP uses active selection.
  • BCHP costs 0.43% less per year.
  • BCHP is much larger than EZRO. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

EZROBCHP
Annual cost (TER)1.01%0.58%
Fund size (AUM)$35M$230M
Since20252023
Dividend yield0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1YN/A+0.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.32%
Max drawdown-12.08%-18.56%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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