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PREF vs BCHP
Principal Spectrum Preferred Securities Active ETF vs Principal Focused Blue Chip ETF
Key differences
PREF is a fixed income ETF, while BCHP is an equity ETF. PREF charges 0.55% a year and BCHP 0.58%.
- PREF is a fixed income fund, while BCHP is an equity fund. They carry different risk/return profiles.
- PREF covers global markets; BCHP covers North America.
- 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
| PREF | BCHP | |
|---|---|---|
| Annual cost (TER) | 0.55% | 0.58% |
| Fund size (AUM) | $1.7B | $230M |
| Since | 2017 | 2023 |
| Dividend yield | 5.08% | 0.00% |
| Asset class | fixed income | equity |
| Region | global | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +6.0% | +0.4% |
| CAGR 3Y | +9.1% | N/A |
| CAGR 5Y | +3.1% | N/A |
| Sharpe 3Y | 1.43 | N/A |
| Volatility 1Y | 3.09% | 16.33% |
| Max drawdown | -22.99% | -18.56% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.