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SPDF vs BCHP

Defender Risk Adaptive 500 ETF vs Principal Focused Blue Chip ETF

SPDF

Defender Risk Adaptive 500 ETF

Annual cost

0.69%

Fund size

$18M

BCHP

Principal Focused Blue Chip ETF

Annual cost

0.58%

Fund size

$230M

Key differences

Both SPDF and BCHP are equity ETFs. SPDF charges 0.69% a year and BCHP 0.58%. The main difference: BCHP costs 0.11% less per year.

  • BCHP costs 0.11% less per year.
  • BCHP is much larger than SPDF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SPDFBCHP
Annual cost (TER)0.69%0.58%
Fund size (AUM)$18M$230M
Since20262023
Dividend yield0.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+0.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y16.32%
Max drawdown-4.39%-18.56%

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

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