AFGR vs BCHP
First Trust Active Factor Large Cap Growth ETF vs Principal Focused Blue Chip ETF
Which is better, AFGR or BCHP?
AFGR has been ahead.
BCHP has a lower expense ratio. AFGR led over 1Y, 3Y and the full window. AFGR is less concentrated, with 47.0% of the fund in its ten largest positions against 72.9%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AFGR | BCHP |
|---|---|---|
| Expense Ratio | 0.65% | 0.58%Best |
| AUM | $93M | $235M |
| Dividend Yield | 0.01% | 0.00% |
| Holdings | 91 | 52 |
| YTD Return | +7.06%Best | +1.56% |
| 1Y Return | +5.34%Best | +1.49% |
| 3Y Return (annualized) | +21.98%Best | +14.49% |
| 5Y Return (annualized) | +6.15% | - |
| Volatility (annualized) | 18.6% | 15.3%Best |
| Max Drawdown | -26.6% | -18.6%Best |
| $10,000 over 3.3 years | $17,060Best | $15,241 |
| Top 10 Weight | 47.0%Best | 72.9% |
| Fund Family | First Trust Portfolios (US) | Principal Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jul 20, 2020 | Jul 12, 2023 |
Volatility and max drawdown, and the $10,000 over 3.3 years row, are measured over the window both funds cover: Jul 13, 2023 to Oct 14, 2026 (3.3 years).
AFGR vs BCHP growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 3.3 years both funds cover.
AFGR vs BCHP Performance
First Trust Active Factor Large Cap Growth ETF (AFGR) is an ETF from First Trust Portfolios (US) and Principal Focused Blue Chip ETF (BCHP) is an ETF from Principal Funds. Over the past year AFGR returned +5.34% while BCHP returned +1.49%. Year to date, AFGR is up 7.06% versus a gain of 1.56% for BCHP.
Over three years, AFGR compounded at +21.98% per year against +14.49% for BCHP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
AFGR has been the more volatile fund, with annualized monthly volatility of 18.6% compared with 15.3% for BCHP. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -26.6% for AFGR and -18.6% for BCHP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.88. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AFGR charges 0.65% per year while BCHP charges 0.58%. On a $10,000 position that is $65 vs $58 annually, a gap of $7 per year that compounds over a long holding period. On income, AFGR currently yields 0.01% against 0.00% for BCHP.
Holdings Overlap
33.6% of AFGR's money is in holdings BCHP also owns. 64.5% of BCHP's money is in holdings AFGR also owns.
The two portfolios partly overlap.
13 positions in common, counted across the 90 positions we hold weights for in AFGR and 24 in BCHP, against full books of 91 and 52.
What only one of them owns
Our book lists 9 positions for BCHP that do not appear in our book for AFGR (26.9% of the fund), and 76 for AFGR that do not appear in BCHP (65.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in AFGR | Weight in BCHP | Difference |
|---|---|---|---|
| NVDANvidia Corporation (purchase Right At $310.00 Per Share) | 10.92% | 11.77% | 0.85% |
| MSFTMicrosoft Corp | 4.43% | 10.45% | 6.02% |
| AMZNAmazon.Com Inc | 3.94% | 10.33% | 6.39% |
| METAMeta Platforms Inc | 2.98% | 4.91% | 1.93% |
| AVGOBroadcom Inc | 3.08% | 4.81% | 1.73% |
| MAMastercard Inc | 1.95% | 4.52% | 2.57% |
| VVisa Inc Class A | 2.03% | 4.05% | 2.02% |
| CDNSCadence Design Systems Inc. | 0.92% | 3.48% | 2.56% |
| APHAmphenol Corp. Class A | 0.53% | 3.15% | 2.62% |
| SPOTSpotify Technology S.A. Ordinary Shares | 1.59% | 1.63% | 0.04% |
64.5% of BCHP is already inside AFGR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AFGR or BCHP?
AFGR has an expense ratio of 0.65% while BCHP charges 0.58%. BCHP is the cheaper option, by $7 a year on a $10,000 investment.
Which performed better, AFGR or BCHP?
Over the past year AFGR returned +5.34% vs +1.49% for BCHP, so AFGR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AFGR or BCHP?
AFGR has been the more volatile fund at 18.6% annualized versus 15.3% for BCHP. Worst drawdown: AFGR -26.6% vs BCHP -18.6%.
Should I hold both AFGR and BCHP?
AFGR and BCHP have a monthly-return correlation of 0.88, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between AFGR and BCHP?
64.5% of BCHP's money is in holdings AFGR also owns. 64.5% of BCHP's is in holdings AFGR also owns. They hold 13 positions in common, counted across the 90 positions we hold weights for in AFGR and 24 in BCHP.
Which pays a higher dividend, AFGR or BCHP?
AFGR yields 0.01% while BCHP yields 0.00%, so AFGR currently pays the higher dividend yield.
Is BCHP better than AFGR?
BCHP has a lower expense ratio. AFGR led over 1Y, 3Y and the full window. AFGR is less concentrated, with 47.0% of the fund in its ten largest positions against 72.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.