BCHP vs BDVG
Principal Focused Blue Chip ETF vs iMGP Berkshire Dividend Growth ETF
Which is better, BCHP or BDVG?
BDVG has been ahead.
BDVG has a lower expense ratio. BDVG led over 1Y, 3Y and the full window. BDVG is less concentrated, with 43.4% 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 | BCHP | BDVG |
|---|---|---|
| Expense Ratio | 0.58% | 0.55%Best |
| AUM | $235M | - |
| Dividend Yield | 0.00% | 1.38% |
| Holdings | 52 | 85 |
| YTD Return | +1.56% | +17.47%Best |
| 1Y Return | +1.49% | +20.24%Best |
| 3Y Return (annualized) | +14.49% | +17.49%Best |
| Volatility (annualized) | 15.3% | 10.9%Best |
| Max Drawdown | -18.6% | -14.5%Best |
| $10,000 over 3.3 years | $15,241 | $15,521Best |
| Top 10 Weight | 72.9% | 43.4%Best |
| Fund Family | Principal Funds | iMGP Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jul 12, 2023 | Jun 29, 2023 |
Not shown on this pair: 5Y Return (annualized).
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).
BCHP vs BDVG 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.
BCHP vs BDVG Performance
Principal Focused Blue Chip ETF (BCHP) is an ETF from Principal Funds and iMGP Berkshire Dividend Growth ETF (BDVG) is an ETF from iMGP Funds. Over the past year BCHP returned +1.49% while BDVG returned +20.24%. Year to date, BCHP is up 1.56% versus a gain of 17.47% for BDVG.
Over three years, BCHP compounded at +14.49% per year against +17.49% for BDVG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BCHP has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 10.9% for BDVG. 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 -18.6% for BCHP and -14.5% for BDVG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.58. They move together some of the time, and apart the rest.
Fees and Cost Over Time
BCHP charges 0.58% per year while BDVG charges 0.55%. On a $10,000 position that is $58 vs $55 annually, a gap of $3 per year that compounds over a long holding period. On income, BCHP currently yields 0.00% against 1.38% for BDVG.
Holdings Overlap
10.4% of BCHP's money is in holdings BDVG also owns. 3.8% of BDVG's money is in holdings BCHP also owns.
BCHP and BDVG share little of their money.
1 positions in common, counted across the 24 positions we hold weights for in BCHP and 41 in BDVG, against full books of 52 and 85.
What only one of them owns
Our book lists 37 positions for BDVG that do not appear in our book for BCHP (90.5% of the fund), and 21 for BCHP that do not appear in BDVG (81.0%).
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 BCHP | Weight in BDVG | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 10.45% | 3.77% | 6.68% |
You are not choosing between two funds in isolation.
Whichever of BCHP and BDVG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BCHP or BDVG?
BCHP has an expense ratio of 0.58% while BDVG charges 0.55%. BDVG is the cheaper option, by $3 a year on a $10,000 investment.
Which performed better, BCHP or BDVG?
Over the past year BCHP returned +1.49% vs +20.24% for BDVG, so BDVG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BCHP or BDVG?
BCHP has been the more volatile fund at 15.3% annualized versus 10.9% for BDVG. Worst drawdown: BCHP -18.6% vs BDVG -14.5%.
Should I hold both BCHP and BDVG?
BCHP and BDVG have a monthly-return correlation of 0.58, 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 BCHP and BDVG?
10.4% of BCHP's money is in holdings BDVG also owns. 3.8% of BDVG's is in holdings BCHP also owns. They hold 1 positions in common, counted across the 24 positions we hold weights for in BCHP and 41 in BDVG.
Which pays a higher dividend, BCHP or BDVG?
BCHP yields 0.00% while BDVG yields 1.38%, so BDVG currently pays the higher dividend yield.
Is BDVG better than BCHP?
BDVG has a lower expense ratio. BDVG led over 1Y, 3Y and the full window. BDVG is less concentrated, with 43.4% 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.