BCHP vs FFLG
Principal Focused Blue Chip ETF vs Fidelity Fundamental Large Cap Growth ETF
Which is better, BCHP or FFLG?
FFLG has been ahead.
FFLG has a lower expense ratio. FFLG led over 1Y, 3Y and the full window. FFLG is less concentrated, with 57.3% 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 | FFLG |
|---|---|---|
| Expense Ratio | 0.58% | 0.38%Best |
| AUM | $235M | $635M |
| Dividend Yield | 0.00% | 0.07% |
| Holdings | 52 | 202 |
| YTD Return | +1.56% | +11.11%Best |
| 1Y Return | +1.49% | +14.85%Best |
| 3Y Return (annualized) | +14.49% | +25.80%Best |
| 5Y Return (annualized) | - | +9.81% |
| Volatility (annualized) | 15.3%Best | 19.3% |
| Max Drawdown | -18.6%Best | -26.7% |
| $10,000 over 3.3 years | $15,241 | $19,264Best |
| Top 10 Weight | 72.9% | 57.3%Best |
| Fund Family | Principal Funds | Fidelity Investments (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jul 12, 2023 | Feb 2, 2021 |
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 FFLG 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 FFLG Performance
Principal Focused Blue Chip ETF (BCHP) is an ETF from Principal Funds and Fidelity Fundamental Large Cap Growth ETF (FFLG) is an ETF from Fidelity Investments (US). Over the past year BCHP returned +1.49% while FFLG returned +14.85%. Year to date, BCHP is up 1.56% versus a gain of 11.11% for FFLG.
Over three years, BCHP compounded at +14.49% per year against +25.80% for FFLG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FFLG has been the more volatile fund, with annualized monthly volatility of 19.3% 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 -18.6% for BCHP and -26.7% for FFLG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BCHP charges 0.58% per year while FFLG charges 0.38%. On a $10,000 position that is $58 vs $38 annually, a gap of $20 per year that compounds over a long holding period. On income, BCHP currently yields 0.00% against 0.07% for FFLG.
Holdings Overlap
63.4% of BCHP's money is in holdings FFLG also owns. 33.2% of FFLG's money is in holdings BCHP also owns.
The two portfolios partly overlap.
9 positions in common, counted across the 24 positions we hold weights for in BCHP and 101 in FFLG, against full books of 52 and 202.
What only one of them owns
Our book lists 78 positions for FFLG that do not appear in our book for BCHP (60.2% of the fund), and 13 for BCHP that do not appear in FFLG (28.1%).
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 FFLG | Difference |
|---|---|---|---|
| NVDANvidia Corporation (purchase Right At $310.00 Per Share) | 11.77% | 17.18% | 5.41% |
| MSFTMicrosoft Corp | 10.45% | 4.21% | 6.24% |
| AMZNAmazon.Com Inc | 10.33% | 2.88% | 7.45% |
| GOOGAlphabet Inc. C | 9.95% | 0.73% | 9.22% |
| METAMeta Platforms Inc | 4.91% | 3.05% | 1.86% |
| AVGOBroadcom Inc | 4.81% | 2.64% | 2.17% |
| MAMastercard Inc | 4.52% | 1.26% | 3.26% |
| APHAmphenol Corp. Class A | 3.15% | 0.86% | 2.29% |
| CDNSCadence Design Systems Inc. | 3.48% | 0.39% | 3.09% |
63.4% of BCHP is already inside FFLG.
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, BCHP or FFLG?
BCHP has an expense ratio of 0.58% while FFLG charges 0.38%. FFLG is the cheaper option, by $20 a year on a $10,000 investment.
Which performed better, BCHP or FFLG?
Over the past year BCHP returned +1.49% vs +14.85% for FFLG, so FFLG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BCHP or FFLG?
FFLG has been the more volatile fund at 19.3% annualized versus 15.3% for BCHP. Worst drawdown: BCHP -18.6% vs FFLG -26.7%.
Should I hold both BCHP and FFLG?
BCHP and FFLG have a monthly-return correlation of 0.79, 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 FFLG?
63.4% of BCHP's money is in holdings FFLG also owns. 33.2% of FFLG's is in holdings BCHP also owns. They hold 9 positions in common, counted across the 24 positions we hold weights for in BCHP and 101 in FFLG.
Which pays a higher dividend, BCHP or FFLG?
BCHP yields 0.00% while FFLG yields 0.07%, so FFLG currently pays the higher dividend yield.
Is FFLG better than BCHP?
FFLG has a lower expense ratio. FFLG led over 1Y, 3Y and the full window. FFLG is less concentrated, with 57.3% 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.