BCHP vs GSGO

BCHP vs GSGO

Which is better, BCHP or GSGO?

GSGO has been ahead.

GSGO has a lower expense ratio. GSGO led over 1Y. GSGO is less concentrated, with 53.5% of the fund in its ten largest positions against 72.9%.

Lower Fees: GSGOHigher Returns (1Y): GSGOLess Concentrated: GSGO

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

MetricBCHPGSGO
Expense Ratio0.58%0.45%Best
AUM$235M$192M
Dividend Yield0.00%0.00%
Holdings5254
YTD Return+1.56%+11.08%Best
1Y Return+1.49%+12.54%Best
3Y Return (annualized)+14.49%-
Top 10 Weight72.9%53.5%Best
Fund FamilyPrincipal FundsGoldman Sachs Asset Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Growth
InceptionJul 12, 2023May 24, 1999

Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window.

BCHP vs GSGO 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare BCHP against instead:BCHP vs SPYBCHP vs QQQBCHP vs VOOBCHP vs VTIGSGO against:GSGO vs VXUS

BCHP vs GSGO Performance

Principal Focused Blue Chip ETF (BCHP) is an ETF from Principal Funds and Goldman Sachs Growth Opportunities ETF (GSGO) is an ETF from Goldman Sachs Asset Management. Over the past year BCHP returned +1.49% while GSGO returned +12.54%. Year to date, BCHP is up 1.56% versus a gain of 11.08% for GSGO.

Past performance does not guarantee future results.

Fees and Cost Over Time

BCHP charges 0.58% per year while GSGO charges 0.45%. On a $10,000 position that is $58 vs $45 annually, a gap of $13 per year that compounds over a long holding period. On income, BCHP currently yields 0.00% against 0.00% for GSGO.

Holdings Overlap

BCHP already in GSGO55.6%
GSGO already in BCHP34.0%

55.6% of BCHP's money is in holdings GSGO also owns. 34.0% of GSGO's money is in holdings BCHP also owns.

The two portfolios partly overlap.

8 positions in common, counted across the 24 positions we hold weights for in BCHP and 53 in GSGO, against full books of 52 and 54.

What only one of them owns

Our book lists 42 positions for GSGO that do not appear in our book for BCHP (62.1% of the fund), and 14 for BCHP that do not appear in GSGO (35.9%).

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

StockWeight in BCHPWeight in GSGODifference
NVDANvidia Corporation (purchase Right At $310.00 Per Share)11.77%12.73%0.96%
MSFTMicrosoft Corp10.45%7.03%3.42%
GOOGAlphabet Inc. C9.95%3.20%6.75%
AMZNAmazon.Com Inc10.33%1.02%9.31%
METAMeta Platforms Inc4.91%5.19%0.28%
AVGOBroadcom Inc4.81%2.56%2.25%
DASHDoordash Inc - A2.38%0.83%1.55%
GEGeneral Electric Co.1.00%1.42%0.42%

55.6% of BCHP is already inside GSGO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BCHPGSGO

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Frequently Asked Questions

Which is cheaper, BCHP or GSGO?

BCHP has an expense ratio of 0.58% while GSGO charges 0.45%. GSGO is the cheaper option, by $13 a year on a $10,000 investment.

Which performed better, BCHP or GSGO?

Over the past year BCHP returned +1.49% vs +12.54% for GSGO, so GSGO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

What is the holdings overlap between BCHP and GSGO?

55.6% of BCHP's money is in holdings GSGO also owns. 34.0% of GSGO's is in holdings BCHP also owns. They hold 8 positions in common, counted across the 24 positions we hold weights for in BCHP and 53 in GSGO.

Which pays a higher dividend, BCHP or GSGO?

BCHP yields 0.00% while GSGO yields 0.00%, so GSGO currently pays the higher dividend yield.

Is GSGO better than BCHP?

GSGO has a lower expense ratio. GSGO led over 1Y. GSGO is less concentrated, with 53.5% 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.