BCHP vs JGRO
Principal Focused Blue Chip ETF vs JPMorgan Active Growth ETF
Which is better, BCHP or JGRO?
JGRO has been ahead.
JGRO has a lower expense ratio. JGRO led over 1Y, 3Y and the full window. JGRO is less concentrated, with 50.0% 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 | BCHP | JGRO |
|---|---|---|
| Expense Ratio | 0.58% | 0.44%Best |
| AUM | $235M | $10.1B |
| Dividend Yield | 0.00% | 0.15% |
| Holdings | 52 | 134 |
| YTD Return | +1.56% | +2.91%Best |
| 1Y Return | +1.49% | +2.83%Best |
| 3Y Return (annualized) | +14.49% | +19.98%Best |
| Volatility (annualized) | 15.3%Best | 16.4% |
| Max Drawdown | -18.6%Best | -22.7% |
| $10,000 over 3.3 years | $15,241 | $16,936Best |
| Top 10 Weight | 72.9% | 50.0%Best |
| Fund Family | Principal Funds | J.P. Morgan Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jul 12, 2023 | Aug 8, 2022 |
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 JGRO 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 JGRO Performance
Principal Focused Blue Chip ETF (BCHP) is an ETF from Principal Funds and JPMorgan Active Growth ETF (JGRO) is an ETF from J.P. Morgan Asset Management. Over the past year BCHP returned +1.49% while JGRO returned +2.83%. Year to date, BCHP is up 1.56% versus a gain of 2.91% for JGRO.
Over three years, BCHP compounded at +14.49% per year against +19.98% for JGRO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JGRO has been the more volatile fund, with annualized monthly volatility of 16.4% 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 -22.7% for JGRO. 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 JGRO charges 0.44%. On a $10,000 position that is $58 vs $44 annually, a gap of $14 per year that compounds over a long holding period. On income, BCHP currently yields 0.00% against 0.15% for JGRO.
Holdings Overlap
70.5% of BCHP's money is in holdings JGRO also owns. 38.4% of JGRO's money is in holdings BCHP also owns.
Most of BCHP is already inside JGRO. Owning both mostly buys the same companies twice.
13 positions in common, counted across the 24 positions we hold weights for in BCHP and 134 in JGRO, against full books of 52 and 134.
What only one of them owns
Our book lists 112 positions for JGRO that do not appear in our book for BCHP (58.7% of the fund), and 9 for BCHP that do not appear in JGRO (21.0%).
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 JGRO | Difference |
|---|---|---|---|
| NVDANvidia Corporation (purchase Right At $310.00 Per Share) | 11.77% | 12.10% | 0.33% |
| GOOGAlphabet Inc. C | 9.95% | 9.37% | 0.58% |
| MSFTMicrosoft Corp | 10.45% | 4.32% | 6.13% |
| AMZNAmazon.Com Inc | 10.33% | 1.30% | 9.03% |
| AVGOBroadcom Inc | 4.81% | 4.12% | 0.69% |
| METAMeta Platforms Inc | 4.91% | 3.09% | 1.82% |
| MAMastercard Inc | 4.52% | 1.61% | 2.91% |
| VVisa Inc Class A | 4.05% | 0.60% | 3.45% |
| APHAmphenol Corp. Class A | 3.15% | 0.19% | 2.96% |
| DASHDoordash Inc - A | 2.38% | 0.53% | 1.85% |
70.5% of BCHP is already inside JGRO.
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 JGRO?
BCHP has an expense ratio of 0.58% while JGRO charges 0.44%. JGRO is the cheaper option, by $14 a year on a $10,000 investment.
Which performed better, BCHP or JGRO?
Over the past year BCHP returned +1.49% vs +2.83% for JGRO, so JGRO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BCHP or JGRO?
JGRO has been the more volatile fund at 16.4% annualized versus 15.3% for BCHP. Worst drawdown: BCHP -18.6% vs JGRO -22.7%.
Should I hold both BCHP and JGRO?
BCHP and JGRO 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 JGRO?
70.5% of BCHP's money is in holdings JGRO also owns. 38.4% of JGRO's is in holdings BCHP also owns. They hold 13 positions in common, counted across the 24 positions we hold weights for in BCHP and 134 in JGRO.
Which pays a higher dividend, BCHP or JGRO?
BCHP yields 0.00% while JGRO yields 0.15%, so JGRO currently pays the higher dividend yield.
Is JGRO better than BCHP?
JGRO has a lower expense ratio. JGRO led over 1Y, 3Y and the full window. JGRO is less concentrated, with 50.0% 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.