BCHP vs LCLG
Principal Focused Blue Chip ETF vs Logan Capital Large Cap Growth ETF
Which is better, BCHP or LCLG?
LCLG has been ahead.
BCHP has a lower expense ratio. LCLG led over 1Y, 3Y and the full window. LCLG is less concentrated, with 45.6% 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 | LCLG |
|---|---|---|
| Expense Ratio | 0.58%Best | 0.90% |
| AUM | $235M | $108M |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 52 | 114 |
| YTD Return | +1.56% | +10.21%Best |
| 1Y Return | +1.49% | +13.02%Best |
| 3Y Return (annualized) | +14.49% | +25.89%Best |
| Volatility (annualized) | 15.3%Best | 19.3% |
| Max Drawdown | -18.6%Best | -25.8% |
| $10,000 over 3.3 years | $15,241 | $19,041Best |
| Top 10 Weight | 72.9% | 45.6%Best |
| Fund Family | Principal Funds | Logan Capital |
| 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 LCLG 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 LCLG Performance
Principal Focused Blue Chip ETF (BCHP) is an ETF from Principal Funds and Logan Capital Large Cap Growth ETF (LCLG) is an ETF from Logan Capital. Over the past year BCHP returned +1.49% while LCLG returned +13.02%. Year to date, BCHP is up 1.56% versus a gain of 10.21% for LCLG.
Over three years, BCHP compounded at +14.49% per year against +25.89% for LCLG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
LCLG 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 -25.8% for LCLG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.77. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BCHP charges 0.58% per year while LCLG charges 0.90%. On a $10,000 position that is $58 vs $90 annually, a gap of $32 per year that compounds over a long holding period. On income, BCHP currently yields 0.00% against 0.00% for LCLG.
Holdings Overlap
43.3% of BCHP's money is in holdings LCLG also owns. 28.2% of LCLG'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 55 in LCLG, against full books of 52 and 114.
What only one of them owns
Our book lists 43 positions for LCLG that do not appear in our book for BCHP (69.0% of the fund), and 13 for BCHP that do not appear in LCLG (48.2%).
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 LCLG | Difference |
|---|---|---|---|
| AMZNAmazon.Com Inc | 10.33% | 3.86% | 6.47% |
| GOOGAlphabet Inc. C | 9.95% | 2.54% | 7.41% |
| AVGOBroadcom Inc | 4.81% | 4.43% | 0.38% |
| APHAmphenol Corp. Class A | 3.15% | 5.98% | 2.83% |
| METAMeta Platforms Inc | 4.91% | 4.03% | 0.88% |
| MAMastercard Inc | 4.52% | 3.56% | 0.96% |
| NFLXNetflix, Inc. | 1.95% | 2.55% | 0.60% |
| KKRKkr & Co. Inc. Class a | 2.64% | 0.29% | 2.35% |
| GEGeneral Electric Co. | 1.00% | 0.93% | 0.07% |
43.3% of BCHP is already inside LCLG.
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 LCLG?
BCHP has an expense ratio of 0.58% while LCLG charges 0.90%. BCHP is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, BCHP or LCLG?
Over the past year BCHP returned +1.49% vs +13.02% for LCLG, so LCLG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BCHP or LCLG?
LCLG has been the more volatile fund at 19.3% annualized versus 15.3% for BCHP. Worst drawdown: BCHP -18.6% vs LCLG -25.8%.
Should I hold both BCHP and LCLG?
BCHP and LCLG have a monthly-return correlation of 0.77, 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 LCLG?
43.3% of BCHP's money is in holdings LCLG also owns. 28.2% of LCLG'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 55 in LCLG.
Which pays a higher dividend, BCHP or LCLG?
BCHP yields 0.00% while LCLG yields 0.00%, so LCLG currently pays the higher dividend yield.
Is LCLG better than BCHP?
BCHP has a lower expense ratio. LCLG led over 1Y, 3Y and the full window. LCLG is less concentrated, with 45.6% 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.