BCHP vs SAWG
Principal Focused Blue Chip ETF vs AAM Sawgrass US Large Cap Quality Growth ETF
Which is better, BCHP or SAWG?
SAWG has been ahead.
SAWG has a lower expense ratio. SAWG led over 1Y and the full window.
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 | SAWG |
|---|---|---|
| Expense Ratio | 0.58% | 0.49%Best |
| AUM | $235M | $3M |
| Dividend Yield | 0.00% | 0.25% |
| Holdings | 52 | 45 |
| YTD Return | +1.56% | +12.08%Best |
| 1Y Return | +1.49% | +14.42%Best |
| 3Y Return (annualized) | +14.49% | - |
| Volatility (annualized) | 15.5% | 11.7%Best |
| Max Drawdown | -18.6%Best | -18.7% |
| $10,000 over 2.2 years | $11,896 | $13,110Best |
| Fund Family | Principal Funds | Advisors Asset Management, Inc. |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Jul 12, 2023 | Jul 30, 2024 |
Not shown on this pair: 5Y Return (annualized), Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jul 31, 2024 to Oct 14, 2026 (2.2 years).
BCHP vs SAWG 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 2.2 years both funds cover.
BCHP vs SAWG Performance
Principal Focused Blue Chip ETF (BCHP) is an ETF from Principal Funds and AAM Sawgrass US Large Cap Quality Growth ETF (SAWG) is an ETF from Advisors Asset Management, Inc.. Over the past year BCHP returned +1.49% while SAWG returned +14.42%. Year to date, BCHP is up 1.56% versus a gain of 12.08% for SAWG.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BCHP has been the more volatile fund, with annualized monthly volatility of 15.5% compared with 11.7% for SAWG. 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 -18.7% for SAWG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.82. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BCHP charges 0.58% per year while SAWG charges 0.49%. On a $10,000 position that is $58 vs $49 annually, a gap of $9 per year that compounds over a long holding period. On income, BCHP currently yields 0.00% against 0.25% for SAWG.
Holdings Overlap
We hold position weights for 24 holdings in BCHP and 1 in SAWG, totalling 100.0% and 0.0% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 24 positions we hold weights for in BCHP and 1 in SAWG, against full books of 52 and 45.
You are not choosing between two funds in isolation.
Whichever of BCHP and SAWG 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 SAWG?
BCHP has an expense ratio of 0.58% while SAWG charges 0.49%. SAWG is the cheaper option, by $9 a year on a $10,000 investment.
Which performed better, BCHP or SAWG?
Over the past year BCHP returned +1.49% vs +14.42% for SAWG, so SAWG leads on 1-year performance. Over the longest common window we track (2 years), BCHP annualized +8.21% vs +13.10% for SAWG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BCHP or SAWG?
BCHP has been the more volatile fund at 15.5% annualized versus 11.7% for SAWG. Worst drawdown: BCHP -18.6% vs SAWG -18.7%.
Should I hold both BCHP and SAWG?
BCHP and SAWG have a monthly-return correlation of 0.82, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BCHP or SAWG?
BCHP yields 0.00% while SAWG yields 0.25%, so SAWG currently pays the higher dividend yield.
Is SAWG better than BCHP?
SAWG has a lower expense ratio. SAWG led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.