TCHP vs XOVR
T. Rowe Price Blue Chip Growth ETF vs ERShares Private-Public Crossover ETF
Which is better, TCHP or XOVR?
Each has led over a different period.
TCHP has a lower expense ratio. TCHP led over 1Y, 5Y and the full window, XOVR over 3Y.
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 | TCHP | XOVR |
|---|---|---|
| Expense Ratio | 0.57%Best | 1.81% |
| AUM | $2.2B | $1.5B |
| Dividend Yield | 0.00% | 0.00% |
| Holdings | 65 | 33 |
| YTD Return | +2.74% | +6.41%Best |
| 1Y Return | +5.10%Best | +1.58% |
| 3Y Return (annualized) | +21.81% | +22.10%Best |
| 5Y Return (annualized) | +9.18%Best | +5.66% |
| Volatility (annualized) | 19.7%Best | 24.3% |
| Max Drawdown | -42.3%Best | -56.3% |
| $10,000 over 5 years | $15,514Best | $13,169 |
| Fund Family | T.Rowe Price | ERShares |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | Aug 4, 2020 | Nov 7, 2017 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Aug 5, 2020 to Oct 14, 2026 (6.2 years).
TCHP vs XOVR 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 6.2 years both funds cover.
TCHP vs XOVR Performance
T. Rowe Price Blue Chip Growth ETF (TCHP) is an ETF from T.Rowe Price and ERShares Private-Public Crossover ETF (XOVR) is an ETF from ERShares. Over the past year TCHP returned +5.10% while XOVR returned +1.58%. Year to date, TCHP is up 2.74% versus a gain of 6.41% for XOVR.
Over three years, TCHP compounded at +21.81% per year against +22.10% for XOVR; over five years the annualized figures are +9.18% and +5.66% respectively. Across the full 6-year window we track, TCHP has the edge at +12.03% annualized vs +7.19%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
XOVR has been the more volatile fund, with annualized monthly volatility of 24.3% compared with 19.7% for TCHP. 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 -42.3% for TCHP and -56.3% for XOVR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
TCHP charges 0.57% per year while XOVR charges 1.81%. On a $10,000 position that is $57 vs $181 annually, a gap of $124 per year that compounds over a long holding period. On income, TCHP currently yields 0.00% against 0.00% for XOVR.
Holdings Overlap
At least 29.5% of TCHP's money is in holdings XOVR also owns.
Stated as a floor: for XOVR, our book for it covers 77.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
TCHP and XOVR share little of their money.
8 positions in common, counted across the 62 positions we hold weights for in TCHP and 30 in XOVR, against full books of 65 and 33.
Top Shared Holdings
| Stock | Weight in TCHP | Weight in XOVR | Difference |
|---|---|---|---|
| NVDANvidia Corp | 17.43% | 9.73% | 7.70% |
| GOOGLAlphabet Inc | 5.50% | 5.74% | 0.24% |
| METAMeta Platforms Inc | 3.53% | 4.78% | 1.25% |
| DASHDoordash Inc - A | 0.43% | 2.75% | 2.32% |
| MUMicron Technology, Inc. | 1.33% | 1.70% | 0.37% |
| MPWRMonolithic Power Systems Inc | 0.66% | 2.27% | 1.61% |
| SPCXSpace Exploration Technologies | 0.34% | 2.44% | 2.10% |
| PLTRPalantir Technologies Inc | 0.32% | 1.19% | 0.87% |
29.5% of TCHP is already inside XOVR.
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, TCHP or XOVR?
TCHP has an expense ratio of 0.57% while XOVR charges 1.81%. TCHP is the cheaper option, by $124 a year on a $10,000 investment.
Which performed better, TCHP or XOVR?
Over the past year TCHP returned +5.10% vs +1.58% for XOVR, so TCHP leads on 1-year performance. Over the longest common window we track (6 years), TCHP annualized +12.03% vs +7.19% for XOVR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, TCHP or XOVR?
XOVR has been the more volatile fund at 24.3% annualized versus 19.7% for TCHP. Worst drawdown: TCHP -42.3% vs XOVR -56.3%.
Should I hold both TCHP and XOVR?
TCHP and XOVR have a monthly-return correlation of 0.86, 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 TCHP and XOVR?
At least 29.5% of TCHP's money is in holdings XOVR also owns. Our book for XOVR is partial, so the real figure is this or higher. They hold 8 positions in common, counted across the 62 positions we hold weights for in TCHP and 30 in XOVR.
Which pays a higher dividend, TCHP or XOVR?
TCHP yields 0.00% while XOVR yields 0.00%, so XOVR currently pays the higher dividend yield.
Is XOVR better than TCHP?
TCHP has a lower expense ratio. TCHP led over 1Y, 5Y and the full window, XOVR over 3Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.