BCHP ETF

BCHP ETF
$38.58
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Fund Essentials - as of Aug 18, 2026

Net Assets
$243M
Expense Ratio
0.58%
Dividend Yield (Current)
-
Holdings
25
Inception Date
Jul 12, 2023
Fund Family
Principal Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+1.47%
1 Year-0.66%
3 Year+14.25%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
NVDANvidia Corporation (purchase Right At $310.00 Per Share)11.29%
AMZNAmazon.Com Inc11.26%
MSFTMicrosoft Corp 4.100 Feb 06 3710.70%
GOOGAlphabet Inc. C9.22%
BN:CABrookfield Corp8.31%
Top 10 Concentration: 73.71%Report Date: Aug 18, 2026
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Dividend Summary

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Frequency
Annually
Latest Distribution
$0.01
Dec 27, 2024

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

BCHP ETF Overview

BCHP ETF (Principal Focused Blue Chip ETF) is managed by Principal Funds with $243.0M in net assets. BCHP expense ratio is 0.58%, holding 25 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2023-07-12.

BCHP performance shows a YTD return of 1.47%. The 1-year return is -0.66%.

BCHP top holdings include Nvidia Corporation (purchase Right At $310.00 Per Share) (11.3%), Amazon.Com Inc (11.3%), Microsoft Corp 4.100 Feb 06 37 (10.7%), Alphabet Inc. C (9.2%), Brookfield Corp (8.3%). Go to all BCHP holdings, BCHP sectors, or BCHP dividends.

BCHP can be compared against other funds. Use BCHP overlap to find shared positions, or BCHP vs another fund for a side-by-side view. BCHP alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
+4.67%
YTD
+1.47%
1 Year
-0.66%
3 Year
+14.25%

Magnificent 7 Exposure

Combined weight of mega-cap tech leaders

46.5%

of portfolio

NVDANvidia Corporation (purchase Right At $310.00 Per Share)
11.29%
AMZNAmazon.Com Inc
11.26%
MSFTMicrosoft Corp 4.100 Feb 06 37
10.70%
GOOGAlphabet Inc. C
9.22%
METAMeta Platform Inc
4.08%

Top 10 Holdings (73.7% of portfolio)

#TickerNameSectorWeight
1NVDANvidia Corporation (purchase Right At $310.00 Per Share)Unknown11.29%
2AMZNAmazon.Com IncConsumer Discretionary11.26%
3MSFTMicrosoft Corp 4.100 Feb 06 37Information Technology10.70%
4GOOGAlphabet Inc. CCommunication Services9.22%
5BN:CABrookfield CorpFinancials8.31%
6TDGTransdigm Group Inc.Industrials5.03%
7AVGOBroadcom IncInformation Technology4.78%
8VVisa Inc Class AInformation Technology4.55%
9MAMastercard IncFinancials4.49%
10METAMeta Platform Inc Communication Services4.08%