BCHP vs SPY

BCHP vs SPY

Which is better, BCHP or SPY?

Large Cap Growth against Large Cap Blend.

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 73.7%.

Lower Fees: SPYHigher Returns: SPYLess Concentrated: SPY

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

MetricBCHPSPY
Expense Ratio0.58%0.09%Best
AUM$243M$814.4B
Dividend Yield0.00%1.01%
Holdings25505
YTD Return+3.46%+13.78%Best
1Y Return+3.02%+21.44%Best
3Y Return (annualized)+14.68%+21.38%Best
5Y Return (annualized)-+12.80%
Volatility (annualized)15.3%12.7%Best
Max Drawdown-18.6%Best-18.8%
$10,000 over 3.1 years$15,344$17,712Best
Top 10 Weight73.7%38.0%Best
Fund FamilyPrincipal FundsState Street Investment Management
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJul 12, 2023Jan 22, 1993

Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Jul 13, 2023 to Sep 3, 2026 (3.1 years).

BCHP vs SPY 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 3.1 years both funds cover.

BCHP vs SPY Performance

Principal Focused Blue Chip ETF (BCHP) is an ETF from Principal Funds and State Street SPDR S&P 500 ETF Trust (SPY) is an ETF from State Street Investment Management. Over the past year BCHP returned +3.02% while SPY returned +21.44%. Year to date, BCHP is up 3.46% versus a gain of 13.78% for SPY.

Over three years, BCHP compounded at +14.68% per year against +21.38% for SPY.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BCHP has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 12.7% for SPY. 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 -18.8% for SPY. 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

BCHP charges 0.58% per year while SPY charges 0.09%. On a $10,000 position that is $58 vs $9 annually, a gap of $49 per year that compounds over a long holding period. On income, BCHP currently yields 0.00% against 1.01% for SPY.

Holdings Overlap

BCHP already in SPY88.2%
SPY already in BCHP29.0%

88.2% of BCHP's money is in holdings SPY also owns. 29.0% of SPY's money is in holdings BCHP also owns.

Most of BCHP is already inside SPY. Owning both mostly buys the same companies twice.

20 positions in common, counted across the 24 positions we hold weights for in BCHP and 504 in SPY, against full books of 25 and 505.

What only one of them owns

Our book lists 476 positions for SPY that do not appear in our book for BCHP (70.5% of the fund), and 2 for BCHP that do not appear in SPY (3.5%).

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

StockWeight in BCHPWeight in SPYDifference
NVDANvidia Corporation (purchase Right At $310.00 Per Share)11.29%7.71%3.58%
MSFTMicrosoft Corp 4.100 Feb 06 3710.70%5.50%5.20%
AMZNAmazon.Com Inc11.26%4.08%7.18%
GOOGAlphabet Inc. C9.22%2.67%6.55%
AVGOBroadcom Inc4.78%2.97%1.81%
METAMeta Platform Inc 4.08%1.94%2.14%
VVisa Inc Class A4.55%0.92%3.63%
MAMastercard Inc4.49%0.69%3.80%
TDGTransdigm Group Inc.5.03%0.11%4.92%
KKRKkr & Co. Inc. Class a3.69%0.11%3.58%

88.2% of BCHP is already inside SPY.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BCHPSPY

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BCHP or SPY?

BCHP has an expense ratio of 0.58% while SPY charges 0.09%. SPY is the cheaper option, by $49 a year on a $10,000 investment.

Which performed better, BCHP or SPY?

Over the past year BCHP returned +3.02% vs +21.44% for SPY, so SPY leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BCHP or SPY?

BCHP has been the more volatile fund at 15.3% annualized versus 12.7% for SPY. Worst drawdown: BCHP -18.6% vs SPY -18.8%.

Should I hold both BCHP and SPY?

BCHP and SPY 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 BCHP and SPY?

88.2% of BCHP's money is in holdings SPY also owns. 29.0% of SPY's is in holdings BCHP also owns. They hold 20 positions in common, counted across the 24 positions we hold weights for in BCHP and 504 in SPY.

Which pays a higher dividend, BCHP or SPY?

BCHP yields 0.00% while SPY yields 1.01%, so SPY currently pays the higher dividend yield.

Is SPY better than BCHP?

SPY has a lower expense ratio. SPY led over 1Y, 3Y and the full window. SPY is less concentrated, with 38.0% of the fund in its ten largest positions against 73.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.