BCHP vs VOO

BCHP vs VOO

Which is better, BCHP or VOO?

Large Cap Growth against Large Cap Blend.

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 73.7%.

Lower Fees: VOOHigher Returns: VOOLess Concentrated: VOO

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

MetricBCHPVOO
Expense Ratio0.58%0.03%Best
AUM$243M$997.4B
Dividend Yield0.00%1.08%
Holdings25509
YTD Return+1.14%+12.74%Best
1Y Return-0.54%+19.43%Best
3Y Return (annualized)+13.57%+21.18%Best
5Y Return (annualized)-+12.76%
Volatility (annualized)15.4%12.8%Best
Max Drawdown-18.6%Best-18.7%
$10,000 over 3.2 years$15,179$17,864Best
Top 10 Weight73.7%36.4%Best
Fund FamilyPrincipal FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionJul 12, 2023Sep 7, 2010

Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Jul 13, 2023 to Sep 8, 2026 (3.2 years).

BCHP vs VOO 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 3.2 years both funds cover.

BCHP vs VOO Performance

Principal Focused Blue Chip ETF (BCHP) is an ETF from Principal Funds and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BCHP returned -0.54% while VOO returned +19.43%. Year to date, BCHP is up 1.14% versus a gain of 12.74% for VOO.

Over three years, BCHP compounded at +13.57% per year against +21.18% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BCHP has been the more volatile fund, with annualized monthly volatility of 15.4% compared with 12.8% for VOO. 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 VOO. 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 VOO charges 0.03%. On a $10,000 position that is $58 vs $3 annually, a gap of $55 per year that compounds over a long holding period. On income, BCHP currently yields 0.00% against 1.08% for VOO.

Holdings Overlap

BCHP already in VOO88.2%
VOO already in BCHP26.8%

88.2% of BCHP's money is in holdings VOO also owns. 26.8% of VOO's money is in holdings BCHP also owns.

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

The two holdings books were reported 49 days apart, BCHP as of Aug 18, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

20 positions in common, counted across the 24 positions we hold weights for in BCHP and 504 in VOO, against full books of 25 and 509.

What only one of them owns

Our book lists 474 positions for VOO that do not appear in our book for BCHP (72.5% of the fund), and 1 for BCHP that do not appear in VOO (2.2%).

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

StockWeight in BCHPWeight in VOODifference
NVDANvidia Corporation (purchase Right At $310.00 Per Share)11.29%7.51%3.78%
MSFTMicrosoft Corp 4.100 Feb 06 3710.70%4.30%6.40%
AMZNAmazon.Com Inc11.26%3.62%7.64%
GOOGAlphabet, Inc., Class C9.22%2.59%6.63%
AVGOBroadcom Inc4.78%2.77%2.01%
METAMeta Platform Inc 4.08%1.92%2.16%
V'visa Inc., Class 'a''4.55%0.87%3.68%
TDGTransdigm Group Inc.5.03%0.12%4.91%
MAMastercard Inc4.49%0.64%3.85%
KKRKkr & Co., Inc., Series A, Pfd.3.69%0.10%3.59%

88.2% of BCHP is already inside VOO.

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

BCHPVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BCHP or VOO?

BCHP has an expense ratio of 0.58% while VOO charges 0.03%. VOO is the cheaper option, by $55 a year on a $10,000 investment.

Which performed better, BCHP or VOO?

Over the past year BCHP returned -0.54% vs +19.43% for VOO, so VOO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BCHP or VOO?

BCHP has been the more volatile fund at 15.4% annualized versus 12.8% for VOO. Worst drawdown: BCHP -18.6% vs VOO -18.7%.

Should I hold both BCHP and VOO?

BCHP and VOO 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 VOO?

88.2% of BCHP's money is in holdings VOO also owns. 26.8% of VOO'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 VOO.

Which pays a higher dividend, BCHP or VOO?

BCHP yields 0.00% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than BCHP?

VOO has a lower expense ratio. VOO led over 1Y, 3Y and the full window. VOO is less concentrated, with 36.4% 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.