BCHP vs VXUS
Principal Focused Blue Chip ETF vs Vanguard Total International Stock ETF
Quick Verdict
VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.
Side-by-Side Comparison
| Metric | BCHP | VXUS | Winner |
|---|---|---|---|
| Expense Ratio | 0.58% | 0.05% | |
| AUM | $244M | $158.1B | |
| Dividend Yield | 0.00% | 2.59% | |
| Holdings | 25 | 8,747 | |
| YTD Return | +4.60% | +15.22% | |
| 1Y Return | +2.97% | +26.86% | |
| 3Y Return (annualized) | +16.11% | +20.34% | |
| 5Y Return (annualized) | - | +9.38% | |
| Volatility (annualized) | 15.6% | 15.1% | |
| Max Drawdown | -18.6% | -39.9% | |
| Fund Family | Principal Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 12, 2023 | Jan 26, 2011 |
BCHP vs VXUS Performance
Principal Focused Blue Chip ETF (BCHP) is a ETF from Principal Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year BCHP returned +2.97% while VXUS returned +26.86%. Year to date, BCHP is up 4.60% versus a gain of 15.22% for VXUS.
Over three years, BCHP compounded at +16.11% per year against +20.34% for VXUS. Across the full 3-year window we track, BCHP has the edge at +15.50% annualized vs +4.89%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BCHP has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 15.1% for VXUS. 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 -39.9% for VXUS. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.48. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BCHP charges 0.58% per year while VXUS charges 0.05%. On a $10,000 position that is $58 vs $5 annually, a gap of $53 per year that compounds over a long holding period. On income, BCHP currently yields 0.00% against 2.59% for VXUS.
Holdings Overlap
BCHP and VXUS share 1 holdings out of 7891 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in BCHP | Weight in VXUS | Difference |
|---|---|---|---|
| BN:CA | 8.66% | 0.21% | 8.45% |
Frequently Asked Questions
Which is cheaper, BCHP or VXUS?
BCHP has an expense ratio of 0.58% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, BCHP or VXUS?
Over the past year BCHP returned +2.97% vs +26.86% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (3 years), BCHP annualized +15.50% vs +4.89% for VXUS. Past performance does not guarantee future results.
Which is riskier, BCHP or VXUS?
BCHP has been the more volatile fund at 15.6% annualized versus 15.1% for VXUS. Worst drawdown: BCHP -18.6% vs VXUS -39.9%.
Should I hold both BCHP and VXUS?
BCHP and VXUS have a monthly-return correlation of 0.48, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BCHP and VXUS?
BCHP and VXUS share 1 common holdings with a 0.2% weight overlap. Combined, they hold 7891 unique securities.
Which pays a higher dividend, BCHP or VXUS?
BCHP yields 0.00% while VXUS yields 2.59%, so VXUS currently pays the higher dividend yield.
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