BCHP vs VYM

BCHP vs VYM

Which is better, BCHP or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 73.7%.

Lower Fees: VYMHigher Returns: VYMLess Concentrated: VYM

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

MetricBCHPVYM
Expense Ratio0.58%0.04%Best
AUM$243M$81.6B
Dividend Yield0.00%2.24%
Holdings25613
YTD Return+3.46%+15.29%Best
1Y Return+3.02%+22.23%Best
3Y Return (annualized)+14.68%+18.81%Best
5Y Return (annualized)-+12.14%
Volatility (annualized)15.3%10.8%Best
Max Drawdown-18.6%-14.5%Best
$10,000 over 3.1 years$15,344$16,573Best
Top 10 Weight73.7%25.9%Best
Fund FamilyPrincipal FundsVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionJul 12, 2023Nov 10, 2006

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 VYM 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 VYM Performance

Principal Focused Blue Chip ETF (BCHP) is an ETF from Principal Funds and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BCHP returned +3.02% while VYM returned +22.23%. Year to date, BCHP is up 3.46% versus a gain of 15.29% for VYM.

Over three years, BCHP compounded at +14.68% per year against +18.81% for VYM.

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 10.8% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.56. They move together some of the time, and apart the rest.

Fees and Cost Over Time

BCHP charges 0.58% per year while VYM charges 0.04%. On a $10,000 position that is $58 vs $4 annually, a gap of $54 per year that compounds over a long holding period. On income, BCHP currently yields 0.00% against 2.24% for VYM.

Holdings Overlap

BCHP already in VYM4.8%
VYM already in BCHP7.3%

4.8% of BCHP's money is in holdings VYM also owns. 7.3% of VYM's money is in holdings BCHP also owns.

VYM and BCHP share little of their money.

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

1 positions in common, counted across the 24 positions we hold weights for in BCHP and 603 in VYM, against full books of 25 and 613.

What only one of them owns

Our book lists 569 positions for VYM that do not appear in our book for BCHP (90.1% of the fund), and 21 for BCHP that do not appear in VYM (86.9%).

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 VYMDifference
AVGOBroadcom Inc4.78%7.29%2.51%

You are not choosing between two funds in isolation.

Whichever of BCHP and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BCHPVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BCHP or VYM?

BCHP has an expense ratio of 0.58% while VYM charges 0.04%. VYM is the cheaper option, by $54 a year on a $10,000 investment.

Which performed better, BCHP or VYM?

Over the past year BCHP returned +3.02% vs +22.23% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, BCHP or VYM?

BCHP has been the more volatile fund at 15.3% annualized versus 10.8% for VYM. Worst drawdown: BCHP -18.6% vs VYM -14.5%.

Should I hold both BCHP and VYM?

BCHP and VYM have a monthly-return correlation of 0.56, 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 VYM?

7.3% of VYM's money is in holdings BCHP also owns. 7.3% of VYM's is in holdings BCHP also owns. They hold 1 positions in common, counted across the 24 positions we hold weights for in BCHP and 603 in VYM.

Which pays a higher dividend, BCHP or VYM?

BCHP yields 0.00% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.

Is VYM better than BCHP?

VYM has a lower expense ratio. VYM led over 1Y, 3Y and the full window. VYM is less concentrated, with 25.9% 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.