Frequently Asked Questions About BCHP

What does BCHP invest in?

Principal Exchange-Traded Funds - Principal Focused Blue Chip ETF is an exchange traded fund launched by Principal Financial Services, Inc. The fund is managed by Principal Global Investors, LLC. It invests in public equity markets of global ex-US region. The fund invests directly and through other funds in stocks of companies operating across financials and information technology sectors. The fund invests in growth stocks of large-cap companies, within the market capitalization range of the Russell 1000 Growth Index. The fund employs fundamental analysis with bottom-up stock picking approach to create its portfolio. The fund seeks to benchmark the performance of its portfolio against the Russell 1000 Index and the Russell 1000 Growth Index. Principal Exchange-Traded Funds - Principal Focused Blue Chip ETF was formed on July 12, 2023 and is domiciled in the United States.

What is the expense ratio of BCHP?

Principal Focused Blue Chip ETF (BCHP) charges an expense ratio of 0.58%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BCHP?

Principal Focused Blue Chip ETF (BCHP) manages $225.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is BCHP actively managed or an index fund?

BCHP is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (BCHP's is 0.58%) because there's no security selection cost.

When was BCHP launched?

Principal Focused Blue Chip ETF (BCHP) launched in July 2023 and is managed by Principal Funds.

How has BCHP performed?

BCHP's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.

BCHP

Principal Focused Blue Chip ETF

CBOE·Asset Management · Financial Services

$37.18$0.33−0.88%

After hours·$37.18+0.00%

Market closed·Oct 23 3:59 PM EDT

Price Chart

$37.18−$0.33 (−0.88%)today

+46.84%CAGR +12.43%

Select date range

FromTo

Jul 14, 2023Jul 14, 2023 → Oct 24, 2026· 3.3 yrsOct 24, 2026

Key Metrics

DistributionDividend Tab

Annual Distribution (FWD)$0.00

Distribution Yield (FWD)0.00%

Annual Distribution (TTM)—

Distribution Yield (TTM)0.00%

Distribution Growth (5Y)—

FrequencyIrregular

Most Recent$0.01

Ex-Dividend DateDec 27

Payment DateDec 31

DiversificationDiversification Tab

Holdings24

Top 10 Weight72.4%

Top 25 Weight100.0%

Effective Holdings15

Sectors6

Largest HoldingNVDA · 10.9%

Largest SectorTechnology · 37.1%

Asset ClassEquity

StrategyPassive Index

Cost & RiskExpenses Tab

Expense Ratio0.58%

Cost per 10k Invested$58.00

AUM$225.70M

Avg Daily Volume28.73K

Price$37.18

NAV$37.50

Premium / Discount−0.85%

52-Week Range$31.55 – $40.00

Beta1.05

Fund Overview

Cost Verdict

Is BCHP's expense ratio expensive, average, or a steal for its category?

Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.

Issuer: Principal Funds
Asset Class: Equity
Strategy: Passive Index
Inception: July 12, 2023
Fund Type: ETF
Domicile: US
Currency: USD
ISIN: US74255Y7141
CUSIP: 74255Y714
Website: www.principalam.com/us/fund/BCHP

Peers

Peers Tab

QTOP

iShares Nasdaq Top 30 Stocks ETF

Cap

$281.9M

ILDR

First Trust Innovation Leaders ETF

Cap

$337.0M

OGIG

ALPS O'Shares Global Internet Giants ETF

Cap

$100.5M

Latest News

News Tab

No recent news available.

Frequently Asked Questions About BCHP

What does BCHP invest in?: Principal Exchange-Traded Funds - Principal Focused Blue Chip ETF is an exchange traded fund launched by Principal Financial Services, Inc. The fund is managed by Principal Global Investors, LLC. It invests in public equity markets of global ex-US region. The fund invests directly and through other funds in stocks of companies operating across financials and information technology sectors. The fund invests in growth stocks of large-cap companies, within the market capitalization range of the Russell 1000 Growth Index. The fund employs fundamental analysis with bottom-up stock picking approach to create its portfolio. The fund seeks to benchmark the performance of its portfolio against the Russell 1000 Index and the Russell 1000 Growth Index. Principal Exchange-Traded Funds - Principal Focused Blue Chip ETF was formed on July 12, 2023 and is domiciled in the United States.
What is the expense ratio of BCHP?: Principal Focused Blue Chip ETF (BCHP) charges an expense ratio of 0.58%. This is the annual fee deducted from fund assets to cover management and operations.
How big is BCHP?: Principal Focused Blue Chip ETF (BCHP) manages $225.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
Is BCHP actively managed or an index fund?: BCHP is a passive index fund. It tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (BCHP's is 0.58%) because there's no security selection cost.
When was BCHP launched?: Principal Focused Blue Chip ETF (BCHP) launched in July 2023 and is managed by Principal Funds.
How has BCHP performed?: BCHP's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.