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BCHP · PRINCIPAL FOCUSED BLUE CHIP ETF

Equity fundActively managed0.58% fee$218mSince Jul 13, 2023SEC filings ↗
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BCHP is actively managed and returned +0.1% over the past year.

+0.1%
Total return, 1 year
0.58%
Expense ratio
22
Holdings
−3.9%
Below its high
WindowTotal returnS&P 500Gap to S&P 500Gap to Nasdaq-100
3M Jul 2 – Oct 2, 2026+2.4%+3.6%−1.1 pts−2.9 pts
6M Apr 2 – Oct 2, 2026+14.3%+17.9%−3.7 pts−14.2 pts
1Y Oct 2, 2025 – Oct 2, 2026+0.1%+16.2%−16.1 pts−24.2 pts
3Y Oct 3, 2023 – Oct 2, 2026+58.0%+89.3%−31.3 pts−56.8 pts
Since listing Jul 13, 2023 – Oct 2, 2026+51.0%+78.2%−27.1 pts−50.3 pts

BCHP over each window to Oct 2, 2026. Every figure is an ETFIQ calculation. Source: ETFIQ.

BCHP top ten by weight, 72.2% of its 22 equity positions, from the holdings filed for Jun 30, 2026. An index fund holds what the index holds, so this is the index. Source: the fund’s SEC filing.

Amazon.com Inc 12.17%
NVIDIA Corp 9.61%
Alphabet Inc 8.86%
Microsoft Corp 8.85%
Brookfield Corp 8.63%
Mastercard Inc 4.96%
Visa Inc 4.93%
TransDigm Group Inc 4.84%
Cadence Design Systems Inc 4.73%
Broadcom Inc 4.62%
Fund filings on SEC EDGAR ↗
Head to head
Funds near this one
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In plain words

BCHP is actively managed and tracks no index. Over the year to Oct 2, 2026 it returned +0.1% with distributions reinvested, against +16.2% for the S&P 500 and +24.3% for the Nasdaq-100. The prospectus expense ratio is 0.58% a year. By its holdings filed for Jun 30, 2026, 88% of the fund by weight is stocks the S&P 500 also holds, across 22 positions, with the top ten at 72.2%. It sat 3.9% below its high of Aug 10, 2026 on Oct 2, 2026.
What it tracksNo index, actively managed
Fund typeEquity fund
Category (ETFIQ)Stocks · U.S. large-cap growth
Expense ratio (485BPOS XBRL, Oct 27, 2025)0.58%
Price$37.73
Listed sinceJul 13, 2023
Net assets (SEC filing, whole fund, as filed for Jun 30, 2026)$218m
Below its high (ETFIQ)−3.9%
Holdings22
Top ten weight72.2%
Holdings as of (SEC N-PORT)Jun 30, 2026
Already in the S&P 500, by weight (ETFIQ)88.5%
Active share vs the S&P 500 (ETFIQ)73.2%
Already in the Nasdaq-100, by weight (ETFIQ)57.1%
ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

Questions people ask about BCHP

How has BCHP performed?
Over the year to Oct 2, 2026, BCHP returned +0.1% with distributions reinvested, against +16.2% for the S&P 500. Over three years the figure is +58.0%.
What does BCHP cost?
The prospectus expense ratio is 0.58% a year.
What does BCHP hold?
22 positions as filed for Jun 30, 2026, with the top ten at 72.2% of the fund. 88% of its weight is in stocks the S&P 500 also holds.
How far is BCHP below its high?
3.9% below its high of Aug 10, 2026, measured on the reinvested series to Oct 2, 2026.
Sources and dates
Prices, BCHP and S&P 500Tiingo end-of-day · Oct 2, 2026
Fee, 0.58%Prospectus filing with the expense ratio (SEC) ↗
Net assets, $218mSEC filing, whole fund · Jun 30, 2026
HoldingsHoldings filing (SEC Form N-PORT) · Jun 30, 2026 ↗
IssuerPrincipal website ↗
All fund filingsFund filings on SEC EDGAR ↗
SourcePrincipal’s own site ↗

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

ETFIQ covers core, leveraged and inverse, buffer, thematic, option-income, alternatives and spot crypto ETFs. This fund is here because the other funds here are measured against it and portfolios hold it. ETFIQ is an independent publisher and makes no recommendations. Standards and sources

How these figures are computed →Standards and sources →Open data →
Cite this page

ETFIQ, BCHP, core fund, data as of Oct 2, 2026. https://etfiq.com/funds/bchp

Free to use with attribution; the underlying files are at Open data.

Principal: every fund ETFIQ covers→