BCHP vs AVUQ
Comparison between PRINCIPAL FOCUSED BLUE CHIP ETF (BCHP, ETF) and AVANTIS U.S. QUALITY ETF (AVUQ, ETF).
BCHP vs AVUQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BCHP
$223M
AVUQ
$223M
Expense Ratio
BCHP
0.58%
Winner
AVUQ
0.15%
Max Drawdown
BCHP
19.09%
Winner
AVUQ
11.86%
Sharpe Ratio
BCHP
0.09
Winner
AVUQ
1.33
5Y Beta
Winner
BCHP
0.99
AVUQ
1.04
P/E Ratio
BCHP
32.74
Winner
AVUQ
32.19
Forward P/E
BCHP
26.45
Winner
AVUQ
24.63
PEG Ratio
BCHP
0.81
AVUQ
N/A
5Y EPS CAGR
BCHP
31.42%
Winner
AVUQ
35.44%
Debt to Equity
Winner
BCHP
10.10%
AVUQ
59.03%
P/S Ratio
BCHP
7.57
Winner
AVUQ
4.34
P/B Ratio
Winner
BCHP
9.05
AVUQ
10.03
BCHP vs AVUQ - Holdings Comparison
BCHP and AVUQ have 18 common holdings. Overlap is 38.84%
BCHP's top 25 holdings weight is 100.01%. AVUQ's top 25 holdings weight is 68.75%.
| Rank | BCHP | AVUQ |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 14.69% | NVIDIA CORP (NVDA) - 12.47% |
| #2 | MICROSOFT CORP (MSFT) - 11.15% | APPLE INC (AAPL) - 11.44% |
| #3 | NVIDIA CORP (NVDA) - 9.92% | MICROSOFT CORP (MSFT) - 6.72% |
| #4 | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (n/a) - 9.00% | AMAZON.COM INC (AMZN) - 5.84% |
| #5 | ALPHABET INC CLASS C (GOOG) - 5.59% | BROADCOM INC (AVGO) - 4.48% |
| #6 | TRANSDIGM GROUP INC (TDG) - 5.15% | META PLATFORMS INC CLASS A (META) - 4.05% |
| #7 | CADENCE DESIGN SYSTEMS INC (CDNS) - 5.00% | ALPHABET INC CLASS A (GOOGL) - 3.13% |
| #8 | BROADCOM INC (AVGO) - 4.94% | ALPHABET INC CLASS C (GOOG) - 2.50% |
| #9 | VISA INC CLASS A (V) - 4.93% | LAM RESEARCH CORP (LRCX) - 2.04% |
| #10 | MASTERCARD INC CLASS A (MA) - 4.88% | ADVANCED MICRO DEVICES INC (AMD) - 1.96% |
| #11 | META PLATFORMS INC CLASS A (META) - 4.73% | ELI LILLY AND CO (LLY) - 1.67% |
| #12 | NETFLIX INC (NFLX) - 3.16% | VISA INC CLASS A (V) - 1.61% |
| #13 | KKR & CO INC ORDINARY SHARES (KKR) - 2.96% | COSTCO WHOLESALE CORP (COST) - 1.21% |
| #14 | DANAHER CORP (DHR) - 2.82% | NETFLIX INC (NFLX) - 1.20% |
| #15 | AMPHENOL CORP CLASS A (APH) - 1.88% | KLA CORP (KLAC) - 1.10% |
| #16 | HEICO CORP CLASS A (HEI-A) - 1.69% | GE VERNOVA INC (GEV) - 0.98% |
| #17 | MOODYS CORP (MCO) - 1.62% | MASTERCARD INC CLASS A (MA) - 0.97% |
| #18 | O'REILLY AUTOMOTIVE INC (ORLY) - 1.60% | ORACLE CORP (ORCL) - 0.79% |
| #19 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.58% | TESLA INC (TSLA) - 0.78% |
| #20 | GE AEROSPACE (GE) - 1.46% | n/a (PLTR) - 0.74% |
| #21 | UBER TECHNOLOGIES INC (UBER) - 1.16% | CATERPILLAR INC (CAT) - 0.70% |
| #22 | STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 0.10% | FORTINET INC (FTNT) - 0.61% |
| #23 | N/A | GE AEROSPACE (GE) - 0.60% |
| #24 | N/A | ROYAL CARIBBEAN GROUP (RCL) - 0.59% |
| #25 | N/A | TJX COMPANIES INC (TJX) - 0.57% |
| Total Holdings | 22 | 591 |
BCHP vs AVUQ - Historical Returns
Returns include dividend reinvestment.
1M
BCHP
-1.25%
Winner
AVUQ
+0.95%
3M
BCHP
+4.65%
Winner
AVUQ
+8.87%
6M
BCHP
-2.86%
Winner
AVUQ
+7.13%
1Y
BCHP
+3.56%
Winner
AVUQ
+26.75%
Max(CAGR)
BCHP
+14.20%
Winner
AVUQ
+26.48%
BCHP vs AVUQ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BCHP | AVUQ |
|---|---|---|
| 2026 | -1.58% | +7.85% |
| 2025 | +10.71% | +22.52% |
| 2024 | +22.08% | N/A |
| 2023 | +12.89% | N/A |
BCHP vs AVUQ Drawdown Comparison
The maximum drawdown for BCHP was -18.56%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for AVUQ was -11.86%, occurring on Apr 8, 2025. Recovery took 31 trading sessions.
The current BCHP drawdown is -4.87%. The current AVUQ drawdown is -3.87%.
| Rank | BCHP | AVUQ |
|---|---|---|
| #1 | -18.56% Jan 23, 2025 - Jun 6, 2025 | -11.86% Mar 27, 2025 - May 12, 2025 |
| #2 | -18.12% Oct 28, 2025 - Mar 27, 2026 | -11.61% Oct 29, 2025 - Apr 15, 2026 |
| #3 | -8.61% Sep 14, 2023 - Nov 10, 2023 | -3.87% Jun 1, 2026 - Jun 5, 2026 |
| #4 | -8.20% Jul 5, 2024 - Sep 17, 2024 | -3.29% Oct 8, 2025 - Oct 24, 2025 |
| #5 | -5.47% Dec 11, 2024 - Jan 23, 2025 | -2.72% Aug 14, 2025 - Aug 28, 2025 |
| #6 | -4.77% Mar 21, 2024 - May 7, 2024 | -2.54% May 16, 2025 - Jun 2, 2025 |
| #7 | -4.28% Sep 19, 2025 - Oct 28, 2025 | -2.52% May 14, 2026 - May 28, 2026 |
| #8 | -3.83% May 21, 2024 - Jun 21, 2024 | -2.34% Jul 28, 2025 - Aug 8, 2025 |
| #9 | -3.12% Nov 13, 2024 - Dec 4, 2024 | -1.94% Aug 28, 2025 - Sep 4, 2025 |
| #10 | -3.09% Jul 31, 2023 - Aug 29, 2023 | -1.93% Sep 22, 2025 - Oct 8, 2025 |
| #11 | -2.98% Jul 31, 2025 - Sep 19, 2025 | -1.50% Jun 10, 2025 - Jun 24, 2025 |
| #12 | -2.89% Dec 28, 2023 - Jan 12, 2024 | -1.22% Apr 27, 2026 - May 5, 2026 |
| #13 | -2.81% Jun 10, 2025 - Jun 26, 2025 | -0.99% Apr 17, 2026 - Apr 22, 2026 |
| #14 | -2.71% Sep 23, 2024 - Oct 14, 2024 | -0.94% Jul 3, 2025 - Jul 14, 2025 |
| #15 | -2.40% Feb 9, 2024 - Feb 23, 2024 | -0.89% Apr 22, 2026 - Apr 24, 2026 |
Correlation
Correlation between BCHP and AVUQ is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2023 - 2026)
BCHP vs AVUQ dividend yield comparison.
| Year | BCHP | AVUQ |
|---|---|---|
| 2026 | 0.00% | 0.06% |
| 2025 | 0.00% | 0.32% |
| 2024 | 1.02% | 0.00% |
| 2023 | 0.19% | 0.00% |
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