BCHP vs IBTQ
Comparison between PRINCIPAL FOCUSED BLUE CHIP ETF (BCHP, ETF) and ISHARES IBONDS DEC 2035 TERM TREASURY ETF (IBTQ, ETF).
BCHP vs IBTQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BCHP
$230M
IBTQ
$228M
Expense Ratio
BCHP
0.58%
Winner
IBTQ
0.07%
Max Drawdown
BCHP
19.09%
Winner
IBTQ
5.12%
Sharpe Ratio
BCHP
-0.09
Winner
IBTQ
0.08
5Y Beta
BCHP
0.99
Winner
IBTQ
0.01
P/E Ratio
BCHP
30.86
IBTQ
N/A
Forward P/E
BCHP
25.50
IBTQ
N/A
PEG Ratio
BCHP
0.75
IBTQ
N/A
5Y EPS CAGR
BCHP
31.78%
IBTQ
N/A
Debt to Equity
BCHP
17.61%
IBTQ
N/A
P/S Ratio
BCHP
7.41
IBTQ
N/A
P/B Ratio
BCHP
8.79
IBTQ
N/A
BCHP vs IBTQ - Historical Returns
Returns include dividend reinvestment.
1M
BCHP
-3.06%
Winner
IBTQ
+0.23%
3M
Winner
BCHP
+7.58%
IBTQ
-0.63%
6M
BCHP
-2.95%
Winner
IBTQ
-0.11%
1Y
BCHP
+0.69%
Winner
IBTQ
+3.60%
Max(CAGR)
Winner
BCHP
+13.55%
IBTQ
+3.76%
BCHP vs IBTQ - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BCHP | IBTQ |
|---|---|---|
| 2026 | -2.95% | -0.42% |
| 2025 | +10.71% | +5.09% |
| 2024 | +22.08% | N/A |
| 2023 | +12.89% | N/A |
BCHP vs IBTQ Drawdown Comparison
The maximum drawdown for BCHP was -18.56%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for IBTQ was -4.26%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current BCHP drawdown is -6.19%. The current IBTQ drawdown is -2.74%.
| Rank | BCHP | IBTQ |
|---|---|---|
| #1 | -18.56% Jan 23, 2025 - Jun 6, 2025 | -4.26% Feb 27, 2026 - May 19, 2026 |
| #2 | -18.12% Oct 28, 2025 - Mar 27, 2026 | -3.90% Apr 4, 2025 - Aug 28, 2025 |
| #3 | -8.61% Sep 14, 2023 - Nov 10, 2023 | -1.60% Nov 26, 2025 - Feb 12, 2026 |
| #4 | -8.20% Jul 5, 2024 - Sep 17, 2024 | -1.45% Oct 22, 2025 - Nov 25, 2025 |
| #5 | -5.47% Dec 11, 2024 - Jan 23, 2025 | -1.09% Sep 11, 2025 - Oct 10, 2025 |
| #6 | -4.77% Mar 21, 2024 - May 7, 2024 | -0.52% Aug 28, 2025 - Sep 4, 2025 |
| #7 | -4.28% Sep 19, 2025 - Oct 28, 2025 | -0.29% Sep 8, 2025 - Sep 10, 2025 |
| #8 | -3.83% May 21, 2024 - Jun 21, 2024 | -0.23% Feb 13, 2026 - Feb 23, 2026 |
| #9 | -3.12% Nov 13, 2024 - Dec 4, 2024 | -0.14% Oct 16, 2025 - Oct 20, 2025 |
| #10 | -3.09% Jul 31, 2023 - Aug 29, 2023 | -0.12% Apr 1, 2025 - Apr 3, 2025 |
| #11 | -2.98% Jul 31, 2025 - Sep 19, 2025 | -0.11% Mar 26, 2025 - Mar 28, 2025 |
| #12 | -2.89% Dec 28, 2023 - Jan 12, 2024 | -0.10% Oct 14, 2025 - Oct 16, 2025 |
| #13 | -2.81% Jun 10, 2025 - Jun 26, 2025 | -0.10% Feb 23, 2026 - Feb 26, 2026 |
| #14 | -2.71% Sep 23, 2024 - Oct 14, 2024 | N/A |
| #15 | -2.40% Feb 9, 2024 - Feb 23, 2024 | N/A |
Correlation
Correlation between BCHP and IBTQ is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.
0.24
-101
Dividend Comparison (2023 - 2026)
BCHP vs IBTQ dividend yield comparison.
| Year | BCHP | IBTQ |
|---|---|---|
| 2026 | 0.00% | 1.59% |
| 2025 | 0.00% | 2.80% |
| 2024 | 1.02% | 0.00% |
| 2023 | 0.19% | 0.00% |
Select Stocks to Compare
Popular: BCHP vs SPYIBTQ vs SPY
More Comparisons
Compare with similar stocks