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BCHP vs PRFD

Comparison between PRINCIPAL FOCUSED BLUE CHIP ETF (BCHP, ETF) and PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE EXCHANGE-TRADED FUND (PRFD, ETF).

BCHP vs PRFD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
BCHP
$238M
PRFD
$237M
Expense Ratio
Winner
BCHP
0.58%
PRFD
0.73%
Max Drawdown
BCHP
19.09%
Winner
PRFD
14.13%
Sharpe Ratio
BCHP
-0.02
Winner
PRFD
0.40
5Y Beta
BCHP
1.00
Winner
PRFD
0.07
P/E Ratio
BCHP
26.11
PRFD
N/A
Forward P/E
BCHP
23.54
PRFD
N/A
PEG Ratio
BCHP
0.28
PRFD
N/A
5Y EPS CAGR
BCHP
36.39%
PRFD
N/A
Debt to Equity
BCHP
28.22%
PRFD
N/A
P/S Ratio
BCHP
7.65
PRFD
N/A
P/B Ratio
BCHP
8.65
PRFD
N/A

BCHP vs PRFD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BCHP
+8.01%
PRFD
+0.65%
3M
Winner
BCHP
+2.64%
PRFD
+0.64%
6M
Winner
BCHP
+10.27%
PRFD
-0.05%
1Y
BCHP
+2.54%
Winner
PRFD
+4.97%
Max(CAGR)
Winner
BCHP
+14.93%
PRFD
+6.09%

BCHP vs PRFD - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearBCHPPRFD
2026+3.41%+1.77%
2025+10.71%+8.41%
2024+22.08%+10.35%
2023+12.89%+1.83%

BCHP vs PRFD Drawdown Comparison

The maximum drawdown for BCHP was -18.56%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The maximum drawdown for PRFD was -11.93%, occurring on Mar 20, 2023. Recovery took 245 trading sessions.

The current BCHP drawdown is -1.74%. The current PRFD drawdown is -0.35%.

RankBCHPPRFD
#1-18.56%
Jan 23, 2025 - Jun 6, 2025
-11.93%
Feb 2, 2023 - Jan 25, 2024
#2-18.12%
Oct 28, 2025 - Aug 3, 2026
-3.55%
Mar 3, 2025 - Jun 4, 2025
#3-8.61%
Sep 14, 2023 - Nov 10, 2023
-3.28%
Feb 24, 2026 - Jun 25, 2026
#4-8.20%
Jul 5, 2024 - Sep 17, 2024
-2.49%
Dec 9, 2024 - Feb 14, 2025
#5-5.47%
Dec 11, 2024 - Jan 23, 2025
-2.16%
Mar 28, 2024 - May 9, 2024
#6-4.77%
Mar 21, 2024 - May 7, 2024
-1.48%
Sep 27, 2024 - Dec 4, 2024
#7-4.28%
Sep 19, 2025 - Oct 28, 2025
-1.21%
Jul 6, 2026 - Jul 30, 2026
#8-3.83%
May 21, 2024 - Jun 21, 2024
-1.09%
Feb 1, 2024 - Feb 23, 2024
#9-3.22%
Aug 10, 2026 - Aug 20, 2026
-1.02%
Oct 27, 2025 - Dec 24, 2025
#10-3.12%
Nov 13, 2024 - Dec 4, 2024
-0.71%
May 20, 2024 - Jun 3, 2024
#11-3.09%
Jul 31, 2023 - Aug 29, 2023
-0.67%
Aug 1, 2024 - Aug 13, 2024
#12-2.98%
Jul 31, 2025 - Sep 19, 2025
-0.66%
Jan 16, 2026 - Jan 23, 2026
#13-2.89%
Dec 28, 2023 - Jan 12, 2024
-0.58%
Jun 6, 2024 - Jun 12, 2024
#14-2.81%
Jun 10, 2025 - Jun 26, 2025
-0.50%
Jul 10, 2025 - Jul 28, 2025
#15-2.71%
Sep 23, 2024 - Oct 14, 2024
-0.49%
Sep 23, 2025 - Oct 15, 2025

Correlation

Correlation between BCHP and PRFD is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2023 - 2026)

BCHP vs PRFD dividend yield comparison.

YearBCHPPRFD
20260.00%3.45%
20250.00%5.63%
20241.02%5.53%
20230.19%5.04%

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