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BCHP vs SPY

Comparison between PRINCIPAL FOCUSED BLUE CHIP ETF (BCHP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

BCHP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BCHP
$238M
Winner
SPY
$795B
Expense Ratio
BCHP
0.58%
Winner
SPY
0.09%
Max Drawdown
Winner
BCHP
19.09%
SPY
56.47%
Sharpe Ratio
BCHP
-0.02
Winner
SPY
1.20
5Y Beta
BCHP
1.00
Winner
SPY
1.00
P/E Ratio
BCHP
26.11
Winner
SPY
26.08
Forward P/E
BCHP
23.54
Winner
SPY
20.94
PEG Ratio
Winner
BCHP
0.28
SPY
0.37
5Y Dividends CAGR
BCHP
N/A
SPY
6.00%
5Y EPS CAGR
Winner
BCHP
36.39%
SPY
26.38%
Debt to Equity
Winner
BCHP
28.22%
SPY
45.86%
P/S Ratio
BCHP
7.65
Winner
SPY
3.75
P/B Ratio
BCHP
8.65
Winner
SPY
5.57

BCHP vs SPY - Holdings Comparison

BCHP and SPY have 19 common holdings. Overlap is 29.06%

BCHP's top 25 holdings weight is 96.37%. SPY's top 25 holdings weight is 51.61%.

RankBCHPSPY
#1
AMAZON.COM INC (AMZN) - 11.49%
NVIDIA CORP (NVDA) - 7.90%
#2
NVIDIA CORP (NVDA) - 10.95%
APPLE INC (AAPL) - 6.79%
#3
MICROSOFT CORP (MSFT) - 10.82%
MICROSOFT CORP (MSFT) - 5.64%
#4
ALPHABET INC CLASS C (GOOG) - 9.25%
AMAZON.COM INC (AMZN) - 4.08%
#5
BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (n/a) - 8.22%
ALPHABET INC CLASS A (GOOGL) - 3.14%
#6
TRANSDIGM GROUP INC (TDG) - 4.99%
BROADCOM INC (AVGO) - 3.00%
#7
VISA INC CLASS A (V) - 4.65%
ALPHABET INC CLASS C (GOOG) - 2.52%
#8
MASTERCARD INC CLASS A (MA) - 4.59%
META PLATFORMS INC CLASS A (META) - 1.96%
#9
BROADCOM INC (AVGO) - 4.43%
ELI LILLY AND CO (LLY) - 1.46%
#10
META PLATFORMS INC CLASS A (META) - 3.93%
MICRON TECHNOLOGY INC (MU) - 1.46%
#11
KKR & CO INC ORDINARY SHARES (KKR) - 3.76%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.46%
#12
CADENCE DESIGN SYSTEMS INC (CDNS) - 2.82%
JPMORGAN CHASE & CO (JPM) - 1.45%
#13
DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 2.62%
TESLA INC (TSLA) - 1.40%
#14
NETFLIX INC (NFLX) - 2.39%
ADVANCED MICRO DEVICES INC (AMD) - 1.15%
#15
MOODYS CORP (MCO) - 2.23%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.99%
#16
HEICO CORP CLASS A (HEI-A) - 2.18%
JOHNSON & JOHNSON (JNJ) - 0.94%
#17
AMPHENOL CORP CLASS A (APH) - 2.06%
VISA INC CLASS A (V) - 0.90%
#18
DANAHER CORP (DHR) - 1.77%
WALMART INC (WMT) - 0.74%
#19
UBER TECHNOLOGIES INC (UBER) - 1.67%
CISCO SYSTEMS INC (CSCO) - 0.73%
#20
GE AEROSPACE (GE) - 1.55%
INTEL CORP (INTC) - 0.69%
#21N/A
MASTERCARD INC CLASS A (MA) - 0.68%
#22N/A
ABBVIE INC (ABBV) - 0.66%
#23N/A
COSTCO WHOLESALE CORP (COST) - 0.63%
#24N/A
APPLIED MATERIALS INC (AMAT) - 0.62%
#25N/A
BANK OF AMERICA CORP (BAC) - 0.62%
Total Holdings20505

BCHP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
BCHP
+8.01%
SPY
+3.65%
3M
Winner
BCHP
+2.64%
SPY
+2.30%
6M
BCHP
+10.27%
Winner
SPY
+11.09%
1Y
BCHP
+2.54%
Winner
SPY
+20.53%
5Y(CAGR)
BCHP
N/A
SPY
+12.80%
10Y(CAGR)
BCHP
N/A
SPY
+15.25%
Max(CAGR)
Winner
BCHP
+14.93%
SPY
+8.56%

BCHP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearBCHPSPY
2026+3.41%+12.71%
2025+10.71%+18.00%
2024+22.08%+25.59%
2023+12.89%+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

BCHP vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current BCHP drawdown is -1.74%. The current SPY drawdown is -1.54%.

RankBCHPSPY
#1-18.56%
Jan 23, 2025 - Jun 6, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-18.12%
Oct 28, 2025 - Aug 3, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.61%
Sep 14, 2023 - Nov 10, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.20%
Jul 5, 2024 - Sep 17, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.47%
Dec 11, 2024 - Jan 23, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-4.77%
Mar 21, 2024 - May 7, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.28%
Sep 19, 2025 - Oct 28, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.83%
May 21, 2024 - Jun 21, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.22%
Aug 10, 2026 - Aug 20, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.12%
Nov 13, 2024 - Dec 4, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.09%
Jul 31, 2023 - Aug 29, 2023		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.98%
Jul 31, 2025 - Sep 19, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.89%
Dec 28, 2023 - Jan 12, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.81%
Jun 10, 2025 - Jun 26, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.71%
Sep 23, 2024 - Oct 14, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between BCHP and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

BCHP vs SPY dividend yield comparison.

YearBCHPSPY
20260.00%0.48%
20250.00%1.07%
20241.02%1.21%
20230.19%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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