BCHP vs TSPX
Comparison between PRINCIPAL FOCUSED BLUE CHIP ETF (BCHP, ETF) and TWIN OAK ACTIVE OPPORTUNITIES ETF (TSPX, ETF).
BCHP vs TSPX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BCHP
$238M
Winner
TSPX
$239M
Expense Ratio
Winner
BCHP
0.58%
TSPX
1.01%
Max Drawdown
BCHP
19.09%
Winner
TSPX
8.14%
Sharpe Ratio
BCHP
-0.02
Winner
TSPX
1.15
5Y Beta
BCHP
1.00
Winner
TSPX
0.56
P/E Ratio
BCHP
26.11
TSPX
N/A
Forward P/E
BCHP
23.54
TSPX
N/A
PEG Ratio
BCHP
0.28
TSPX
N/A
5Y EPS CAGR
BCHP
36.39%
TSPX
N/A
Debt to Equity
BCHP
28.22%
TSPX
N/A
P/S Ratio
BCHP
7.65
TSPX
N/A
P/B Ratio
BCHP
8.65
TSPX
N/A
BCHP vs TSPX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BCHP
+8.01%
TSPX
+3.09%
3M
Winner
BCHP
+2.64%
TSPX
+1.99%
6M
Winner
BCHP
+10.27%
TSPX
+8.75%
1Y
BCHP
+2.54%
Winner
TSPX
+16.00%
Max(CAGR)
BCHP
+14.93%
Winner
TSPX
+17.12%
BCHP vs TSPX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BCHP | TSPX |
|---|---|---|
| 2026 | +3.41% | +10.14% |
| 2025 | +10.71% | +15.44% |
| 2024 | +22.08% | N/A |
| 2023 | +12.89% | N/A |
BCHP vs TSPX Drawdown Comparison
The maximum drawdown for BCHP was -18.56%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for TSPX was -7.80%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The current BCHP drawdown is -1.74%. The current TSPX drawdown is -1.23%.
| Rank | BCHP | TSPX |
|---|---|---|
| #1 | -18.56% Jan 23, 2025 - Jun 6, 2025 | -7.80% Feb 21, 2025 - May 12, 2025 |
| #2 | -18.12% Oct 28, 2025 - Aug 3, 2026 | -6.81% Jan 28, 2026 - Apr 14, 2026 |
| #3 | -8.61% Sep 14, 2023 - Nov 10, 2023 | -3.72% Oct 28, 2025 - Dec 10, 2025 |
| #4 | -8.20% Jul 5, 2024 - Sep 17, 2024 | -3.39% Jun 2, 2026 - Aug 3, 2026 |
| #5 | -5.47% Dec 11, 2024 - Jan 23, 2025 | -2.19% Oct 8, 2025 - Oct 24, 2025 |
| #6 | -4.77% Mar 21, 2024 - May 7, 2024 | -1.98% Jan 12, 2026 - Jan 27, 2026 |
| #7 | -4.28% Sep 19, 2025 - Oct 28, 2025 | -1.89% May 19, 2025 - Jun 3, 2025 |
| #8 | -3.83% May 21, 2024 - Jun 21, 2024 | -1.86% Dec 11, 2025 - Dec 23, 2025 |
| #9 | -3.22% Aug 10, 2026 - Aug 20, 2026 | -1.75% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -3.12% Nov 13, 2024 - Dec 4, 2024 | -1.63% Aug 13, 2026 - Aug 20, 2026 |
| #11 | -3.09% Jul 31, 2023 - Aug 29, 2023 | -1.56% May 14, 2026 - May 26, 2026 |
| #12 | -2.98% Jul 31, 2025 - Sep 19, 2025 | -1.44% Dec 24, 2025 - Jan 6, 2026 |
| #13 | -2.89% Dec 28, 2023 - Jan 12, 2024 | -1.13% Aug 14, 2025 - Aug 26, 2025 |
| #14 | -2.81% Jun 10, 2025 - Jun 26, 2025 | -1.02% Sep 22, 2025 - Oct 1, 2025 |
| #15 | -2.71% Sep 23, 2024 - Oct 14, 2024 | -0.99% Aug 28, 2025 - Sep 4, 2025 |
Correlation
Correlation between BCHP and TSPX is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.66
-101
Dividend Comparison (2023 - 2025)
BCHP vs TSPX dividend yield comparison.
| Year | BCHP | TSPX |
|---|---|---|
| 2025 | 0.00% | 2.15% |
| 2024 | 1.02% | 0.00% |
| 2023 | 0.19% | 0.00% |
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