BCHP vs XOEX
Comparison between PRINCIPAL FOCUSED BLUE CHIP ETF (BCHP, ETF) and Xtrackers S&P 500 Value Scored & Screened ETF (XOEX, ETF).
BCHP vs XOEX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BCHP
$230M
Winner
XOEX
$230M
Expense Ratio
BCHP
0.58%
Winner
XOEX
0.15%
Max Drawdown
BCHP
19.09%
Winner
XOEX
15.64%
Sharpe Ratio
BCHP
-0.09
Winner
XOEX
1.88
5Y Beta
BCHP
0.99
Winner
XOEX
0.70
P/E Ratio
BCHP
30.86
Winner
XOEX
22.91
Forward P/E
BCHP
25.50
Winner
XOEX
17.62
PEG Ratio
BCHP
0.75
XOEX
N/A
5Y EPS CAGR
Winner
BCHP
31.78%
XOEX
10.97%
Debt to Equity
Winner
BCHP
17.61%
XOEX
43.68%
P/S Ratio
BCHP
7.41
Winner
XOEX
2.31
P/B Ratio
BCHP
8.79
Winner
XOEX
3.58
BCHP vs XOEX - Holdings Comparison
BCHP and XOEX have 3 common holdings. Overlap is 8.22%
BCHP's top 25 holdings weight is 99.99%. XOEX's top 25 holdings weight is 45.65%.
| Rank | BCHP | XOEX |
|---|---|---|
| #1 | AMAZON.COM INC (AMZN) - 13.92% | APPLE INC (AAPL) - 9.18% |
| #2 | MICROSOFT CORP (MSFT) - 11.94% | MICROSOFT CORP (MSFT) - 7.98% |
| #3 | NVIDIA CORP (NVDA) - 10.11% | EXXON MOBIL CORP (XOM) - 2.85% |
| #4 | BROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG (n/a) - 8.62% | BANK OF AMERICA CORP (BAC) - 2.11% |
| #5 | ALPHABET INC CLASS C (GOOG) - 5.29% | CISCO SYSTEMS INC (CSCO) - 1.71% |
| #6 | CADENCE DESIGN SYSTEMS INC (CDNS) - 5.26% | UNITEDHEALTH GROUP INC (UNH) - 1.70% |
| #7 | BROADCOM INC (AVGO) - 5.25% | WELLS FARGO & CO (WFC) - 1.69% |
| #8 | MASTERCARD INC CLASS A (MA) - 4.87% | COCA-COLA CO (KO) - 1.55% |
| #9 | TRANSDIGM GROUP INC (TDG) - 4.83% | THE GOLDMAN SACHS GROUP INC (GS) - 1.49% |
| #10 | VISA INC CLASS A (V) - 4.74% | MICRON TECHNOLOGY INC (MU) - 1.43% |
| #11 | META PLATFORMS INC CLASS A (META) - 4.53% | MERCK & CO INC (MRK) - 1.41% |
| #12 | KKR & CO INC ORDINARY SHARES (KKR) - 3.08% | ABBVIE INC (ABBV) - 1.31% |
| #13 | NETFLIX INC (NFLX) - 3.02% | ABBOTT LABORATORIES (ABT) - 1.26% |
| #14 | DANAHER CORP (DHR) - 2.87% | THERMO FISHER SCIENTIFIC INC (TMO) - 1.21% |
| #15 | HEICO CORP CLASS A (HEI-A) - 2.32% | PEPSICO INC (PEP) - 1.17% |
| #16 | AMPHENOL CORP CLASS A (APH) - 1.92% | CITIGROUP INC (C) - 1.17% |
| #17 | MOODYS CORP (MCO) - 1.83% | THE WALT DISNEY CO (DIS) - 1.13% |
| #18 | HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.59% | LINDE PLC (LIN) - 1.13% |
| #19 | GE AEROSPACE (GE) - 1.47% | LAM RESEARCH CORP (LRCX) - 1.12% |
| #20 | UBER TECHNOLOGIES INC (UBER) - 1.19% | THE HOME DEPOT INC (HD) - 1.12% |
| #21 | O'REILLY AUTOMOTIVE INC (ORLY) - 0.58% | n/a (WBD) - 0.40% |
| #22 | VEEVA SYSTEMS INC CLASS A (VEEV) - 0.53% | FREEPORT-MCMORAN INC (FCX) - 0.39% |
| #23 | STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 0.23% | NORFOLK SOUTHERN CORP (NSC) - 0.38% |
| #24 | N/A | CENCORA INC (COR) - 0.38% |
| #25 | N/A | CORNING INC (GLW) - 0.38% |
| Total Holdings | 23 | 211 |
BCHP vs XOEX - Historical Returns
Returns include dividend reinvestment.
1M
BCHP
-3.06%
Winner
XOEX
+3.72%
3M
BCHP
+7.58%
Winner
XOEX
+12.70%
6M
BCHP
-2.95%
Winner
XOEX
+9.97%
1Y
BCHP
+0.69%
Winner
XOEX
+26.74%
Max(CAGR)
BCHP
+13.55%
Winner
XOEX
+16.97%
BCHP vs XOEX - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | BCHP | XOEX |
|---|---|---|
| 2026 | -2.95% | +9.84% |
| 2025 | +10.71% | +19.10% |
| 2024 | +22.08% | +11.90% |
| 2023 | +12.89% | +15.70% |
| 2022 | N/A | +2.99% |
BCHP vs XOEX Drawdown Comparison
The maximum drawdown for BCHP was -18.56%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for XOEX was -14.68%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.
The current BCHP drawdown is -6.19%. The current XOEX drawdown is -0.50%.
| Rank | BCHP | XOEX |
|---|---|---|
| #1 | -18.56% Jan 23, 2025 - Jun 6, 2025 | -14.68% Nov 29, 2024 - Jul 3, 2025 |
| #2 | -18.12% Oct 28, 2025 - Mar 27, 2026 | -11.14% Jul 25, 2023 - Nov 30, 2023 |
| #3 | -8.61% Sep 14, 2023 - Nov 10, 2023 | -9.93% Feb 2, 2023 - Jul 12, 2023 |
| #4 | -8.20% Jul 5, 2024 - Sep 17, 2024 | -7.31% Feb 9, 2026 - Apr 30, 2026 |
| #5 | -5.47% Dec 11, 2024 - Jan 23, 2025 | -6.26% Mar 28, 2024 - Jul 16, 2024 |
| #6 | -4.77% Mar 21, 2024 - May 7, 2024 | -5.53% Jul 31, 2024 - Aug 21, 2024 |
| #7 | -4.28% Sep 19, 2025 - Oct 28, 2025 | -5.25% Dec 1, 2022 - Jan 11, 2023 |
| #8 | -3.83% May 21, 2024 - Jun 21, 2024 | -3.99% Nov 12, 2025 - Nov 28, 2025 |
| #9 | -3.12% Nov 13, 2024 - Dec 4, 2024 | -3.28% Jan 13, 2023 - Jan 31, 2023 |
| #10 | -3.09% Jul 31, 2023 - Aug 29, 2023 | -3.21% Oct 16, 2024 - Nov 6, 2024 |
| #11 | -2.98% Jul 31, 2025 - Sep 19, 2025 | -3.06% Jun 4, 2026 - Jun 10, 2026 |
| #12 | -2.89% Dec 28, 2023 - Jan 12, 2024 | -3.01% Oct 8, 2025 - Oct 20, 2025 |
| #13 | -2.81% Jun 10, 2025 - Jun 26, 2025 | -2.88% Jul 25, 2025 - Aug 12, 2025 |
| #14 | -2.71% Sep 23, 2024 - Oct 14, 2024 | -2.61% Aug 30, 2024 - Sep 16, 2024 |
| #15 | -2.40% Feb 9, 2024 - Feb 23, 2024 | -2.41% Dec 28, 2023 - Jan 29, 2024 |
Correlation
Correlation between BCHP and XOEX is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2022 - 2026)
BCHP vs XOEX dividend yield comparison.
| Year | BCHP | XOEX |
|---|---|---|
| 2026 | 0.00% | 0.22% |
| 2025 | 0.00% | 1.95% |
| 2024 | 1.02% | 2.09% |
| 2023 | 0.19% | 1.72% |
| 2022 | 0.00% | 0.42% |
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