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PRFD vs BCHP

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

PRFD vs BCHP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

PRFD vs BCHP - Historical Returns

Returns include dividend reinvestment.

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

PRFD vs BCHP - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

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

PRFD vs BCHP Drawdown Comparison

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

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

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

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

Correlation

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

0.94
-101

Dividend Comparison (2023 - 2026)

PRFD vs BCHP dividend yield comparison.

YearPRFDBCHP
20263.45%0.00%
20255.63%0.00%
20245.53%1.02%
20235.04%0.19%

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