TCHP vs PHO
Comparison between T. ROWE PRICE BLUE CHIP GROWTH ETF (TCHP, ETF) and INVESCO WATER RESOURCES ETF (PHO, ETF).
5-Year PerformanceTCHP has outperformed PHO, delivering a return of +12.1% compared to +5.4%
TCHP vs PHO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
TCHP
$2.10B
PHO
$2.10B
Expense Ratio
Winner
TCHP
0.57%
PHO
0.59%
Max Drawdown
Winner
TCHP
42.35%
PHO
55.80%
Sharpe Ratio
Winner
TCHP
1.38
PHO
-0.09
5Y Beta
TCHP
1.22
Winner
PHO
0.75
P/E Ratio
TCHP
33.93
Winner
PHO
25.22
Forward P/E
TCHP
27.65
Winner
PHO
19.47
PEG Ratio
Winner
TCHP
0.55
PHO
1.12
5Y Dividends CAGR
TCHP
N/A
PHO
18.44%
5Y EPS CAGR
Winner
TCHP
38.15%
PHO
14.32%
Debt to Equity
TCHP
N/A
PHO
45.92%
P/S Ratio
TCHP
6.78
Winner
PHO
2.55
P/B Ratio
TCHP
10.40
Winner
PHO
3.61
TCHP vs PHO - Holdings Comparison
TCHP and PHO have 1 common holdings. Overlap is 0.32%
TCHP's top 25 holdings weight is 87.16%. PHO's top 25 holdings weight is 95.18%.
| Rank | TCHP | PHO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.17% | ROPER TECHNOLOGIES INC (ROP) - 8.58% |
| #2 | MICROSOFT CORP (MSFT) - 10.26% | FERGUSON ENTERPRISES INC (FERG) - 8.39% |
| #3 | APPLE INC (AAPL) - 9.51% | WATERS CORP (WAT) - 7.98% |
| #4 | AMAZON.COM INC (AMZN) - 6.62% | ECOLAB INC (ECL) - 7.34% |
| #5 | ALPHABET INC CLASS C (GOOG) - 5.83% | AMERICAN WATER WORKS CO INC (AWK) - 7.20% |
| #6 | META PLATFORMS INC CLASS A (META) - 4.94% | MUELLER INDUSTRIES INC (MLI) - 4.39% |
| #7 | BROADCOM INC (AVGO) - 4.91% | IDEX CORP (IEX) - 4.16% |
| #8 | CARVANA CO CLASS A (CVNA) - 3.50% | CORE & MAIN INC CLASS A (CNM) - 3.87% |
| #9 | ELI LILLY AND CO (LLY) - 2.98% | XYLEM INC (XYL) - 3.86% |
| #10 | VISA INC CLASS A (V) - 2.81% | VERALTO CORP (VLTO) - 3.72% |
| #11 | TESLA INC (TSLA) - 2.75% | PENTAIR PLC (PNR) - 3.54% |
| #12 | NETFLIX INC (NFLX) - 2.28% | AECOM (ACM) - 3.51% |
| #13 | MASTERCARD INC CLASS A (MA) - 2.21% | ESSENTIAL UTILITIES INC (WTRG) - 3.48% |
| #14 | GE AEROSPACE (GE) - 1.86% | ADVANCED DRAINAGE SYSTEMS INC (WMS) - 3.26% |
| #15 | ALPHABET INC CLASS A (GOOGL) - 1.58% | TETRA TECH INC (TTEK) - 3.13% |
| #16 | INTUITIVE SURGICAL INC (ISRG) - 1.32% | A.O. SMITH CORP (AOS) - 2.95% |
| #17 | ASML HOLDING NV ADR (ASML) - 1.16% | ITRON INC (ITRI) - 2.81% |
| #18 | SERVICENOW INC (NOW) - 1.12% | VALMONT INDUSTRIES INC (VMI) - 2.54% |
| #19 | CHUBB LTD (CB) - 1.06% | WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 1.91% |
| #20 | T-MOBILE US INC (TMUS) - 1.01% | ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 1.79% |
| #21 | GE VERNOVA INC (GEV) - 0.99% | BADGER METER INC (BMI) - 1.75% |
| #22 | ORACLE CORP (ORCL) - 0.89% | FRANKLIN ELECTRIC CO INC (FELE) - 1.37% |
| #23 | BOOKING HOLDINGS INC (BKNG) - 0.86% | COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO ADR (SBS) - 1.33% |
| #24 | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 0.79% | MUELLER WATER PRODUCTS INC CLASS A SHARES (MWA) - 1.18% |
| #25 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD ADR (TSM) - 0.75% | STANTEC INC (STN) - 1.14% |
| Total Holdings | 58 | 38 |
TCHP vs PHO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
TCHP
+10.32%
PHO
-3.37%
3M
Winner
TCHP
+8.26%
PHO
-8.55%
6M
Winner
TCHP
+2.90%
PHO
-7.19%
1Y
Winner
TCHP
+23.92%
PHO
-1.18%
5Y(CAGR)
Winner
TCHP
+12.13%
PHO
+5.40%
10Y(CAGR)
TCHP
N/A
PHO
+11.90%
Max(CAGR)
Winner
TCHP
+13.16%
PHO
+8.04%
TCHP vs PHO - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | TCHP | PHO |
|---|---|---|
| 2026 | +3.67% | -5.20% |
| 2025 | +18.69% | +8.35% |
| 2024 | +38.25% | +9.45% |
| 2023 | +51.12% | +18.88% |
| 2022 | -38.19% | -13.39% |
| 2021 | +20.12% | +33.29% |
| 2020 | +11.37% | +20.69% |
| 2019 | N/A | +38.21% |
| 2018 | N/A | -6.42% |
| 2017 | N/A | +22.55% |
| 2016 | N/A | +15.29% |
| 2015 | N/A | -15.22% |
| 2014 | N/A | +0.50% |
| 2013 | N/A | +23.97% |
| 2012 | N/A | +21.89% |
| 2011 | N/A | -11.75% |
| 2010 | N/A | +10.95% |
| 2009 | N/A | +13.91% |
| 2008 | N/A | -31.50% |
| 2007 | N/A | +17.56% |
| 2006 | N/A | +20.64% |
| 2005 | N/A | -1.72% |
TCHP vs PHO Drawdown Comparison
The maximum drawdown for TCHP was -42.34%, occurring on Nov 9, 2022. Recovery took 571 trading sessions.
The maximum drawdown for PHO was -55.62%, occurring on Mar 9, 2009. Recovery took 1170 trading sessions.
The current TCHP drawdown is -0.19%. The current PHO drawdown is -9.85%.
| Rank | TCHP | PHO |
|---|---|---|
| #1 | -42.34% Nov 19, 2021 - Mar 1, 2024 | -55.62% Jun 5, 2008 - Jan 29, 2013 |
| #2 | -22.92% Jan 23, 2025 - Jun 25, 2025 | -34.92% Feb 14, 2020 - Oct 7, 2020 |
| #3 | -17.50% Oct 29, 2025 - May 8, 2026 | -29.70% Jun 20, 2014 - Apr 25, 2017 |
| #4 | -13.08% Jul 10, 2024 - Oct 14, 2024 | -28.60% Dec 31, 2021 - Dec 19, 2023 |
| #5 | -11.98% Sep 2, 2020 - Dec 17, 2020 | -19.38% Oct 10, 2007 - May 30, 2008 |
| #6 | -8.83% Feb 12, 2021 - Apr 9, 2021 | -19.19% Dec 3, 2024 - Aug 12, 2025 |
| #7 | -8.04% Sep 7, 2021 - Nov 4, 2021 | -18.31% May 9, 2006 - Jan 31, 2007 |
| #8 | -7.48% Apr 29, 2021 - Jun 14, 2021 | -17.89% Sep 20, 2018 - Feb 13, 2019 |
| #9 | -6.54% Mar 22, 2024 - May 14, 2024 | -11.98% Oct 21, 2025 - Mar 27, 2026 |
| #10 | -5.48% Dec 11, 2024 - Jan 22, 2025 | -10.10% Jul 19, 2007 - Sep 19, 2007 |
| #11 | -4.34% Jan 21, 2021 - Feb 3, 2021 | -9.51% Jan 26, 2018 - Aug 6, 2018 |
| #12 | -3.53% Oct 9, 2025 - Oct 24, 2025 | -8.59% May 21, 2013 - Jul 15, 2013 |
| #13 | -3.30% Aug 6, 2020 - Aug 18, 2020 | -8.20% Sep 2, 2021 - Nov 12, 2021 |
| #14 | -3.24% Jul 23, 2021 - Aug 27, 2021 | -7.90% Feb 23, 2007 - Apr 20, 2007 |
| #15 | -2.98% Nov 12, 2024 - Dec 2, 2024 | -7.80% Mar 20, 2013 - May 17, 2013 |
Correlation
Correlation between TCHP and PHO is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2005 - 2026)
TCHP vs PHO dividend yield comparison.
| Year | TCHP | PHO |
|---|---|---|
| 2026 | 0.00% | 0.16% |
| 2025 | 0.00% | 0.54% |
| 2024 | 0.00% | 0.45% |
| 2023 | 0.00% | 0.59% |
| 2022 | 0.00% | 0.49% |
| 2021 | 0.02% | 0.20% |
| 2020 | 0.00% | 0.39% |
| 2019 | 0.00% | 0.43% |
| 2018 | 0.00% | 0.46% |
| 2017 | 0.00% | 0.34% |
| 2016 | 0.00% | 0.47% |
| 2015 | 0.00% | 0.75% |
| 2014 | 0.00% | 0.59% |
| 2013 | 0.00% | 0.49% |
| 2012 | 0.00% | 0.87% |
| 2011 | 0.00% | 0.64% |
| 2010 | 0.00% | 0.54% |
| 2009 | 0.00% | 0.69% |
| 2008 | 0.00% | 0.55% |
| 2007 | 0.00% | 0.40% |
| 2006 | 0.00% | 0.82% |
| 2005 | 0.00% | 0.22% |
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