See what your fund actually adds

Principal Focused Blue Chip ETF BCHP

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

BCHP compared with its replication portfolio
MeasureBCHPReplication
Annualized growth14.2%19.7%
Annualized volatility17.1%16.9%
Sharpe ratio0.871.15
Maximum drawdown17.8%20.2%
Replication fit (R²)0.87 · Tracking error 6.1%

Replication portfolio

The published portfolio below is the investable basket used to model BCHP’s historical return behavior.

BCHP replication basket weights
TickerBuilding blockWeight
VUGStyle · Growth54.3%
VOXSector · Communication19.4%
XLYSector · Cons Discr14.2%
XLFSector · Financials12.2%