BCGD vs BCHP
Baron Global Durable Advantage ETF against Principal Focused Blue Chip ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
39%
12 shared positions
Fee gap
17 bp
BCHP is cheaper
1-year return gap
—
Larger fund
BCHP
$238M
Side by side
| BCGD | BCHP | |
|---|---|---|
| Fund | Baron Global Durable Advantage ETF | Principal Focused Blue Chip ETF |
| Issuer | Baron | Principal |
| Category | Global | Semiconductors |
| Expense ratio | 0.75% | 0.58% |
| Assets | $9.8M | $238M |
| Average daily dollar volume | $88K | $986K |
| Listed | Dec 12, 2025 | Jul 12, 2023 |
| FrenzyCap score | 17 | 42 |
| 1-month return | +2.3% | +3.8% |
| 3-month return | +1.0% | +4.2% |
| Year to date | +4.8% | +3.0% |
| 1-year return | — | +1.9% |
| 30-day volatility | 13.8% | 15.0% |
| Worst drawdown, 1 year | −13.8% | −18.1% |
| Trailing 12-month yield | — | — |
| Holdings | 40 | 23 |
| Top 10 weight | 50.2% | 72.2% |
| Look-through P/E | 35.2 | 27.8 |
| Holdings vs fair value | +3.7% | +2.2% |
| Holdings above 200-day average | 72% | 68% |
| Net flow, latest 3 reported months | +$1.6M thru Jun 2026 | +$6.4M thru Jun 2026 |
| 30-day implied volatility | — | — |
| Holdings as of | as of Jun 30, 2026SEC filing | as of Jun 30, 2026SEC filing |
Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.
Largest shared holdings
40% of BCGD · 68% of BCHP
Sector mix of the stock holdings
| Sector | BCGD | BCHP | Gap |
|---|---|---|---|
| Technology | 30.3% | 47.5% | −17.2% |
| Industrials | 19.5% | 23.8% | −4.3% |
| Consumer Discretionary | 11.4% | 13.8% | −2.5% |
| Real Estate | 6.0% | 8.6% | −2.7% |
| Financials | 5.0% | 3.3% | +1.7% |
| Health Care | 3.2% | 0.0% | +3.2% |
| Communication Services | 0.0% | 2.9% | −2.9% |
More: full overlap table · BCGD holdings · BCHP holdings
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.