BCHP vs IWLG
Principal Focused Blue Chip ETF against NYLIM Winslow Large Cap Growth ETF: cost, size, returns, what they hold and how much of it is the same.
Overlap by weight
48%
11 shared positions
Fee gap
8 bp
IWLG is cheaper
1-year return gap
5.7 pts
IWLG is ahead
Larger fund
IWLG
$325M
Side by side
| BCHP | IWLG | |
|---|---|---|
| Fund | Principal Focused Blue Chip ETF | NYLIM Winslow Large Cap Growth ETF |
| Issuer | Principal | New York Life |
| Category | Semiconductors | Large Cap Growth |
| Expense ratio | 0.58% | 0.50% |
| Assets | $238M | $325M |
| Average daily dollar volume | $986K | $912K |
| Listed | Jul 12, 2023 | Jun 23, 2022 |
| FrenzyCap score | 42 | 42 |
| 1-month return | +3.8% | +6.6% |
| 3-month return | +4.2% | +5.7% |
| Year to date | +3.0% | +8.9% |
| 1-year return | +1.9% | +7.6% |
| 30-day volatility | 15.0% | 15.6% |
| Worst drawdown, 1 year | −18.1% | −19.4% |
| Trailing 12-month yield | — | 0.00% |
| Holdings | 23 | 40 |
| Top 10 weight | 72.2% | 61.0% |
| Look-through P/E | 27.8 | 31.9 |
| Holdings vs fair value | +2.2% | −2.8% |
| Holdings above 200-day average | 68% | 75% |
| Net flow, latest 3 reported months | +$6.4M thru Jun 2026 | −$8.8M thru Jul 2026 |
| 30-day implied volatility | — | — |
| Holdings as of | as of Jun 30, 2026SEC filing | as of Apr 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
65% of BCHP · 55% of IWLG
Sector mix of the stock holdings
| Sector | BCHP | IWLG | Gap |
|---|---|---|---|
| Technology | 47.5% | 60.8% | −13.3% |
| Industrials | 23.8% | 12.3% | +11.5% |
| Consumer Discretionary | 13.8% | 9.5% | +4.3% |
| Real Estate | 8.6% | 0.0% | +8.6% |
| Health Care | 0.0% | 6.2% | −6.2% |
| Communication Services | 2.9% | 2.6% | +0.3% |
| Financials | 3.3% | 1.2% | +2.0% |
| Materials | 0.0% | 1.2% | −1.2% |
| Consumer Staples | 0.0% | 1.0% | −1.0% |
More: full overlap table · BCHP holdings · IWLG 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.