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BCHP
-2.14 · -5.83%
$34.57 · BATS

EGSHARES BLUE CHIP ETF EGSHARES BLUE CHIP ETF (BCHP) ETF Analysis | Large Growth

Principal Funds · USA
AUM:$221.2M
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 14.0% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.58% — moderate cost. Consider how fees compound over long holding periods.

What is BCHP?

Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations that, in the opinion of Principal Global Investors, LLC ("PGI"), the fund"s investment advisor, display characteristics of a "blue chip" company.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
BCHP returned 14.0% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.58%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 77.7% of the ETF — significant weight in a small number of names.
ETF Information
AUM$221.2M
Expense Ratio0.58%
Dividend Yield0.00%
Holdings22
Inception DateJul 2023
Domicile–
Distribution–
Index–
ProviderPrincipal Funds
Beta–
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+12.9%
1Y
+2.8%
3Y
+54.2%
5Y
+56.9%
OpenBook InsightIf you had invested £10,000 in BCHP 5 years ago, it would have grown to £15,687 — a gain of £5,687.

Annual Returns

Calendar year performance

BCHP delivered positive returns in 4 of the last 4 calendar years.
YearBCHP
2026 YTD+4.4%
2025+10.7%
2024+22.8%
2023+12.9%
CAGR 3yr+15.4%
4/4 positive yearsAvg return: +12.7%Worst year: +4.4% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
17.7%
Low
Momentum
+6.1%
30-day change
Support Level
37.98
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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