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BCHPvsIWFGETF Comparison

ETF 1
BCHP

Principal Focused Blue Chip ETF

This fund is part of
Uncategorized Equities
+1.56%
VS
ETF 2
IWFG

NYLI Winslow Focused Large Cap Growth ETF

This fund is part of
US Large Cap Growth
+0.18%

Principal Focused Blue Chip ETF (BCHP) belongs to the Uncategorized Equities segment. NYLI Winslow Focused Large Cap Growth ETF (IWFG) is part of the US Large Cap Growth segment. BCHP's top 3 sector exposures are Information Technology, Consumer Discretionary and Communication Services. In contrast, IWFG's top sector exposures are Information Technology, Communication Services and Consumer Discretionary. BCHP is less expensive with a Total Expense Ratio (TER) of 0.58%, versus 1.2% for IWFG. BCHP is down -3.33% year-to-date (YTD) with +$26M in YTD flows. IWFG performs better with -0.73% YTD performance, and +$2M in YTD flows. Run a side-by-side ETF comparison of BCHP and IWFG below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.

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BCHP vs IWFG performance and flow charts

Performance

-4.0-2.00.02.04.0%May 12May 19May 26Jun 2Jun 9

Cumulative Flows

-2 M-1 M0 M1 M2 MMay 12May 19May 26Jun 2Jun 9

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Daily, global ETF data for advanced analysis or integration into apps (API), from our partner Trackinsight.

Historic performance and flows
Data as of 06/12/2026
1M3MYTD1Y3Y5Y
Perf.
BCHP
IWFG
-2.90%-0.74%
+7.80%+9.59%
-3.33%-0.73%
+0.81%+6.71%
n/a+77.96%
n/an/a
Flows
BCHP
IWFG
+$1M-$1M
+$15M+$2M
+$26M+$2M
+$90M+$48M
-+$49M
--
Volatility and drawdown
3M1Y3Y5Y
Volatility
BCHP
IWFG
+20.16%+20.27%
+16.20%+17.05%
n/a+19.85%
n/an/a
Max drawdown
BCHP
IWFG
-6.96%-7.57%
-18.16%-20.26%
n/a-21.89%
n/an/a
Max drawdown duration
BCHP
IWFG
21d21d
227d226d
n/a133d
n/an/a
Trading data

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BCHP
IWFG
Last sale
6/12/2026 at 1:30 PM
$36.19
$53.06
Previous close
06/11/2026
$36.19
$52.68
Consolidated volume
06/11/2026
Average volume
30 days
Average discount or premium
30 days
Average Bid/Ask spread
30 days
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Main metrics
Last update 6/12/2026 at 1:30 PM
Live
Closed
BCHP
IWFG
Last price
$36.19
$53.06
1D performance
+0.00%
+0.72%
AuM$218.90 M$60.46 M
E/R0.58%1.2%
Characteristics
BCHP
IWFG
Management strategyActiveActive
ProviderPrincipal Global InvestorsNew York Life Investments
Benchmark--
N° of holdings2225
Asset class--
Trailing 12m distribution yield
Join
Join
Inception dateJuly 13, 2023June 23, 2022
ESGNoNo
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Exposure

Countries

BCHP
USA
90.14%
Canada
9.89%
Other
-0.02%
IWFG
USA
91.32%
Other
8.68%

Sectors

BCHP
Information Techn.
43.82%
Consumer Discreti.
18.73%
Communication Ser.
13.23%
Industrials
7.97%
Other
16.25%
IWFG
Information Techn.
50.2%
Communication Ser.
13.2%
Consumer Discreti.
11.3%
Industrials
8.03%
Other
17.27%
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Diversification

BCHP

Total weight of top 15 holdings out of 15

92.31%
IWFG

Total weight of top 15 holdings out of 15

80.34%

Top 15 holdings

Data as of April 30, 2026
BCHP
AMAZON.COM INC
15.04%
MICROSOFT-T
13.60%
NVIDIA
10.09%
CA11271J1075
9.89%
ALPHABET INC-CL
5.11%
BROADCOM LIMITED
5.06%
META PLATFORMS
4.79%
VISA INCORPORATION
4.70%
MASTERCARD
4.68%
TRANSDIGM GROUP
4.65%
CADENCE DESIGN SYSTEMS
4.54%
NETFLIX
3.32%
DANAHER
2.98%
KKR & CO INC
2.21%
O'REILLY AUTOMOTIVE
1.65%
IWFG
NVIDIA
15.27%
MICROSOFT-T
9.61%
APPLE
8.59%
ALPHABET INC-CL
7.52%
AMAZON.COM INC
6.72%
META PLATFORMS
4.54%
BROADCOM LIMITED
4.54%
US36828A1016
4.42%
TRANE TECHNOLOGIES PLC
3.63%
ANALOG DEVICES
3.24%
MASTERCARD
3.20%
HILTON INC
2.79%
LILLY
2.32%
GENERAL ELECTRIC
2.08%
USN070592100
1.87%
Frequently asked questions about BCHP and IWFG

How have the BCHP and IWFG ETFs performed in 2026?

As of June 12, 2026, BCHP is down -3.33% year-to-date (YTD), while IWFG has lost -0.73%. That puts IWFG better performer ahead so far this year.

Which ETF is attracting more investor money: BCHP or IWFG?

Year-to-date, the BCHP ETF saw +$26M in flows, compared to +$2M for IWFG.

Which ETF is more volatile: BCHP or IWFG?

Over the past year, BCHP had a volatility of 16.2%, while IWFG experienced 17.05%.

Which ETF is bigger: BCHP or IWFG?

As of June 12, 2026, BCHP holds $218.90 M in assets under management (AUM), while IWFG manages $60.46 M.

What sectors do the BCHP and IWFG ETFs invest in?

BCHP leans toward sectors like Information Technology, Consumer Discretionary and Communication Services. Meanwhile, IWFG focuses on Information Technology, Communication Services and Consumer Discretionary.

What are the top holdings of the BCHP ETF and IWFG ETF?

BCHP top holdings include AMAZON.COM INC, MICROSOFT-T and NVIDIA. IWFG holds in its top three: NVIDIA, MICROSOFT-T and APPLE.

Which ETF is more diversified: BCHP or IWFG?

BCHP holds 22 securities with 92.31% of its assets in the top 15. IWFG has 26 securities and a top 15 weight of 80.34%.

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