TOAOvsBCHPETF Comparison
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Twin Oak Active Opportunities III ETF (TOAO) belongs to the Multi-Asset: Other segment. Principal Focused Blue Chip ETF (BCHP) is part of the Uncategorized Equities segment. TOAO's top 3 sector exposures are Technology, Industrials and Finance. In contrast, BCHP's top sector exposures are Technology, Finance and Consumer Non-Cyclicals. TOAO is more expensive with a Total Expense Ratio (TER) of 0.95%, versus 0.58% for BCHP. Run a side-by-side ETF comparison of TOAO and BCHP 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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TOAO vs BCHP performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 07/28/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | TOAO BCHP | +0.46%+1.18% | +4.79%-1.71% | n/a-3.13% | n/a-3.92% | n/a+43.78% | n/an/a |
| Flows | TOAO BCHP | -+$9M | +$127K+$12M | -+$35M | -+$87M | -+$202M | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | TOAO BCHP | +12.55%+16.48% | n/a+16.70% | n/a+17.03% | n/an/a |
| Max drawdown | TOAO BCHP | -4.26%-8.35% | n/a-18.16% | n/a-18.37% | n/an/a |
| Max drawdown duration | TOAO BCHP | 16d57d | n/a273d | n/a128d | n/an/a |
Trading data
TOAO | BCHP | |
Last sale 7/28/2026 at 1:30 PM | $26.28 | $36.14 |
| Previous close 07/28/2026 | $26.30 | $36.38 |
| Consolidated volume 07/28/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 7/28/2026 at 1:30 PM
Live
Closed
TOAO | BCHP | |
|---|---|---|
| Last price | $26.28 | $36.14 |
| 1D performance | -0.08% | -0.66% |
| AuM | $427.20 M | $228.07 M |
| E/R | 0.95% | 0.58% |
Characteristics
TOAO | BCHP | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Twin Oak ETF Company | Principal Global Investors |
| Benchmark | - | - |
| N° of holdings | 27 | 23 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 24, 2026 | July 13, 2023 |
| ESG | No | No |
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Exposure
Countries
TOAO
USA
66.91%
Netherlands
11.53%
Other
21.56%
BCHP
USA
91.39%
Canada
8.82%
Other
-0.21%
Sectors
TOAO
Technology
55.64%
Industrials
15.41%
Finance
12.6%
Consumer Non-Cycl.
10.22%
Other
6.13%
BCHP
Technology
46.05%
Finance
21.99%
Consumer Non-Cycl.
12.08%
Industrials
11.22%
Other
8.66%
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Diversification
TOAO
Total weight of top 15 holdings out of 15
75.77%
BCHP
Total weight of top 15 holdings out of 15
88.89%
Top 15 holdings
Data as of June 30, 2026
TOAO
CrowdStrike Holdings, Inc.
6.93%
ASML Holding NV
6.81%
Amazon.com, Inc.
6.77%
Broadcom Inc.
5.88%
NVIDIA Corp.
5.61%
Safran SA
5.15%
Alphabet, Inc.
4.89%
Airbus SE
4.72%
Advanced Micro Devices, Inc.
4.62%
Scottish Mortgage Investment Trust Plc
4.60%
Taiwan Semiconductor Manufacturing Co., Ltd.
4.31%
Microsoft Corp.
4.22%
Shopify, Inc.
3.89%
Cloudflare, Inc.
3.85%
The Charles Schwab Corp.
3.52%
BCHP
Amazon.com, Inc.
12.08%
NVIDIA Corp.
9.39%
Microsoft Corp.
8.99%
Brookfield Corp.
8.82%
Alphabet, Inc.
8.28%
Cadence Design Systems, Inc.
4.99%
Visa, Inc.
4.96%
Mastercard, Inc.
4.95%
TransDigm Group, Inc.
4.89%
Broadcom Inc.
4.53%
Meta Platforms, Inc.
4.49%
Danaher Corp.
3.37%
KKR & Co., Inc.
3.26%
Netflix, Inc.
3.05%
HEICO Corp.
2.84%
Frequently asked questions about TOAO and BCHP
Which ETF is bigger: TOAO or BCHP?
As of July 28, 2026, TOAO holds $427.20 M in assets under management (AUM), while BCHP manages $228.07 M.
What sectors do the TOAO and BCHP ETFs invest in?
TOAO leans toward sectors like Technology, Industrials and Finance. Meanwhile, BCHP focuses on Technology, Finance and Consumer Non-Cyclicals.
What are the top holdings of the TOAO ETF and BCHP ETF?
TOAO top holdings include CrowdStrike Holdings, Inc., ASML Holding NV and Amazon.com, Inc.. BCHP holds in its top three: Amazon.com, Inc., NVIDIA Corp. and Microsoft Corp..
Which ETF is more diversified: TOAO or BCHP?
TOAO holds 27 securities with 75.77% of its assets in the top 15. BCHP has 23 securities and a top 15 weight of 88.89%.
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