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TOAOvsBCHPETF Comparison

ETF 1

TOAO

Twin Oak Active Opportunities III ETF

This fund is part of

Multi-Asset: Other

+0.27%

Full TOAO fund page

VS

ETF 2

BCHP

Principal Focused Blue Chip ETF

This fund is part of

Uncategorized Equities

+1.56%

Full BCHP fund page

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 Information Technology, Financials and Consumer Discretionary. In contrast, BCHP's top sector exposures are Information Technology, Consumer Discretionary and Communication Services. 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

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

Data Services

Historic performance and flows

Data as of 06/12/2026

		1M	3M	YTD	1Y	3Y	5Y
Perf.	TOAO BCHP	+0.69%-2.90%	n/a+7.80%	n/a-3.33%	n/a+0.81%	n/an/a	n/an/a
Flows	TOAO BCHP	-+$1M	-+$15M	-+$26M	-+$90M	--	--

Volatility and drawdown

		3M	1Y	3Y	5Y
Volatility	TOAO BCHP	n/a+20.16%	n/a+16.20%	n/an/a	n/an/a
Max drawdown	TOAO BCHP	n/a-6.96%	n/a-18.16%	n/an/a	n/an/a
Max drawdown duration	TOAO BCHP	n/a21d	n/a227d	n/an/a	n/an/a

Trading data

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	TOAO	BCHP
Last sale 6/12/2026 at 1:30 PM	$25.59	$36.19
Previous close 06/11/2026	$25.45	$36.19
Consolidated volume 06/11/2026
Average volume 30 days
Average discount or premium 30 days
Average Bid/Ask spread 30 days

Main metrics

Last update 6/12/2026 at 1:30 PM

Live

Closed

	TOAO	BCHP
Last price	$25.59	$36.19
1D performance	+0.55%	+0.00%
AuM	$415.27 M	$218.90 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	24	22
Asset class	-	-
Trailing 12m distribution yield	Join	Join
Inception date	April 24, 2026	July 13, 2023
ESG	No	No

More TOAO data on Trackinsight

More BCHP data on Trackinsight

Exposure

Countries

TOAO

USA

81.53%

Other

18.47%

BCHP

USA

90.14%

Canada

9.89%

Other

-0.02%

Sectors

TOAO

Information Techn.

36.8%

Financials

16.25%

Consumer Discreti.

11.63%

Industrials

10.83%

Communication Ser.

9.54%

Other

14.95%

BCHP

Information Techn.

43.82%

Consumer Discreti.

18.73%

Communication Ser.

13.23%

Industrials

7.97%

Other

16.25%

Diversification

TOAO

Total weight of top 15 holdings out of 15

75.23%

BCHP

Total weight of top 15 holdings out of 15

92.31%

Top 15 holdings

Data as of April 30, 2026

TOAO

AMAZON.COM INC

7.76%

BROADCOM LIMITED

6.88%

NVIDIA

6.44%

USN070592100

5.55%

ALPHABET INC-CL

5.20%

MICROSOFT-T

4.91%

SCOTTISH MORTGAGE INVESTMENT TRUST PLC

4.80%

CROWDSTRIKE HOLDINGS INC

4.59%

SAFRAN

4.45%

META PLATFORMS

4.34%

AIRBUS SE

4.28%

SHOPIFY SUBORDINATE VOTING

4.23%

US8740391003

4.12%

MERCADOLIBRE

3.87%

US36828A1016

3.81%

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%

Frequently asked questions about TOAO and BCHP

Which ETF is bigger: TOAO or BCHP?

As of June 12, 2026, TOAO holds $415.27 M in assets under management (AUM), while BCHP manages $218.90 M.

What sectors do the TOAO and BCHP ETFs invest in?

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

TOAOvsBCHPETF Comparison

Twin Oak Active Opportunities III ETF

Principal Focused Blue Chip ETF

TOAO vs BCHP performance and flow charts

Performance

Cumulative Flows

Get all the metrics on this page, and more, through a reliable ETF data feed

Countries

Sectors

Diversification

Top 15 holdings

Which ETF is bigger: TOAO or BCHP?

As of June 12, 2026, TOAO holds $415.27 M in assets under management (AUM), while BCHP manages $218.90 M.

What sectors do the TOAO and BCHP ETFs invest in?

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

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

TOAO top holdings include AMAZON.COM INC, BROADCOM LIMITED and NVIDIA. BCHP holds in its top three: AMAZON.COM INC, MICROSOFT-T and NVIDIA.

Which ETF is more diversified: TOAO or BCHP?

TOAO holds 27 securities with 75.23% of its assets in the top 15. BCHP has 22 securities and a top 15 weight of 92.31%.

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