AKRE vs. BPH

Last updated Aug 2, 2026

AKRE (Akre Focus ETF) and BPH (BP p.l.c. ADRhedged ETF) are both exchange-traded funds - AKRE is a Large Cap Growth Equities fund actively managed by Akre, while BPH is a Energy Equities fund actively managed by Precidian. Both are actively managed. Their -0.20 correlation means they have often moved in opposite directions in the past. AKRE charges 0.98%/yr vs 0.19%/yr for BPH.

Performance

AKRE vs. BPH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Akre Focus ETF (AKRE) and BP p.l.c. ADRhedged ETF (BPH). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

AKRE

• 1D: -0.09%
• 1M: 3.27%
• 6M: -4.41%
• YTD: -12.24%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

BPH

• 1D: 2.00%
• 1M: 18.84%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AKRE Akre Focus ETF	$25.24M	$28.15M	$44.87M
BPH BP p.l.c. ADRhedged ETF	$53.46K	$52.99K	$51.54K

AKRE vs. BPH - Yearly Performance Comparison

	2026 (YTD)
AKRE Akre Focus ETF	5.66%
BPH BP p.l.c. ADRhedged ETF	5.67%

Correlation

The correlation between AKRE and BPH is -0.20, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 26, 2026	-0.20

Return for Risk

AKRE vs. BPH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Akre Focus ETF (AKRE) and BP p.l.c. ADRhedged ETF (BPH). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

AKRE vs. BPH - Drawdown Comparison

The maximum AKRE drawdown since its inception was -24.18%, which is greater than BPH's maximum drawdown of -15.58%. Use the drawdown chart below to compare losses from any high point for AKRE and BPH.

Drawdown Indicators

	AKRE	BPH	Difference
Max Drawdown Largest peak-to-trough decline	-24.18%	-15.58%	-8.60%
Current Drawdown Current decline from peak	-15.08%	0.00%	-15.08%
Average Drawdown Average peak-to-trough decline	-14.18%	-5.64%	-8.54%

Volatility

Volatility by Period

	AKRE	BPH	Difference
Volatility (1Y) Calculated over the trailing 1-year period	21.61%	28.58%	-6.97%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	21.61%	28.58%	-6.97%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.61%	28.58%	-6.97%

AKRE vs. BPH - Expense Ratio Comparison

AKRE has a 0.98% expense ratio, which is higher than BPH's 0.19% expense ratio.

Dividends

AKRE vs. BPH - Dividend Comparison

AKRE has not paid dividends to shareholders, while BPH's dividend yield for the trailing twelve months is around 0.48%.

Position	TTM
AKRE Akre Focus ETF	0.00%
BPH BP p.l.c. ADRhedged ETF	0.48%

Frequently Asked Questions

Can I hold both AKRE and BPH in my portfolio?

AKRE and BPH have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, AKRE or BPH?

On fees, BPH is cheaper at 0.19% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, AKRE or BPH?

BPH is cheaper with a 0.19% expense ratio, compared with 0.98% for AKRE.

Which ETF pays a higher dividend yield, AKRE or BPH?

BPH has the higher dividend yield at 0.48%, compared with 0.00% for AKRE.

What is the main difference between AKRE and BPH?

AKRE is categorized as Large Cap Growth Equities, while BPH is Energy Equities. They also come from different issuers: Akre and Precidian. Their fees differ too: 0.98% for AKRE and 0.19% for BPH.