BCHP vs. SGRT

Last updated Aug 5, 2026

BCHP (Principal Focused Blue Chip ETF) and SGRT (SMART Earnings Growth ETF) are both Large Cap Growth Equities funds. Both are actively managed. Their 0.42 correlation means their historical movements had little consistent relationship. BCHP charges 0.58%/yr vs 0.59%/yr for SGRT.

Performance

BCHP vs. SGRT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Principal Focused Blue Chip ETF (BCHP) and SMART Earnings Growth ETF (SGRT). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BCHP achieves a 4.56% return, which is significantly lower than SGRT's 32.95% return.

BCHP

• 1D: 0.95%
• 1M: 6.41%
• 6M: 9.78%
• YTD: 4.56%
• 1Y: 4.04%
• 3Y*: 16.18%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 15.92%

SGRT

• 1D: 4.23%
• 1M: -1.19%
• 6M: 24.90%
• YTD: 32.95%
• 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)
BCHP Principal Focused Blue Chip ETF	$1.90M	$1.29M	$1.18M
SGRT SMART Earnings Growth ETF	$1.13M	$1.28M	$2.17M

BCHP vs. SGRT - Yearly Performance Comparison

	2026 (YTD)	2025
BCHP Principal Focused Blue Chip ETF	4.56%	0.17%
SGRT SMART Earnings Growth ETF	32.95%	26.83%

Correlation

The correlation between BCHP and SGRT is 0.42, which is low. Their historical price movements had little consistent relationship.

	Correlation
Correlation (All Time) Calculated using the full available price history since Aug 20, 2025	0.42

Return for Risk

BCHP vs. SGRT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BCHP

BCHP Risk / Return Rank: 14
BCHP Sharpe Ratio Rank: 15
BCHP Sortino Ratio Rank: 14
BCHP Omega Ratio Rank: 14
BCHP Calmar Ratio Rank: 13
BCHP Martin Ratio Rank: 15

SGRT

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

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

BCHP vs. SGRT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Principal Focused Blue Chip ETF (BCHP) and SMART Earnings Growth ETF (SGRT). 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.

	BCHP	SGRT	Difference
Sharpe ratio: Return per unit of total volatility	0.23	—	—
Sortino ratio: Return per unit of downside risk	0.44	—	—
Omega ratio: Gain probability vs. loss probability	1.05	—	—
Calmar ratio: Return relative to maximum drawdown	0.22	—	—
Martin ratio: Return relative to average drawdown	0.67	—	—

Drawdowns

BCHP vs. SGRT - Drawdown Comparison

The maximum BCHP drawdown since its inception was -18.56%, smaller than the maximum SGRT drawdown of -24.98%. Use the drawdown chart below to compare losses from any high point for BCHP and SGRT.

Drawdown Indicators

	BCHP	SGRT	Difference
Max Drawdown Largest peak-to-trough decline	-18.56%	-24.98%	+6.42%
Max Drawdown (1Y) Largest decline over 1 year	-18.12%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-18.56%	—	—
Current Drawdown Current decline from peak	0.00%	-13.48%	+13.48%
Average Drawdown Average peak-to-trough decline	-3.08%	-4.34%	+1.26%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.01%	—	—

Volatility

Volatility by Period

	BCHP	SGRT	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.32%	—	—
Volatility (6M) Calculated over the trailing 6-month period	14.55%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	17.38%	39.02%	-21.64%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.11%	39.02%	-21.91%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.11%	39.02%	-21.91%

BCHP vs. SGRT - Expense Ratio Comparison

BCHP has a 0.58% expense ratio, which is lower than SGRT's 0.59% expense ratio.

Dividends

BCHP vs. SGRT - Dividend Comparison

BCHP has not paid dividends to shareholders, while SGRT's dividend yield for the trailing twelve months is around 0.12%.

Position	TTM	2025	2024	2023
BCHP Principal Focused Blue Chip ETF	0.00%	0.00%	1.02%	0.19%
SGRT SMART Earnings Growth ETF	0.12%	0.16%	0.00%	0.00%

Frequently Asked Questions

Can I hold both BCHP and SGRT in my portfolio?

BCHP and SGRT have a correlation of 0.42, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BCHP or SGRT?

On fees, BCHP is cheaper at 0.58% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BCHP or SGRT?

BCHP is cheaper with a 0.58% expense ratio, compared with 0.59% for SGRT.

Which ETF pays a higher dividend yield, BCHP or SGRT?

SGRT has the higher dividend yield at 0.12%, compared with 0.00% for BCHP.

What is the main difference between BCHP and SGRT?

Their fees differ too: 0.58% for BCHP and 0.59% for SGRT.