Compare · 2 funds side by side · dividends reinvested

BCHP and VIG

BCHPPrincipal×VIGVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,005VIG · best of the two

02 / 04

BCHP and VIG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Dividend Appreciation ETFIncome · Dividend stocks0.04%1.44%+16.4%+18.9%+20.6%+11.2%−7.9%10.2%$109B1.0

Principal Focused Blue Chip ETFUnsorted0.58%0.00%+3.1%+0.6%+17.1%[…]−17.7%17.8%$227M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BCHP 2023 · VIG 2006

Head to Head

Swap sides Versus in desk

Head to Head

Principal Focused Blue Chip ETF · $227M[…]

BCHP

VIG

Vanguard Dividend Appreciation ETF · $109B$17,005

$10,000 five years ago, dividends reinvested · they hold 15.0% in common

BCHPMeasureVIG

+3.1%Year to dateJan 1 → Nov 4+16.4%

+0.6%1 yearTotal return+18.9%

+17.1%3 years · per year$10,000 became $16,042 · $17,533+20.6%

[…]5 years · per year$10,000 became […] · $17,005+11.2%

0.58%Expense ratio$58 · $4 a year on $10k · lower is better0.04%

0.00%Trailing 12-mo yield$0 · $144 a year on $10k1.44%

−17.7%Worst dropSmaller is better−7.9%

17.8%VolatilityLower is calmer10.2%

BCHPVIG Winner of the row, in its colourEach row: the bigger of the two fills its side

0–7VIG wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BCHP vs VIG: Top 5 Holdings

Today

BCHP

47.8%in top 5

VIG

in top 522.1%

BCHPStockVIG

10.6%NVDAnot top 5

10.5%MSFT4.9%

10.4%AMZNnot top 5

8.2%GOOGnot top 5

8.1%BNnot top 5

not top 5AAPL4.9%

not top 5AVGO4.3%

not top 5LLY4.1%

not top 5JPM3.9%

Held in common15.0%

End-of-day Nov 4, 2026 · share of each fund

BCHP vs VIG Returns, Every Period

PrincipalBCHP

+0.6%

past year

VIGVanguard

+18.9%

past year

BCHPVIGFaded: behind in that period

0–3VIG wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Unsorted vs Income: BCHP vs VIG

YTD

PrincipalBCHP

+3.1%

VIGVanguard

+16.4%

+3.1%Year to date+16.4%

−17.7%Worst drop · 1Y−7.9%

17.8%Volatility · 1Y10.2%

0.0%Yield1.4%

$227MAssets$109B

4–0VIG wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BCHP, VIG

Today

0.04%lowest, VIG

FundExpense ratioFee$10k

VIG0.04%$4

BCHP0.58%$58

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BCHP, VIG

1.44%highest, VIG

FundTrailing yieldYield$10k

VIG1.44%$144

BCHP0.00%$0

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

BCHP$0 − $58 = −$58

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BCHP, VIG

Today

15.0%most shared, BCHP and VIG

BCHPVIG

BCHP—15.0%

VIG15.0%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+18.9%VIG, at 10.2% volatility

VIGWorst drop−7.9%10.2% vol

BCHPWorst drop−17.7%17.8% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VIGBCHP

+16.4%Year to date+3.1%

1.4%Yield0.0%

+18.9%Past year+0.6%

0.04%Fee0.58%

4–0VIG wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026