BCHP vs URTH: holdings overlap, shared companies and scores
As of October 9, 2026, BCHP and URTH overlap 21.1% by weight. Principal Focused Blue Chip ETF (BCHP): Established large companies. iShares MSCI World ETF (URTH): Developed-market large and mid caps.
Updated October 9, 2026
Where BCHP and URTH trade against their own history
BCHP trades at 29.6 times earnings, against its own median of 37.3, and is cheaper than 95% of its own 40 monthly readings since 2023.
URTH trades at 22.4 times earnings, against its own median of 19.8, and is more expensive than 67% of its own 115 monthly readings since 2017.
What moved BCHP and URTH this week
BCHP rose 2.3% in the week to October 9, 2026. The holdings that moved it most were Amazon.com (+4.3%), Microsoft (+3.4%) and Mastercard (+6.7%); Nvidia (−2.0%) pushed the other way.
URTH rose 0.8% in the week to October 9, 2026. The holdings that moved it most were Microsoft (+3.4%), Amazon.com (+4.3%) and Alphabet (+2.4%); Nvidia (−2.0%) pushed the other way.
What do BCHP and URTH each hold?
What's inside BCHP: Tech 47%, Magnificent 7 47%.
73% of BCHP is its ten largest holdings.
What's inside URTH: Tech 37%, Magnificent 7 25%.
28% of URTH is its ten largest holdings.
How much do BCHP and URTH overlap? 21.1% by weight
As of October 9, 2026, BCHP and URTH overlap 21.1% by weight.
100% of BCHP is already inside URTH.
21% of URTH is already inside BCHP.
BCHP holds 24 companies and URTH holds 1,265; 23 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score BCHP and URTH? 6.9 and 6.2 out of 10
As of October 9, 2026, ETF Copilot scores BCHP 6.9 out of 10 and URTH 6.2 out of 10.
They differ most on Value: BCHP 8.9 and URTH 2.1.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | BCHP | URTH |
|---|---|---|
| Growth | 8.5 | 6.6 |
| Value | 8.9 | 2.1 |
| Risk | 7.0 | 6.9 |
| Quality | 9.2 | 7.6 |
| Return | 2.5 | 7.1 |
URTH is the cheaper of the two at 0.24% a year
As of October 9, 2026, BCHP charges 0.58% a year and holds $232M in assets across 24 positions.
As of October 9, 2026, URTH charges 0.24% a year, yields 1.36% and holds $8.3B in assets across 1265 positions.
| Measure | BCHP | URTH |
|---|---|---|
| Expense ratio | 0.58% | 0.24% |
| Dividend yield | — | 1.36% |
| Assets under management | $232M | $8.3B |
| Holdings | 24 | 1265 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Compare with similar funds
Cite this
ETF Copilot, “BCHP vs URTH holdings overlap and scores”, as of October 9, 2026.
https://etf-copilot.com/compare/bchp-vs-urth
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