BLCR vs IVV
iShares Large Cap Core Active ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. BLCR delivered stronger 1-year returns. IVV offers more diversification with 508 holdings.
Side-by-Side Comparison
| Metric | BLCR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.36% | 0.03% | |
| AUM | $6.8B | $907.0B | |
| Dividend Yield | 0.30% | 1.10% | |
| Holdings | 44 | 508 | |
| YTD Return | +16.25% | +13.22% | |
| 1Y Return | +31.73% | +21.62% | |
| 3Y Return (annualized) | - | +22.17% | |
| 5Y Return (annualized) | - | +13.42% | |
| Volatility (annualized) | 16.1% | 15.1% | |
| Max Drawdown | -21.3% | -56.5% | |
| Fund Family | BlackRock, Inc. (US) | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Oct 24, 2023 | May 15, 2000 |
BLCR vs IVV Performance
iShares Large Cap Core Active ETF (BLCR) is a ETF from BlackRock, Inc. (US) and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BLCR returned +31.73% while IVV returned +21.62%. Year to date, BLCR is up 16.25% versus a gain of 13.22% for IVV.
Risk: Volatility and Drawdowns
BLCR has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 15.1% for IVV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -21.3% for BLCR and -56.5% for IVV. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.93. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BLCR charges 0.36% per year while IVV charges 0.03%. On a $10,000 position that is $36 vs $3 annually, a gap of $33 per year that compounds over a long holding period. On income, BLCR currently yields 0.30% against 1.10% for IVV.
Holdings Overlap
BLCR and IVV share 36 holdings out of 512 unique holdings combined, representing a 36.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BLCR or IVV?
BLCR has an expense ratio of 0.36% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $33 per year of difference.
Which performed better, BLCR or IVV?
Over the past year BLCR returned +31.73% vs +21.62% for IVV, so BLCR leads on 1-year performance. Over the longest common window we track (3 years), BLCR annualized +28.95% vs +7.02% for IVV. Past performance does not guarantee future results.
Which is riskier, BLCR or IVV?
BLCR has been the more volatile fund at 16.1% annualized versus 15.1% for IVV. Worst drawdown: BLCR -21.3% vs IVV -56.5%.
Should I hold both BLCR and IVV?
BLCR and IVV have a monthly-return correlation of 0.93, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between BLCR and IVV?
BLCR and IVV share 36 common holdings with a 36.2% weight overlap. Combined, they hold 512 unique securities.
Which pays a higher dividend, BLCR or IVV?
BLCR yields 0.30% while IVV yields 1.10%, so IVV currently pays the higher dividend yield.
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