BLCR vs QQQ
iShares Large Cap Core Active ETF vs Invesco QQQ Trust, Series 1
Which is better, BLCR or QQQ?
Large Cap Blend against Large Cap Growth.
QQQ has a lower expense ratio. BLCR led over 1Y, QQQ over the full window. The two have moved almost in lockstep, correlation 0.93. BLCR is less concentrated, with 45.9% of the fund in its ten largest positions against 46.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BLCR | QQQ |
|---|---|---|
| Expense Ratio | 0.36% | 0.18%Best |
| AUM | $6.7B | $486.1B |
| Dividend Yield | 0.30% | 0.44% |
| Holdings | 44 | 107 |
| YTD Return | +17.22% | +17.54%Best |
| 1Y Return | +28.55%Best | +25.59% |
| 3Y Return (annualized) | - | +24.63% |
| 5Y Return (annualized) | - | +14.18% |
| Volatility (annualized) | 15.9%Best | 17.4% |
| Max Drawdown | -21.3%Best | -22.8% |
| $10,000 over 2.9 years | $20,843 | $21,492Best |
| Top 10 Weight | 45.9%Best | 46.5% |
| Fund Family | BlackRock, Inc. (US) | Invesco (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Growth |
| Inception | Oct 24, 2023 | Mar 10, 1999 |
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Oct 26, 2023 to Sep 4, 2026 (2.9 years).
BLCR vs QQQ growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.
BLCR vs QQQ Performance
iShares Large Cap Core Active ETF (BLCR) is an ETF from BlackRock, Inc. (US) and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year BLCR returned +28.55% while QQQ returned +25.59%. Year to date, BLCR is up 17.22% versus a gain of 17.54% for QQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 15.9% for BLCR. 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 -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
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 QQQ charges 0.18%. On a $10,000 position that is $36 vs $18 annually, a gap of $18 per year that compounds over a long holding period. On income, BLCR currently yields 0.30% against 0.44% for QQQ.
Holdings Overlap
48.2% of BLCR's money is in holdings QQQ also owns. 50.3% of QQQ's money is in holdings BLCR also owns.
The two portfolios partly overlap.
17 positions in common, counted across the 44 positions we hold weights for in BLCR and 102 in QQQ, against full books of 44 and 107.
What only one of them owns
Our book lists 79 positions for QQQ that do not appear in our book for BLCR (47.3% of the fund), and 25 for BLCR that do not appear in QQQ (49.7%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BLCR | Weight in QQQ | Difference |
|---|---|---|---|
| NVDANvidia Corp. | 6.81% | 8.44% | 1.63% |
| AMZNAmazon.Com Inc | 7.23% | 4.67% | 2.56% |
| MSFTMicrosoft Corp 4.100 Feb 06 37 | 5.06% | 5.76% | 0.70% |
| AAPLApple, Inc | 3.21% | 7.27% | 4.06% |
| GOOGLAlphabet Inc.Class A | 4.87% | 3.36% | 1.51% |
| MUMicron Technology, Inc. | 3.23% | 4.43% | 1.20% |
| METAMeta Platform Inc | 4.17% | 2.78% | 1.39% |
| AMDAdvanced Micro Devices Inc | 2.68% | 3.45% | 0.77% |
| AVGOBroadcom Inc | 2.26% | 3.16% | 0.90% |
| INTCIntel Corporation | 2.13% | 2.23% | 0.10% |
50.3% of QQQ is already inside BLCR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BLCR or QQQ?
BLCR has an expense ratio of 0.36% while QQQ charges 0.18%. QQQ is the cheaper option, by $18 a year on a $10,000 investment.
Which performed better, BLCR or QQQ?
Over the past year BLCR returned +28.55% vs +25.59% for QQQ, so BLCR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BLCR or QQQ?
QQQ has been the more volatile fund at 17.4% annualized versus 15.9% for BLCR. Worst drawdown: BLCR -21.3% vs QQQ -22.8%.
Should I hold both BLCR and QQQ?
BLCR and QQQ have a monthly-return correlation of 0.93, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between BLCR and QQQ?
50.3% of QQQ's money is in holdings BLCR also owns. 50.3% of QQQ's is in holdings BLCR also owns. They hold 17 positions in common, counted across the 44 positions we hold weights for in BLCR and 102 in QQQ.
Which pays a higher dividend, BLCR or QQQ?
BLCR yields 0.30% while QQQ yields 0.44%, so QQQ currently pays the higher dividend yield.
Is QQQ better than BLCR?
QQQ has a lower expense ratio. BLCR led over 1Y, QQQ over the full window. The two have moved almost in lockstep, correlation 0.93. BLCR is less concentrated, with 45.9% of the fund in its ten largest positions against 46.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.