BLCR vs QQQ
iShares Large Cap Core Active ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. BLCR delivered stronger 1-year returns. QQQ offers more diversification with 108 holdings.
Side-by-Side Comparison
| Metric | BLCR | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.36% | 0.18% | |
| AUM | $6.8B | $496.3B | |
| Dividend Yield | 0.30% | 0.44% | |
| Holdings | 44 | 108 | |
| YTD Return | +19.21% | +19.52% | |
| 1Y Return | +32.74% | +26.68% | |
| 3Y Return (annualized) | - | +26.64% | |
| 5Y Return (annualized) | - | +15.36% | |
| Volatility (annualized) | 16.1% | 30.6% | |
| Max Drawdown | -21.3% | -83.0% | |
| Fund Family | BlackRock, Inc. (US) | Invesco (US) | |
| Category | Equity | Equity | |
| Inception | Oct 24, 2023 | Mar 10, 1999 |
BLCR vs QQQ Performance
iShares Large Cap Core Active ETF (BLCR) is a ETF from BlackRock, Inc. (US) and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year BLCR returned +32.74% while QQQ returned +26.68%. Year to date, BLCR is up 19.21% versus a gain of 19.52% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 16.1% 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 -83.0% for QQQ. 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 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
BLCR and QQQ share 16 holdings out of 129 unique holdings combined, representing a 38.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $18 per year of difference.
Which performed better, BLCR or QQQ?
Over the past year BLCR returned +32.74% vs +26.68% for QQQ, so BLCR leads on 1-year performance. Over the longest common window we track (3 years), BLCR annualized +30.27% vs +13.14% for QQQ. Past performance does not guarantee future results.
Which is riskier, BLCR or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 16.1% for BLCR. Worst drawdown: BLCR -21.3% vs QQQ -83.0%.
Should I hold both BLCR and QQQ?
BLCR and QQQ 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 QQQ?
BLCR and QQQ share 16 common holdings with a 38.6% weight overlap. Combined, they hold 129 unique securities.
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.
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