BLCR vs VOO

BLCR vs VOO

Which is better, BLCR or VOO?

BLCR has been ahead.

VOO has a lower expense ratio. BLCR led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 45.9%.

Lower Fees: VOOHigher Returns: BLCRLess Concentrated: VOO

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

MetricBLCRVOO
Expense Ratio0.36%0.03%Best
AUM$6.7B$997.4B
Dividend Yield0.30%1.08%
Holdings44509
YTD Return+17.22%Best+13.37%
1Y Return+28.55%Best+20.08%
3Y Return (annualized)-+21.29%
5Y Return (annualized)-+12.89%
Volatility (annualized)15.9%12.4%Best
Max Drawdown-21.3%-18.7%Best
$10,000 over 2.9 years$20,843Best$19,542
Top 10 Weight45.9%36.4%Best
Fund FamilyBlackRock, Inc. (US)Vanguard (US)
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 24, 2023Sep 7, 2010

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 VOO 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 VOO Performance

iShares Large Cap Core Active ETF (BLCR) is an ETF from BlackRock, Inc. (US) and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BLCR returned +28.55% while VOO returned +20.08%. Year to date, BLCR is up 17.22% versus a gain of 13.37% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

BLCR has been the more volatile fund, with annualized monthly volatility of 15.9% compared with 12.4% for VOO. 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 -18.7% for VOO. 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 VOO 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 1.08% for VOO.

Holdings Overlap

BLCR already in VOO82.9%
VOO already in BLCR41.6%

82.9% of BLCR's money is in holdings VOO also owns. 41.6% of VOO's money is in holdings BLCR also owns.

Most of BLCR is already inside VOO. Owning both mostly buys the same companies twice.

35 positions in common, counted across the 44 positions we hold weights for in BLCR and 505 in VOO, against full books of 44 and 509.

What only one of them owns

Our book lists 462 positions for VOO that do not appear in our book for BLCR (57.9% of the fund), and 8 for BLCR that do not appear in VOO (15.0%).

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

StockWeight in BLCRWeight in VOODifference
NVDANvidia Corp.6.81%7.51%0.70%
AMZNAmazon.Com Inc7.23%3.62%3.61%
AAPLApple, Inc3.21%6.59%3.38%
MSFTMicrosoft Corp 4.100 Feb 06 375.06%4.30%0.76%
GOOGLAlphabet Inc.Class A4.87%3.25%1.62%
METAMeta Platform Inc 4.17%1.92%2.25%
MUMicron Technology, Inc.3.23%2.02%1.21%
AVGOBroadcom Inc2.26%2.77%0.51%
VVisa Inc Class A3.91%0.87%3.04%
AMDAdvanced Micro Devices Inc2.68%1.47%1.21%

82.9% of BLCR is already inside VOO.

You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.

BLCRVOO

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, BLCR or VOO?

BLCR has an expense ratio of 0.36% while VOO charges 0.03%. VOO is the cheaper option, by $33 a year on a $10,000 investment.

Which performed better, BLCR or VOO?

Over the past year BLCR returned +28.55% vs +20.08% for VOO, 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 VOO?

BLCR has been the more volatile fund at 15.9% annualized versus 12.4% for VOO. Worst drawdown: BLCR -21.3% vs VOO -18.7%.

Should I hold both BLCR and VOO?

BLCR and VOO 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 VOO?

82.9% of BLCR's money is in holdings VOO also owns. 41.6% of VOO's is in holdings BLCR also owns. They hold 35 positions in common, counted across the 44 positions we hold weights for in BLCR and 505 in VOO.

Which pays a higher dividend, BLCR or VOO?

BLCR yields 0.30% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.

Is VOO better than BLCR?

VOO has a lower expense ratio. BLCR led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.93. VOO is less concentrated, with 36.4% of the fund in its ten largest positions against 45.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.