BLCR vs VTI

Quick Verdict

VTI has a lower expense ratio. BLCR delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: BLCRMore Diversified: VTI

Side-by-Side Comparison

MetricBLCRVTIWinner
Expense Ratio0.36%0.03%
AUM$6.3B$663.5B
Dividend Yield0.28%1.07%
Holdings393,543
YTD Return+18.98%+14.96%
1Y Return+32.68%+22.39%
3Y Return (annualized)-+21.51%
5Y Return (annualized)-+12.36%
Volatility (annualized)16.1%15.4%
Max Drawdown-21.3%-56.6%
Fund FamilyBlackRock, Inc. (US)Vanguard (US)
CategoryEquityEquity
InceptionOct 24, 2023May 24, 2001

BLCR vs VTI Performance

iShares Large Cap Core Active ETF (BLCR) is a ETF from BlackRock, Inc. (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BLCR returned +32.68% while VTI returned +22.39%. Year to date, BLCR is up 18.98% versus a gain of 14.96% for VTI.

Risk: Volatility and Drawdowns

BLCR has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 15.4% for VTI. 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 -56.6% for VTI. 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 0.92. 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 VTI 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 0.28% against 1.07% for VTI.

Holdings Overlap

33.4%overlap

BLCR and VTI share 36 holdings out of 2790 unique holdings combined, representing a 33.4% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BLCRWeight in VTIDifference
NVDA6.66%6.32%0.34%
AMZN6.43%3.17%3.26%
AAPL3.65%5.84%2.19%
MSFTProProPro
GOOGLProProPro
METAProProPro
MUProProPro
VProProPro
AVGOProProPro
AMDProProPro
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Frequently Asked Questions

Which is cheaper, BLCR or VTI?

BLCR has an expense ratio of 0.36% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $33 per year of difference.

Which performed better, BLCR or VTI?

Over the past year BLCR returned +32.68% vs +22.39% for VTI, so BLCR leads on 1-year performance. Over the longest common window we track (3 years), BLCR annualized +30.21% vs +8.16% for VTI. Past performance does not guarantee future results.

Which is riskier, BLCR or VTI?

BLCR has been the more volatile fund at 16.1% annualized versus 15.4% for VTI. Worst drawdown: BLCR -21.3% vs VTI -56.6%.

Should I hold both BLCR and VTI?

BLCR and VTI have a monthly-return correlation of 0.92, 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 VTI?

BLCR and VTI share 36 common holdings with a 33.4% weight overlap. Combined, they hold 2790 unique securities.

Which pays a higher dividend, BLCR or VTI?

BLCR yields 0.28% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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