BLCR vs VYM
iShares Large Cap Core Active ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. BLCR delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | BLCR | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.36% | 0.04% | |
| AUM | $6.3B | $79.0B | |
| Dividend Yield | 0.28% | 2.86% | |
| Holdings | 39 | 568 | |
| YTD Return | +17.66% | +16.16% | |
| 1Y Return | +32.72% | +26.05% | |
| 3Y Return (annualized) | - | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 16.1% | 14.6% | |
| Max Drawdown | -21.3% | -58.8% | |
| Fund Family | BlackRock, Inc. (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 24, 2023 | Nov 10, 2006 |
BLCR vs VYM Performance
iShares Large Cap Core Active ETF (BLCR) is a ETF from BlackRock, Inc. (US) and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year BLCR returned +32.72% while VYM returned +26.05%. Year to date, BLCR is up 17.66% versus a gain of 16.16% for VYM.
Risk: Volatility and Drawdowns
BLCR has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 14.6% for VYM. 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 -58.8% for VYM. 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 0.66. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
BLCR charges 0.36% per year while VYM charges 0.04%. On a $10,000 position that is $36 vs $4 annually, a gap of $32 per year that compounds over a long holding period. On income, BLCR currently yields 0.28% against 2.86% for VYM.
Holdings Overlap
BLCR and VYM share 13 holdings out of 588 unique holdings combined, representing a 8.7% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BLCR or VYM?
BLCR has an expense ratio of 0.36% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, BLCR or VYM?
Over the past year BLCR returned +32.72% vs +26.05% for VYM, so BLCR leads on 1-year performance. Over the longest common window we track (3 years), BLCR annualized +29.76% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, BLCR or VYM?
BLCR has been the more volatile fund at 16.1% annualized versus 14.6% for VYM. Worst drawdown: BLCR -21.3% vs VYM -58.8%.
Should I hold both BLCR and VYM?
BLCR and VYM have a monthly-return correlation of 0.66, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BLCR and VYM?
BLCR and VYM share 13 common holdings with a 8.7% weight overlap. Combined, they hold 588 unique securities.
Which pays a higher dividend, BLCR or VYM?
BLCR yields 0.28% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
Popular ETF Comparisons
Get Full ETF Analytics
Access complete holdings data, overlap analysis, screener tools, and more with FundXLS.