BLCR vs VYM
iShares Large Cap Core Active ETF vs Vanguard High Dividend Yield ETF
Which is better, BLCR or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. BLCR led over 1Y and the full window. VYM is less concentrated, with 25.9% of the fund in its ten largest positions against 45.9%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.36% | 0.04%Best |
| AUM | $6.7B | $81.6B |
| Dividend Yield | 0.30% | 2.24% |
| Holdings | 44 | 613 |
| YTD Return | +17.22%Best | +14.82% |
| 1Y Return | +28.55%Best | +20.84% |
| 3Y Return (annualized) | - | +18.64% |
| 5Y Return (annualized) | - | +12.28% |
| Volatility (annualized) | 15.9% | 10.4%Best |
| Max Drawdown | -21.3% | -14.5%Best |
| $10,000 over 2.9 years | $20,843Best | $17,826 |
| Top 10 Weight | 45.9% | 25.9%Best |
| Fund Family | BlackRock, Inc. (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Oct 24, 2023 | Nov 10, 2006 |
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 VYM 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 VYM Performance
iShares Large Cap Core Active ETF (BLCR) is an ETF from BlackRock, Inc. (US) and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year BLCR returned +28.55% while VYM returned +20.84%. Year to date, BLCR is up 17.22% versus a gain of 14.82% for VYM.
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 10.4% 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.66. They move together some of the time, and apart the rest.
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 0.30% against 2.24% for VYM.
Holdings Overlap
25.2% of BLCR's money is in holdings VYM also owns. 15.6% of VYM's money is in holdings BLCR also owns.
BLCR and VYM share little of their money.
14 positions in common, counted across the 44 positions we hold weights for in BLCR and 603 in VYM, against full books of 44 and 613.
What only one of them owns
Our book lists 556 positions for VYM that do not appear in our book for BLCR (81.9% of the fund), and 28 for BLCR that do not appear in VYM (72.7%).
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 VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 2.26% | 7.29% | 5.03% |
| XOMExxon Mobil Corp. | 1.52% | 2.36% | 0.84% |
| CAHCardinal Health Inc. | 3.62% | 0.23% | 3.39% |
| UNHUnitedhealth Group Incorporated | 1.46% | 1.56% | 0.10% |
| WFCWells Fargo & Co. | 1.93% | 1.05% | 0.88% |
| APDAir Products & Chemicals Inc. | 2.27% | 0.27% | 2.00% |
| AIZAssurant, Inc. | 2.40% | 0.06% | 2.34% |
| HASHasbro Inc. | 2.36% | 0.05% | 2.31% |
| JCIJohnson Controls International Plc | 1.94% | 0.37% | 1.57% |
| DTEDte Energy Co. | 2.04% | 0.13% | 1.91% |
25.2% of BLCR is already inside VYM.
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 VYM?
BLCR has an expense ratio of 0.36% while VYM charges 0.04%. VYM is the cheaper option, by $32 a year on a $10,000 investment.
Which performed better, BLCR or VYM?
Over the past year BLCR returned +28.55% vs +20.84% for VYM, 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 VYM?
BLCR has been the more volatile fund at 15.9% annualized versus 10.4% for VYM. Worst drawdown: BLCR -21.3% vs VYM -14.5%.
Should I hold both BLCR and VYM?
BLCR and VYM have a monthly-return correlation of 0.66, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BLCR and VYM?
25.2% of BLCR's money is in holdings VYM also owns. 15.6% of VYM's is in holdings BLCR also owns. They hold 14 positions in common, counted across the 44 positions we hold weights for in BLCR and 603 in VYM.
Which pays a higher dividend, BLCR or VYM?
BLCR yields 0.30% while VYM yields 2.24%, so VYM currently pays the higher dividend yield.
Is VYM better than BLCR?
VYM has a lower expense ratio. BLCR led over 1Y and the full window. VYM is less concentrated, with 25.9% 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.