BLCV vs VOO

Quick Verdict

VOO has a lower expense ratio. BLCV delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: BLCVMore Diversified: VOO

Side-by-Side Comparison

MetricBLCVVOOWinner
Expense Ratio0.45%0.03%
AUM$337M$979.0B
Dividend Yield1.26%1.09%
Holdings61509
YTD Return+0.62%+13.44%
1Y Return+23.61%+22.62%
3Y Return (annualized)+17.32%+21.47%
5Y Return (annualized)-+13.27%
Volatility (annualized)12.2%14.1%
Max Drawdown-13.4%-34.3%
Fund FamilyBlackRock, Inc. (US)Vanguard (US)
CategoryEquityEquity
InceptionMay 19, 2023Sep 7, 2010

BLCV vs VOO Performance

iShares Large Cap Value Active ETF (BLCV) is a ETF from BlackRock, Inc. (US) and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year BLCV returned +23.61% while VOO returned +22.62%. Year to date, BLCV is up 0.62% versus a gain of 13.44% for VOO.

Over three years, BLCV compounded at +17.32% per year against +21.47% for VOO. Across the full 3-year window we track, BLCV has the edge at +17.32% annualized vs +13.55%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.2% for BLCV. 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 -13.4% for BLCV and -34.3% for VOO. 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 0.83. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BLCV charges 0.45% per year while VOO charges 0.03%. On a $10,000 position that is $45 vs $3 annually, a gap of $42 per year that compounds over a long holding period. On income, BLCV currently yields 1.26% against 1.09% for VOO.

Holdings Overlap

25.0%overlap

BLCV and VOO share 44 holdings out of 517 unique holdings combined, representing a 25.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in BLCVWeight in VOODifference
AAPL5.95%6.59%0.64%
MSFT7.02%4.30%2.72%
AMZN7.52%3.62%3.90%
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Frequently Asked Questions

Which is cheaper, BLCV or VOO?

BLCV has an expense ratio of 0.45% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $42 per year of difference.

Which performed better, BLCV or VOO?

Over the past year BLCV returned +23.61% vs +22.62% for VOO, so BLCV leads on 1-year performance. Over the longest common window we track (3 years), BLCV annualized +17.32% vs +13.55% for VOO. Past performance does not guarantee future results.

Which is riskier, BLCV or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 12.2% for BLCV. Worst drawdown: BLCV -13.4% vs VOO -34.3%.

Should I hold both BLCV and VOO?

BLCV and VOO have a monthly-return correlation of 0.83, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between BLCV and VOO?

BLCV and VOO share 44 common holdings with a 25.0% weight overlap. Combined, they hold 517 unique securities.

Which pays a higher dividend, BLCV or VOO?

BLCV yields 1.26% while VOO yields 1.09%, so BLCV currently pays the higher dividend yield.

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