BLCV vs VTI
iShares Large Cap Value Active ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. BLCV delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | BLCV | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.45% | 0.03% | |
| AUM | $337M | $663.5B | |
| Dividend Yield | 1.26% | 1.07% | |
| Holdings | 61 | 3,543 | |
| YTD Return | +0.62% | +14.22% | |
| 1Y Return | +23.61% | +22.19% | |
| 3Y Return (annualized) | +17.32% | +21.27% | |
| 5Y Return (annualized) | - | +12.23% | |
| Volatility (annualized) | 12.2% | 15.3% | |
| Max Drawdown | -13.4% | -56.6% | |
| Fund Family | BlackRock, Inc. (US) | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | May 19, 2023 | May 24, 2001 |
BLCV vs VTI Performance
iShares Large Cap Value Active ETF (BLCV) is a ETF from BlackRock, Inc. (US) and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BLCV returned +23.61% while VTI returned +22.19%. Year to date, BLCV is up 0.62% versus a gain of 14.22% for VTI.
Over three years, BLCV compounded at +17.32% per year against +21.27% for VTI. Across the full 3-year window we track, BLCV has the edge at +17.32% annualized vs +8.14%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -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 0.85. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BLCV charges 0.45% per year while VTI 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 1.07% for VTI.
Holdings Overlap
BLCV and VTI share 50 holdings out of 2789 unique holdings combined, representing a 22.6% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BLCV or VTI?
BLCV has an expense ratio of 0.45% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $42 per year of difference.
Which performed better, BLCV or VTI?
Over the past year BLCV returned +23.61% vs +22.19% for VTI, so BLCV leads on 1-year performance. Over the longest common window we track (3 years), BLCV annualized +17.32% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, BLCV or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 12.2% for BLCV. Worst drawdown: BLCV -13.4% vs VTI -56.6%.
Should I hold both BLCV and VTI?
BLCV and VTI have a monthly-return correlation of 0.85, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between BLCV and VTI?
BLCV and VTI share 50 common holdings with a 22.6% weight overlap. Combined, they hold 2789 unique securities.
Which pays a higher dividend, BLCV or VTI?
BLCV yields 1.26% while VTI yields 1.07%, so BLCV currently pays the higher dividend yield.
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