BLGR vs IVV
Bluemonte Large Cap Growth ETF vs iShares Core S&P 500 ETF
Quick Verdict
IVV has a lower expense ratio. IVV delivered stronger 1-year returns. IVV offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | BLGR | IVV | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.03% | |
| AUM | - | $865.2B | |
| Dividend Yield | - | 1.09% | |
| Holdings | 5 | 508 | |
| YTD Return | +11.85% | +13.80% | |
| 1Y Return | +20.22% | +23.01% | |
| 3Y Return (annualized) | - | +21.77% | |
| 5Y Return (annualized) | - | +13.39% | |
| Volatility (annualized) | 16.8% | 15.1% | |
| Max Drawdown | -14.1% | -56.5% | |
| Fund Family | Bluemonte Investment Management | iShares by BlackRock (US) | |
| Category | Equity | Equity | |
| Inception | Jun 20, 2025 | May 15, 2000 |
BLGR vs IVV Performance
Bluemonte Large Cap Growth ETF (BLGR) is a ETF from Bluemonte Investment Management and iShares Core S&P 500 ETF (IVV) is a ETF from iShares by BlackRock (US). Over the past year BLGR returned +20.22% while IVV returned +23.01%. Year to date, BLGR is up 11.85% versus a gain of 13.80% for IVV.
Risk: Volatility and Drawdowns
BLGR has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 15.1% for IVV. 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 -14.1% for BLGR and -56.5% for IVV. 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 0.97. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BLGR charges 0.24% per year while IVV charges 0.03%. On a $10,000 position that is $24 vs $3 annually, a gap of $21 per year that compounds over a long holding period.
Holdings Overlap
BLGR and IVV share 0 holdings out of 509 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, BLGR or IVV?
BLGR has an expense ratio of 0.24% while IVV charges 0.03%. IVV is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, BLGR or IVV?
Over the past year BLGR returned +20.22% vs +23.01% for IVV, so IVV leads on 1-year performance. Over the longest common window we track (1 years), BLGR annualized +25.66% vs +7.04% for IVV. Past performance does not guarantee future results.
Which is riskier, BLGR or IVV?
BLGR has been the more volatile fund at 16.8% annualized versus 15.1% for IVV. Worst drawdown: BLGR -14.1% vs IVV -56.5%.
Should I hold both BLGR and IVV?
BLGR and IVV have a monthly-return correlation of 0.97, 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 BLGR and IVV?
BLGR and IVV share 0 common holdings with a 0.0% weight overlap. Combined, they hold 509 unique securities.
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