BLGR vs VTI
Bluemonte Large Cap Growth ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, BLGR or VTI?
Large Cap Growth against Large Cap Blend.
VTI has a lower expense ratio. BLGR led over the full window, VTI over 1Y. The two have moved almost in lockstep, correlation 0.96.
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 | BLGR | VTI |
|---|---|---|
| Expense Ratio | 0.24% | 0.03%Best |
| AUM | $288M | $666.9B |
| Dividend Yield | 0.34% | 1.03% |
| Holdings | 5 | 3,543 |
| YTD Return | +11.37% | +12.30%Best |
| 1Y Return | +14.31% | +16.08%Best |
| 3Y Return (annualized) | - | +21.01% |
| 5Y Return (annualized) | - | +12.36% |
| Volatility (annualized) | 16.2% | 11.8%Best |
| Max Drawdown | -14.1% | -8.9%Best |
| $10,000 over 1.2 years | $12,800Best | $12,761 |
| Fund Family | Bluemonte Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Jun 20, 2025 | May 24, 2001 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Jun 23, 2025 to Sep 18, 2026 (1.2 years).
BLGR vs VTI 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 1.2 years both funds cover.
BLGR vs VTI Performance
Bluemonte Large Cap Growth ETF (BLGR) is an ETF from Bluemonte Investment Management and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year BLGR returned +14.31% while VTI returned +16.08%. Year to date, BLGR is up 11.37% versus a gain of 12.30% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BLGR has been the more volatile fund, with annualized monthly volatility of 16.2% compared with 11.8% for VTI. 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 -8.9% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.96. 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 VTI 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. On income, BLGR currently yields 0.34% against 1.03% for VTI.
Holdings Overlap
We hold position weights for 4 holdings in BLGR and 3,463 in VTI, totalling 99.3% and 98.1% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 4 positions we hold weights for in BLGR and 3,463 in VTI, against full books of 5 and 3,543.
You are not choosing between two funds in isolation.
Whichever of BLGR and VTI you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BLGR or VTI?
BLGR has an expense ratio of 0.24% while VTI charges 0.03%. VTI is the cheaper option, by $21 a year on a $10,000 investment.
Which performed better, BLGR or VTI?
Over the past year BLGR returned +14.31% vs +16.08% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), BLGR annualized +22.84% vs +22.53% for VTI. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BLGR or VTI?
BLGR has been the more volatile fund at 16.2% annualized versus 11.8% for VTI. Worst drawdown: BLGR -14.1% vs VTI -8.9%.
Should I hold both BLGR and VTI?
BLGR and VTI have a monthly-return correlation of 0.96, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, BLGR or VTI?
BLGR yields 0.34% while VTI yields 1.03%, so VTI currently pays the higher dividend yield.
Is VTI better than BLGR?
VTI has a lower expense ratio. BLGR led over the full window, VTI over 1Y. The two have moved almost in lockstep, correlation 0.96. Which one suits a particular account depends on what it is for. This is information, not a recommendation.