BLGR vs VTI
Bluemonte Large Cap Growth ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | BLGR | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.24% | 0.03% | |
| AUM | - | $663.5B | |
| Dividend Yield | - | 1.07% | |
| Holdings | 5 | 3,543 | |
| YTD Return | +11.85% | +13.87% | |
| 1Y Return | +20.22% | +23.31% | |
| 3Y Return (annualized) | - | +21.17% | |
| 5Y Return (annualized) | - | +12.23% | |
| Volatility (annualized) | 16.8% | 15.3% | |
| Max Drawdown | -14.1% | -56.6% | |
| Fund Family | Bluemonte Investment Management | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jun 20, 2025 | May 24, 2001 |
BLGR vs VTI Performance
Bluemonte Large Cap Growth ETF (BLGR) is a ETF from Bluemonte Investment Management and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year BLGR returned +20.22% while VTI returned +23.31%. Year to date, BLGR is up 11.85% versus a gain of 13.87% for VTI.
Risk: Volatility and Drawdowns
BLGR has been the more volatile fund, with annualized monthly volatility of 16.8% compared with 15.3% 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 -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 0.97. 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 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.
Holdings Overlap
BLGR and VTI share 0 holdings out of 2787 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 VTI?
BLGR has an expense ratio of 0.24% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, BLGR or VTI?
Over the past year BLGR returned +20.22% vs +23.31% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (1 years), BLGR annualized +25.66% vs +8.13% for VTI. Past performance does not guarantee future results.
Which is riskier, BLGR or VTI?
BLGR has been the more volatile fund at 16.8% annualized versus 15.3% for VTI. Worst drawdown: BLGR -14.1% vs VTI -56.6%.
Should I hold both BLGR and VTI?
BLGR and VTI 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 VTI?
BLGR and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2787 unique securities.
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