BLUC vs VOO
Bluemonte Large Cap Core ETF vs Vanguard S&P 500 ETF
Which is better, BLUC or VOO?
Nearly the same fund. VOO costs less.
VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.99.
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 | BLUC | VOO |
|---|---|---|
| Expense Ratio | 0.23% | 0.03%Best |
| AUM | $350M | $997.4B |
| Dividend Yield | 0.62% | 1.04% |
| Holdings | 5 | 509 |
| YTD Return | +11.24% | +12.25%Best |
| 1Y Return | +15.42% | +17.03%Best |
| 3Y Return (annualized) | - | +21.25% |
| 5Y Return (annualized) | - | +13.08% |
| Volatility (annualized) | 13.3% | 12.0%Best |
| Max Drawdown | -10.7% | -8.9%Best |
| $10,000 over 1.2 years | $12,598 | $12,767Best |
| Fund Family | Bluemonte Investment Management | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Jun 20, 2025 | Sep 7, 2010 |
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 17, 2026 (1.2 years).
BLUC vs VOO 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.
BLUC vs VOO Performance
Bluemonte Large Cap Core ETF (BLUC) is an ETF from Bluemonte Investment Management and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year BLUC returned +15.42% while VOO returned +17.03%. Year to date, BLUC is up 11.24% versus a gain of 12.25% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BLUC has been the more volatile fund, with annualized monthly volatility of 13.3% compared with 12.0% for VOO. 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 -10.7% for BLUC and -8.9% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BLUC charges 0.23% per year while VOO charges 0.03%. On a $10,000 position that is $23 vs $3 annually, a gap of $20 per year that compounds over a long holding period. On income, BLUC currently yields 0.62% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 4 holdings in BLUC and 494 in VOO, totalling 99.3% and 99.5% 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 BLUC and 494 in VOO, against full books of 5 and 509.
You are not choosing between two funds in isolation.
Whichever of BLUC and VOO 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, BLUC or VOO?
BLUC has an expense ratio of 0.23% while VOO charges 0.03%. VOO is the cheaper option, by $20 a year on a $10,000 investment.
Which performed better, BLUC or VOO?
Over the past year BLUC returned +15.42% vs +17.03% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (1 years), BLUC annualized +21.22% vs +22.58% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BLUC or VOO?
BLUC has been the more volatile fund at 13.3% annualized versus 12.0% for VOO. Worst drawdown: BLUC -10.7% vs VOO -8.9%.
Should I hold both BLUC and VOO?
BLUC and VOO have a monthly-return correlation of 0.99, 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, BLUC or VOO?
BLUC yields 0.62% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than BLUC?
VOO has a lower expense ratio. VOO led over 1Y and the full window. The two have moved almost in lockstep, correlation 0.99. Which one suits a particular account depends on what it is for. This is information, not a recommendation.