Compare · 2 funds side by side · dividends reinvested

BLCR and SPY

BLCRiShares×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,060SPY · best of the two

02 / 04

BLCR and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$798B1.4

iShares Large Cap Core Active ETFUS Stock Styles · Large cap0.38%0.33%+15.0%+16.9%+26.0%[…]−10.2%17.5%$9.7B1.6

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: BLCR 2023 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Core Active ETF · $9.7B[…]

BLCR

SPY

State Street SPDR S&P 500 ETF · $798B$18,060

$10,000 five years ago, dividends reinvested · they hold 38.6% in common

BLCRMeasureSPY

+15.0%Year to dateJan 1 → Nov 4+13.3%

+16.9%1 yearTotal return+13.4%

+26.0%3 years · per year$10,000 became $20,016 · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

0.38%Expense ratio$38 · $9 a year on $10k · lower is better0.09%

0.33%Trailing 12-mo yield$33 · $99 a year on $10k0.99%

−10.2%Worst dropSmaller is better−8.9%

17.5%VolatilityLower is calmer12.9%

BLCRSPY Winner of the row, in its colourEach row: the bigger of the two fills its side

3–4SPY wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BLCR vs SPY: Top 5 Holdings

Today

BLCR

29.1%in top 5

SPY

in top 527.3%

BLCRStockSPY

6.7%NVDA7.7%

4.7%AAPL7.4%

6.7%MSFT5.9%

5.9%AMZN3.8%

5.1%Vnot top 5

not top 5GOOGL2.5%

Held in common38.6%

End-of-day Nov 4, 2026 · share of each fund

BLCR vs SPY Returns, Every Period

iSharesBLCR

+16.9%

past year

SPYSPDR

+13.4%

past year

BLCRSPYFaded: behind in that period

3–0BLCR wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

Stocks vs Core: BLCR vs SPY

YTD

iSharesBLCR

+15.0%

SPYSPDR

+13.3%

+15.0%Year to date+13.3%

−10.2%Worst drop · 1Y−8.9%

17.5%Volatility · 1Y12.9%

0.3%Yield1.0%

$9.7BAssets$798B

3–1SPY wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLCR, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

BLCR0.38%$38

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: BLCR, SPY

0.99%highest, SPY

FundTrailing yieldYield$10k

SPY0.99%$99

BLCR0.33%$33

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$90most kept, SPY

SPY$99 − $9 = $90

BLCR$33 − $38 = −$5

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: BLCR, SPY

Today

38.6%most shared, BLCR and SPY

BLCRSPY

BLCR—38.6%

SPY38.6%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+16.9%BLCR, at 17.5% volatility

SPYWorst drop−8.9%12.9% vol

BLCRWorst drop−10.2%17.5% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

SPYBLCR

+13.3%Year to date+15.0%

1.0%Yield0.3%

+13.4%Past year+16.9%

0.09%Fee0.38%

2–2level

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026