Compare · 2 funds side by side · dividends reinvested

BLCV and VLUE

BLCViShares×VLUEiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$20,109VLUE · best of the two

02 / 02

BLCV and VLUE, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares MSCI USA Value Factor ETFUS Stock Styles · Value0.15%1.70%+34.9%+42.6%+30.4%+15.0%−11.0%21.4%$8.9B1.0

iShares Large Cap Value Active ETFUS Stock Styles · Value0.45%[…][…][…][…][…][…][…]$355M2.0

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

End-of-day Nov 6, 2026 · returns include dividends · since: BLCV 2023 · VLUE 2013

Head to Head

Swap sides Versus in desk

Head to Head

iShares Large Cap Value Active ETF · $355M[…]

BLCV

VLUE

iShares MSCI USA Value Factor ETF · $8.9B$20,109

$10,000 five years ago, dividends reinvested

BLCVMeasureVLUE

[…]Year to dateJan 1 → Nov 6+34.9%

[…]1 yearTotal return+42.6%

[…]3 years · per year$10,000 became […] · $22,162+30.4%

[…]5 years · per year$10,000 became […] · $20,109+15.0%

0.45%Expense ratio$45 · $15 a year on $10k · lower is better0.15%

[…]Trailing 12-mo yield[…] · $170 a year on $10k1.70%

[…]Worst dropSmaller is better−11.0%

[…]VolatilityLower is calmer21.4%

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

0–1VLUE wins

End-of-day Nov 6, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

BLCV vs VLUE: Top 5 Holdings

Today

BLCV

[…]in top 5

VLUE

in top 529.9%

BLCVStockVLUE

not top 5MU16.0%

not top 5GM4.2%

not top 5CSCO4.1%

not top 5VZ3.1%

not top 5T2.5%

Held in common[…]

End-of-day Nov 6, 2026 · share of each fund

BLCV vs VLUE Returns, Every Period

iSharesBLCV

[…]

past year

VLUEiShares

+42.6%

past year

Returns […]

BLCVVLUEFaded: behind in that period

0–0Level

End-of-day Nov 6, 2026 · dividends in · faded = behind in that period

BLCV vs VLUE

YTD

iSharesBLCV

[…]

VLUEiShares

+34.9%

[…]Year to date+34.9%

[…]Worst drop · 1Y−11.0%

[…]Volatility · 1Y21.4%

[…]Yield1.7%

$355MAssets$8.9B

0–0level

End-of-day Nov 6, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: BLCV, VLUE

Today

0.15%lowest, VLUE

FundExpense ratioFee$10k

VLUE0.15%$15

BLCV0.45%$45

End-of-day Nov 6, 2026 · fee on $10,000 a year

Yields: BLCV, VLUE

1.70%highest, VLUE

FundTrailing yieldYield$10k

VLUE1.70%$170

BLCV[…][…]

End-of-day Nov 6, 2026 · trailing 12-month yield

Income After Fees on $10,000

$155most kept, VLUE

VLUE$170 − $15 = $155

BLCV[…] − $45 = […]

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee

Overlap: BLCV, VLUE

Today

[…]holdings […]

BLCVVLUE

BLCV—[…]

VLUE[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+42.6%VLUE, at 21.4% volatility

VLUEWorst drop−11.0%21.4% vol

BLCVWorst drop[…][…]

End-of-day Nov 6, 2026 · up and left is better

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$178BAssets$778B

2–0SPYM wins

End-of-day Nov 6, 2026