BLCV vs VUG

ABLCV

BVUG

Measures won3–1BLCV wins · of 6 · 5Y

$10,000 · 5Y$16,326VUG · IWF $15,697

Lowest cost0.03%VUG · $3 on $10k

Most income3.20%BLCV · $320 on $10k

Smallest drop−9.8%BLCV · worst fall in 1Y

Held in common22.1%BLCV and VUG

iShares Large Cap Value Active ETF · $363MVanguard Morningstar Growth ETF · $233B

+22.1%3 years · per year$18,201 · $18,215+22.1%

[…]5 years · per year[…] · $16,326+10.3%

0.45%Expense ratio$45 · $3 on $10k · lower wins0.03%

3.20%12-mo yield$320 · $41 on $10k0.41%

Cards for this view

BLCV

iShares Large Cap Value Active

[…]

VUG

Vanguard Morningstar Growth

$16,326

MeasureBLCVVUG

Fee0.45%0.03%

Cost on $10k a year$45$3

Yield3.20%0.41%

5 years, per year[…]+10.3%

3 years, per year+22.1%+22.1%

Worst drop · 1Y−9.8%−15.1%

Volatility · 1Y13.0%

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$119.2B
3	ABLCV	iShares Large Cap Value Active ETFRead Desk	0.45%	3.20%	−0.6%	+19.4%	+25.5%	+22.1%	new	−9.8%	$363M

#
1	BVUG	Vanguard Morningstar Growth ETFRead Desk	0.03%	0.41%	−0.2%	+4.9%	+3.5%	+22.1%	+10.3%	−15.1%	$232.9B
2	IWF	iShares Russell 1000 Growth ETFRead Desk	0.18%	0.37%	−0.4%	−1.5%	−3.0%	+19.2%	+9.4%	−14.6%	$119.2B
3	ABLCV	iShares Large Cap Value Active ETFRead Desk	0.45%	3.20%	−0.6%	+19.4%	+25.5%	+22.1%	new	−9.8%	$363M

Loading…