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SPDF vs BLCV

Defender Risk Adaptive 500 ETF vs iShares Large Cap Value Active ETF

SPDF

Defender Risk Adaptive 500 ETF

Annual cost

0.69%

Fund size

$18M

BLCV

iShares Large Cap Value Active ETF

Annual cost

0.46%

Fund size

$325M

Key differences

Both SPDF and BLCV are equity ETFs. SPDF charges 0.69% a year and BLCV 0.46%. The main difference: BLCV costs 0.23% less per year.

  • BLCV costs 0.23% less per year.
  • BLCV is much larger than SPDF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SPDFBLCV
Annual cost (TER)0.69%0.46%
Fund size (AUM)$18M$325M
Since20262023
Dividend yield1.27%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+22.0%
CAGR 3YN/A+18.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.14
Volatility 1Y11.89%
Max drawdown-4.39%-13.44%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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