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SSPY vs BLCR

Stratified LargeCap Index ETF vs iShares Large Cap Core Active ETF

SSPY

Stratified LargeCap Index ETF

Annual cost

0.45%

Fund size

$125M

BLCR

iShares Large Cap Core Active ETF

Annual cost

0.36%

Fund size

$6.0B

Key differences

Both SSPY and BLCR are equity ETFs. SSPY charges 0.45% a year and BLCR 0.36%. The main difference: SSPY follows a index tracking strategy; BLCR uses active selection.

  • SSPY follows a index tracking strategy; BLCR uses active selection.
  • BLCR costs 0.09% less per year.
  • BLCR is much larger than SSPY. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

SSPYBLCR
Annual cost (TER)0.45%0.36%
Fund size (AUM)$125M$6.0B
Since20192023
Dividend yield1.26%0.23%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+21.3%+41.4%
CAGR 3Y+14.9%N/A
CAGR 5Y+9.2%N/A
Sharpe 3Y0.84N/A
Volatility 1Y10.78%16.17%
Max drawdown-36.67%-21.29%

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

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