Screener
SSPY vs BLCV
Stratified LargeCap Index ETF vs iShares Large Cap Value Active ETF
Key differences
Both SSPY and BLCV are equity ETFs. SSPY charges 0.45% a year and BLCV 0.46%. The main difference: SSPY follows a index tracking strategy; BLCV uses active selection.
- SSPY follows a index tracking strategy; BLCV uses active selection.
- Over the last three years, BLCV has delivered higher annualized returns.
Side-by-side comparison
| SSPY | BLCV | |
|---|---|---|
| Annual cost (TER) | 0.45% | 0.46% |
| Fund size (AUM) | $125M | $325M |
| Since | 2019 | 2023 |
| Dividend yield | 1.26% | 1.27% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +21.3% | +22.0% |
| CAGR 3Y | +14.9% | +18.9% |
| CAGR 5Y | +9.2% | N/A |
| Sharpe 3Y | 0.84 | 1.14 |
| Volatility 1Y | 10.78% | 11.89% |
| Max drawdown | -36.67% | -13.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.