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USMD vs BLCR

CoreValues America First Technology ETF vs iShares Large Cap Core Active ETF

USMD

CoreValues America First Technology ETF

CoreValues

Annual cost

0.87%

Fund size

$0.3M

BLCR

iShares Large Cap Core Active ETF

BlackRock

Annual cost

0.36%

Fund size

$5.1B

Key differences

  • BLCR costs 0.51% less per year.
  • BLCR is significantly larger than USMD — larger funds tend to be more liquid and less likely to close.
  • USMD covers north america markets; BLCR covers global.

Side-by-side comparison

USMDBLCR
Annual cost (TER)0.87%0.36%
Fund size (AUM)$0.3M$5.1B
Since20262023
Dividend yield0.24%
Asset classequityequity
Regionnorth americaglobal
Strategyactive selectionactive selection
CAGR 1YN/A+49.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.61%
Max drawdown-9.51%-21.29%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to USMD and BLCR