Skip to content
Beacon
Screener

USMD vs BLCV

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

USMD

CoreValues America First Technology ETF

CoreValues

Annual cost

0.87%

Fund size

$0.3M

BLCV

iShares Large Cap Value Active ETF

BlackRock

Annual cost

0.46%

Fund size

$317M

Key differences

  • BLCV costs 0.41% less per year.
  • BLCV is significantly larger than USMD — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

USMDBLCV
Annual cost (TER)0.87%0.46%
Fund size (AUM)$0.3M$317M
Since20262023
Dividend yield1.29%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+21.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.64%
Max drawdown-9.51%-13.44%

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

Similar to USMD and BLCV