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VLUE vs BLCV
iShares MSCI USA Value Factor ETF vs iShares Large Cap Value Active ETF
Key differences
- VLUE costs 0.31% less per year.
- VLUE is significantly larger than BLCV — larger funds tend to be more liquid and less likely to close.
- VLUE follows a index tracking strategy; BLCV uses active selection.
- VLUE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VLUE | BLCV | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.46% |
| Fund size (AUM) | $12.0B | $317M |
| Since | 2013 | 2023 |
| Dividend yield | 1.70% | 1.29% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +88.7% | +23.9% |
| CAGR 3Y | +33.0% | N/A |
| CAGR 5Y | +16.3% | N/A |
| Sharpe 3Y | 1.60 | N/A |
| Volatility 1Y | 17.28% | 11.63% |
| Max drawdown | -39.47% | -13.44% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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