AVSU vs. BLCR

Last updated Aug 5, 2026

AVSU (Avantis Responsible U.S. Equity ETF) and BLCR (iShares Large Cap Core Active ETF) are both Large Cap Blend Equities funds. AVSU is passively managed, while BLCR is actively managed. Over the past year, AVSU returned 30.69% vs 35.47% for BLCR. Their correlation of 0.89 means they have usually moved in the same direction. AVSU charges 0.15%/yr vs 0.36%/yr for BLCR.

Performance

AVSU vs. BLCR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Avantis Responsible U.S. Equity ETF (AVSU) and iShares Large Cap Core Active ETF (BLCR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both investments are quite close, with AVSU having a 19.02% return and BLCR slightly higher at 19.75%.

AVSU

• 1D: 1.94%
• 1M: 3.26%
• 6M: 14.92%
• YTD: 19.02%
• 1Y: 30.69%
• 3Y*: 21.41%
• 5Y*: —
• 10Y*: —
• ALL TIME*: 14.88%

BLCR

• 1D: 2.14%
• 1M: 2.55%
• 6M: 16.35%
• YTD: 19.75%
• 1Y: 35.47%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 30.31%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AVSU Avantis Responsible U.S. Equity ETF	$820.99K	$748.39K	$782.91K
BLCR iShares Large Cap Core Active ETF	$17.42M	$18.71M	$32.52M

AVSU vs. BLCR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
AVSU Avantis Responsible U.S. Equity ETF	19.02%	16.69%	19.16%	17.78%
BLCR iShares Large Cap Core Active ETF	19.75%	30.93%	17.07%	13.54%

Correlation

The correlation between AVSU and BLCR is 0.91, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.91
Correlation (All Time) Calculated using the full available price history since Oct 26, 2023	0.89

The correlation between AVSU and BLCR has been stable across timeframes, ranging from 0.89 to 0.91 - a consistent structural relationship.

AVSU vs. BLCR - Sectors Allocation Comparison

Sectors	AVSU	BLCR
Technology	36.9%	36.6%
Financial Services	18.1%	9.7%
Consumer Cyclical	12.0%	10.3%
Communication Services	9.6%	13.3%
Healthcare	9.0%	9.7%
Industrials	8.5%	13.7%
Consumer Defensive	4.5%	-
Basic Materials	1.0%	2.3%
Utilities	0.3%	2.3%
Real Estate	0.2%	-
Energy	0.0%	2.2%

Return for Risk

AVSU vs. BLCR — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

AVSU

AVSU Risk / Return Rank: 82
AVSU Sharpe Ratio Rank: 83
AVSU Sortino Ratio Rank: 83
AVSU Omega Ratio Rank: 81
AVSU Calmar Ratio Rank: 77
AVSU Martin Ratio Rank: 85

BLCR

BLCR Risk / Return Rank: 81
BLCR Sharpe Ratio Rank: 81
BLCR Sortino Ratio Rank: 78
BLCR Omega Ratio Rank: 75
BLCR Calmar Ratio Rank: 83
BLCR Martin Ratio Rank: 86

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

AVSU vs. BLCR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Avantis Responsible U.S. Equity ETF (AVSU) and iShares Large Cap Core Active ETF (BLCR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	AVSU	BLCR	Difference
Sharpe ratio: Return per unit of total volatility	2.14	2.07	+0.08
Sortino ratio: Return per unit of downside risk	3.02	2.83	+0.19
Omega ratio: Gain probability vs. loss probability	1.38	1.35	+0.03
Calmar ratio: Return relative to maximum drawdown	3.07	3.47	-0.41
Martin ratio: Return relative to average drawdown	13.55	13.86	-0.32

AVSU vs. BLCR - Sharpe Ratio Comparison

The current AVSU Sharpe Ratio is 2.14, which is comparable to the BLCR Sharpe Ratio of 2.07. The chart below compares the historical Sharpe Ratios of AVSU and BLCR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

AVSU vs. BLCR - Drawdown Comparison

The maximum AVSU drawdown since its inception was -21.67%, roughly equal to the maximum BLCR drawdown of -21.29%. Use the drawdown chart below to compare losses from any high point for AVSU and BLCR.

Drawdown Indicators

	AVSU	BLCR	Difference
Max Drawdown Largest peak-to-trough decline	-21.67%	-21.29%	-0.38%
Max Drawdown (1Y) Largest decline over 1 year	-10.06%	-10.26%	+0.20%
Max Drawdown (3Y) Largest decline over 3 years	-20.16%	—	—
Current Drawdown Current decline from peak	0.00%	-0.22%	+0.22%
Average Drawdown Average peak-to-trough decline	-5.30%	-2.23%	-3.07%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.27%	2.57%	-0.30%

Volatility

AVSU vs. BLCR - Volatility Comparison

The current volatility for Avantis Responsible U.S. Equity ETF (AVSU) is 4.70%, while iShares Large Cap Core Active ETF (BLCR) has a volatility of 6.16%. This indicates that AVSU experiences smaller price fluctuations and is considered to be less risky than BLCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	AVSU	BLCR	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.70%	6.16%	-1.46%
Volatility (6M) Calculated over the trailing 6-month period	11.69%	13.98%	-2.29%
Volatility (1Y) Calculated over the trailing 1-year period	14.48%	17.33%	-2.85%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.84%	17.76%	+0.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.84%	17.76%	+0.08%

AVSU vs. BLCR - Expense Ratio Comparison

AVSU has a 0.15% expense ratio, which is lower than BLCR's 0.36% expense ratio.

Dividends

AVSU vs. BLCR - Dividend Comparison

AVSU's dividend yield for the trailing twelve months is around 0.87%, more than BLCR's 0.28% yield.

Position	TTM	2025	2024	2023	2022
AVSU Avantis Responsible U.S. Equity ETF	0.87%	1.03%	1.22%	1.22%	0.99%
BLCR iShares Large Cap Core Active ETF	0.28%	0.33%	0.75%	0.13%	0.00%

Frequently Asked Questions

Can I hold both AVSU and BLCR in my portfolio?

With a correlation of 0.91, AVSU and BLCR move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which is riskier, AVSU or BLCR?

BLCR has higher volatility (6.16%) compared to AVSU (4.70%). In terms of maximum drawdown, AVSU dropped -21.67% vs BLCR's -21.29%.

Which ETF is better, AVSU or BLCR?

On 1-year performance, BLCR leads with 35.47% vs 30.69% for AVSU. On fees, AVSU is cheaper at 0.15% per year. On volatility, AVSU has been the lower-risk option at 4.70%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, AVSU or BLCR?

Over the 1-year period, BLCR has performed better with a 35.47% return vs 30.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, AVSU or BLCR?

AVSU is cheaper with a 0.15% expense ratio, compared with 0.36% for BLCR.

Which ETF pays a higher dividend yield, AVSU or BLCR?

AVSU has the higher dividend yield at 0.87%, compared with 0.28% for BLCR.

What is the main difference between AVSU and BLCR?

They also come from different issuers: Avantis and BlackRock. Their fees differ too: 0.15% for AVSU and 0.36% for BLCR.

Which has better risk-adjusted returns?

AVSU currently has the higher Sharpe Ratio (2.14 vs 2.07), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.