BGRO vs. GQGU
BGRO (BlackRock Large Cap Growth ETF) and GQGU (GQG US Equity ETF) are both Large Cap Growth Equities funds. Both are actively managed. At a correlation of -0.29, they often move in opposite directions. BGRO charges 0.55%/yr vs 0.49%/yr for GQGU.
Performance
BGRO vs. GQGU - Performance Comparison
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Returns By Period
In the year-to-date period, BGRO achieves a 13.75% return, which is significantly higher than GQGU's 6.44% return.
BGRO
- 1D
- 0.03%
- 1M
- 7.41%
- YTD
- 13.75%
- 6M
- 13.14%
- 1Y
- 24.69%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
GQGU
- 1D
- -0.15%
- 1M
- -1.69%
- YTD
- 6.44%
- 6M
- 7.69%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BGRO vs. GQGU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
BGRO BlackRock Large Cap Growth ETF | 13.75% | 4.37% |
GQGU GQG US Equity ETF | 6.44% | -1.14% |
Correlation
The correlation between BGRO and GQGU is -0.29, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Jul 15, 2025 | -0.29 |
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Return for Risk
BGRO vs. GQGU — Risk / Return Rank
BGRO
GQGU
BGRO vs. GQGU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock Large Cap Growth ETF (BGRO) and GQG US Equity ETF (GQGU). 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.
| BGRO | GQGU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.24 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.41 | — | — |
| Martin ratioReturn relative to average drawdown | 4.71 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BGRO | GQGU | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.37 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.82 | 0.58 | +0.24 |
Drawdowns
BGRO vs. GQGU - Drawdown Comparison
The maximum BGRO drawdown since its inception was -24.94%, which is greater than GQGU's maximum drawdown of -6.65%. Use the drawdown chart below to compare losses from any high point for BGRO and GQGU.
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Drawdown Indicators
| BGRO | GQGU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.94% | -6.65% | -18.29% |
Max Drawdown (1Y)Largest decline over 1 year | -17.64% | — | — |
Current DrawdownCurrent decline from peak | -2.02% | -4.80% | +2.78% |
Average DrawdownAverage peak-to-trough decline | -4.75% | -2.55% | -2.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.26% | — | — |
Volatility
BGRO vs. GQGU - Volatility Comparison
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Volatility by Period
| BGRO | GQGU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.93% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 14.23% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 18.17% | 10.12% | +8.05% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.54% | 10.12% | +13.42% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.54% | 10.12% | +13.42% |
BGRO vs. GQGU - Expense Ratio Comparison
BGRO has a 0.55% expense ratio, which is higher than GQGU's 0.49% expense ratio.
Dividends
BGRO vs. GQGU - Dividend Comparison
BGRO's dividend yield for the trailing twelve months is around 0.03%, less than GQGU's 0.96% yield.
| Position | TTM | 2025 |
|---|---|---|
BGRO BlackRock Large Cap Growth ETF | 0.03% | 0.04% |
GQGU GQG US Equity ETF | 0.96% | 1.02% |
Frequently Asked Questions
BGRO and GQGU have a correlation of -0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, GQGU is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.
GQGU is cheaper with a 0.49% expense ratio, compared with 0.55% for BGRO.
GQGU has the higher dividend yield at 0.96%, compared with 0.03% for BGRO.
They also come from different issuers: iShares and GQG Partners. Their fees differ too: 0.55% for BGRO and 0.49% for GQGU.
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