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BGRO vs. TLT
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BGRO vs. TLT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in BlackRock Large Cap Growth ETF (BGRO) and iShares 20+ Year Treasury Bond ETF (TLT). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BGRO achieves a 13.75% return, which is significantly higher than TLT's -0.05% return.


BGRO

1D
0.03%
1M
7.41%
YTD
13.75%
6M
13.14%
1Y
24.69%
3Y*
5Y*
10Y*

TLT

1D
0.22%
1M
0.48%
YTD
-0.05%
6M
-1.27%
1Y
3.48%
3Y*
-1.67%
5Y*
-6.27%
10Y*
-1.56%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BGRO vs. TLT - Yearly Performance Comparison


2026 (YTD)20252024
BGRO
BlackRock Large Cap Growth ETF
13.75%12.37%10.92%
TLT
iShares 20+ Year Treasury Bond ETF
-0.05%4.25%-4.21%

Correlation

The correlation between BGRO and TLT is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.14

Correlation (All Time)
Calculated using the full available price history since Jun 6, 2024

0.08

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Return for Risk

BGRO vs. TLT — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BGRO
BGRO Risk / Return Rank: 3535
Overall Rank
BGRO Sharpe Ratio Rank: 3939
Sharpe Ratio Rank
BGRO Sortino Ratio Rank: 3737
Sortino Ratio Rank
BGRO Omega Ratio Rank: 3737
Omega Ratio Rank
BGRO Calmar Ratio Rank: 2929
Calmar Ratio Rank
BGRO Martin Ratio Rank: 3232
Martin Ratio Rank

TLT
TLT Risk / Return Rank: 1414
Overall Rank
TLT Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
TLT Sortino Ratio Rank: 1414
Sortino Ratio Rank
TLT Omega Ratio Rank: 1313
Omega Ratio Rank
TLT Calmar Ratio Rank: 1515
Calmar Ratio Rank
TLT Martin Ratio Rank: 1515
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BGRO vs. TLT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for BlackRock Large Cap Growth ETF (BGRO) and iShares 20+ Year Treasury Bond ETF (TLT). 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.


BGROTLTDifference
Sharpe ratioReturn per unit of total volatility

+1.00

Sortino ratioReturn per unit of downside risk

+1.30

Omega ratioGain probability vs. loss probability

1.24

1.07

+0.17

Calmar ratioReturn relative to maximum drawdown

1.41

0.46

+0.94

Martin ratioReturn relative to average drawdown

4.71

1.14

+3.57

BGRO vs. TLT - Sharpe Ratio Comparison

The current BGRO Sharpe Ratio is 1.37, which is higher than the TLT Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of BGRO and TLT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BGROTLTDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.37

0.36

+1.00

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.40

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.82

0.26

+0.56

Drawdowns

BGRO vs. TLT - Drawdown Comparison

The maximum BGRO drawdown since its inception was -24.94%, smaller than the maximum TLT drawdown of -48.35%. Use the drawdown chart below to compare losses from any high point for BGRO and TLT.


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Drawdown Indicators


BGROTLTDifference

Max Drawdown

Largest peak-to-trough decline

-24.94%

-48.35%

+23.41%

Max Drawdown (1Y)

Largest decline over 1 year

-17.64%

-7.58%

-10.06%

Max Drawdown (3Y)

Largest decline over 3 years

-19.18%

Max Drawdown (5Y)

Largest decline over 5 years

-43.70%

Max Drawdown (10Y)

Largest decline over 10 years

-48.35%

Current Drawdown

Current decline from peak

-2.02%

-40.31%

+38.29%

Average Drawdown

Average peak-to-trough decline

-4.75%

-13.82%

+9.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.26%

3.05%

+2.21%

Volatility

BGRO vs. TLT - Volatility Comparison

BlackRock Large Cap Growth ETF (BGRO) has a higher volatility of 4.93% compared to iShares 20+ Year Treasury Bond ETF (TLT) at 2.71%. This indicates that BGRO's price experiences larger fluctuations and is considered to be riskier than TLT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BGROTLTDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.93%

2.71%

+2.22%

Volatility (6M)

Calculated over the trailing 6-month period

14.23%

6.50%

+7.73%

Volatility (1Y)

Calculated over the trailing 1-year period

18.17%

9.77%

+8.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

23.54%

15.86%

+7.68%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.54%

14.90%

+8.64%

BGRO vs. TLT - Expense Ratio Comparison

BGRO has a 0.55% expense ratio, which is higher than TLT's 0.15% expense ratio.


Dividends

BGRO vs. TLT - Dividend Comparison

BGRO's dividend yield for the trailing twelve months is around 0.03%, less than TLT's 4.58% yield.


PositionTTM20252024202320222021202020192018201720162015
BGRO
BlackRock Large Cap Growth ETF
0.03%0.04%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TLT
iShares 20+ Year Treasury Bond ETF
4.58%4.43%4.30%3.38%2.67%1.50%1.50%2.27%2.63%2.43%2.60%2.61%

Frequently Asked Questions


BGRO and TLT have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BGRO has higher volatility (4.93%) compared to TLT (2.71%). In terms of maximum drawdown, BGRO dropped -24.94% vs TLT's -48.35%.

On 1-year performance, BGRO leads with 24.69% vs 3.48% for TLT. On fees, TLT is cheaper at 0.15% per year. On volatility, TLT has been the lower-risk option at 2.71%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, BGRO has performed better with a 24.69% return vs 3.48%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TLT is cheaper with a 0.15% expense ratio, compared with 0.55% for BGRO.

TLT has the higher dividend yield at 4.58%, compared with 0.03% for BGRO.

BGRO is categorized as Large Cap Growth Equities, while TLT is Government Bonds. Their fees differ too: 0.55% for BGRO and 0.15% for TLT.

BGRO currently has the higher Sharpe Ratio (1.37 vs 0.36), 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.

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