BLCV vs. IETC
Compare and contrast key facts about Blackrock Large Cap Value ETF (BLCV) and iShares Evolved U.S. Technology ETF (IETC).
BLCV and IETC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BLCV is an actively managed fund by BlackRock. It was launched on May 19, 2023. IETC is an actively managed fund by iShares. It was launched on Mar 21, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLCV or IETC.
Key characteristics
| BLCV | IETC | |
|---|---|---|
| YTD Return | 17.12% | 29.60% |
| 1Y Return | 29.75% | 47.23% |
| Sharpe Ratio | 2.78 | 2.48 |
| Sortino Ratio | 3.85 | 3.17 |
| Omega Ratio | 1.48 | 1.43 |
| Calmar Ratio | 3.31 | 2.89 |
| Martin Ratio | 16.78 | 15.27 |
| Ulcer Index | 1.82% | 3.05% |
| Daily Std Dev | 10.97% | 18.77% |
| Max Drawdown | -9.21% | -38.48% |
| Current Drawdown | 0.00% | -0.92% |
Correlation
The correlation between BLCV and IETC is 0.50, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BLCV vs. IETC - Performance Comparison
In the year-to-date period, BLCV achieves a 17.12% return, which is significantly lower than IETC's 29.60% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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BLCV vs. IETC - Expense Ratio Comparison
BLCV has a 0.55% expense ratio, which is higher than IETC's 0.18% expense ratio.
Risk-Adjusted Performance
BLCV vs. IETC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Large Cap Value ETF (BLCV) and iShares Evolved U.S. Technology ETF (IETC). 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.
Dividends
BLCV vs. IETC - Dividend Comparison
BLCV's dividend yield for the trailing twelve months is around 1.48%, more than IETC's 0.57% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
BLCV Blackrock Large Cap Value ETF | 1.48% | 1.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IETC iShares Evolved U.S. Technology ETF | 0.57% | 0.79% | 0.92% | 0.73% | 0.48% | 0.79% | 1.27% |
Drawdowns
BLCV vs. IETC - Drawdown Comparison
The maximum BLCV drawdown since its inception was -9.21%, smaller than the maximum IETC drawdown of -38.48%. Use the drawdown chart below to compare losses from any high point for BLCV and IETC. For additional features, visit the drawdowns tool.
Volatility
BLCV vs. IETC - Volatility Comparison
The current volatility for Blackrock Large Cap Value ETF (BLCV) is 2.66%, while iShares Evolved U.S. Technology ETF (IETC) has a volatility of 4.28%. This indicates that BLCV experiences smaller price fluctuations and is considered to be less risky than IETC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.