BLCV vs. SPY
Compare and contrast key facts about Blackrock Large Cap Value ETF (BLCV) and SPDR S&P 500 ETF (SPY).
BLCV and SPY 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. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLCV or SPY.
Correlation
The correlation between BLCV and SPY is 0.69, 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. SPY - Performance Comparison
Key characteristics
BLCV:
1.33
SPY:
1.87
BLCV:
1.95
SPY:
2.52
BLCV:
1.23
SPY:
1.35
BLCV:
1.90
SPY:
2.81
BLCV:
5.51
SPY:
11.69
BLCV:
2.55%
SPY:
2.02%
BLCV:
10.59%
SPY:
12.65%
BLCV:
-9.21%
SPY:
-55.19%
BLCV:
-1.01%
SPY:
0.00%
Returns By Period
In the year-to-date period, BLCV achieves a 5.60% return, which is significantly higher than SPY's 4.58% return.
BLCV
5.60%
2.32%
5.53%
14.45%
N/A
N/A
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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BLCV vs. SPY - Expense Ratio Comparison
BLCV has a 0.55% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
BLCV vs. SPY — Risk-Adjusted Performance Rank
BLCV
SPY
BLCV vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Large Cap Value ETF (BLCV) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
BLCV's dividend yield for the trailing twelve months is around 1.55%, more than SPY's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLCV Blackrock Large Cap Value ETF | 1.55% | 1.63% | 1.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.15% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
BLCV vs. SPY - Drawdown Comparison
The maximum BLCV drawdown since its inception was -9.21%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for BLCV and SPY. For additional features, visit the drawdowns tool.
Volatility
BLCV vs. SPY - Volatility Comparison
The current volatility for Blackrock Large Cap Value ETF (BLCV) is 2.53%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.00%. This indicates that BLCV experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.