BLCV vs. SPYV
Compare and contrast key facts about Blackrock Large Cap Value ETF (BLCV) and SPDR Portfolio S&P 500 Value ETF (SPYV).
BLCV and SPYV 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. SPYV is a passively managed fund by State Street that tracks the performance of the S&P 500 Value. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLCV or SPYV.
Correlation
The correlation between BLCV and SPYV is 0.92, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
BLCV vs. SPYV - Performance Comparison
Key characteristics
BLCV:
1.24
SPYV:
1.18
BLCV:
1.80
SPYV:
1.70
BLCV:
1.21
SPYV:
1.21
BLCV:
1.80
SPYV:
1.49
BLCV:
5.43
SPYV:
4.84
BLCV:
2.45%
SPYV:
2.51%
BLCV:
10.74%
SPYV:
10.31%
BLCV:
-9.21%
SPYV:
-58.45%
BLCV:
-5.63%
SPYV:
-7.14%
Returns By Period
In the year-to-date period, BLCV achieves a 0.67% return, which is significantly higher than SPYV's -0.31% return.
BLCV
0.67%
-1.68%
1.17%
13.26%
N/A
N/A
SPYV
-0.31%
-3.38%
1.73%
12.20%
10.20%
10.22%
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BLCV vs. SPYV - Expense Ratio Comparison
BLCV has a 0.55% expense ratio, which is higher than SPYV's 0.04% expense ratio.
Risk-Adjusted Performance
BLCV vs. SPYV — Risk-Adjusted Performance Rank
BLCV
SPYV
BLCV vs. SPYV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Large Cap Value ETF (BLCV) and SPDR Portfolio S&P 500 Value ETF (SPYV). 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. SPYV - Dividend Comparison
BLCV's dividend yield for the trailing twelve months is around 1.62%, less than SPYV's 2.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLCV Blackrock Large Cap Value ETF | 1.62% | 1.63% | 1.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPYV SPDR Portfolio S&P 500 Value ETF | 2.29% | 2.29% | 1.75% | 2.23% | 2.10% | 2.38% | 2.25% | 2.97% | 2.77% | 2.39% | 2.53% | 2.19% |
Drawdowns
BLCV vs. SPYV - Drawdown Comparison
The maximum BLCV drawdown since its inception was -9.21%, smaller than the maximum SPYV drawdown of -58.45%. Use the drawdown chart below to compare losses from any high point for BLCV and SPYV. For additional features, visit the drawdowns tool.
Volatility
BLCV vs. SPYV - Volatility Comparison
Blackrock Large Cap Value ETF (BLCV) and SPDR Portfolio S&P 500 Value ETF (SPYV) have volatilities of 3.69% and 3.84%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.