BLCV vs. VLUE

Last updated Jul 17, 2026

BLCV (Blackrock Large Cap Value ETF) and VLUE (iShares MSCI USA Value Factor ETF) are both Large Cap Value Equities funds. BLCV is actively managed, while VLUE is passively managed. Their correlation of 0.84 suggests significant overlap in exposure. BLCV charges 0.55%/yr vs 0.15%/yr for VLUE.

Performance

BLCV vs. VLUE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Blackrock Large Cap Value ETF (BLCV) and iShares MSCI USA Value Factor ETF (VLUE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

BLCV

• 1D: —
• 1M: —
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VLUE

• 1D: -0.70%
• 1M: -4.40%
• 6M: 32.45%
• YTD: 39.99%
• 1Y: 70.80%
• 3Y*: 29.31%
• 5Y*: 16.23%
• 10Y*: 14.34%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BLCV vs. VLUE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
BLCV Blackrock Large Cap Value ETF	6.47%	19.96%	12.63%	14.56%
VLUE iShares MSCI USA Value Factor ETF	39.99%	32.67%	7.25%	14.85%

Correlation

The correlation between BLCV and VLUE is 0.71, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.71
Correlation (3Y) Calculated over the trailing 3-year period	0.83
Correlation (All Time) Calculated using the full available price history since May 23, 2023	0.84

The correlation between BLCV and VLUE shifts across timeframes, from 0.71 (1 year) to 0.84 (all time), reflecting how their relationship changes across market environments.

BLCV vs. VLUE - Sectors Allocation Comparison

Sectors	BLCV	VLUE
Technology	18.3%	40.2%
Financial Services	14.9%	11.2%
Industrials	14.2%	8.3%
Healthcare	11.6%	8.2%
Consumer Cyclical	9.9%	10.1%
Communication Services	9.5%	8.9%
Consumer Defensive	6.1%	4.4%
Energy	6.0%	3.3%
Utilities	4.4%	2.1%
Real Estate	2.7%	1.9%
Basic Materials	2.4%	1.3%

Return for Risk

BLCV vs. VLUE — Risk / Return Rank

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

BLCV

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

VLUE

VLUE Risk / Return Rank: 96
VLUE Sharpe Ratio Rank: 97
VLUE Sortino Ratio Rank: 96
VLUE Omega Ratio Rank: 95
VLUE Calmar Ratio Rank: 97
VLUE Martin Ratio Rank: 96

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.

BLCV vs. VLUE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Blackrock Large Cap Value ETF (BLCV) and iShares MSCI USA Value Factor ETF (VLUE). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BLCV	VLUE	Difference
Sharpe ratio: Return per unit of total volatility	—	3.58	—
Sortino ratio: Return per unit of downside risk	—	4.60	—
Omega ratio: Gain probability vs. loss probability	—	1.60	—
Calmar ratio: Return relative to maximum drawdown	—	7.87	—
Martin ratio: Return relative to average drawdown	—	28.94	—

Drawdowns

Drawdown Indicators

	BLCV	VLUE	Difference
Max Drawdown Largest peak-to-trough decline	—	-39.47%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-9.04%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-17.89%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-27.12%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-39.47%	—
Current Drawdown Current decline from peak	—	-7.18%	—
Average Drawdown Average peak-to-trough decline	—	-5.99%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.45%	—

Volatility

Volatility by Period

	BLCV	VLUE	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	8.04%	—
Volatility (6M) Calculated over the trailing 6-month period	—	17.05%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	19.88%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	18.28%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	19.98%	—

BLCV vs. VLUE - Expense Ratio Comparison

BLCV has a 0.55% expense ratio, which is higher than VLUE's 0.15% expense ratio.

Dividends

BLCV vs. VLUE - Dividend Comparison

BLCV has not paid dividends to shareholders, while VLUE's dividend yield for the trailing twelve months is around 1.48%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BLCV Blackrock Large Cap Value ETF	1.01%	1.37%	1.63%	1.02%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VLUE iShares MSCI USA Value Factor ETF	1.48%	2.11%	2.73%	2.66%	3.18%	2.22%	2.42%	2.61%	2.70%	2.14%	2.07%	2.39%

Frequently Asked Questions

Can I hold both BLCV and VLUE in my portfolio?

BLCV and VLUE have a correlation of 0.71, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BLCV or VLUE?

On fees, VLUE is cheaper at 0.15% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BLCV or VLUE?

VLUE is cheaper with a 0.15% expense ratio, compared with 0.55% for BLCV.

Which ETF pays a higher dividend yield, BLCV or VLUE?

VLUE has the higher dividend yield at 1.48%, compared with 1.01% for BLCV.

What is the main difference between BLCV and VLUE?

They also come from different issuers: BlackRock and iShares. Their fees differ too: 0.55% for BLCV and 0.15% for VLUE.