BLCV vs. VTV
Compare and contrast key facts about Blackrock Large Cap Value ETF (BLCV) and Vanguard Value ETF (VTV).
BLCV and VTV 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. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BLCV or VTV.
Key characteristics
| BLCV | VTV | |
|---|---|---|
| YTD Return | 13.23% | 16.74% |
| 1Y Return | 23.53% | 23.50% |
| Sharpe Ratio | 2.10 | 2.19 |
| Daily Std Dev | 11.24% | 10.58% |
| Max Drawdown | -9.21% | -59.27% |
| Current Drawdown | -1.17% | -0.30% |
Correlation
The correlation between BLCV and VTV is 0.93, 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. VTV - Performance Comparison
In the year-to-date period, BLCV achieves a 13.23% return, which is significantly lower than VTV's 16.74% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BLCV vs. VTV - Expense Ratio Comparison
BLCV has a 0.55% expense ratio, which is higher than VTV's 0.04% expense ratio.
Risk-Adjusted Performance
BLCV vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock Large Cap Value ETF (BLCV) and Vanguard Value ETF (VTV). 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. VTV - Dividend Comparison
BLCV's dividend yield for the trailing twelve months is around 1.66%, less than VTV's 2.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BLCV Blackrock Large Cap Value ETF | 1.66% | 1.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTV Vanguard Value ETF | 2.29% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% | 2.21% |
Drawdowns
BLCV vs. VTV - Drawdown Comparison
The maximum BLCV drawdown since its inception was -9.21%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for BLCV and VTV. For additional features, visit the drawdowns tool.
Volatility
BLCV vs. VTV - Volatility Comparison
The current volatility for Blackrock Large Cap Value ETF (BLCV) is 2.83%, while Vanguard Value ETF (VTV) has a volatility of 2.98%. This indicates that BLCV experiences smaller price fluctuations and is considered to be less risky than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.