BLGR vs. BLUC

Last updated Jun 4, 2026

BLGR (Bluemonte Large Cap Growth ETF) and BLUC (Bluemonte Large Cap Core ETF) are both exchange-traded funds - BLGR is a Large Cap Growth Equities fund managed by Bluemonte, while BLUC is a Large Cap Blend Equities fund managed by Bluemonte. With a 0.97 correlation, they move nearly in lockstep. BLGR charges 0.24%/yr vs 0.23%/yr for BLUC.

Performance

BLGR vs. BLUC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Large Cap Growth ETF (BLGR) and Bluemonte Large Cap Core ETF (BLUC). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

The year-to-date returns for both stocks are quite close, with BLGR having a 10.51% return and BLUC slightly lower at 10.25%.

BLGR

• 1D: -0.96%
• 1M: 6.35%
• YTD: 10.51%
• 6M: 10.19%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BLUC

• 1D: -1.43%
• 1M: 5.44%
• YTD: 10.25%
• 6M: 10.12%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLGR vs. BLUC - Yearly Performance Comparison

	2026 (YTD)	2025
BLGR Bluemonte Large Cap Growth ETF	10.51%	16.11%
BLUC Bluemonte Large Cap Core ETF	10.25%	14.03%

Correlation

The correlation between BLGR and BLUC is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025	0.97

BLGR vs. BLUC - Sectors Allocation Comparison

Sectors	BLGR	BLUC
Technology	48.1%	40.6%
Communication Services	15.8%	12.5%
Consumer Cyclical	10.7%	10.7%
Financial Services	8.2%	9.8%
Healthcare	6.7%	7.7%
Industrials	6.1%	7.3%
Consumer Defensive	1.8%	4.0%
Basic Materials	0.8%	1.5%
Real Estate	0.7%	1.6%
Energy	0.6%	2.7%
Utilities	0.6%	1.7%

Return for Risk

BLGR vs. BLUC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Large Cap Growth ETF (BLGR) and Bluemonte Large Cap Core ETF (BLUC). 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.

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

Sharpe Ratios by Period

	BLGR	BLUC	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.96	2.11	-0.15

Drawdowns

BLGR vs. BLUC - Drawdown Comparison

The maximum BLGR drawdown since its inception was -14.08%, which is greater than BLUC's maximum drawdown of -10.69%. Use the drawdown chart below to compare losses from any high point for BLGR and BLUC.

Drawdown Indicators

	BLGR	BLUC	Difference
Max Drawdown Largest peak-to-trough decline	-14.08%	-10.69%	-3.39%
Current Drawdown Current decline from peak	-1.23%	-1.43%	+0.20%
Average Drawdown Average peak-to-trough decline	-2.43%	-1.52%	-0.91%

Volatility

Volatility by Period

	BLGR	BLUC	Difference
Volatility (1Y) Calculated over the trailing 1-year period	15.41%	13.00%	+2.41%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.41%	13.00%	+2.41%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.41%	13.00%	+2.41%

BLGR vs. BLUC - Expense Ratio Comparison

BLGR has a 0.24% expense ratio, which is higher than BLUC's 0.23% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

Dividends

BLGR vs. BLUC - Dividend Comparison

BLGR's dividend yield for the trailing twelve months is around 0.23%, less than BLUC's 0.51% yield.

Position	TTM	2025
BLGR Bluemonte Large Cap Growth ETF	0.23%	0.17%
BLUC Bluemonte Large Cap Core ETF	0.51%	0.46%

Frequently Asked Questions

Can I hold both BLGR and BLUC in my portfolio?

With a correlation of 0.97, BLGR and BLUC move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

Which ETF is better, BLGR or BLUC?

On fees, BLUC is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BLGR or BLUC?

BLUC is cheaper with a 0.23% expense ratio, compared with 0.24% for BLGR.

Which ETF pays a higher dividend yield, BLGR or BLUC?

BLUC has the higher dividend yield at 0.51%, compared with 0.23% for BLGR.

What is the main difference between BLGR and BLUC?

BLGR is categorized as Large Cap Growth Equities, while BLUC is Large Cap Blend Equities. Their fees differ too: 0.24% for BLGR and 0.23% for BLUC.