BLGR vs. GQGU

Last updated Jun 4, 2026

BLGR (Bluemonte Large Cap Growth ETF) and GQGU (GQG US Equity ETF) are both Large Cap Growth Equities funds. At a correlation of -0.26, they often move in opposite directions. BLGR charges 0.24%/yr vs 0.49%/yr for GQGU.

Performance

BLGR vs. GQGU - Performance Comparison

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

Returns By Period

In the year-to-date period, BLGR achieves a 10.51% return, which is significantly higher than GQGU's 6.60% return.

BLGR

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

GQGU

• 1D: -1.06%
• 1M: -1.65%
• YTD: 6.60%
• 6M: 7.16%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

BLGR vs. GQGU - Yearly Performance Comparison

	2026 (YTD)	2025
BLGR Bluemonte Large Cap Growth ETF	10.51%	10.77%
GQGU GQG US Equity ETF	6.60%	-1.14%

Correlation

The correlation between BLGR and GQGU is -0.26, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jul 15, 2025	-0.26

Return for Risk

BLGR vs. GQGU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Large Cap Growth ETF (BLGR) and GQG US Equity ETF (GQGU). 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	GQGU	Difference
Sharpe Ratio (All Time) Calculated using the full available price history	1.96	0.60	+1.36

Drawdowns

BLGR vs. GQGU - Drawdown Comparison

The maximum BLGR drawdown since its inception was -14.08%, which is greater than GQGU's maximum drawdown of -6.65%. Use the drawdown chart below to compare losses from any high point for BLGR and GQGU.

Drawdown Indicators

	BLGR	GQGU	Difference
Max Drawdown Largest peak-to-trough decline	-14.08%	-6.65%	-7.43%
Current Drawdown Current decline from peak	-1.23%	-4.66%	+3.43%
Average Drawdown Average peak-to-trough decline	-2.43%	-2.54%	+0.11%

Volatility

Volatility by Period

	BLGR	GQGU	Difference
Volatility (1Y) Calculated over the trailing 1-year period	15.41%	10.14%	+5.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.41%	10.14%	+5.27%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.41%	10.14%	+5.27%

BLGR vs. GQGU - Expense Ratio Comparison

BLGR has a 0.24% expense ratio, which is lower than GQGU's 0.49% expense ratio.

Dividends

BLGR vs. GQGU - Dividend Comparison

BLGR's dividend yield for the trailing twelve months is around 0.23%, less than GQGU's 0.96% yield.

Position	TTM	2025
BLGR Bluemonte Large Cap Growth ETF	0.23%	0.17%
GQGU GQG US Equity ETF	0.96%	1.02%

Frequently Asked Questions

Can I hold both BLGR and GQGU in my portfolio?

BLGR and GQGU have a correlation of -0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, BLGR or GQGU?

On fees, BLGR is cheaper at 0.24% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BLGR or GQGU?

BLGR is cheaper with a 0.24% expense ratio, compared with 0.49% for GQGU.

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

GQGU has the higher dividend yield at 0.96%, compared with 0.23% for BLGR.

What is the main difference between BLGR and GQGU?

They also come from different issuers: Bluemonte and GQG Partners. Their fees differ too: 0.24% for BLGR and 0.49% for GQGU.