BLGR vs. ITOT

Last updated Jun 4, 2026

BLGR (Bluemonte Large Cap Growth ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both exchange-traded funds - BLGR is a Large Cap Growth Equities fund managed by Bluemonte, while ITOT is a Large Cap Blend Equities fund tracking the S&P Total Market Index. Their correlation of 0.93 suggests significant overlap in exposure. BLGR charges 0.24%/yr vs 0.03%/yr for ITOT.

Performance

BLGR vs. ITOT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bluemonte Large Cap Growth ETF (BLGR) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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 lower than ITOT's 11.25% return.

BLGR

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

ITOT

• 1D: -0.73%
• 1M: 5.01%
• YTD: 11.25%
• 6M: 11.12%
• 1Y: 28.12%
• 3Y*: 22.09%
• 5Y*: 12.69%
• 10Y*: 15.01%

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

BLGR vs. ITOT - Yearly Performance Comparison

	2026 (YTD)	2025
BLGR Bluemonte Large Cap Growth ETF	10.51%	16.11%
ITOT iShares Core S&P Total U.S. Stock Market ETF	11.25%	14.06%

Correlation

The correlation between BLGR and ITOT is 0.93, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since Jun 24, 2025	0.93

BLGR vs. ITOT - Sectors Allocation Comparison

Sectors	BLGR	ITOT
Technology	48.1%	33.8%
Communication Services	15.8%	10.3%
Consumer Cyclical	10.7%	10.1%
Financial Services	8.2%	12.1%
Healthcare	6.7%	9.0%
Industrials	6.1%	9.5%
Consumer Defensive	1.8%	4.7%
Basic Materials	0.8%	2.1%
Real Estate	0.7%	2.4%
Energy	0.6%	3.7%
Utilities	0.6%	2.3%

Return for Risk

BLGR vs. ITOT — Risk / Return Rank

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

ITOT

ITOT Risk / Return Rank: 68
ITOT Sharpe Ratio Rank: 69
ITOT Sortino Ratio Rank: 68
ITOT Omega Ratio Rank: 67
ITOT Calmar Ratio Rank: 63
ITOT Martin Ratio Rank: 75

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.

BLGR vs. ITOT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Bluemonte Large Cap Growth ETF (BLGR) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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	ITOT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.32	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.74	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.82	—
Sharpe Ratio (All Time) Calculated using the full available price history	1.96	0.57	+1.39

Drawdowns

BLGR vs. ITOT - Drawdown Comparison

The maximum BLGR drawdown since its inception was -14.08%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for BLGR and ITOT.

Drawdown Indicators

	BLGR	ITOT	Difference
Max Drawdown Largest peak-to-trough decline	-14.08%	-55.20%	+41.12%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.90%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-19.44%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-25.36%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-35.00%	—
Current Drawdown Current decline from peak	-1.23%	-0.73%	-0.50%
Average Drawdown Average peak-to-trough decline	-2.43%	-6.97%	+4.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	1.94%	—

Volatility

Volatility by Period

	BLGR	ITOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.99%	—
Volatility (6M) Calculated over the trailing 6-month period	—	9.13%	—
Volatility (1Y) Calculated over the trailing 1-year period	15.41%	12.20%	+3.21%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.41%	17.36%	-1.95%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.41%	18.26%	-2.85%

BLGR vs. ITOT - Expense Ratio Comparison

BLGR has a 0.24% expense ratio, which is higher than ITOT's 0.03% 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. ITOT - Dividend Comparison

BLGR's dividend yield for the trailing twelve months is around 0.23%, less than ITOT's 0.98% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BLGR Bluemonte Large Cap Growth ETF	0.23%	0.17%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
ITOT iShares Core S&P Total U.S. Stock Market ETF	0.98%	1.11%	1.23%	1.47%	1.66%	1.18%	1.41%	1.88%	2.14%	1.69%	1.83%	2.01%

Frequently Asked Questions

Can I hold both BLGR and ITOT in my portfolio?

With a correlation of 0.93, BLGR and ITOT 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 ITOT?

On fees, ITOT is cheaper at 0.03% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, BLGR or ITOT?

ITOT is cheaper with a 0.03% expense ratio, compared with 0.24% for BLGR.

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

ITOT has the higher dividend yield at 0.98%, compared with 0.23% for BLGR.

What is the main difference between BLGR and ITOT?

BLGR is categorized as Large Cap Growth Equities, while ITOT is Large Cap Blend Equities. They also come from different issuers: Bluemonte and iShares. Their fees differ too: 0.24% for BLGR and 0.03% for ITOT.