BLGR vs. ITOT

Last updated Aug 6, 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 actively managed by Bluemonte, while ITOT is a Large Cap Blend Equities fund tracking the S&P Total Market Index. BLGR is actively managed, while ITOT is passively managed. Over the past year, BLGR returned 21.92% vs 24.12% for ITOT. Their correlation of 0.93 means they have usually moved in the same direction. 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 11.68% return, which is significantly lower than ITOT's 13.95% return.

BLGR

• 1D: -0.18%
• 1M: 2.62%
• 6M: 15.20%
• YTD: 11.68%
• 1Y: 21.92%
• 3Y*: —
• 5Y*: —
• 10Y*: —
• ALL TIME*: 26.66%

ITOT

• 1D: -0.28%
• 1M: 2.16%
• 6M: 13.04%
• YTD: 13.95%
• 1Y: 24.12%
• 3Y*: 21.01%
• 5Y*: 12.22%
• 10Y*: 14.79%
• ALL TIME*: 10.70%

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

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
BLGR Bluemonte Large Cap Growth ETF	$611.51K	$593.60K	$1.01M
ITOT iShares Core S&P Total U.S. Stock Market ETF	$228.48M	$234.64M	$300.50M

BLGR vs. ITOT - Yearly Performance Comparison

	2026 (YTD)	2025
BLGR Bluemonte Large Cap Growth ETF	11.68%	16.59%
ITOT iShares Core S&P Total U.S. Stock Market ETF	13.95%	15.23%

Correlation

The correlation between BLGR and ITOT is 0.94, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.94
Correlation (All Time) Calculated using the full available price history since Jun 23, 2025	0.93

The correlation between BLGR and ITOT has been stable across timeframes, ranging from 0.93 to 0.94 - a consistent structural relationship.

BLGR vs. ITOT - Sectors Allocation Comparison

Sectors	BLGR	ITOT
Technology	48.8%	36.4%
Communication Services	14.3%	9.1%
Consumer Cyclical	9.9%	9.5%
Financial Services	8.3%	11.9%
Healthcare	7.6%	9.5%
Industrials	6.7%	9.9%
Consumer Defensive	1.8%	4.3%
Basic Materials	0.8%	1.9%
Real Estate	0.7%	2.3%
Utilities	0.6%	2.2%
Energy	0.5%	3.1%

Return for Risk

BLGR vs. ITOT — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

BLGR

BLGR Risk / Return Rank: 43
BLGR Sharpe Ratio Rank: 46
BLGR Sortino Ratio Rank: 44
BLGR Omega Ratio Rank: 43
BLGR Calmar Ratio Rank: 39
BLGR Martin Ratio Rank: 43

ITOT

ITOT Risk / Return Rank: 71
ITOT Sharpe Ratio Rank: 70
ITOT Sortino Ratio Rank: 69
ITOT Omega Ratio Rank: 68
ITOT Calmar Ratio Rank: 69
ITOT Martin Ratio Rank: 79

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.

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.

	BLGR	ITOT	Difference
Sharpe ratio: Return per unit of total volatility	1.31	1.85	-0.54
Sortino ratio: Return per unit of downside risk	1.86	2.55	-0.69
Omega ratio: Gain probability vs. loss probability	1.23	1.33	-0.10
Calmar ratio: Return relative to maximum drawdown	1.56	2.72	-1.16
Martin ratio: Return relative to average drawdown	5.42	11.67	-6.26

BLGR vs. ITOT - Sharpe Ratio Comparison

The current BLGR Sharpe Ratio is 1.31, which is comparable to the ITOT Sharpe Ratio of 1.85. The chart below compares the historical Sharpe Ratios of BLGR and ITOT, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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	-14.08%	-8.90%	-5.18%
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	-0.18%	-0.28%	+0.10%
Average Drawdown Average peak-to-trough decline	-2.65%	-6.93%	+4.28%
Ulcer Index Depth and duration of drawdowns from previous peaks	4.06%	2.07%	+1.99%

Volatility

BLGR vs. ITOT - Volatility Comparison

Bluemonte Large Cap Growth ETF (BLGR) has a higher volatility of 5.70% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 4.10%. This indicates that BLGR's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BLGR	ITOT	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.70%	4.10%	+1.60%
Volatility (6M) Calculated over the trailing 6-month period	13.50%	10.46%	+3.04%
Volatility (1Y) Calculated over the trailing 1-year period	16.80%	13.12%	+3.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	16.31%	17.50%	-1.19%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	16.31%	18.28%	-1.97%

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 0.32%, 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	0.32%	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 0.94, 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 is riskier, BLGR or ITOT?

BLGR has higher volatility (5.70%) compared to ITOT (4.10%). In terms of maximum drawdown, BLGR dropped -14.08% vs ITOT's -55.20%.

Which ETF is better, BLGR or ITOT?

On 1-year performance, ITOT leads with 24.12% vs 21.92% for BLGR. On fees, ITOT is cheaper at 0.03% per year. On volatility, ITOT has been the lower-risk option at 4.10%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, BLGR or ITOT?

Over the 1-year period, ITOT has performed better with a 24.12% return vs 21.92%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

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 0.32% 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.

Which has better risk-adjusted returns?

ITOT currently has the higher Sharpe Ratio (1.85 vs 1.31), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.