BLUC vs. BLGR

Last updated Jun 4, 2026

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

Performance

BLUC vs. BLGR - Performance Comparison

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

Returns By Period

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

BLUC

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

BLGR

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

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

BLUC vs. BLGR - Yearly Performance Comparison

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

Correlation

The correlation between BLUC and BLGR 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

BLUC vs. BLGR - Sectors Allocation Comparison

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

Return for Risk

BLUC vs. BLGR - Risk-Adjusted Trends Comparison

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

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

Drawdowns

BLUC vs. BLGR - Drawdown Comparison

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

Drawdown Indicators

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

Volatility

Volatility by Period

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

BLUC vs. BLGR - Expense Ratio Comparison

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

Dividends

BLUC vs. BLGR - Dividend Comparison

BLUC's dividend yield for the trailing twelve months is around 0.51%, more than BLGR's 0.23% 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 BLUC and BLGR in my portfolio?

With a correlation of 0.97, BLUC and BLGR 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, BLUC or BLGR?

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, BLUC or BLGR?

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

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

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

What is the main difference between BLUC and BLGR?

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