TOV vs. BLCR

Last updated Jun 4, 2026

TOV (JLens 500 Jewish Advocacy U.S. ETF) and BLCR (Blackrock Large Cap Core ETF) are both Large Cap Blend Equities funds. TOV is passively managed, while BLCR is actively managed. Over the past year, TOV returned 28.12% vs 45.16% for BLCR. Their correlation of 0.91 suggests significant overlap in exposure. TOV charges 0.18%/yr vs 0.36%/yr for BLCR.

Performance

TOV vs. BLCR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in JLens 500 Jewish Advocacy U.S. ETF (TOV) and Blackrock Large Cap Core ETF (BLCR). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TOV achieves a 11.31% return, which is significantly lower than BLCR's 18.88% return.

TOV

• 1D: -0.60%
• 1M: 5.33%
• YTD: 11.31%
• 6M: 11.06%
• 1Y: 28.12%
• 3Y*: —
• 5Y*: —
• 10Y*: —

BLCR

• 1D: -0.57%
• 1M: 3.96%
• YTD: 18.88%
• 6M: 20.88%
• 1Y: 45.16%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

TOV vs. BLCR - Yearly Performance Comparison

	2026 (YTD)	2025
TOV JLens 500 Jewish Advocacy U.S. ETF	11.31%	17.49%
BLCR Blackrock Large Cap Core ETF	18.88%	30.38%

Correlation

The correlation between TOV and BLCR is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.90
Correlation (All Time) Calculated using the full available price history since Feb 28, 2025	0.91

The correlation between TOV and BLCR has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.

TOV vs. BLCR - Sectors Allocation Comparison

Sectors	TOV	BLCR
Technology	35.7%	35.7%
Financial Services	11.9%	12.1%
Communication Services	11.5%	11.0%
Consumer Cyclical	9.8%	10.9%
Healthcare	8.7%	7.6%
Industrials	8.4%	13.5%
Consumer Defensive	4.8%	-
Energy	3.6%	2.2%
Utilities	2.2%	1.6%
Real Estate	1.7%	-
Basic Materials	1.6%	2.2%

Return for Risk

TOV vs. BLCR — Risk / Return Rank

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

TOV

TOV Risk / Return Rank: 71
TOV Sharpe Ratio Rank: 72
TOV Sortino Ratio Rank: 71
TOV Omega Ratio Rank: 70
TOV Calmar Ratio Rank: 65
TOV Martin Ratio Rank: 76

BLCR

BLCR Risk / Return Rank: 86
BLCR Sharpe Ratio Rank: 88
BLCR Sortino Ratio Rank: 87
BLCR Omega Ratio Rank: 84
BLCR Calmar Ratio Rank: 83
BLCR Martin Ratio Rank: 90

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.

TOV vs. BLCR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for JLens 500 Jewish Advocacy U.S. ETF (TOV) and Blackrock Large Cap Core ETF (BLCR). 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.

	TOV	BLCR	Difference
Sharpe ratio: Return per unit of total volatility	2.31	2.92	-0.61
Sortino ratio: Return per unit of downside risk	3.17	3.88	-0.71
Omega ratio: Gain probability vs. loss probability	1.42	1.50	-0.08
Calmar ratio: Return relative to maximum drawdown	3.18	4.42	-1.25
Martin ratio: Return relative to average drawdown	14.17	20.96	-6.79
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

TOV vs. BLCR - Sharpe Ratio Comparison

The current TOV Sharpe Ratio is 2.31, which is comparable to the BLCR Sharpe Ratio of 2.92. The chart below compares the historical Sharpe Ratios of TOV and BLCR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	TOV	BLCR	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.31	2.92	-0.61
Sharpe Ratio (All Time) Calculated using the full available price history	1.33	1.88	-0.54

Drawdowns

TOV vs. BLCR - Drawdown Comparison

The maximum TOV drawdown since its inception was -16.28%, smaller than the maximum BLCR drawdown of -21.29%. Use the drawdown chart below to compare losses from any high point for TOV and BLCR.

Drawdown Indicators

	TOV	BLCR	Difference
Max Drawdown Largest peak-to-trough decline	-16.28%	-21.29%	+5.01%
Max Drawdown (1Y) Largest decline over 1 year	-8.89%	-10.26%	+1.37%
Current Drawdown Current decline from peak	-0.60%	-0.94%	+0.34%
Average Drawdown Average peak-to-trough decline	-2.04%	-2.19%	+0.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.99%	2.16%	-0.17%

Volatility

TOV vs. BLCR - Volatility Comparison

The current volatility for JLens 500 Jewish Advocacy U.S. ETF (TOV) is 3.72%, while Blackrock Large Cap Core ETF (BLCR) has a volatility of 4.33%. This indicates that TOV experiences smaller price fluctuations and is considered to be less risky than BLCR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TOV	BLCR	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.72%	4.33%	-0.61%
Volatility (6M) Calculated over the trailing 6-month period	9.37%	12.26%	-2.89%
Volatility (1Y) Calculated over the trailing 1-year period	12.23%	15.55%	-3.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.87%	17.46%	+0.41%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	17.87%	17.46%	+0.41%

TOV vs. BLCR - Expense Ratio Comparison

TOV has a 0.18% expense ratio, which is lower than BLCR's 0.36% expense ratio.

Dividends

TOV vs. BLCR - Dividend Comparison

TOV's dividend yield for the trailing twelve months is around 0.82%, more than BLCR's 0.23% yield.

Position	TTM	2025	2024	2023
BLCR Blackrock Large Cap Core ETF	0.23%	0.33%	0.75%	0.13%
TOV JLens 500 Jewish Advocacy U.S. ETF	0.82%	0.76%	0.00%	0.00%

Frequently Asked Questions

Can I hold both TOV and BLCR in my portfolio?

TOV and BLCR have a correlation of 0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, TOV or BLCR?

BLCR has higher volatility (4.33%) compared to TOV (3.72%). In terms of maximum drawdown, TOV dropped -16.28% vs BLCR's -21.29%.

Which ETF is better, TOV or BLCR?

On 1-year performance, BLCR leads with 45.16% vs 28.12% for TOV. On fees, TOV is cheaper at 0.18% per year. On volatility, TOV has been the lower-risk option at 3.72%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, TOV or BLCR?

Over the 1-year period, BLCR has performed better with a 45.16% return vs 28.12%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, TOV or BLCR?

TOV is cheaper with a 0.18% expense ratio, compared with 0.36% for BLCR.

Which ETF pays a higher dividend yield, TOV or BLCR?

TOV has the higher dividend yield at 0.82%, compared with 0.23% for BLCR.

What is the main difference between TOV and BLCR?

They also come from different issuers: JLens and BlackRock. Their fees differ too: 0.18% for TOV and 0.36% for BLCR.

Which has better risk-adjusted returns?

BLCR currently has the higher Sharpe Ratio (2.92 vs 2.31), 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.