XOEX vs. BLCR

Last updated Jun 23, 2026

XOEX (Xtrackers S&P 100 Ex Top 20 ETF) and BLCR (Blackrock Large Cap Core ETF) are both Large Cap Blend Equities funds. XOEX is passively managed, while BLCR is actively managed. Over the past year, XOEX returned 27.52% vs 45.01% for BLCR. A 0.67 correlation means they provide meaningful diversification when combined. XOEX charges 0.15%/yr vs 0.36%/yr for BLCR.

Performance

XOEX vs. BLCR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Xtrackers S&P 100 Ex Top 20 ETF (XOEX) 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, XOEX achieves a 10.16% return, which is significantly lower than BLCR's 18.78% return.

XOEX

• 1D: 0.10%
• 1M: 1.53%
• YTD: 10.16%
• 6M: 9.30%
• 1Y: 27.52%
• 3Y*: 18.17%
• 5Y*: —
• 10Y*: —

BLCR

• 1D: -0.10%
• 1M: 1.31%
• YTD: 18.78%
• 6M: 18.51%
• 1Y: 45.01%
• 3Y*: —
• 5Y*: —
• 10Y*: —

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

XOEX vs. BLCR - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
XOEX Xtrackers S&P 100 Ex Top 20 ETF	10.16%	18.97%	12.07%	17.18%
BLCR Blackrock Large Cap Core ETF	18.78%	30.93%	17.07%	13.54%

Correlation

The correlation between XOEX and BLCR is 0.70, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.70
Correlation (All Time) Calculated using the full available price history since Oct 26, 2023	0.67

The correlation between XOEX and BLCR has been stable across timeframes, ranging from 0.67 to 0.70 - a consistent structural relationship.

XOEX vs. BLCR - Sectors Allocation Comparison

Sectors	XOEX	BLCR
Technology	19.4%	34.3%
Financial Services	17.4%	12.5%
Healthcare	15.9%	7.6%
Industrials	14.5%	13.7%
Consumer Defensive	9.2%	-
Consumer Cyclical	6.8%	11.1%
Communication Services	6.7%	14.6%
Utilities	4.5%	1.6%
Energy	3.0%	2.2%
Basic Materials	1.6%	2.2%
Real Estate	1.0%	-

Return for Risk

XOEX vs. BLCR — Risk / Return Rank

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

XOEX

XOEX Risk / Return Rank: 79
XOEX Sharpe Ratio Rank: 80
XOEX Sortino Ratio Rank: 82
XOEX Omega Ratio Rank: 77
XOEX Calmar Ratio Rank: 76
XOEX Martin Ratio Rank: 79

BLCR

BLCR Risk / Return Rank: 86
BLCR Sharpe Ratio Rank: 88
BLCR Sortino Ratio Rank: 85
BLCR Omega Ratio Rank: 83
BLCR Calmar Ratio Rank: 85
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.

XOEX vs. BLCR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Xtrackers S&P 100 Ex Top 20 ETF (XOEX) 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.

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.

	XOEX	BLCR	Difference
Sharpe ratio: Return per unit of total volatility	2.45	2.77	-0.31
Sortino ratio: Return per unit of downside risk	3.48	3.64	-0.15
Omega ratio: Gain probability vs. loss probability	1.44	1.47	-0.04
Calmar ratio: Return relative to maximum drawdown	3.78	4.41	-0.63
Martin ratio: Return relative to average drawdown	14.90	20.00	-5.10

XOEX vs. BLCR - Sharpe Ratio Comparison

The current XOEX Sharpe Ratio is 2.45, which is comparable to the BLCR Sharpe Ratio of 2.77. The chart below compares the historical Sharpe Ratios of XOEX 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.

Drawdowns

XOEX vs. BLCR - Drawdown Comparison

The maximum XOEX drawdown since its inception was -14.68%, smaller than the maximum BLCR drawdown of -21.29%. Use the drawdown chart below to compare losses from any high point for XOEX and BLCR.

Drawdown Indicators

	XOEX	BLCR	Difference
Max Drawdown Largest peak-to-trough decline	-14.68%	-21.29%	+6.61%
Max Drawdown (1Y) Largest decline over 1 year	-7.31%	-10.26%	+2.95%
Max Drawdown (3Y) Largest decline over 3 years	-14.68%	—	—
Current Drawdown Current decline from peak	-0.90%	-1.02%	+0.12%
Average Drawdown Average peak-to-trough decline	-2.62%	-2.19%	-0.43%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.85%	2.26%	-0.41%

Volatility

XOEX vs. BLCR - Volatility Comparison

The current volatility for Xtrackers S&P 100 Ex Top 20 ETF (XOEX) is 4.00%, while Blackrock Large Cap Core ETF (BLCR) has a volatility of 6.10%. This indicates that XOEX 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

	XOEX	BLCR	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.00%	6.10%	-2.10%
Volatility (6M) Calculated over the trailing 6-month period	8.86%	13.11%	-4.25%
Volatility (1Y) Calculated over the trailing 1-year period	11.29%	16.38%	-5.09%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.45%	17.65%	-4.20%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	13.45%	17.65%	-4.20%

XOEX vs. BLCR - Expense Ratio Comparison

XOEX has a 0.15% expense ratio, which is lower than BLCR's 0.36% expense ratio.

Dividends

XOEX vs. BLCR - Dividend Comparison

XOEX's dividend yield for the trailing twelve months is around 1.47%, more than BLCR's 0.28% yield.

Position	TTM	2025	2024	2023	2022
BLCR Blackrock Large Cap Core ETF	0.28%	0.33%	0.75%	0.13%	0.00%
XOEX Xtrackers S&P 100 Ex Top 20 ETF	1.47%	1.95%	2.09%	1.72%	0.42%

Frequently Asked Questions

Can I hold both XOEX and BLCR in my portfolio?

XOEX and BLCR have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, XOEX or BLCR?

BLCR has higher volatility (6.10%) compared to XOEX (4.00%). In terms of maximum drawdown, XOEX dropped -14.68% vs BLCR's -21.29%.

Which ETF is better, XOEX or BLCR?

On 1-year performance, BLCR leads with 45.01% vs 27.52% for XOEX. On fees, XOEX is cheaper at 0.15% per year. On volatility, XOEX has been the lower-risk option at 4.00%. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF has performed better, XOEX or BLCR?

Over the 1-year period, BLCR has performed better with a 45.01% return vs 27.52%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

Which ETF is cheaper, XOEX or BLCR?

XOEX is cheaper with a 0.15% expense ratio, compared with 0.36% for BLCR.

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

XOEX has the higher dividend yield at 1.47%, compared with 0.28% for BLCR.

What is the main difference between XOEX and BLCR?

They also come from different issuers: Xtrackers and BlackRock. Their fees differ too: 0.15% for XOEX and 0.36% for BLCR.

Which has better risk-adjusted returns?

BLCR currently has the higher Sharpe Ratio (2.77 vs 2.45), 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.