BLCR vs DFVX
iShares Large Cap Core Active ETF vs Dimensional US Large Cap Vector ETF
Which is better, BLCR or DFVX?
BLCR has been ahead.
DFVX has a lower expense ratio. BLCR led over 1Y, 3Y and the full window. DFVX is less concentrated, with 33.1% of the fund in its ten largest positions against 48.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BLCR | DFVX |
|---|---|---|
| Expense Ratio | 0.36% | 0.19%Best |
| AUM | $9.8B | $551M |
| Dividend Yield | 0.32% | 1.13% |
| Holdings | 52 | 325 |
| YTD Return | +16.18%Best | +14.81% |
| 1Y Return | +25.71%Best | +18.85% |
| 3Y Return (annualized) | +27.24%Best | +20.20% |
| Volatility (annualized) | 15.6% | 11.3%Best |
| Max Drawdown | -21.3% | -16.7%Best |
| $10,000 over 2.9 years | $19,583Best | $17,050 |
| Top 10 Weight | 48.6% | 33.1%Best |
| Fund Family | BlackRock, Inc. (US) | Dimensional |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 24, 2023 | Nov 2, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Nov 2, 2023 to Oct 14, 2026 (2.9 years).
BLCR vs DFVX growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.
BLCR vs DFVX Performance
iShares Large Cap Core Active ETF (BLCR) is an ETF from BlackRock, Inc. (US) and Dimensional US Large Cap Vector ETF (DFVX) is an ETF from Dimensional. Over the past year BLCR returned +25.71% while DFVX returned +18.85%. Year to date, BLCR is up 16.18% versus a gain of 14.81% for DFVX.
Over three years, BLCR compounded at +27.24% per year against +20.20% for DFVX.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BLCR has been the more volatile fund, with annualized monthly volatility of 15.6% compared with 11.3% for DFVX. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -21.3% for BLCR and -16.7% for DFVX. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.84. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
BLCR charges 0.36% per year while DFVX charges 0.19%. On a $10,000 position that is $36 vs $19 annually, a gap of $17 per year that compounds over a long holding period. On income, BLCR currently yields 0.32% against 1.13% for DFVX.
Holdings Overlap
71.8% of BLCR's money is in holdings DFVX also owns. 38.4% of DFVX's money is in holdings BLCR also owns.
Most of BLCR is already inside DFVX. Owning both mostly buys the same companies twice.
35 positions in common, counted across the 53 positions we hold weights for in BLCR and 325 in DFVX, against full books of 52 and 325.
What only one of them owns
Our book lists 266 positions for DFVX that do not appear in our book for BLCR (60.3% of the fund), and 16 for BLCR that do not appear in DFVX (25.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in BLCR | Weight in DFVX | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 6.47% | 6.35% | 0.12% |
| AMZNAmazon.Com Inc | 5.72% | 5.06% | 0.66% |
| METAMeta Platforms Inc | 5.18% | 5.27% | 0.09% |
| NVDANvidia Corp | 7.36% | 1.22% | 6.14% |
| GOOGLAlphabet Inc | 5.00% | 2.94% | 2.06% |
| MUMicron Technology, Inc. | 3.50% | 2.78% | 0.72% |
| VVisa Inc Class A | 4.20% | 1.55% | 2.65% |
| AAPLApple, Inc | 4.55% | 0.04% | 4.51% |
| ATIAti Inc | 3.06% | 0.04% | 3.02% |
| WCCWesco International Inc | 3.08% | 0.00% | 3.08% |
71.8% of BLCR is already inside DFVX.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, BLCR or DFVX?
BLCR has an expense ratio of 0.36% while DFVX charges 0.19%. DFVX is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, BLCR or DFVX?
Over the past year BLCR returned +25.71% vs +18.85% for DFVX, so BLCR leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BLCR or DFVX?
BLCR has been the more volatile fund at 15.6% annualized versus 11.3% for DFVX. Worst drawdown: BLCR -21.3% vs DFVX -16.7%.
Should I hold both BLCR and DFVX?
BLCR and DFVX have a monthly-return correlation of 0.84, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between BLCR and DFVX?
71.8% of BLCR's money is in holdings DFVX also owns. 38.4% of DFVX's is in holdings BLCR also owns. They hold 35 positions in common, counted across the 53 positions we hold weights for in BLCR and 325 in DFVX.
Which pays a higher dividend, BLCR or DFVX?
BLCR yields 0.32% while DFVX yields 1.13%, so DFVX currently pays the higher dividend yield.
Is DFVX better than BLCR?
DFVX has a lower expense ratio. BLCR led over 1Y, 3Y and the full window. DFVX is less concentrated, with 33.1% of the fund in its ten largest positions against 48.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.