BLCR vs FEUS
iShares Large Cap Core Active ETF vs Northern Trust ESG & Climate US Large Cap Core ETF
Which is better, BLCR or FEUS?
BLCR has been ahead.
FEUS has a lower expense ratio. BLCR led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. FEUS is less concentrated, with 40.7% 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 | FEUS |
|---|---|---|
| Expense Ratio | 0.36% | 0.09%Best |
| AUM | $9.8B | $128M |
| Dividend Yield | 0.32% | 1.00% |
| Holdings | 52 | 132 |
| YTD Return | +16.18%Best | +14.43% |
| 1Y Return | +25.71%Best | +18.43% |
| 3Y Return (annualized) | +27.24%Best | +20.62% |
| 5Y Return (annualized) | - | +11.92% |
| Volatility (annualized) | 15.7% | 12.6%Best |
| Max Drawdown | -21.3% | -19.5%Best |
| $10,000 over 3 years | $20,600Best | $18,718 |
| Top 10 Weight | 48.6% | 40.7%Best |
| Fund Family | BlackRock, Inc. (US) | Northern Trust Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Oct 24, 2023 | Sep 20, 2021 |
Volatility and max drawdown, and the $10,000 over 3 years row, are measured over the window both funds cover: Oct 26, 2023 to Oct 14, 2026 (3 years).
BLCR vs FEUS 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 3 years both funds cover.
BLCR vs FEUS Performance
iShares Large Cap Core Active ETF (BLCR) is an ETF from BlackRock, Inc. (US) and Northern Trust ESG & Climate US Large Cap Core ETF (FEUS) is an ETF from Northern Trust Asset Management. Over the past year BLCR returned +25.71% while FEUS returned +18.43%. Year to date, BLCR is up 16.18% versus a gain of 14.43% for FEUS.
Over three years, BLCR compounded at +27.24% per year against +20.62% for FEUS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
BLCR has been the more volatile fund, with annualized monthly volatility of 15.7% compared with 12.6% for FEUS. 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 -19.5% for FEUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
BLCR charges 0.36% per year while FEUS charges 0.09%. On a $10,000 position that is $36 vs $9 annually, a gap of $27 per year that compounds over a long holding period. On income, BLCR currently yields 0.32% against 1.00% for FEUS.
Holdings Overlap
53.5% of BLCR's money is in holdings FEUS also owns. 45.6% of FEUS's money is in holdings BLCR also owns.
The two portfolios partly overlap.
20 positions in common, counted across the 53 positions we hold weights for in BLCR and 128 in FEUS, against full books of 52 and 132.
What only one of them owns
Our book lists 107 positions for FEUS that do not appear in our book for BLCR (53.0% of the fund), and 31 for BLCR that do not appear in FEUS (44.1%).
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 FEUS | Difference |
|---|---|---|---|
| NVDANvidia Corp | 7.36% | 8.52% | 1.16% |
| MSFTMicrosoft Corp | 6.47% | 6.09% | 0.38% |
| AAPLApple, Inc | 4.55% | 7.22% | 2.67% |
| AMZNAmazon.Com Inc | 5.72% | 4.09% | 1.63% |
| GOOGLAlphabet Inc | 5.00% | 3.56% | 1.44% |
| METAMeta Platforms Inc | 5.18% | 2.28% | 2.90% |
| VVisa Inc Class A | 4.20% | 1.65% | 2.55% |
| MUMicron Technology, Inc. | 3.50% | 0.73% | 2.77% |
| INTCIntel Corporation | 2.43% | 1.64% | 0.79% |
| AMDAdvanced Micro Devices Inc | 2.58% | 0.25% | 2.33% |
53.5% of BLCR is already inside FEUS.
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 FEUS?
BLCR has an expense ratio of 0.36% while FEUS charges 0.09%. FEUS is the cheaper option, by $27 a year on a $10,000 investment.
Which performed better, BLCR or FEUS?
Over the past year BLCR returned +25.71% vs +18.43% for FEUS, 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 FEUS?
BLCR has been the more volatile fund at 15.7% annualized versus 12.6% for FEUS. Worst drawdown: BLCR -21.3% vs FEUS -19.5%.
Should I hold both BLCR and FEUS?
BLCR and FEUS have a monthly-return correlation of 0.91, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between BLCR and FEUS?
53.5% of BLCR's money is in holdings FEUS also owns. 45.6% of FEUS's is in holdings BLCR also owns. They hold 20 positions in common, counted across the 53 positions we hold weights for in BLCR and 128 in FEUS.
Which pays a higher dividend, BLCR or FEUS?
BLCR yields 0.32% while FEUS yields 1.00%, so FEUS currently pays the higher dividend yield.
Is FEUS better than BLCR?
FEUS has a lower expense ratio. BLCR led over 1Y, 3Y and the full window. The two have moved almost in lockstep, correlation 0.91. FEUS is less concentrated, with 40.7% 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.