BLCR vs JCTR

BLCR vs JCTR

Which is better, BLCR or JCTR?

BLCR has been ahead.

JCTR has a lower expense ratio. BLCR led over 1Y and the full window.

Lower Fees: JCTRHigher Returns: BLCR

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

MetricBLCRJCTR
Expense Ratio0.36%0.15%Best
AUM$9.8B$7M
Dividend Yield0.32%0.94%
Holdings52405
Volatility (annualized)14.6%12.3%Best
Max Drawdown-21.3%-19.6%Best
$10,000 over 1.9 years$16,364Best$16,302
Fund FamilyBlackRock, Inc. (US)J.P. Morgan Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Blend
InceptionOct 24, 2023Dec 9, 2020

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 376 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. BLCR has data through Oct 14, 2026 and JCTR through Oct 3, 2025.

Volatility and max drawdown, and the $10,000 over 1.9 years row, are measured over the window both funds cover: Oct 26, 2023 to Oct 3, 2025 (1.9 years).

Compare BLCR against instead:BLCR vs SPYBLCR vs QQQBLCR vs VOOBLCR vs VTIJCTR against:JCTR vs VXUS

Risk: Volatility and Drawdowns

BLCR has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.3% for JCTR. 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 -19.6% for JCTR. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.89. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

BLCR charges 0.36% per year while JCTR charges 0.15%. On a $10,000 position that is $36 vs $15 annually, a gap of $21 per year that compounds over a long holding period. On income, BLCR currently yields 0.32% against 0.94% for JCTR.

You are not choosing between two funds in isolation.

Whichever of BLCR and JCTR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

BLCRJCTR

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Frequently Asked Questions

Which is cheaper, BLCR or JCTR?

BLCR has an expense ratio of 0.36% while JCTR charges 0.15%. JCTR is the cheaper option, by $21 a year on a $10,000 investment.

Which is riskier, BLCR or JCTR?

BLCR has been the more volatile fund at 14.6% annualized versus 12.3% for JCTR. Worst drawdown: BLCR -21.3% vs JCTR -19.6%.

Should I hold both BLCR and JCTR?

BLCR and JCTR have a monthly-return correlation of 0.89, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, BLCR or JCTR?

BLCR yields 0.32% while JCTR yields 0.94%, so JCTR currently pays the higher dividend yield.

Is JCTR better than BLCR?

JCTR has a lower expense ratio. BLCR led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.